Forefront Wealth Management Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $96.3 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.27M, J P Morgan Exchange Traded Fd with a value of $7M, Apple Inc. with a value of $6.94M, Amazon Com Inc with a value of $6.92M, and Costco Wholesale Corp with a value of $5.05M.

Examining the 13F form we can see an decrease of $1.36M in the current position value, from $97.6M to 96.3M.

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

Portfolio value $96.3 Million
Technology: $25.4 Million
ETFs: $18.9 Million
Healthcare: $10 Million
Communication Services: $9.3 Million
Consumer Cyclical: $9.04 Million
Energy: $7.64 Million
Industrials: $5.44 Million
Consumer Defensive: $5.05 Million
Other: $5.53 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $96.3 Million
  • Prior Value $97.6 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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