Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

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
Track This Portfolio

Track Forefront Wealth Management Inc. Portfolio

Follow Forefront Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forefront Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forefront Wealth Management Inc. with notifications on news.