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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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