Forefront Wealth Management Inc. Top Holdings and 13F Report (2025)

About Forefront Wealth Management Inc.

Investment Activity

Forefront Wealth Management Inc. has $108.06 million in total holdings as of March 31, 2025.
Forefront Wealth Management Inc. owns shares of 48 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 5.77% of the portfolio was purchased this quarter.
About 2.99% of the portfolio was sold this quarter.
This quarter, Forefront Wealth Management Inc. has purchased 49 new stocks and bought additional shares in 18 stocks.
Forefront Wealth Management Inc. sold shares of 22 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Microsoft: $8,266,123
JPMorgan Equity Premium Income ETF: $7,059,880
Apple: $6,938,534
Amazon.com: $6,922,991
Costco Wholesale: $5,053,065

Largest New Holdings this Quarter

90353T100 - Uber Technologies: $2,310,609 Holding
92333F101 - VENTURE GLOBAL INC: $938,217 Holding
458140100 - Intel: $721,568 Holding
921937819 - Vanguard Intermediate-Term Bond ETF: $267,536 Holding

Largest Purchases this Quarter

Uber Technologies: 31,713 shares (about $2.31M)
VENTURE GLOBAL INC: 91,089 shares (about $938.22K)
Intel: 31,773 shares (about $721.57K)
Constellation Energy: 2,993 shares (about $603.49K)
JPMorgan Nasdaq Equity Premium Income ETF: 6,457 shares (about $334.35K)

Largest Sales this Quarter

Leidos: 6,578 shares (about $887.61K)
Apple: 289 shares (about $64.20K)
Howmet Aerospace: 375 shares (about $48.65K)
Alphabet: 310 shares (about $47.94K)
Invesco S&P 500 Equal Weight ETF: 259 shares (about $44.86K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$8,266,123	$40,542 ▼	-0.5%	22,020	7.6%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$7,059,880	$303,871 ▲	4.5%	123,554	6.5%	ETF
AAPL Apple	$6,938,534	$64,196 ▼	-0.9%	31,236	6.4%	Computer and Technology
AMZN Amazon.com	$6,922,991	$7,610 ▼	-0.1%	36,387	6.4%	Retail/Wholesale
COST Costco Wholesale	$5,053,065	$17,023 ▼	-0.3%	5,343	4.7%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$4,459,819	$20,086 ▼	-0.4%	26,866	4.1%	Computer and Technology
GOLDMAN SACHS ETF TR	$4,375,169	$232,769 ▲	5.6%	93,868	4.0%	S&P 500 CORE PRE
OKE ONEOK	$4,349,456	$9,029 ▼	-0.2%	43,836	4.0%	Energy
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$4,175,098	$334,345 ▲	8.7%	80,631	3.9%	ETF
GOOGL Alphabet	$3,694,962	$47,938 ▼	-1.3%	23,894	3.4%	Computer and Technology
TMUS T-Mobile US	$3,076,587	$6,935 ▲	0.2%	11,535	2.8%	Computer and Technology
GOLDMAN SACHS ETF TR	$2,731,687	$250,071 ▲	10.1%	61,249	2.5%	NASDAQ 100 CORE
HWM Howmet Aerospace	$2,693,686	$48,648 ▼	-1.8%	20,764	2.5%	Aerospace
SHEL Shell	$2,643,929	$6,888 ▲	0.3%	36,080	2.4%	Energy
META Meta Platforms	$2,528,452	$11,527 ▼	-0.5%	4,387	2.3%	Computer and Technology
ABT Abbott Laboratories	$2,505,549	$1,459 ▼	-0.1%	18,888	2.3%	Medical
UNH UnitedHealth Group	$2,407,464	$1,047 ▲	0.0%	4,597	2.2%	Medical
JPM JPMorgan Chase & Co.	$2,398,317	$28,210 ▲	1.2%	9,777	2.2%	Finance
EPI WisdomTree India Earnings Fund	$2,374,985	$10,534 ▼	-0.4%	54,335	2.2%	Finance
CAT Caterpillar	$2,312,381	$10,224 ▲	0.4%	7,011	2.1%	Industrials
UBER Uber Technologies	$2,310,609	$2,310,609 ▲	New Holding	31,713	2.1%	Computer and Technology
FEZ SPDR EURO STOXX 50 ETF	$2,278,324	$14,582 ▲	0.6%	41,873	2.1%	ETF
EWJV iShares MSCI Japan Value ETF	$2,253,522	$40,290 ▼	-1.8%	67,734	2.1%	Manufacturing
LDOS Leidos	$2,185,021	$887,610 ▼	-28.9%	16,193	2.0%	Aerospace
MCD McDonald's	$2,122,559	$3,124 ▲	0.1%	6,795	2.0%	Retail/Wholesale
REGN Regeneron Pharmaceuticals	$1,979,273	$15,220 ▲	0.8%	3,121	1.8%	Medical
CEG Constellation Energy	$1,765,712	$603,492 ▲	51.9%	8,757	1.6%	Energy
ANGLOGOLD ASHANTI PLC	$1,430,185	$23,682 ▲	1.7%	38,529	1.3%	COM SHS
VGT Vanguard Information Technology ETF	$1,400,366	$10,305 ▼	-0.7%	2,582	1.3%	ETF
AMGN Amgen	$1,285,606	$40,506 ▲	3.3%	4,126	1.2%	Medical
VENTURE GLOBAL INC	$938,217	$938,217 ▲	New Holding	91,089	0.9%	COM CL A
MRK Merck & Co., Inc.	$912,141	$8,078 ▼	-0.9%	10,162	0.8%	Medical
HDV iShares Core High Dividend ETF	$845,901	$40,454 ▼	-4.6%	6,984	0.8%	ETF
INTC Intel	$721,568	$721,568 ▲	New Holding	31,773	0.7%	Computer and Technology
NVDA NVIDIA	$542,571	$115,429 ▲	27.0%	5,006	0.5%	Computer and Technology
PFE Pfizer	$525,506	$3,877 ▼	-0.7%	20,738	0.5%	Medical
XOM Exxon Mobil	$443,813	$238 ▲	0.1%	3,732	0.4%	Energy
LMT Lockheed Martin	$430,144	$4,467 ▲	1.0%	963	0.4%	Aerospace
ABBV AbbVie	$383,061		0.0%	1,828	0.4%	Medical
ETR Entergy	$341,960		0.0%	4,000	0.3%	Utilities
VOO Vanguard S&P 500 ETF	$292,929		0.0%	570	0.3%	ETF
BX Blackstone	$281,392		0.0%	2,013	0.3%	Finance
BIV Vanguard Intermediate-Term Bond ETF	$267,536	$267,536 ▲	New Holding	3,494	0.2%	ETF
SO Southern	$264,036	$3,769 ▼	-1.4%	2,872	0.2%	Utilities
BRK.B Berkshire Hathaway	$263,627	$2,130 ▼	-0.8%	495	0.2%	Finance
AFL Aflac	$214,041	$3,113 ▼	-1.4%	1,925	0.2%	Finance
DTM DT Midstream	$209,940	$4,728 ▼	-2.2%	2,176	0.2%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$206,625	$44,858 ▼	-17.8%	1,193	0.2%	ETF
ISHARES BITCOIN TRUST ETF	$0	$793,098 ▼	-100.0%	0	0.0%	SHS BEN INT
AXON Axon Enterprise	$0	$325,093 ▼	-100.0%	0	0.0%	Aerospace
LLY Eli Lilly and Company	$0	$292,634 ▼	-100.0%	0	0.0%	Medical
ASML ASML	$0	$280,004 ▼	-100.0%	0	0.0%	Computer and Technology
MSI Motorola Solutions	$0	$208,004 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Forefront Wealth Management Inc. Top Holdings and 13F Report (2025)

About Forefront Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Forefront Wealth Management Inc. Top Holdings and 13F Report (2025)

About Forefront Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofForefront Wealth Management Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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