Forefront Analytics, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $209 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 $26M, Vanguard Ftse Emerging Mkts Et with a value of $14.2M, Spdr S&P 500 ETF Trust with a value of $11.9M, Pimco ETF Tr 15+ Yr Us Tips In with a value of $11.3M, and Vanguard Total International B with a value of $10M.

Examining the 13F form we can see an increase of $2.62M in the current position value, from $206M to 209M.

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 $209 Million
ETFs: $199 Million
Technology: $3.84 Million
Healthcare: $3.03 Million
Financial Services: $1.32 Million
Industrials: $828,000
Consumer Defensive: $277,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $209 Million
  • Prior Value $206 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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