Forefront Wealth Partners, LLC Reduced Holdings in Q3 2025

Forefront Wealth Partners, LLC

  • $397 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-13.8K
- 49.94%
$620.67 - $670.08 $8.55M - $9.23M
13.8K $9.24B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15.5K
- 67.07%
$108.46 - $120.63 $1.68M - $1.86M
7.59K $902M
NDVG
Nushares ETF Tr Nuveen Divid G

ETFs
-46.1K
- 45.68%
$33.75 - $35.62 $1.56M - $1.64M
54.9K $1.95B
FTCS
First Trust Capital Strength E

ETFs
-15.5K
- 26.36%
$89.72 - $93.74 $1.39M - $1.46M
43.4K $4.07B
MUB
Ishares National Muni Bond ETF

ETFs
-9.06K
- 48.43%
$103.24 - $106.68 $936K - $967K
9.65K $1.03B
SPGI
S&P Global Inc.

Financial Services
-1.71K
- 48.9%
$484.94 - $564.15 $829K - $964K
1.79K $869M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-11.2K
- 22.42%
$94.17 - $99.95 $1.06M - $1.12M
38.8K $3.88B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-26.9K
- 29.48%
$26.38 - $27.95 $710K - $752K
64.3K $1.76B
XLV
Select Sector Spdr Fund Health

ETFs
-5.05K
- 52.0%
$129.01 - $139.72 $651K - $705K
4.66K $648M
IEMG
Ishares Inc

ETFs
-15K
- 65.12%
N/A
8.06K $531M
CRM
Salesforce, Inc.

Technology
-128
- 4.16%
$231.66 - $273.65 $29.7K - $35K
2.95K $699M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-12.3K
- 33.35%
$41.43 - $44.2 $509K - $543K
24.5K $1.08B
IGM
Ishares Expanded Tech Sector E

ETFs
-3.04K
- 46.11%
$110.96 - $127.67 $337K - $388K
3.55K $447M
IEFA
Ishares Tr

ETFs
-9.85K
- 25.07%
$81.7 - $87.53 $804K - $862K
29.4K $2.57B
NOW
Service Now, Inc.

Technology
-65
- 7.22%
$850.86 - $1044.69 $55.3K - $67.9K
835 $768M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.42K
- 8.21%
$45.6 - $46.92 $247K - $254K
60.5K $2.83B
MCD
Mcdonalds Corp

Consumer Cyclical
-446
- 37.96%
$291.67 - $316.99 $130K - $141K
729 $222M
AAPL
Apple Inc.

Technology
-651
- 5.88%
$202.38 - $256.87 $132K - $167K
10.4K $2.65B
ELV
Elevance Health, Inc.

Healthcare
-166
- 17.87%
$274.66 - $395.76 $45.6K - $65.7K
763 $247M
XOM
Exxon Mobil Corp

Energy
-859
- 32.05%
$105.83 - $117.22 $90.9K - $101K
1.82K $205M
MA
Mastercard Inc

Financial Services
-254
- 16.2%
$550.18 - $598.96 $140K - $152K
1.31K $748M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.54K
- 29.75%
$275.84 - $326.36 $426K - $504K
3.64K $1.19B
Kurv ETF Tr
-4.14K
- 14.33%
N/A
24.8K $722M
VO
Vanguard Mid Cap ETF

ETFs
-723
- 13.2%
$279.83 - $293.74 $202K - $212K
4.75K $1.4B
AME
Ametek Inc

Industrials
-365
- 14.54%
$176.44 - $192.03 $64.4K - $70.1K
2.15K $403M
ZTS
Zoetis Inc.

Healthcare
-54
- 3.42%
$141.13 - $159.19 $7.62K - $8.6K
1.53K $223M
ABBV
Abb Vie Inc.

Healthcare
-438
- 30.93%
$184.85 - $231.54 $81K - $101K
978 $227M
TFC
Truist Financial Corp

Financial Services
-9
- 0.07%
$42.83 - $47.07 $385 - $424
12.5K $573M
BA
Boeing CO

Industrials
-43
- 2.82%
$209.79 - $237.38 $9.02K - $10.2K
1.48K $319M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-2.52K
- 18.56%
$138.08 - $151.2 $348K - $381K
11.1K $1.67B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-91
- 0.65%
$107.66 - $112.36 $9.8K - $10.2K
13.9K $1.55B
VTI
Vanguard Total Stock Market Et

ETFs
-159
- 4.81%
$303.93 - $329.86 $48.3K - $52.4K
3.15K $1.03B
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-791
- 6.58%
$95.86 - $104.94 $75.8K - $83K
11.2K $1.16B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.23K
- 1.59%
$35.42 - $38.65 $43.6K - $47.6K
76.3K $2.9B
UBER
Uber Technologies, Inc

Technology
-3.5K
- 26.15%
$86.91 - $99.57 $305K - $349K
9.9K $969M
AMD
Advanced Micro Devices Inc

Technology
-366
- 5.23%
$134.8 - $184.42 $49.3K - $67.5K
6.64K $1.07B
XLK
Technology Sector Spdr

ETFs
-282
- 3.71%
$250.97 - $282.66 $70.8K - $79.7K
7.33K $2.06B
MSFT
Microsoft Corp

Technology
-564
- 5.5%
$491.09 - $535.64 $277K - $302K
9.68K $5.01B
Activity Summary
Buys All Purchases 152 New Holdings 110 Increased Positions 42 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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