Forefront Analytics, LLC Portfolio Holdings

Forefront Analytics, LLC

  • $86.8 Million
  • Q1 2025

Forefront Analytics, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $86.8 Million distributed in 72 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 $22.5M, Spdr S&P 500 Fossil Fuel Reser with a value of $9.33M, Ishares Msci Usa Momentum Fact with a value of $8.44M, Vanguard Ftse Emerging Mkts Et with a value of $7.1M, and Vanguard Ftse Developed Market with a value of $5.56M.

Examining the 13F form we can see an decrease of $128M in the current position value, from $215M to 86.8M.

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 $86.8 Million
ETFs: $81 Million
Healthcare: $2.56 Million
Technology: $1.62 Million
Financial Services: $824,000
Industrials: $526,000
Consumer Defensive: $222,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279M
$107,000 0.12% of portfolio
47,630
Q1 2025 Added 37.05%
$164M
$64,000 0.07% of portfolio
100,070
Q1 2025 Added 55.73%
$85.6M
$53,000 0.06% of portfolio
29,191
Q1 2025 Reduced 2.85%
$99M
$55,000 0.06% of portfolio
28,591
Q1 2025 Added 73.99%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $86.8 Million
  • Prior Value $215 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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