Forefront Wealth Partners, LLC Reduced Holdings in Q1 2025

Forefront Wealth Partners, LLC

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-2.95K
- 11.82%
$554.06 - $615.85 $1.63M - $1.82M
22K $12.4B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.85K
- 34.98%
$360.07 - $417.26 $664K - $770K
3.43K $1.24B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-3.07K
- 59.19%
$211.47 - $267.17 $649K - $820K
2.12K $448M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-18.1K
- 39.8%
$24.91 - $29.02 $451K - $526K
27.4K $686M
NDVG
Nushares ETF Tr Nuveen Divid G

ETFs
-10.7K
- 12.49%
$31.17 - $33.87 $332K - $361K
74.7K $2.39B
IEMG
Ishares Inc

ETFs
-7.71K
- 33.36%
N/A
15.4K $831M
MUB
Ishares National Muni Bond ETF

ETFs
-3.16K
- 16.89%
$104.71 - $107.69 $331K - $340K
15.6K $1.64B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-793
- 3.44%
$102.49 - $119.96 $81.3K - $95.1K
22.3K $2.33B
AAPL
Apple Inc.

Technology
-16
- 0.15%
$209.68 - $247.1 $3.35K - $3.95K
10.9K $2.43B
Kurv ETF Tr
-8.5K
- 29.4%
N/A
20.4K $475M
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.24K
- 6.02%
$79.17 - $82.04 $256K - $266K
50.6K $4.14B
MRK
Merck & Co., Inc.

Healthcare
-1.33K
- 27.07%
$83.01 - $101.02 $111K - $135K
3.59K $322M
FTCS
First Trust Capital Strength E

ETFs
-2.7K
- 6.11%
$86.39 - $91.35 $234K - $247K
41.5K $3.72B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-3.17K
- 17.41%
$44.81 - $46.22 $142K - $147K
15K $678M
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
-2.52K
- 37.51%
$48.33 - $54.35 $122K - $137K
4.2K $205M
IVE
Ishares S&P 500 Value ETF

ETFs
-549
- 6.12%
$185.78 - $198.58 $102K - $109K
8.42K $1.6B
IYW
Ishares Dj Us Tech ETF

ETFs
-466
- 23.58%
$140.44 - $166.79 $65.4K - $77.7K
1.51K $212M
CDNS
Cadence Design Systems Inc

Technology
-64
- 3.68%
$233.96 - $324.52 $15K - $20.8K
1.67K $426M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-686
- 1.37%
$90.0 - $96.32 $61.7K - $66.1K
49.4K $4.56B
SKYY
First Trust Cloud Computing Et

ETFs
-216
- 7.84%
$102.23 - $131.18 $22.1K - $28.3K
2.54K $259M
VBR
Vanguard Small Cap Value ETF

ETFs
-180
- 6.19%
$183.02 - $207.75 $32.9K - $37.4K
2.73K $508M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-695
- 7.86%
$83.91 - $90.87 $58.3K - $63.2K
8.15K $692M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-694
- 4.95%
$105.1 - $109.61 $72.9K - $76.1K
13.3K $1.45B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.55K
- 3.9%
$27.01 - $28.54 $96K - $101K
87.7K $2.45B
VBK
Vanguard Small Cap Growth ETF

ETFs
-7
- 0.55%
$247.97 - $296.33 $1.74K - $2.07K
1.27K $319M
LVHI
Franklin International Low Vol

ETFs
-4.14K
- 6.98%
$30.53 - $32.85 $126K - $136K
55.1K $1.78B
ELV
Elevance Health, Inc.

Healthcare
-184
- 19.81%
$365.9 - $436.25 $67.3K - $80.3K
745 $324M
XLV
Select Sector Spdr Fund Health

ETFs
-623
- 7.26%
$137.61 - $149.68 $85.7K - $93.3K
7.96K $1.16B
UNH
Unitedhealth Group Inc

Healthcare
-66
- 5.92%
$461.52 - $548.18 $30.5K - $36.2K
1.05K $549M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.68K
- 7.29%
$36.91 - $41.03 $99K - $110K
34.1K $1.35B
CRWD
Crowd Strike Holdings, Inc.

Technology
-14
- 2.27%
$308.86 - $455.36 $4.32K - $6.38K
603 $213M
MA
Mastercard Inc

Financial Services
-46
- 2.93%
$504.67 - $576.31 $23.2K - $26.5K
1.52K $834M
SPGI
S&P Global Inc.

Financial Services
-1
- 0.06%
$478.26 - $543.77 $478 - $544
1.78K $905M
ABBV
Abb Vie Inc.

Healthcare
-42
- 2.97%
$169.2 - $216.66 $7.11K - $9.1K
1.37K $288M
UBER
Uber Technologies, Inc

Technology
-1.62K
- 12.12%
$63.17 - $81.49 $103K - $132K
11.8K $857M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-60
- 0.09%
$44.72 - $46.25 $2.68K - $2.78K
65.9K $3.04B
TMUS
T Mobile Us, Inc.

Communication Services
-270
- 8.95%
$211.3 - $272.83 $57.1K - $73.7K
2.75K $733M
Activity Summary
Buys All Purchases 89 New Holdings 43 Increased Positions 46 Sells All Sells 44 Reductions 38 Sold out 6 Options Calls 0 Puts 0
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