Timothy J. Videnka Portfolio
Invests via Forza Wealth Management LLC | Managed by Timothy J. Videnka, Michael E. DeMassa
Invests via Forza Wealth Management LLC
Managed by Timothy J. Videnka, Michael E. DeMassa
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Timothy J. Videnka Profile
Timothy J. Videnka has established a significant presence in corporate finance through his extensive experience in investment banking and strategic advisory roles. He is recognized for driving growth initiatives and optimizing capital structures across various industries, including technology and healthcare. With a track record of successfully guiding mergers and acquisitions, his insights into market dynamics have positioned him as a vital contributor to the evolution of financial transactions. Videnka's leadership fosters innovation within teams while leveraging relationships with key stakeholders to maximize shareholder value. His analytical approach enables effective decision-making that aligns with evolving market trends.
Timothy J. Videnka has established a significant presence in corporate finance through his extensive experience in investment banking and strategic advisory roles. He is recognized for driving growth initiatives and optimizing capital structures across various industries, including technology and healthcare. With a track record of successfully guiding mergers and acquisitions, his insights into market dynamics have positioned him as a vital contributor to the evolution of financial transactions. Videnka's leadership fosters innovation within teams while leveraging relationships with key stakeholders to maximize shareholder value. His analytical approach enables effective decision-making that aligns with evolving market trends.
Investment Philosophy & Strategy
Focusing on strategic growth, Timothy J. Videnka leverages his deep-rooted expertise in corporate finance to identify value creation opportunities within diverse sectors. His leadership experience and analytical acumen drive capital allocation strategies that enhance performance metrics while aligning with market demands. Committed to fostering innovation, he emphasizes collaboration across teams to unlock new avenues for expansion and operational efficiencies. Videnka’s insightful approach towards mergers and acquisitions enables a keen understanding of sector dynamics, facilitating successful transactions that ultimately elevate shareholder returns.
Focusing on strategic growth, Timothy J. Videnka leverages his deep-rooted expertise in corporate finance to identify value creation opportunities within diverse sectors. His leadership experience and analytical acumen drive capital allocation strategies that enhance performance metrics while aligning with market demands. Committed to fostering innovation, he emphasizes collaboration across teams to unlock new avenues for expansion and operational efficiencies. Videnka’s insightful approach towards mergers and acquisitions enables a keen understanding of sector dynamics, facilitating successful transactions that ultimately elevate shareholder returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
59.05%
Gain -0.36%
Monthly
1.18%
Yearly
15.14%
Drawdown
12.68%
$330.65M
Equity
Holdings
$330.65M
Investment
$241.44M
$99.81M
Profit -$738,523.29
Realized
$10.61M
Unrealized
$89.2M
Dividends
$18.93M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$738,523.29
Win %
78%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$738,523.29
Win %
78%
This Month
Compared to last month
Gain
-1.16%
Profit
-$3.88M
Win %
78%
This Year
Compared to last year
Gain
1.55%
Profit
$5.05M
Win %
77%
PANW Palo Alto Networks, Inc.
+14.16%
+$217,806.38 
CTSH Cognizant Technology Solutions Corporation
+7.13%
+$59,962.8 
ADBE Adobe Inc.
+4.54%
+$29,243.3 
CRM Salesforce Inc
+4.5%
+$17,631.39 
GEN Gen Digital Inc.
+3.85%
+$26,199.69 
BR Broadridge Financial Solutions, Inc.
+3.79%
+$11,456.98 
MCK McKesson Corporation
+3.3%
+$33,994.51 
MDT Medtronic plc
+3.24%
+$19,693.22 
GOOGL Alphabet Inc
+3.09%
+$147,804.8 
GOOG Alphabet Inc
+2.97%
+$11,493.83 
META Meta Platforms Inc Class A
+2.85%
+$6,678.89 
IBM International Business Machines Corporation
+2.73%
+$87,721.17 
TW Tradeweb Markets Inc.
+2.65%
+$6,100.92 
SYK Stryker Corporation
+2.43%
+$6,181.56 
PAYX Paychex Inc.
+2.4%
+$15,946.08 
MO Altria Group, Inc.
+2.3%
+$10,292.99 
MSFT Microsoft Corp.
+2.3%
+$137,698 
WMT Walmart Inc.
+2.27%
+$10,161.25 
WM Waste Management, Inc.
+2.27%
+$14,074.67 
DIS The Walt Disney Company
+2.14%
+$22,334.88 
LLY Eli Lilly and Company
+2.07%
+$53,731.11 
UPS United Parcel Service, Inc.
+2.05%
+$14,984.44 
GM General Motors Company
+2.05%
+$12,162.15 
MCD McDonald's Corporation
+2.02%
+$18,727.2 
T AT&T Inc.
+2%
+$17,026.91 
TGT Target Corporation
+1.98%
+$41,455.44 
GILD Gilead Sciences Inc.
+1.93%
+$13,847.23 
PM Philip Morris International Inc.
+1.81%
+$5,585.55 
ABBV AbbVie Inc.
+1.7%
+$46,718.6 
NVS Novartis AG Sponsored ADR
+1.69%
+$12,235.68 
COST Costco Wholesale Corporation
+1.61%
+$37,748.89 
SNY Sanofi American Depositary Receipt
+1.58%
+$5,497.87 
AFL Aflac Inc.
+1.52%
+$39,025 
LHX L3Harris Technologies, Inc.
+1.5%
+$7,086.79 
VZ Verizon Communications Inc.
+1.43%
+$34,247.55 
VTRS Viatris Inc.
+1.31%
+$3,040.2 
GIS General Mills, Inc.
+1.28%
+$11,022.06 
NVO Novo Nordisk A/S Sponsored ADR
+1.2%
+$4,102.49 
LMT Lockheed Martin Corporation
+1.17%
+$9,730.8 
EBAY eBay Inc.
+1.17%
+$5,185.66 
SNOW Snowflake Inc.
+1.16%
+$4,492.33 
CVS CVS Health Corporation
+1.12%
+$11,568.84 
KO The Coca-Cola Company
+1.11%
+$6,074.04 
ZTS Zoetis Inc.
+1.11%
+$2,685.15 
LOW Lowe's Companies Inc.
+1.09%
+$9,475.01 
V Visa Inc. Class A
+1.06%
+$3,946.31 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$9,102.52 
AWK American Water Works Company, Inc.
+1.04%
+$5,301.01 
AMGN Amgen Inc.
+1.03%
+$27,370.13 
HD The Home Depot, Inc.
+1.01%
+$4,005.69 
ABT Abbott Laboratories
+0.94%
+$3,933.12 
FDXF FedEx Freight Holding Company Inc.
+0.93%
+$1,621.62 
AXP American Express Company
+0.89%
+$4,085.16 
VRTX Vertex Pharmaceuticals Incorporated
+0.81%
+$3,682.58 
BMY Bristol-Myers Squibb Company
+0.79%
+$12,068.5 
TRV The Travelers Companies, Inc.
+0.78%
+$11,462.12 
DE Deere & Company
+0.74%
+$1,610.48 
PYPL PayPal Holdings Inc
+0.72%
+$2,616.07 
SDY SPDR S&P Dividend ETF
+0.64%
+$6,860 
MA Mastercard Incorporated
+0.6%
+$7,117.15 
JNJ Johnson & Johnson
+0.59%
+$16,089.94 
ITW Illinois Tool Works Inc.
+0.58%
+$2,262 
XYL Xylem Inc.
+0.57%
+$2,538.21 
AAPL Apple Inc.
+0.55%
+$24,075.61 
PG Procter & Gamble Co
+0.53%
+$3,709.09 
MRK Merck & Co., Inc.
+0.52%
+$8,159.36 
SBUX Starbucks Corporation
+0.39%
+$1,410.56 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$903.24 
GD General Dynamics Corporation
+0.33%
+$4,832.63 
HII Huntington Ingalls Industries Inc.
+0.33%
+$2,748.2 
TSN Tyson Foods Inc.
+0.31%
+$660.16 
FDX FedEx Corporation
+0.26%
+$2,188.02 
FAST Fastenal Co.
+0.21%
+$473.97 
UNP Union Pacific Corporation
+0.18%
+$917.52 
EQWL Invesco S&P 100 Equal Weight ETF
+0.16%
+$17,642.11 
TJX The TJX Companies, Inc.
+0.11%
+$644.71 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$596.62 
PRU Prudential Financial, Inc.
+0.1%
+$677.64 
CAH Cardinal Health Inc.
+0.1%
+$3,644.19 
PEP PepsiCo, Inc.
+0.07%
+$375.71 
PFE Pfizer Inc.
+0.04%
+$272 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$580.41 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$1,596 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$281.17 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
+$0.68 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
COHR Coherent Corp.
-11.86%
-$89,137.42 
GEV GE Vernova Inc.
-8.6%
-$50,312.81 
ETN Eaton Corporation plc
-7.51%
-$28,193.13 
ECG Everus Construction Group, Inc.
-6.91%
-$42,207 
AMAT Applied Materials, Inc.
-6.61%
-$72,166.62 
KLAC KLA Corporation
-6.44%
-$15,132 
BAC Bank of America Corporation
-5.36%
-$54,159.84 
INTC Intel Corporation
-5.32%
-$96,529.73 
MTZ MasTec, Inc. Common Stock
-5.2%
-$18,055.28 
GNRC Generac Holdings Inc.
-5.13%
-$23,673.62 
SLB Schlumberger Limited
-5.02%
-$34,303.6 
AVGO Broadcom Inc.
-4.83%
-$123,040.85 
NTAP NetApp, Inc.
-4.62%
-$87,780.51 
ADI Analog Devices, Inc.
-4.48%
-$10,677.27 
ORCL Oracle Corporation
-4.38%
-$15,555.12 
CAT Caterpillar Inc.
-4.17%
-$20,598.49 
NTRS Northern Trust Corporation
-4.02%
-$16,429.99 
NEM Newmont Corporation
-2.92%
-$10,348.9 
NVDA NVIDIA Corporation
-2.84%
-$6,217.4 
EMR Emerson Electric Co.
-2.53%
-$69,072.85 
EEM iShares MSCI Emerging Markets ETF
-2.51%
-$60,817.5 
MDU MDU Resources Group, Inc.
-2.47%
-$9,730.37 
VLO Valero Energy Corporation
-2.31%
-$30,376.95 
STX Seagate Technology Holdings plc
-2.31%
-$69,047.93 
GE General Electric Company
-2.01%
-$15,615.4 
WFC Wells Fargo & Company
-1.93%
-$5,521.18 
NUE Nucor Corporation
-1.85%
-$35,954.68 
JPM JPMorgan Chase & Co.
-1.73%
-$112,327.78 
MMM 3M Company
-1.7%
-$11,079.83 
CSCO Cisco Systems, Inc.
-1.69%
-$122,012.3 
LYB LyondellBasell Industries N.V.
-1.56%
-$7,666.48 
KNF Knife River Corporation
-1.55%
-$4,578.82 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$21,789.9 
LNG Cheniere Energy Inc.
-1.48%
-$4,944 
PHYS Sprott Physical Gold Trust
-1.48%
-$5,632.31 
VIRT Virtu Financial, Inc.
-1.37%
-$16,097.97 
GLD SPDR Gold Shares
-1.35%
-$13,503.77 
RTX RTX Corporation
-1.31%
-$9,671.53 
IAU iShares Gold Trust
-1.3%
-$230,946.32 
BLK BlackRock, Inc.
-1.24%
-$13,406.6 
AKAM Akamai Technologies Inc.
-1.24%
-$10,592.05 
AMZN Amazon.com Inc
-1.24%
-$5,981.58 
CMCSA Comcast Corp
-1.17%
-$4,110.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$9,217.26 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$5,835.91 
XLE Energy Select Sector SPDR Fund
-1.15%
-$21,525 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.15%
-$7,304.7 
IXUS iShares Core International Stock ETF
-1.14%
-$2,601.84 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$11,288.1 
SCHF Schwab International Equity ETF
-1.12%
-$3,034.71 
PSX Phillips 66
-1.11%
-$9,623.7 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$2,928.2 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.06%
-$4,112.02 
SCHA Schwab U.S. Small-Cap ETF
-0.99%
-$2,075.99 
CVX Chevron Corporation
-0.98%
-$24,296.98 
SCHV Schwab U.S. Large-Cap Value ETF
-0.92%
-$3,102.32 
PPL PPL Corporation
-0.9%
-$4,457.91 
XOM Exxon Mobil Corporation
-0.88%
-$39,709.35 
QCOM QUALCOMM Incorporated
-0.87%
-$5,760.68 
MDY SPDR S&P MidCap 400 ETF Trust
-0.83%
-$10,533.72 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$40,867.98 
GPC Genuine Parts Company
-0.81%
-$6,412.41 
BG Bunge Global S.A.
-0.81%
-$3,383 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.74%
-$8,729.91 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$33,921.46 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$10,528.7 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.69%
-$3,934.5 
NEE NextEra Energy, Inc.
-0.67%
-$1,429.45 
EFA iShares MSCI EAFE ETF
-0.65%
-$3,475 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$77,117.67 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$2,370 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.54%
-$1,274.28 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$12,382.29 
AMT American Tower Corporation
-0.49%
-$8,268.84 
VTV Vanguard Value ETF
-0.46%
-$15,431.46 
VO Vanguard Mid-Cap ETF
-0.43%
-$4,660.25 
SUSA iShares MSCI USA ESG Select ETF
-0.41%
-$1,439.55 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$32,959.82 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$25,874.16 
USB U.S. Bancorp
-0.36%
-$2,456.32 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$11,313.54 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$4,082.4 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$15,792.06 
IVV iShares Core S&P 500 ETF
-0.33%
-$15,933.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$15,924.81 
ADM Archer-Daniels-Midland Co
-0.32%
-$1,052.15 
VB Vanguard Small-Cap ETF
-0.31%
-$1,276.06 
SFLR Innovator Equity Managed Floor ETF
-0.24%
-$636.31 
PKG Packaging Corporation of America
-0.19%
-$1,472.37 
IWM iShares Russell 2000 ETF
-0.18%
-$1,600.75 
TAP Molson Coors Beverage Company
-0.15%
-$609.17 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$5,254.92 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$291.55 
DFNM Dimensional National Municipal Bond ETF
-0.07%
-$6,097 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$656.77 
MUB iShares National Muni Bond ETF
-0.05%
-$2,788.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$547.28 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.04%
-$251.5 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$74.62 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$348.47 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.03%
-$666.91 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$753.86 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$1,052.46 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.01%
-$92.55 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$825.7 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$166 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$1,130.52 Events
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Dividends
Dividend Analysis
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| Trades 1541 | Longs Won 1101/1541 71% | Profit Factor 11.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $317,010.93 |
| Average Win $99,631.99 | Best Trade (Aug 25) $8.97M | Sharpe Ratio -11.09 |
| Average Loss -$22,469.26 | Worst Trade (Sep 11) -$460,552.11 | Z-Score 18.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w | Expectancy $64,768.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,156 | $1.91M | $4.4M | - | $2.49M | 130.1% | +0.551% |
| ABBV AbbVie Inc. | 10,703 | $1.72M | $2.8M | - | $1.08M | 63.06% | +1.698% |
| ABT Abbott Laboratories | 4,097 | $416,860.06 | $421,622.27 | - | $4,762.21 | 1.14% | +0.942% |
| ADBE Adobe Inc. | 2,554 | $523,621 | $673,438.72 | - | $149,817.72 | 28.61% | +4.54% |
| ADI Analog Devices, Inc. | 629 | $200,110 | $227,575.34 | - | $27,465.34 | 13.73% | -4.481% |
| ADM Archer-Daniels-Midland Co | 3,826 | $222,890.17 | $330,738.57 | - | $107,848.4 | 48.39% | -0.317% |
| AFL Aflac Inc. | 22,300 | $1.67M | $2.61M | - | $941,433.1 | 56.43% | +1.518% |
| AGG iShares Core U.S. Aggregate Bond ETF | 13,682 | $1.33M | $1.31M | - | -$20,046.78 | -1.5% | -0.042% |
| AKAM Akamai Technologies Inc. | 7,994 | $694,664.59 | $843,087.21 | - | $148,422.62 | 21.37% | -1.241% |
| AMAT Applied Materials, Inc. | 2,392 | $257,425.41 | $1.02M | - | $762,332.03 | 296.14% | -6.609% |
| AMGN Amgen Inc. | 7,018 | $1.88M | $2.68M | - | $795,203.29 | 42.29% | +1.034% |
| AMT American Tower Corporation | 9,450 | $1.8M | $1.67M | - | -$122,818.02 | -6.84% | -0.492% |
| AMZN Amazon.com Inc | 1,881 | $234,171.1 | $477,021.6 | - | $242,850.5 | 103.71% | -1.238% |
| AVGO Broadcom Inc. | 7,045 | $510,970.06 | $2.43M | - | $1.92M | 375.01% | -4.825% |
| AWK American Water Works Company, Inc. | 3,707 | $540,863.74 | $515,717.84 | - | -$25,145.9 | -4.65% | +1.039% |
| AXP American Express Company | 1,416 | $209,214.38 | $463,846.2 | - | $254,631.82 | 121.71% | +0.889% |
| BAC Bank of America Corporation | 16,119 | $504,336.78 | $956,340.27 | - | $452,003.49 | 89.62% | -5.36% |
| BG Bunge Global S.A. | 3,400 | $343,230.29 | $412,811 | - | $69,580.71 | 20.27% | -0.813% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 56,233 | $5.14M | $5.15M | - | $3,922.04 | 0.08% | +0.005% |
| BLK BlackRock, Inc. | 999 | $1.02M | $1.07M | - | $41,078.77 | 4.01% | -1.243% |
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FAQ
Which stocks have generated the highest profits for Timothy J. Videnka?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $1.55M, iShares Gold Trust - $1.53M, JPMorgan Ultra-Short Income ETF - $1.15M, Microsoft Corp - $936,396.55, and Costco Wholesale Corporation - $763,741.85. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Walgreens Boots Alliance Inc - $670,091.39, Accenture plc Class A - $318,882.89, Archer-Daniels-Midland Co - $304,451.75, Newell Brands Inc - $256,947.46, and Pfizer Inc - $205,382.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy J. Videnka's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.93M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.13M, Vanguard Short-Term Bond ETF - $734,077.82, Dimensional International Core Equity Market ETF - $573,362.26, Vanguard Short-Term Corporate Bond ETF - $546,621.59, and SPDR Bloomberg 1-3 Month T-Bill ETF - $450,067.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy J. Videnka's monthly returns?
Timothy J. Videnka's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Timothy J. Videnka's strategy be considered aggressive or moderate?
Timothy J. Videnka's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Timothy J. Videnka's strategy?
Timothy J. Videnka's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
