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 Market Cap. of $200 Billions or more

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%
$2.28T
$7.97 Million 6.97% of portfolio
36,340
Q2 2025 Reduced 0.13%
$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%
$1.62T
$3.24 Million 2.83% of portfolio
4,384
Q2 2025 Reduced 0.07%
$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%
$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%
$221B
$1.99 Million 1.74% of portfolio
6,806
Q2 2025 Added 0.16%
$269B
$1.48 Million 1.29% of portfolio
4,741
Q2 2025 Added 3.13%
$207B
$804,000 0.7% of portfolio
10,162
Q1 2025 Reduced 0.88%
$431B
$719,000 0.63% of portfolio
4,552
Q2 2025 Reduced 9.07%
$338B
$335,000 0.29% of portfolio
1,809
Q2 2025 Reduced 1.04%
$631B
$242,000 0.21% of portfolio
500
Q2 2025 Added 1.01%
$302B
$226,000 0.2% of portfolio
1,660
Q2 2025 New
$253B
$216,000 0.19% of portfolio
734
Q2 2025 New

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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