Forefront Wealth Partners, LLC Portfolio Holdings by Sector
Forefront Wealth Partners, LLC
- $146 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV AGG SPLG FTCS IUSV VCIT FNDF NDVG 49 stocks |
$107 Million
73.83% of portfolio
|
37
|
12
|
6
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MRVL AMD MU TSM 6 stocks |
$6.5 Million
4.48% of portfolio
|
1
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ADBE ORCL CRWD 5 stocks |
$5.76 Million
3.97% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW UBER CDNS SHOP DDOG 6 stocks |
$3.8 Million
2.62% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$3.55 Million
2.45% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.77 Million
1.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$2.3 Million
1.58% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$1.79 Million
1.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.51 Million
1.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$1.33 Million
0.92% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK LLY ABBV 3 stocks |
$1.16 Million
0.8% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$957,822
0.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$906,184
0.63% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME GE 2 stocks |
$884,287
0.61% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT 2 stocks |
$789,355
0.54% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC OZK 2 stocks |
$768,726
0.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO EXAS 2 stocks |
$679,524
0.47% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS 1 stocks |
$666,229
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$341,632
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$329,841
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$288,240
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$269,571
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$254,602
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$229,646
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Computer Hardware | Technology
DDD 1 stocks |
$95,730
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|