Forefront Analytics, LLC Portfolio Holdings

Forefront Analytics, LLC

  • $215 Million
  • Q4 2024

Forefront Analytics, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $215 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nuveen Esg Large Cap Value ETF with a value of $25.2M, Vanguard Total International B with a value of $15.6M, Ishares Tr with a value of $13.1M, Ishares Tr Core Conservative A with a value of $13M, and Pimco ETF Tr 15+ Yr Us Tips In with a value of $9.1M.

Examining the 13F form we can see an increase of $3.03M in the current position value, from $212M to 215M.

Forefront Analytics, LLC is based out at West Conshohocken, PA

Below you can find more details about Forefront Analytics, LLC portfolio as well as his latest detailed transactions.

Portfolio value $215 Million
ETFs: $208 Million
Healthcare: $3.19 Million
Technology: $2.01 Million
Financial Services: $801,000
Industrials: $473,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $215 Million
  • Prior Value $212 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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