Front Row Advisors LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Front Row Advisors LLC reported 932 stock positions worth $269.6 million. Its top holding was Nvidia (NVDA) at 11.0% of the portfolio, followed by Apple (AAPL, 9.1%) and Microsoft (MSFT, 4.9%). Compared with Q4 2023, it opened 463 new positions, sold out of 6, added to 200 and reduced 33. The biggest buy was Exxon Mobil (XOM, shares +1566%) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F
Q2 2026
Location
TIBURON, CA
CIK
0001729254
Portfolio Value
$269.6M (Q1 2024)
SEC Filing
0001729254-24-000002 ↗ filed May 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $269.6M $269.6M Q1 2024 Q2 2024: $287.6M Q2 2024 Q3 2024: $280.3M Q3 2024 Q4 2024: $289.5M Q4 2024 Q1 2025: $260.2M Q1 2025 Q2 2025: $287.5M Q2 2025 Q3 2025: $297.6M Q3 2025 Q4 2025: $299.9M Q4 2025 Q1 2026: $295.6M Q1 2026 Q2 2026: $345.5M Q2 2026

Holdings 932 stocks · $269.6M

NVDA Nvidia Corp. 11.02% 32,881 $29.7M Reduce -2.5%
AAPL Apple Inc. 9.11% 143,238 $24.6M Reduce -0.4%
MSFT Microsoft Corp. 4.89% 31,366 $13.2M Add +3.3%
AVGO Broadcom Inc. 3.56% 7,222 $9.6M Reduce -1.5%
SNPS Synopsys Inc. 2.34% 11,025 $6.3M Add +1.7%
SFM Sprouts Farmers Market Inc. 2.24% 93,500 $6.0M Reduce -0.3%
FTNT Fortinet Inc. 1.96% 77,460 $5.3M Add +0.2%
ASML ASML Holding NV-NY Reg SHS 1.95% 5,413 $5.3M Reduce -0.1%
COST Costco Wholesale Corp. 1.88% 6,912 $5.1M Reduce -0.0%
ABBV Abbvie Inc. 1.83% 27,081 $4.9M Add +1.0%
MEDP Medpace Holdings Inc. 1.64% 10,936 $4.4M Reduce -0.1%
V Visa Inc. Class A 1.47% 14,211 $4.0M Add +1.0%
DOV Dover Corp. 1.43% 21,821 $3.9M Add +0.3%
TSM Taiwan Semiconductor-SP ADR 1.42% 28,098 $3.8M Add +0.2%
ABBNY Abb Ltd.-Spon ADR 1.42% 82,569 $3.8M Add +0.1%
TMO Thermo Fisher Scientific Inc. 1.40% 6,490 $3.8M Add +1.1%
TGT Target Corp. 1.34% 20,448 $3.6M Add +1.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.32% 35,064 $3.6M Add +0.7%
DHR Danaher Corp. 1.25% 13,431 $3.4M Add +0.1%
EQIX Equinix Inc. 1.20% 3,907 $3.2M No change
ISRG Intuitive Surgical Inc. 1.19% 8,069 $3.2M Add +0.3%
PKG Packaging Corp. of America 1.19% 16,785 $3.2M Add +0.3%
AMZN Amazon.com Inc. 1.15% 17,227 $3.1M Add +3.0%
BLK BlackRock Finance Inc. 1.11% 3,593 $3.0M Reduce -0.1%
ADBE Adobe Inc. 1.04% 5,540 $2.8M Add +6.5%
AMGN Amgen Inc. 0.99% 9,392 $2.7M Add +0.8%
ROK Rockwell Automation Inc. 0.99% 9,137 $2.7M No change
KEYS Keysight Technologies Inc. 0.97% 16,713 $2.6M Reduce -0.5%
ADI Analog Devices Inc. 0.92% 12,533 $2.5M Add +2.1%
JPM JPMorgan Chase & Co. 0.91% 12,246 $2.5M Add +44.8%
ETN Eaton Corp. PLC 0.91% 7,807 $2.4M Add +1.5%
SCHX Schwab US Large-Cap ETF 0.90% 39,131 $2.4M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.87% 15,366 $2.3M Add +3.7%
WMT Walmart Inc. 0.82% 36,920 $2.2M Add +1.0%
MRSH Marsh & McLennan Cos 0.78% 10,209 $2.1M Add +1.3%
ITW Illinois Tool Works 0.75% 7,481 $2.0M No change
DLR Digital Realty Trust Inc. 0.73% 13,621 $2.0M Reduce -1.0%
QQQ Invesco QQQ Trust Series 1 0.66% 4,007 $1.8M Add +13.1%
ADSK Autodesk Inc. 0.66% 6,837 $1.8M Add +0.8%
LOW Lowe's Cos Inc. 0.62% 6,593 $1.7M Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.60% 3,833 $1.6M Add +817.0%
GLW Corning Inc. 0.58% 47,654 $1.6M No change
CME Cme Group Inc. 0.58% 7,272 $1.6M Add +0.4%
XOM Exxon Mobil Corp. 0.58% 13,347 $1.6M Add +1566.3%
CVX Chevron Corp. 0.56% 9,643 $1.5M Add +610.1%
IXN iShares Global Tech ETF 0.56% 20,153 $1.5M Add +5.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.56% 2,871 $1.5M Reduce -7.3%
CCI Crown Castle Inc. 0.56% 14,175 $1.5M Reduce -1.1%
KO The Coca-Cola Co. 0.51% 22,440 $1.4M Add +0.4%
JNJ Johnson & Johnson 0.51% 8,687 $1.4M Add +33.8%
GTLS Chart Industries Inc. 0.49% 8,094 $1.3M Reduce -0.5%
ENPH Enphase Energy Inc. 0.48% 10,795 $1.3M Reduce -1.4%
HON Honeywell International Inc. 0.47% 6,234 $1.3M Add +5.3%
LLY Eli Lilly & Co. 0.44% 1,516 $1.2M Add +174.1%
IJK iShares S&P Mid-Cap 400 Grow 0.42% 12,284 $1.1M No change
MKSI MKS Inc. filed as MKS INSTRS INC 0.40% 8,142 $1.1M Reduce -1.3%
VIG Vanguard Dividend Apprec ETF 0.40% 5,883 $1.1M Add +32.9%
ON On Semiconductor 0.39% 14,404 $1.1M Add +5.2%
MCD McDonald's Corp. 0.35% 3,331 $939K Add +11.0%
VZ Verizon Communications Inc. 0.33% 21,443 $900K Add +3.9%
IVW iShares S&P 500 Growth ETF 0.32% 10,061 $850K Add +94.6%
PG The Procter & Gamble Co. 0.30% 5,025 $815K Add +155.5%
IVV iShares Core S&P 500 ETF 0.30% 1,550 $815K Add +30.4%
SCHD Schwab US DVD Equity ETF 0.29% 9,839 $793K Add +1.1%
IWD iShares Russell 1000 Value E 0.28% 4,183 $749K Add +62.6%
NEE Nextera Energy Inc. 0.27% 11,200 $716K Add +0.9%
SCHF Schwab Intl Equity ETF 0.26% 17,634 $688K No change
ESGU iShares ESG Aware MSCI USA 0.25% 5,750 $661K No change
IJT iShares S&P Small-Cap 600 GR 0.23% 4,838 $632K No change
SCHG Schwab US Large-Cap Growth 0.22% 6,382 $592K Add +2.2%
VB Vanguard Most SM-Cap ETF-Usd 0.21% 2,487 $569K Add +44.3%
SCHM Schwab US Mid Cap ETF 0.21% 6,957 $567K Add +7.3%
SPTS SS SPDR P St Term TSY ETF 0.20% 18,650 $539K No change
VGT Vanguard Info Tech ETF 0.19% 1,001 $525K New
GOOGL Alphabet Inc. Class A 0.18% 3,230 $488K Add +9.1%
CMCSA Comcast Corp. Class A 0.18% 10,988 $476K Add +0.5%
GE General Electric 0.17% 2,552 $448K New
VWO Vanguard Ftse Emerging Marke 0.16% 10,424 $435K Add +75.3%
COP Conocophillips 0.16% 3,339 $425K Add +1013.0%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.16% 2,260 $422K No change
HD Home Depot Inc. 0.16% 1,096 $420K Add +17.2%
AGO Assured Guaranty Ltd. 0.15% 4,776 $417K Add +1.4%
SOXX iShares Semiconductor ETF 0.15% 1,791 $405K Add +2.2%
VEA Vanguard Ftse Developed ETF 0.15% 7,802 $391K Add +60.0%
WFC Wells Fargo & Co. 0.14% 6,529 $378K Add +7.2%
SCHA Schwab US Small-Cap ETF 0.13% 7,336 $361K Add +0.9%
HSY The Hershey Co. 0.13% 1,850 $360K New
SCHB Schwab US Broad Market ETF 0.13% 5,724 $349K Reduce -0.5%
PSX Phillips 66 0.13% 2,135 $349K Add +299.1%
ORCL Oracle Corp. 0.13% 2,771 $348K Add +151.9%
PFE Pfizer Inc. 0.12% 12,106 $336K Reduce -77.8%
COWZ Pacer US Cash Cows 100 ETF 0.12% 5,758 $335K Add +7.6%
IUSV iShares Core S&P U.S. Value 0.12% 3,698 $334K Add +3.9%
DUK Duke Energy Corp. 0.12% 3,452 $334K Add +1.2%
IXJ iShares Global Healthcare Et 0.12% 3,484 $325K Add +14.4%
VHT Vanguard Health Care ETF 0.11% 1,143 $309K New
RXI iShares Global Consumer Disc 0.11% 1,840 $309K No change
USMV iShares MSCI USA Min Vol Fac 0.11% 3,578 $299K Add +3.5%
XLK SS Technology Select Sector 0.11% 1,380 $287K Add +300.0%
IJH iShares Core S&P Midcap ETF 0.11% 4,665 $283K Add +5731.3%

Show all 932 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $99K (not counted above)
SecurityClassShares / PrincipalValueChange
PUBLIC STORAGE (PSA 5.6 PERP H) Common Stock 4,050$99KNew
Lines left out (1) · $100 — a value with no share or principal amount
SecurityClassSharesValue
KHC The Kraft Heinz Co. COM0$100

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $269.7M.

Portfolio Sells Q4 2023 → Q1 2024

AAPL Apple Inc. Reduce -0.4% 9.11% −3.61
PFE Pfizer Inc. Reduce -77.8% 0.12% −0.60
COST Costco Wholesale Corp. Reduce -0.0% 1.88% −0.27
KEYS Keysight Technologies Inc. Reduce -0.5% 0.97% −0.26
BLK BlackRock Finance Inc. Reduce -0.1% 1.11% −0.23
CCI Crown Castle Inc. Reduce -1.1% 0.56% −0.20
AVGO Broadcom Inc. Reduce -1.5% 3.56% −0.20
ENPH Enphase Energy Inc. Reduce -1.4% 0.48% −0.18
DLR Digital Realty Trust Inc. Reduce -1.0% 0.73% −0.13
SPY SS SPDR S&P 500 ETF Trust-US Reduce -7.3% 0.56% −0.12
SCHX Schwab US Large-Cap ETF Reduce -0.1% 0.90% −0.11
TSLA Tesla Inc. Reduce -2.4% 0.04% −0.03
SHV iShares 0-1 Year Treasury Bo Reduce -13.2% 0.06% −0.02
RITM Rithm Capital Corp. Reduce -2.4% 0.10% −0.02
SCHB Schwab US Broad Market ETF Reduce -0.5% 0.13% −0.02
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -0.5% 0.07% −0.02
GTLS Chart Industries Inc. Reduce -0.5% 0.49% −0.01
CIBR First Trust Nasdaq Cybersecu Reduce -10.5% 0.04% −0.01
IWF iShares Russell 1000 Growth Reduce -2.9% 0.06% −0.01
WDAY Workday Inc. Class A Reduce -59.4% 0.00% −0.01
GBTC Grayscale Bitcoin Trust ETF Reduce -90.9% 0.00% −0.01
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -1.7% 0.05% −0.01
FLTR Vaneck Ig Floating Rate ETF Reduce -50.0% 0.00% −0.01
MCY Mercury General Corp. Sold out 0.00% −0.00
ARKK ARK Innovation ETF Reduce -1.3% 0.01% −0.00
SUSL iShares ESG MSCI USA Leaders Reduce -7.8% 0.01% −0.00
LUMN Lumen Technologies Inc. Reduce -33.2% 0.00% −0.00
VOOV Vanguard S&P 500 Value ETF Sold out 0.00% −0.00
FTEC Fidelity MSCI Info Tech Indx Reduce -30.0% 0.00% −0.00
SPHD Invesco S&P 500 High Dividen Sold out 0.00% −0.00
VEU Vanguard Ftse All-World Ex-U Sold out 0.00% −0.00
AGEN Agenus Inc. Sold out 0.00% 0.00
GTBP GT Biopharma Inc. Reduce -98.3% 0.00% 0.00
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% 0.00
MKSI MKS Inc. Reduce -1.3% 0.40% +0.01
ASML ASML Holding NV-NY Reg SHS Reduce -0.1% 1.95% +0.06
MEDP Medpace Holdings Inc. Reduce -0.1% 1.64% +0.10
SFM Sprouts Farmers Market Inc. Reduce -0.3% 2.24% +0.16
NVDA Nvidia Corp. Reduce -2.5% 11.02% +3.34

Portfolio Buys Q4 2023 → Q1 2024

XOM Exxon Mobil Corp. Add +1566.3% 0.58% +0.54
BRK.B Berkshire Hathaway Inc. Class B Add +817.0% 0.60% +0.53
CVX Chevron Corp. Add +610.1% 0.56% +0.47
LLY Eli Lilly & Co. Add +174.1% 0.44% +0.29
JPM JPMorgan Chase & Co. Add +44.8% 0.91% +0.25
VGT Vanguard Info Tech ETF New 0.19% +0.19
PG The Procter & Gamble Co. Add +155.5% 0.30% +0.17
GE General Electric New 0.17% +0.17
COP Conocophillips Add +1013.0% 0.16% +0.14
IVW iShares S&P 500 Growth ETF Add +94.6% 0.32% +0.14
HSY The Hershey Co. New 0.13% +0.13
VHT Vanguard Health Care ETF New 0.11% +0.11
IJH iShares Core S&P Midcap ETF Add +5731.3% 0.11% +0.10
VCR Vanguard Consumer Discre ETF New 0.10% +0.10
PSX Phillips 66 Add +299.1% 0.13% +0.10
IWD iShares Russell 1000 Value E Add +62.6% 0.28% +0.08
TSM Taiwan Semiconductor-SP ADR Add +0.2% 1.42% +0.08
XLK SS Technology Select Sector Add +300.0% 0.11% +0.08
ORCL Oracle Corp. Add +151.9% 0.13% +0.08
VPU Vanguard Utilities ETF New 0.07% +0.07
SLB SLB Ltd. Add +3586.7% 0.07% +0.07
IJR iShares Core S&P Small-Cap E Add +1183.7% 0.07% +0.06
GIS General Mills Inc. Add +1112.3% 0.07% +0.06
XLV SS Health Care Select Sector Add +1373.8% 0.07% +0.06
CAT Caterpillar Inc. Add +45000.0% 0.06% +0.06
HDV iShares Core High Dividend E Add +1747.0% 0.06% +0.06
XLP SS Consumer Staples Sel Sect New 0.06% +0.06
ETN Eaton Corp. PLC Add +1.5% 0.91% +0.06
DVY iShares Select Dividend ETF New 0.05% +0.05
PGR Progressive Corp. New 0.05% +0.05
VIG Vanguard Dividend Apprec ETF Add +32.9% 0.40% +0.05
VWO Vanguard Ftse Emerging Marke Add +75.3% 0.16% +0.05
DE Deere & Co. Add +475.0% 0.06% +0.05
VFH Vanguard Financials ETF New 0.04% +0.04
JNJ Johnson & Johnson Add +33.8% 0.51% +0.04
VB Vanguard Most SM-Cap ETF-Usd Add +44.3% 0.21% +0.04
IVV iShares Core S&P 500 ETF Add +30.4% 0.30% +0.04
T AT&T Inc. New 0.04% +0.04
DRI Darden Restaurants Inc. New 0.04% +0.04
VEA Vanguard Ftse Developed ETF Add +60.0% 0.15% +0.04
SNA Snap-on Inc. New 0.04% +0.04
DD Dupont DE Nemours Inc. New 0.04% +0.04
SPYG SS SPDR P S&P 500 Growth ETF New 0.04% +0.04
VAW Vanguard Materials ETF New 0.03% +0.03
PEP Pepsico Inc. New 0.03% +0.03
ALL Allstate Corp. New 0.03% +0.03
DOW Dow Inc. New 0.03% +0.03
CTVA Corteva Inc. New 0.03% +0.03
VTV Vanguard Mrngstr Val ETF-Aui New 0.03% +0.03
BR Broadridge Financial Solutio New 0.03% +0.03

Notes & Other Activity Q4 2023 → Q1 2024

PUBLIC STORAGE (PSA 5.6 PERP H) Common Stock New 4,050 $99K
KHC The Kraft Heinz Co. COM Reduce -100.0% 0 $100
AY Atlantica Sustainable Infras SHS Reduce -100.0% 0 $0

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 576$345.5MNVDA, AAPL, AVGO, MSFT, TSM
Q1 2026 553$295.6MNVDA, AAPL, AVGO, MSFT, TSM
Q4 2025 564$299.9MNVDA, AAPL, AVGO, MSFT, TSM
Q3 2025 553$297.6MNVDA, AAPL, AVGO, MSFT, TSM
Q2 2025 538$287.5MNVDA, AAPL, AVGO, MSFT, SFM
Q1 2025 511$260.2MAAPL, NVDA, SFM, MSFT, AVGO
Q4 2024 498$289.5MNVDA, AAPL, AVGO, MSFT, SFM
Q3 2024 499$280.3MNVDA, AAPL, MSFT, AVGO, SFM
Q2 2024 943$287.6MNVDA, AAPL, MSFT, AVGO, SFM
Q1 2024 932$269.6MNVDA, AAPL, MSFT, AVGO, SNPS