Forefront Analytics, LLC Portfolio Holdings

Forefront Analytics, LLC

  • $212 Million
  • Q3 2024

Forefront Analytics, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $212 Million distributed in 114 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 $29M, Vanguard Ftse Emerging Mkts Et with a value of $14.1M, Spdr S&P 500 ETF Trust with a value of $12.6M, Pimco ETF Tr 15+ Yr Us Tips In with a value of $11.7M, and Vanguard Total International B with a value of $10.4M.

Examining the 13F form we can see an increase of $3.13M in the current position value, from $209M to 212M.

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 $212 Million
ETFs: $205 Million
Healthcare: $3.49 Million
Technology: $1.89 Million
Financial Services: $691,000
Industrials: $464,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123M
$79,000 0.04% of portfolio
17,646
Q3 2024 Added 49.13%
$237M
$79,000 0.04% of portfolio
27,855
Q3 2024 Reduced 6.58%
$60M
$70,000 0.03% of portfolio
59,760
Q3 2024 Reduced 6.72%
$291M
$62,000 0.03% of portfolio
10,483
Q3 2024 Reduced 34.9%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $212 Million
  • Prior Value $209 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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