Forefront Wealth Management Inc. Portfolio Holdings

Forefront Wealth Management Inc.

  • $97.6 Million
  • Q4 2024

Forefront Wealth Management Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $97.6 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.33M, Amazon Com Inc with a value of $7.99M, Apple Inc. with a value of $7.89M, J P Morgan Exchange Traded Fd with a value of $6.8M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $5.33M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $70.1M to 97.6M.

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

Portfolio value $97.6 Million
Technology: $26.8 Million
ETFs: $18.5 Million
Consumer Cyclical: $9.96 Million
Healthcare: $9.9 Million
Communication Services: $9.72 Million
Energy: $7.29 Million
Industrials: $5.63 Million
Consumer Defensive: $4.91 Million
Other: $4.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.8T
$9.33 Million 9.55% of portfolio
22,128
Q4 2024 Added 1.52%
$1.94T
$7.99 Million 8.18% of portfolio
36,427
Q4 2024 Added 0.75%
$3.57T
$7.89 Million 8.09% of portfolio
31,525
Q4 2024 Reduced 9.28%
$0
$6.8 Million 6.97% of portfolio
118,236
Q4 2024 New
$861B
$5.33 Million 5.46% of portfolio
26,987
Q4 2024 Reduced 1.22%
$419B
$4.91 Million 5.03% of portfolio
5,361
Q4 2024 Added 1.04%
$922B
$4.58 Million 4.69% of portfolio
24,204
Q4 2024 Reduced 4.05%
$44.3B
$4.41 Million 4.52% of portfolio
43,927
Q4 2024 Added 4.26%
$0
$4.18 Million 4.28% of portfolio
74,174
Q4 2024 New
$18.4B
$3.28 Million 3.36% of portfolio
22,771
Q4 2024 New
$1.3T
$2.6 Million 2.66% of portfolio
4,407
Q4 2024 Added 90.78%
$332B
$2.54 Million 2.6% of portfolio
11,509
Q4 2024 New
$174B
$2.53 Million 2.59% of portfolio
6,980
Q4 2024 New
$0
$2.47 Million 2.53% of portfolio
54,576
Q4 2024 New
$490B
$2.32 Million 2.38% of portfolio
4,595
Q4 2024 Reduced 43.1%
$720B
$2.32 Million 2.37% of portfolio
9,662
Q4 2024 Added 318.99%
$259B
$2.26 Million 2.31% of portfolio
35,986
Q4 2024 Added 238.34%
$68B
$2.21 Million 2.26% of portfolio
3,097
Q4 2024 Reduced 0.23%
$232B
$2.14 Million 2.19% of portfolio
18,899
Q4 2024 Reduced 4.4%
$0
$2 Million 2.05% of portfolio
41,605
Q4 2024 Added 2.65%
$230B
$1.97 Million 2.01% of portfolio
6,785
Q4 2024 New
$0
$1.62 Million 1.66% of portfolio
2,601
Q4 2024 Reduced 11.29%
$67.1B
$1.3 Million 1.33% of portfolio
5,764
Q4 2024 New
$167B
$1.04 Million 1.07% of portfolio
3,996
Q4 2024 New
$227B
$1.02 Million 1.04% of portfolio
10,252
Q4 2024 Reduced 0.1%
$0
$821,000 0.84% of portfolio
7,318
Q4 2024 Reduced 83.15%
$142B
$554,000 0.57% of portfolio
20,891
Q4 2024 Added 0.74%
$270B
$529,000 0.54% of portfolio
3,941
Q4 2024 New
$117B
$463,000 0.47% of portfolio
953
Q4 2024 Reduced 78.38%
$496B
$401,000 0.41% of portfolio
3,730
Q4 2024 Reduced 21.62%
$99.1B
$347,000 0.36% of portfolio
2,013
Q3 2023 New
$370B
$324,000 0.33% of portfolio
1,828
Q4 2024 Reduced 90.95%
$37.4B
$325,000 0.33% of portfolio
547
Q4 2024 New
$17.4B
$303,000 0.31% of portfolio
4,000
Q4 2024 Added 51.23%
$0
$307,000 0.31% of portfolio
570
Q4 2024 New
$785B
$292,000 0.3% of portfolio
379
Q4 2024 New
$263B
$280,000 0.29% of portfolio
404
Q4 2024 New
$0
$254,000 0.26% of portfolio
1,452
Q4 2024 Reduced 77.56%
$100B
$239,000 0.24% of portfolio
2,913
Q4 2024 New
$683B
$226,000 0.23% of portfolio
499
Q4 2024 New
$9.36B
$221,000 0.23% of portfolio
2,225
Q4 2024 New
$70.3B
$202,000 0.21% of portfolio
1,953
Q4 2024 New
$73.1B
$208,000 0.21% of portfolio
450
Q4 2024 New
Anglogold Ashanti PLC
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 73.19%
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q4 2024 New
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $97.6 Million
  • Prior Value $70.1 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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