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:
55.07%
Gain -0.36%
Monthly
1.2%
Yearly
15.41%
Drawdown
12.61%
$327.58M
Equity
Holdings
$327.58M
Investment
$241.44M
$97.51M
Profit -$804,973.07
Realized
$11.38M
Unrealized
$86.13M
Dividends
$18.2M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$804,973.07
Win %
77%
This Week
Compared To Last Week
Gain
0.85%
Profit
$2.76M
Win %
77%
This Month
Compared to last month
Gain
0.59%
Profit
$1.91M
Win %
77%
This Year
Compared to last year
Gain
0.61%
Profit
$1.98M
Win %
76%
MMM 3M Company
+9.62%
+$60,327.9 
STX Seagate Technology Holdings plc
+9.08%
+$262,224 
COHR Coherent Corp.
+7.39%
+$51,914.79 
AMAT Applied Materials, Inc.
+6.49%
+$81,650.9 
INTC Intel Corporation
+5.87%
+$100,496.74 
KLAC KLA Corporation
+4.02%
+$10,841.99 
NVS Novartis AG Sponsored ADR
+3.64%
+$28,743.25 
ORCL Oracle Corporation
+3.59%
+$10,307.04 
GM General Motors Company
+3.54%
+$18,572.4 
NTAP NetApp, Inc.
+2.55%
+$39,172.41 
FDX FedEx Corporation
+2.46%
+$20,439.36 
MTZ MasTec, Inc. Common Stock
+2.24%
+$10,895.31 
EEM iShares MSCI Emerging Markets ETF
+2.15%
+$49,011.75 
NEM Newmont Corporation
+2.03%
+$5,062.57 
AKAM Akamai Technologies Inc.
+1.92%
+$18,865.84 
XLK State Street Technology Select Sector SPDR ETF
+1.89%
+$25,929.12 
GEV GE Vernova Inc.
+1.71%
+$11,266.81 
ADI Analog Devices, Inc.
+1.67%
+$3,918.68 
MRK Merck & Co., Inc.
+1.59%
+$21,540.42 
CAT Caterpillar Inc.
+1.59%
+$8,285.23 
NUE Nucor Corporation
+1.46%
+$25,190.75 
UPS United Parcel Service, Inc.
+1.41%
+$11,565.66 
ADM Archer-Daniels-Midland Co
+1.33%
+$4,361.64 
VWO Vanguard FTSE Emerging Markets ETF
+1.3%
+$6,339.73 
VIRT Virtu Financial, Inc.
+1.28%
+$13,977.27 
QQQ Invesco QQQ Trust, Series 1
+1.25%
+$5,226 
SNOW Snowflake Inc.
+1.25%
+$4,016.04 
BG Bunge Global S.A.
+1.18%
+$4,828 
GLD SPDR Gold Shares
+1.17%
+$10,792.97 
ECG Everus Construction Group, Inc.
+1.17%
+$7,853.06 
PHYS Sprott Physical Gold Trust
+1.16%
+$4,064.55 
IAU iShares Gold Trust
+1.14%
+$186,491.86 
QCOM QUALCOMM Incorporated
+1.13%
+$7,036.74 
SCHA Schwab U.S. Small-Cap ETF
+1.12%
+$2,354.86 
NVDA NVIDIA Corporation
+1.06%
+$2,164.32 
VEU Vanguard FTSE All-World ex-US ETF
+1.03%
+$9,928.8 
XOM Exxon Mobil Corporation
+1%
+$40,525.02 
IXUS iShares Core International Stock ETF
+1%
+$2,179.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1%
+$7,526.52 
SCHF Schwab International Equity ETF
+0.97%
+$2,504.84 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.92%
+$3,395.25 
PSX Phillips 66
+0.9%
+$6,260.4 
JPM JPMorgan Chase & Co.
+0.89%
+$54,887.35 
ETN Eaton Corporation plc
+0.87%
+$3,095.82 
CSCO Cisco Systems, Inc.
+0.8%
+$56,832.04 
CVS CVS Health Corporation
+0.79%
+$9,276.9 
EFA iShares MSCI EAFE ETF
+0.78%
+$4,000 
SCHV Schwab U.S. Large-Cap Value ETF
+0.77%
+$2,539.68 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.77%
+$4,382.82 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.76%
+$4,128 
ABBV AbbVie Inc.
+0.75%
+$20,442.73 
LYB LyondellBasell Industries N.V.
+0.74%
+$3,467.25 
AVGO Broadcom Inc.
+0.74%
+$19,655.55 
IEFA iShares Core MSCI EAFE ETF
+0.74%
+$10,603.91 
NTRS Northern Trust Corporation
+0.73%
+$2,893.06 
GE General Electric Company
+0.71%
+$5,831.85 
WFC Wells Fargo & Company
+0.68%
+$1,866.76 
LLY Eli Lilly and Company
+0.66%
+$17,677.98 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.63%
+$7,067.07 
GNRC Generac Holdings Inc.
+0.63%
+$3,329.1 
BAC Bank of America Corporation
+0.56%
+$5,480.46 
AMGN Amgen Inc.
+0.53%
+$13,544.67 
VTRS Viatris Inc.
+0.5%
+$1,195.27 
PFE Pfizer Inc.
+0.48%
+$3,264 
VO Vanguard Mid-Cap ETF
+0.46%
+$4,926.55 
IVV iShares Core S&P 500 ETF
+0.46%
+$21,348.38 
KNF Knife River Corporation
+0.46%
+$1,841.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$21,978.87 
BLK BlackRock, Inc.
+0.44%
+$4,630.37 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$19,801.27 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$55,084.05 
IWM iShares Russell 2000 ETF
+0.4%
+$3,530.56 
VTV Vanguard Value ETF
+0.39%
+$12,734.7 
RTX RTX Corporation
+0.37%
+$2,683.44 
SFLR Innovator Equity Managed Floor ETF
+0.35%
+$904.23 
EMR Emerson Electric Co.
+0.35%
+$8,611.68 
SUSA iShares MSCI USA ESG Select ETF
+0.35%
+$1,201.51 
VB Vanguard Small-Cap ETF
+0.35%
+$1,445.25 
CAH Cardinal Health Inc.
+0.32%
+$11,249.95 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$15,283.96 
VRTX Vertex Pharmaceuticals Incorporated
+0.3%
+$1,277.45 
BMY Bristol-Myers Squibb Company
+0.3%
+$4,344.66 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$3,751.94 
EQWL Invesco S&P 100 Equal Weight ETF
+0.29%
+$31,017.62 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.28%
+$679.84 
IJR iShares Core S&P Small-Cap ETF
+0.28%
+$6,474.24 
META Meta Platforms Inc Class A
+0.26%
+$615.41 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$11,786.27 
CVX Chevron Corporation
+0.25%
+$5,495.63 
ITA iShares U.S. Aerospace & Defense ETF
+0.22%
+$617.1 
CMCSA Comcast Corp
+0.17%
+$557.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.09%
+$208.44 
XLE Energy Select Sector SPDR Fund
+0.07%
+$1,148 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$350.19 
VIG Vanguard Dividend Appreciation ETF
+0.05%
+$1,655.64 
PKG Packaging Corporation of America
+0.03%
+$245.43 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.02%
+$41.65 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$562.33 
VLO Valero Energy Corporation
+0.01%
+$67.28 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GPC Genuine Parts Company
-6.48%
-$46,652.19 
ADBE Adobe Inc.
-2.8%
-$16,767.04 
XYL Xylem Inc.
-2.4%
-$12,046.09 
WM Waste Management, Inc.
-2.05%
-$14,248.83 
BR Broadridge Financial Solutions, Inc.
-1.95%
-$5,274.01 
TW Tradeweb Markets Inc.
-1.8%
-$4,105.08 
GILD Gilead Sciences Inc.
-1.75%
-$11,647.72 
CRM Salesforce Inc
-1.74%
-$4,777.62 
LMT Lockheed Martin Corporation
-1.72%
-$13,944.32 
PANW Palo Alto Networks, Inc.
-1.63%
-$26,464.19 
PYPL PayPal Holdings Inc
-1.6%
-$6,183.45 
SYK Stryker Corporation
-1.55%
-$4,583.05 
TJX The TJX Companies, Inc.
-1.4%
-$10,038.9 
MO Altria Group, Inc.
-1.33%
-$6,429.06 
TAP Molson Coors Beverage Company
-1.32%
-$5,537.95 
FAST Fastenal Co.
-1.3%
-$2,618.12 
SLB Schlumberger Limited
-1.29%
-$7,311.6 
AMZN Amazon.com Inc
-1.11%
-$5,210.39 
ZTS Zoetis Inc.
-1.1%
-$2,784.6 
AMT American Tower Corporation
-1.1%
-$17,387.98 
CTSH Cognizant Technology Solutions Corporation
-1.05%
-$6,584.7 
HD The Home Depot, Inc.
-1.04%
-$4,456.49 
TRV The Travelers Companies, Inc.
-1.02%
-$14,709.12 
COST Costco Wholesale Corporation
-1%
-$24,421.17 
MDT Medtronic plc
-0.97%
-$5,383.03 
MCD McDonald's Corporation
-0.93%
-$9,143.32 
PG Procter & Gamble Co
-0.92%
-$6,599.29 
LHX L3Harris Technologies, Inc.
-0.91%
-$4,924.03 
V Visa Inc. Class A
-0.91%
-$3,296.17 
VZ Verizon Communications Inc.
-0.87%
-$17,950.44 
MA Mastercard Incorporated
-0.84%
-$9,558.8 
AAPL Apple Inc.
-0.84%
-$36,047.44 
AFL Aflac Inc.
-0.83%
-$22,969.04 
PM Philip Morris International Inc.
-0.82%
-$2,558.02 
AWK American Water Works Company, Inc.
-0.81%
-$4,003.52 
UNP Union Pacific Corporation
-0.8%
-$4,348.95 
LOW Lowe's Companies Inc.
-0.79%
-$7,139.38 
MCK McKesson Corporation
-0.78%
-$7,580.99 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.78%
-$12,287.32 
LNG Cheniere Energy Inc.
-0.77%
-$2,460.01 
PAYX Paychex Inc.
-0.76%
-$5,019 
GOOG Alphabet Inc
-0.74%
-$3,000.4 
GOOGL Alphabet Inc
-0.71%
-$35,572.02 
TGT Target Corporation
-0.63%
-$11,873.16 
FDXF FedEx Freight Holding Company Inc.
-0.62%
-$1,262.01 
IBM International Business Machines Corporation
-0.61%
-$17,306.41 
SBUX Starbucks Corporation
-0.6%
-$2,338.56 
PPL PPL Corporation
-0.59%
-$3,069.36 
SDY SPDR S&P Dividend ETF
-0.59%
-$6,370 
GIS General Mills, Inc.
-0.58%
-$5,271.42 
MSFT Microsoft Corp.
-0.55%
-$26,862.12 
WMT Walmart Inc.
-0.53%
-$2,462.07 
ABT Abbott Laboratories
-0.5%
-$2,089.47 
T AT&T Inc.
-0.48%
-$3,438.12 
MDU MDU Resources Group, Inc.
-0.46%
-$1,946.08 
PEP PepsiCo, Inc.
-0.42%
-$2,379.79 
DFNM Dimensional National Municipal Bond ETF
-0.35%
-$29,335.28 
TSN Tyson Foods Inc.
-0.34%
-$800.2 
DE Deere & Company
-0.33%
-$629.85 
BRK-B Berkshire Hathaway Inc.
-0.32%
-$2,703.38 
GD General Dynamics Corporation
-0.32%
-$4,751.41 
KO The Coca-Cola Company
-0.29%
-$1,487.52 
GEN Gen Digital Inc.
-0.28%
-$1,686.67 
AXP American Express Company
-0.26%
-$1,316.87 
IEF iShares 7-10 Year Treasury Bond ETF
-0.25%
-$2,729.53 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.24%
-$1,509 
SNY Sanofi American Depositary Receipt
-0.23%
-$814.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.21%
-$6,036.19 
USB U.S. Bancorp
-0.21%
-$1,419.21 
AGG iShares Core U.S. Aggregate Bond ETF
-0.2%
-$2,667.99 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.19%
-$4,446.1 
HII Huntington Ingalls Industries Inc.
-0.19%
-$1,540.23 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$2,064.15 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.15%
-$925.5 
DGRO iShares Core Dividend Growth ETF
-0.14%
-$3,957.76 
NEE NextEra Energy, Inc.
-0.14%
-$311.88 
MUB iShares National Muni Bond ETF
-0.11%
-$5,830.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.1%
-$3,662.52 
JNJ Johnson & Johnson
-0.09%
-$2,217.61 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$14,696.76 
EBAY eBay Inc.
-0.07%
-$330.56 
DIS The Walt Disney Company
-0.06%
-$587.76 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$3,715.65 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.05%
-$2,660 
ITW Illinois Tool Works Inc.
-0.04%
-$159.5 
VOE Vanguard Mid-Cap Value ETF
-0.04%
-$2,653.76 
PRU Prudential Financial, Inc.
-0.04%
-$254.12 
DFAS Dimensional U.S. Small Cap ETF
-0.04%
-$3,189.66 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$74.62 
NVO Novo Nordisk A/S Sponsored ADR
-0.03%
-$119.49 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.02%
-$386.94 
DFAT Dimensional US Targeted Value ETF
-0.01%
-$170.1 
ICSH iShares Short Treasury Bond ETF
-0.01%
-$33.75 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$626.47 Events
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Dividends
Dividend Analysis
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| Trades 1541 | Longs Won 1088/1541 70% | Profit Factor 12.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $300,335.31 |
| Average Win $97,388.22 | Best Trade (Jul 22) $7.36M | Sharpe Ratio -55.97 |
| Average Loss -$18,642.33 | Worst Trade (Jul 24) -$461,603.38 | Z-Score 11.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 6d | Expectancy $63,279.3 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
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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 - $1.13M, Microsoft Corp - $925,385.55, and Costco Wholesale Corporation - $727,447.79. 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 - $306,441.27, Newell Brands Inc - $256,947.46, and Pfizer Inc - $217,078.97. 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 $18.2M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.11M, Vanguard Short-Term Bond ETF - $613,225.24, Dimensional International Core Equity Market ETF - $573,362.26, Vanguard Short-Term Corporate Bond ETF - $496,889.68, and SPDR Bloomberg 1-3 Month T-Bill ETF - $418,970.82. 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.
