Forefront Wealth Management Inc. Portfolio Holdings

Forefront Wealth Management Inc.

  • $97.6 Million
  • Q4 2024

Forefront Wealth Management Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $97.6 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.33M, Amazon Com Inc with a value of $7.99M, Apple Inc. with a value of $7.89M, J P Morgan Exchange Traded Fd with a value of $6.8M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $5.33M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $70.1M to 97.6M.

Below you can find more details about Forefront Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $97.6 Million
Technology: $26.8 Million
ETFs: $18.5 Million
Consumer Cyclical: $9.96 Million
Healthcare: $9.9 Million
Communication Services: $9.72 Million
Energy: $7.29 Million
Industrials: $5.63 Million
Consumer Defensive: $4.91 Million
Other: $4.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.04T
$9.33 Million 9.55% of portfolio
22,128
Q4 2024 Added 1.52%
$2.21T
$7.99 Million 8.18% of portfolio
36,427
Q4 2024 Added 0.75%
$3.95T
$7.89 Million 8.09% of portfolio
31,525
Q4 2024 Reduced 9.28%
$0
$6.8 Million 6.97% of portfolio
118,236
Q4 2024 New
$1.03T
$5.33 Million 5.46% of portfolio
26,987
Q4 2024 Reduced 1.22%
$458B
$4.91 Million 5.03% of portfolio
5,361
Q4 2024 Added 1.04%
$1.07T
$4.58 Million 4.69% of portfolio
24,204
Q4 2024 Reduced 4.05%
$43.8B
$4.41 Million 4.52% of portfolio
43,927
Q4 2024 Added 4.26%
$0
$4.18 Million 4.28% of portfolio
74,174
Q4 2024 New
$17.3B
$3.28 Million 3.36% of portfolio
22,771
Q4 2024 New
$1.54T
$2.6 Million 2.66% of portfolio
4,407
Q4 2024 Added 90.78%
$330B
$2.54 Million 2.6% of portfolio
11,509
Q4 2024 New
$180B
$2.53 Million 2.59% of portfolio
6,980
Q4 2024 New
$0
$2.47 Million 2.53% of portfolio
54,576
Q4 2024 New
$436B
$2.32 Million 2.38% of portfolio
4,595
Q4 2024 Reduced 43.1%
$775B
$2.32 Million 2.37% of portfolio
9,662
Q4 2024 Added 318.99%
$237B
$2.26 Million 2.31% of portfolio
35,986
Q4 2024 Added 238.34%
$75.1B
$2.21 Million 2.26% of portfolio
3,097
Q4 2024 Reduced 0.23%
$236B
$2.14 Million 2.19% of portfolio
18,899
Q4 2024 Reduced 4.4%
$0
$2 Million 2.05% of portfolio
41,605
Q4 2024 Added 2.65%
$224B
$1.97 Million 2.01% of portfolio
6,785
Q4 2024 New
$0
$1.62 Million 1.66% of portfolio
2,601
Q4 2024 Reduced 11.29%
$93B
$1.3 Million 1.33% of portfolio
5,764
Q4 2024 New
$162B
$1.04 Million 1.07% of portfolio
3,996
Q4 2024 New
$227B
$1.02 Million 1.04% of portfolio
10,252
Q4 2024 Reduced 0.1%
$0
$821,000 0.84% of portfolio
7,318
Q4 2024 Reduced 83.15%
$148B
$554,000 0.57% of portfolio
20,891
Q4 2024 Added 0.74%
$335B
$529,000 0.54% of portfolio
3,941
Q4 2024 New
$116B
$463,000 0.47% of portfolio
953
Q4 2024 Reduced 78.38%
$461B
$401,000 0.41% of portfolio
3,730
Q4 2024 Reduced 21.62%
$112B
$347,000 0.36% of portfolio
2,013
Q3 2023 New
$357B
$324,000 0.33% of portfolio
1,828
Q4 2024 Reduced 90.95%
$36.5B
$325,000 0.33% of portfolio
547
Q4 2024 New
$17.3B
$303,000 0.31% of portfolio
4,000
Q4 2024 Added 51.23%
$0
$307,000 0.31% of portfolio
570
Q4 2024 New
$830B
$292,000 0.3% of portfolio
379
Q4 2024 New
$293B
$280,000 0.29% of portfolio
404
Q4 2024 New
$0
$254,000 0.26% of portfolio
1,452
Q4 2024 Reduced 77.56%
$96.2B
$239,000 0.24% of portfolio
2,913
Q4 2024 New
$623B
$226,000 0.23% of portfolio
499
Q4 2024 New
$9.53B
$221,000 0.23% of portfolio
2,225
Q4 2024 New
$64.6B
$202,000 0.21% of portfolio
1,953
Q4 2024 New
$70.4B
$208,000 0.21% of portfolio
450
Q4 2024 New
Anglogold Ashanti PLC
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 73.19%
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q4 2024 New
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $97.6 Million
  • Prior Value $70.1 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Forefront Wealth Management Inc. Portfolio

Follow Forefront Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forefront Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forefront Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email