Forefront Wealth Management Inc. Portfolio Holdings
Forefront Wealth Management Inc.
- $96.3 Million
- Q1 2025
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 Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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