Forefront Wealth Management Inc. Portfolio Holdings
Forefront Wealth Management Inc.
- $70.1 Million
- Q3 2023
Forefront Wealth Management Inc. has filed its 13F form on November 06, 2023 for Q3 2023 where it was disclosed a total value porftolio of $70.1 Million distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $6.88M, Apple Inc. with a value of $5.95M, Amazon Com Inc with a value of $4.6M, Ishares Core High Dividend ETF with a value of $4.29M, and Unitedhealth Group Inc with a value of $4.07M.
Examining the 13F form we can see an decrease of $5.5M in the current position value, from $75.6M to 70.1M.
Below you can find more details about Forefront Wealth Management Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$70.1 Million
Technology: $15.2 Million
Healthcare: $13.3 Million
ETFs: $11.8 Million
Consumer Cyclical: $6.64 Million
Energy: $5.93 Million
Consumer Defensive: $4.33 Million
Communication Services: $4.22 Million
Industrials: $3.74 Million
Other: $4.95 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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