Forefront Wealth Management Inc. Top Holdings and 13F Report (2025) About Forefront Wealth Management Inc.Investment ActivityForefront Wealth Management Inc. has $108.57 million in total holdings as of December 31, 2024.Forefront Wealth Management Inc. owns shares of 49 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 42.48% of the portfolio was purchased this quarter.About 26.30% of the portfolio was sold this quarter.This quarter, Forefront Wealth Management Inc. has purchased 39 new stocks and bought additional shares in 11 stocks.Forefront Wealth Management Inc. sold shares of 13 stocks and completely divested from 14 stocks this quarter.Largest Holdings Microsoft $9,326,850Amazon.com $7,991,720Apple $7,894,596JPMorgan Equity Premium Income ETF $6,802,120Taiwan Semiconductor Manufacturing $5,329,575 Largest New Holdings this Quarter JPMorgan Equity Premium Income ETF $6,802,120 HoldingGOLDMAN SACHS ETF TR $4,394,830 HoldingJPMorgan Nasdaq Equity Premium Income ETF $4,181,948 HoldingLeidos $3,280,388 HoldingGOLDMAN SACHS ETF TR $2,728,130 Holding Largest Purchases this Quarter JPMorgan Equity Premium Income ETF 118,236 shares (about $6.80M)GOLDMAN SACHS ETF TR 88,874 shares (about $4.39M)JPMorgan Nasdaq Equity Premium Income ETF 74,174 shares (about $4.18M)Leidos 22,771 shares (about $3.28M)GOLDMAN SACHS ETF TR 55,642 shares (about $2.73M) Largest Sales this Quarter iShares Core High Dividend ETF 36,103 shares (about $4.05M)AbbVie 18,375 shares (about $3.27M)UnitedHealth Group 3,481 shares (about $1.76M)Lockheed Martin 3,454 shares (about $1.68M)Invesco S&P 500 Equal Weight ETF 5,020 shares (about $879.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForefront Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$9,326,850$139,936 ▲1.5%22,1288.6%Computer and TechnologyAMZNAmazon.com$7,991,720$59,235 ▲0.7%36,4277.4%Retail/WholesaleAAPLApple$7,894,596$807,114 ▼-9.3%31,5257.3%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$6,802,120$6,802,120 ▲New Holding118,2366.3%ETFTSMTaiwan Semiconductor Manufacturing$5,329,575$65,961 ▼-1.2%26,9874.9%Computer and TechnologyCOSTCostco Wholesale$4,912,342$50,397 ▲1.0%5,3614.5%Retail/WholesaleGOOGLAlphabet$4,581,900$193,279 ▼-4.0%24,2044.2%Computer and TechnologyOKEONEOK$4,410,222$180,216 ▲4.3%43,9274.1%Oils/EnergyGOLDMAN SACHS ETF TR$4,394,830$4,394,830 ▲New Holding88,8744.0%S&P 500 CORE PREJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,181,948$4,181,948 ▲New Holding74,1743.9%ETFLDOSLeidos$3,280,388$3,280,388 ▲New Holding22,7713.0%AerospaceGOLDMAN SACHS ETF TR$2,728,130$2,728,130 ▲New Holding55,6422.5%NASDAQ 100 COREMETAMeta Platforms$2,580,492$1,227,886 ▲90.8%4,4072.4%Computer and TechnologyTMUST-Mobile US$2,540,344$2,540,344 ▲New Holding11,5092.3%Computer and TechnologyCATCaterpillar$2,531,932$2,531,932 ▲New Holding6,9802.3%Industrial ProductsEPIWisdomTree India Earnings Fund$2,470,637$2,470,637 ▲New Holding54,5762.3%FinanceUNHUnitedHealth Group$2,324,387$1,760,869 ▼-43.1%4,5952.1%MedicalJPMJPMorgan Chase & Co.$2,316,084$1,763,311 ▲319.0%9,6622.1%FinanceHWMHowmet Aerospace$2,311,941$2,311,941 ▲New Holding21,1392.1%AerospaceSHELShell$2,254,511$1,588,169 ▲238.3%35,9862.1%Oils/EnergyREGNRegeneron Pharmaceuticals$2,205,908$4,986 ▼-0.2%3,0972.0%MedicalEWJViShares MSCI Japan Value ETF$2,156,590$911,339 ▲73.2%68,9452.0%ManufacturingABTAbbott Laboratories$2,137,620$98,404 ▼-4.4%18,8992.0%MedicalFEZSPDR EURO STOXX 50 ETF$2,003,292$51,713 ▲2.6%41,6051.8%ETFMCDMcDonald's$1,966,824$1,966,824 ▲New Holding6,7851.8%Retail/WholesaleVGTVanguard Information Technology ETF$1,617,067$205,786 ▼-11.3%2,6011.5%ETFCEGConstellation Energy$1,289,509$1,289,509 ▲New Holding5,7641.2%Oils/EnergyAMGNAmgen$1,041,471$1,041,471 ▲New Holding3,9961.0%MedicalMRKMerck & Co., Inc.$1,019,869$995 ▼-0.1%10,2520.9%MedicalANGLOGOLD ASHANTI PLC$874,524$874,524 ▲New Holding37,8910.8%COM SHSHDViShares Core High Dividend ETF$821,550$4,053,077 ▼-83.1%7,3180.8%ETFISHARES BITCOIN TRUST ETF$793,098$793,098 ▲New Holding14,9500.7%SHS BEN INTPFEPfizer$554,241$4,059 ▲0.7%20,8910.5%MedicalNVDANVIDIA$529,263$529,263 ▲New Holding3,9410.5%Computer and TechnologyLMTLockheed Martin$463,313$1,679,206 ▼-78.4%9530.4%AerospaceXOMExxon Mobil$401,249$110,693 ▼-21.6%3,7300.4%Oils/EnergyBXBlackstone$347,0990.0%2,0130.3%FinanceAXONAxon Enterprise$325,093$325,093 ▲New Holding5470.3%AerospaceABBVAbbVie$324,885$3,265,734 ▼-91.0%1,8280.3%MedicalVOOVanguard S&P 500 ETF$307,122$307,122 ▲New Holding5700.3%ETFETREntergy$303,280$102,736 ▲51.2%4,0000.3%UtilitiesLLYEli Lilly and Company$292,634$292,634 ▲New Holding3790.3%MedicalASMLASML$280,004$280,004 ▲New Holding4040.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$254,383$879,478 ▼-77.6%1,4520.2%ETFSOSouthern$239,811$239,811 ▲New Holding2,9130.2%UtilitiesBRK.BBerkshire Hathaway$226,187$226,187 ▲New Holding4990.2%FinanceDTMDT Midstream$221,232$221,232 ▲New Holding2,2250.2%Oils/EnergyMSIMotorola Solutions$208,004$208,004 ▲New Holding4500.2%Computer and TechnologyAFLAflac$202,018$202,018 ▲New Holding1,9530.2%FinanceOLNOlin$0$2,839,783 ▼-100.0%00.0%Basic MaterialsBABAAlibaba Group$0$2,047,498 ▼-100.0%00.0%Retail/WholesaleDVNDevon Energy$0$2,014,286 ▼-100.0%00.0%Oils/EnergyKOCoca-Cola$0$1,329,805 ▼-100.0%00.0%Consumer StaplesFGDFirst Trust DJ Global Select Dividend Index Fund$0$1,227,606 ▼-100.0%00.0%ETFHUBGHub Group$0$1,148,412 ▼-100.0%00.0%TransportationILFiShares Latin America 40 ETF$0$1,048,113 ▼-100.0%00.0%ETFCPACopa$0$793,792 ▼-100.0%00.0%TransportationNJRNew Jersey Resources$0$720,201 ▼-100.0%00.0%UtilitiesVHTVanguard Health Care ETF$0$639,329 ▼-100.0%00.0%ETFATOAtmos Energy$0$602,438 ▼-100.0%00.0%UtilitiesREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$0$538,491 ▼-100.0%00.0%ETFSQQQProShares UltraPro Short QQQ$0$245,280 ▼-100.0%00.0%ETFCMCSAComcast$0$228,794 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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