Forefront Wealth Partners, LLC Portfolio Holdings by Sector
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV AGG SPLG FNDF IUSV VCIT FTCS IUSB 66 stocks |
$109 Million
75.44% of portfolio
|
39
|
27
|
24
|
1
|
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD MRVL MU 5 stocks |
$5.22 Million
3.61% of portfolio
|
5
|
1
|
- |
1
|
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ADBE ORCL CRWD 5 stocks |
$4.88 Million
3.37% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM UBER NOW CDNS TTD SHOP APP 7 stocks |
$3.67 Million
2.53% of portfolio
|
5
|
3
|
2
|
1
|
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$3.37 Million
2.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.43 Million
1.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$2.23 Million
1.54% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$1.4 Million
0.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK ABBV BMY 4 stocks |
$1.4 Million
0.97% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.09 Million
0.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.05 Million
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$905,434
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN 2 stocks |
$881,027
0.61% of portfolio
|
2
|
1
|
1
|
1
|
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$873,127
0.6% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC OZK 2 stocks |
$736,811
0.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS 1 stocks |
$733,143
0.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML ONTO 2 stocks |
$695,460
0.48% of portfolio
|
2
|
1
|
1
|
1
|
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$492,712
0.34% of portfolio
|
1
|
1
|
- |
1
|
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$335,344
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$331,729
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$330,611
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR 1 stocks |
$325,097
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$304,485
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$271,328
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$263,842
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$263,484
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$257,220
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Capital Markets | Financial Services
IBKR 1 stocks |
$249,710
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$229,279
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$207,126
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
RANI 1 stocks |
$81,900
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DDD 1 stocks |
$65,362
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|