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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$220M
$61,000 0.05% of portfolio
26,870
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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