Forefront Wealth Management Inc. Portfolio Holdings

Forefront Wealth Management Inc.

  • $114 Million
  • Q2 2025

Forefront Wealth Management Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $114 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.9M, J P Morgan Exchange Traded Fd with a value of $9.78M, Amazon Com Inc with a value of $7.97M, J P Morgan ETF Tr Nasdaq Equit with a value of $6.4M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $6.22M.

Examining the 13F form we can see an increase of $18.1M in the current position value, from $96.3M to 114M.

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

Portfolio value $114 Million
ETFs: $31.1 Million
Technology: $27.3 Million
Communication Services: $10.2 Million
Consumer Cyclical: $9.96 Million
Healthcare: $8.48 Million
Industrials: $7.54 Million
Energy: $6.64 Million
Consumer Defensive: $5.09 Million
Other: $5.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$10.9 Million 9.52% of portfolio
21,903
Q2 2025 Reduced 0.53%
$0
$9.78 Million 8.55% of portfolio
172,080
Q2 2025 Added 39.28%
$2.28T
$7.97 Million 6.97% of portfolio
36,340
Q2 2025 Reduced 0.13%
$0
$6.4 Million 5.59% of portfolio
117,618
Q2 2025 Added 45.87%
$1.27T
$6.22 Million 5.44% of portfolio
27,475
Q2 2025 Added 2.27%
$3.38T
$5.63 Million 4.93% of portfolio
27,464
Q2 2025 Reduced 12.08%
$422B
$5.09 Million 4.45% of portfolio
5,146
Q2 2025 Reduced 3.69%
$1.07T
$4.2 Million 3.67% of portfolio
23,848
Q2 2025 Reduced 0.19%
$78.4B
$3.86 Million 3.38% of portfolio
20,760
Q2 2025 Reduced 0.02%
$36.3B
$3.46 Million 3.02% of portfolio
42,349
Q2 2025 Reduced 3.39%
$1.62T
$3.24 Million 2.83% of portfolio
4,384
Q2 2025 Reduced 0.07%
$0
$3 Million 2.62% of portfolio
64,685
Q2 2025 New
$850B
$2.83 Million 2.47% of portfolio
9,759
Q2 2025 Reduced 0.18%
$282B
$2.77 Million 2.42% of portfolio
11,609
Q2 2025 Added 0.64%
$221B
$2.73 Million 2.39% of portfolio
7,030
Q2 2025 Added 0.27%
$0
$2.63 Million 2.3% of portfolio
55,423
Q2 2025 Added 2.0%
$211B
$2.57 Million 2.24% of portfolio
18,880
Q2 2025 Reduced 0.04%
$256B
$2.54 Million 2.22% of portfolio
36,073
Q2 2025 Reduced 0.02%
$22.2B
$2.49 Million 2.18% of portfolio
15,797
Q2 2025 Reduced 2.45%
$0
$2.45 Million 2.15% of portfolio
157,967
Q2 2025 New
$221B
$1.99 Million 1.74% of portfolio
6,806
Q2 2025 Added 0.16%
$0
$1.81 Million 1.58% of portfolio
2,723
Q2 2025 Added 5.46%
$1.72B
$1.63 Million 1.43% of portfolio
47,401
Q2 2025 New
$59B
$1.59 Million 1.39% of portfolio
3,020
Q2 2025 Reduced 3.24%
$269B
$1.48 Million 1.29% of portfolio
4,741
Q2 2025 Added 3.13%
$0
$1.36 Million 1.19% of portfolio
2,461
Q2 2025 New
$160B
$1.14 Million 1.0% of portfolio
4,096
Q2 2025 Reduced 0.73%
$0
$844,000 0.74% of portfolio
7,207
Q2 2025 Added 3.19%
$1.09B
$807,000 0.71% of portfolio
24,714
Q2 2025 New
$207B
$804,000 0.7% of portfolio
10,162
Q1 2025 Reduced 0.88%
$93.6B
$766,000 0.67% of portfolio
34,223
Q2 2025 Added 7.71%
$431B
$719,000 0.63% of portfolio
4,552
Q2 2025 Reduced 9.07%
$138B
$502,000 0.44% of portfolio
20,738
Q1 2025 Reduced 0.73%
$123B
$447,000 0.39% of portfolio
966
Q2 2025 Added 0.31%
$465B
$402,000 0.35% of portfolio
3,733
Q2 2025 Added 0.03%
$17.2B
$332,000 0.29% of portfolio
4,000
Q4 2024 Added 51.23%
$338B
$335,000 0.29% of portfolio
1,809
Q2 2025 Reduced 1.04%
$0
$323,000 0.28% of portfolio
570
Q4 2024 New
$122B
$301,000 0.26% of portfolio
2,013
Q3 2023 New
$53B
$269,000 0.24% of portfolio
325
Q2 2025 New
$0
$270,000 0.24% of portfolio
3,504
Q2 2025 Added 0.29%
$102B
$263,000 0.23% of portfolio
2,874
Q2 2025 Added 0.07%
$34.7B
$244,000 0.21% of portfolio
1,520
Q2 2025 New
$631B
$242,000 0.21% of portfolio
500
Q2 2025 Added 1.01%
$9.91B
$238,000 0.21% of portfolio
2,173
Q2 2025 Reduced 0.14%
$75.8B
$233,000 0.2% of portfolio
1,206
Q2 2025 New
$302B
$226,000 0.2% of portfolio
1,660
Q2 2025 New
$18.6B
$230,000 0.2% of portfolio
471
Q2 2025 New
$0
$216,000 0.19% of portfolio
1,194
Q2 2025 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $114 Million
  • Prior Value $96.3 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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