Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $96.3 Million
  • Prior Value $97.6 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 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.