Forefront Wealth Management Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Forefront Wealth Management Inc. reported 49 stock positions worth $108.6 million. Its top holding was Microsoft (MSFT) at 8.6% of the portfolio, followed by Amazon.com (AMZN, 7.4%) and Apple (AAPL, 7.3%).
- Most Recent 13F
- Q4 2025
- Location
- MALVERN, PA
- CIK
- 0001904828
- Portfolio Value
- $108.6M (Q4 2024)
- SEC Filing
- 0001904828-25-000001 ↗ filed Feb 11, 2025
Holdings Value
Holdings 49 stocks · $108.6M
| MSFT Microsoft Corp. | 8.59% | 22,128 | $9.3M | — |
| AMZN Amazon.com Inc. | 7.36% | 36,427 | $8.0M | — |
| AAPL Apple Inc. | 7.27% | 31,525 | $7.9M | — |
| JEPI JPMorgan Equity Premium Inco | 6.27% | 118,236 | $6.8M | — |
| TSM Taiwan Semiconductor-SP ADR | 4.91% | 26,987 | $5.3M | — |
| COST Costco Wholesale Corp. | 4.52% | 5,361 | $4.9M | — |
| GOOGL Alphabet Inc. Class A | 4.22% | 24,204 | $4.6M | — |
| OKE Oneok Inc. | 4.06% | 43,927 | $4.4M | — |
| GPIX GLDM SA S&P 500 PR in ETF-US | 4.05% | 88,874 | $4.4M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 3.85% | 74,174 | $4.2M | — |
| LDOS Leidos Holdings Inc. | 3.02% | 22,771 | $3.3M | — |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 2.51% | 55,642 | $2.7M | — |
| META Meta Platforms Inc. Class A | 2.38% | 4,407 | $2.6M | — |
| TMUS T-Mobile US Inc. | 2.34% | 11,509 | $2.5M | — |
| CAT Caterpillar Inc. | 2.33% | 6,980 | $2.5M | — |
| EPI Wisdomtree India Earnings | 2.28% | 54,576 | $2.5M | — |
| UNH Unitedhealth Group Inc. | 2.14% | 4,595 | $2.3M | — |
| JPM JPMorgan Chase & Co. | 2.13% | 9,662 | $2.3M | — |
| HWM Howmet Aerospace Inc. | 2.13% | 21,139 | $2.3M | — |
| SHEL Shell PLC-ADR | 2.08% | 35,986 | $2.3M | — |
| REGN Regeneron Pharmaceuticals | 2.03% | 3,097 | $2.2M | — |
| EWJV iShares MSCI Japan Value ETF | 1.99% | 68,945 | $2.2M | — |
| ABT Abbott Laboratories | 1.97% | 18,899 | $2.1M | — |
| FEZ State Street SPDR Euro Stoxx | 1.85% | 41,605 | $2.0M | — |
| MCD McDonald's Corp. | 1.81% | 6,785 | $2.0M | — |
| VGT Vanguard Info Tech ETF | 1.49% | 2,601 | $1.6M | — |
| CEG Constellation Energy | 1.19% | 5,764 | $1.3M | — |
| AMGN Amgen Inc. | 0.96% | 3,996 | $1.0M | — |
| MRK Merck & Co. Inc. | 0.94% | 10,252 | $1.0M | — |
| AU Anglogold Ashanti PLC | 0.81% | 37,891 | $875K | — |
| HDV iShares Core High Dividend E | 0.76% | 7,318 | $822K | — |
| IBIT iShares Bitcoin Trust ETF | 0.73% | 14,950 | $793K | — |
| PFE Pfizer Inc. | 0.51% | 20,891 | $554K | — |
| NVDA Nvidia Corp. | 0.49% | 3,941 | $529K | — |
| LMT Lockheed Martin Corp. | 0.43% | 953 | $463K | — |
| XOM Exxon Mobil Corp. | 0.37% | 3,730 | $401K | — |
| BX Blackstone Inc. | 0.32% | 2,013 | $347K | — |
| AXON Axon Enterprise Inc. | 0.30% | 547 | $325K | — |
| ABBV Abbvie Inc. | 0.30% | 1,828 | $325K | — |
| VOO Vanguard S&P 500 ETF | 0.28% | 570 | $307K | — |
| ETR Entergy Corp. | 0.28% | 4,000 | $303K | — |
| LLY Eli Lilly & Co. | 0.27% | 379 | $293K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.26% | 404 | $280K | — |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 1,452 | $254K | — |
| SO The Southern Co. | 0.22% | 2,913 | $240K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 499 | $226K | — |
| DTM DT Midstream Inc. | 0.20% | 2,225 | $221K | — |
| MSI Motorola Solutions Inc. | 0.19% | 450 | $208K | — |
| AFL Aflac Inc. | 0.19% | 1,953 | $202K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.