Front Row Advisors LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 16, 2024), Front Row Advisors LLC reported 943 stock positions worth $287.6 million. Its top holding was Nvidia (NVDA) at 12.8% of the portfolio, followed by Apple (AAPL, 10.6%) and Microsoft (MSFT, 4.8%). Compared with Q1 2024, it opened 31 new positions, sold out of 22, added to 173 and reduced 265. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Adobe (ADBE, shares −92%).

Most Recent 13F
Q2 2026
Location
TIBURON, CA
CIK
0001729254
Portfolio Value
$287.6M (Q2 2024)
SEC Filing
0001729254-24-000003 ↗ filed Aug 16, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $269.6M Q1 2024 Q2 2024: $287.6M $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 943 stocks · $287.6M

NVDA Nvidia Corp. 12.78% 297,440 $36.7M Reduce -9.5%
AAPL Apple Inc. 10.62% 145,035 $30.5M Add +1.3%
MSFT Microsoft Corp. 4.83% 31,062 $13.9M Reduce -1.0%
AVGO Broadcom Inc. 3.67% 6,567 $10.5M Reduce -9.1%
SFM Sprouts Farmers Market Inc. 2.35% 80,935 $6.8M Reduce -13.4%
SNPS Synopsys Inc. 2.03% 9,825 $5.8M Reduce -10.9%
COST Costco Wholesale Corp. 1.86% 6,283 $5.3M Reduce -9.1%
ASML ASML Holding NV-NY Reg SHS 1.83% 5,134 $5.3M Reduce -5.2%
TSM Taiwan Semiconductor-SP ADR 1.71% 28,289 $4.9M Add +0.7%
ABBV Abbvie Inc. 1.63% 27,346 $4.7M Add +1.0%
ABBNY Abb Ltd.-Spon ADR 1.61% 83,010 $4.6M Add +0.5%
FTNT Fortinet Inc. 1.54% 73,493 $4.4M Reduce -5.1%
DOV Dover Corp. 1.37% 21,815 $3.9M Reduce -0.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.35% 35,339 $3.9M Add +0.8%
MEDP Medpace Holdings Inc. 1.33% 9,286 $3.8M Reduce -15.1%
V Visa Inc. Class A 1.32% 14,485 $3.8M Add +1.9%
TMO Thermo Fisher Scientific Inc. 1.12% 5,833 $3.2M Reduce -10.1%
ISRG Intuitive Surgical Inc. 1.12% 7,231 $3.2M Reduce -10.4%
BLK BlackRock Finance Inc. 1.09% 3,988 $3.1M Add +11.0%
AMZN Amazon.com Inc. 1.09% 16,164 $3.1M Reduce -6.2%
PKG Packaging Corp. of America 1.08% 16,930 $3.1M Add +0.9%
DHR Danaher Corp. 1.07% 12,277 $3.1M Reduce -8.6%
GOOG Alphabet Inc. Class C 1.06% 16,689 $3.1M Add +8.6%
TGT Target Corp. 1.05% 20,417 $3.0M Reduce -0.1%
AMGN Amgen Inc. 1.02% 9,389 $2.9M Reduce -0.0%
ADI Analog Devices Inc. 1.01% 12,673 $2.9M Add +1.1%
EQIX Equinix Inc. 0.91% 3,475 $2.6M Reduce -11.1%
ROK Rockwell Automation Inc. 0.88% 9,239 $2.5M Add +1.1%
WMT Walmart Inc. 0.88% 37,342 $2.5M Add +1.1%
JPM JPMorgan Chase & Co. 0.88% 12,458 $2.5M Add +1.7%
SCHX Schwab US Large-Cap ETF 0.87% 38,629 $2.5M Reduce -1.3%
ETN Eaton Corp. PLC 0.85% 7,842 $2.5M Add +0.5%
TT Trane Technologies PLC 0.73% 6,351 $2.1M Add +1982.3%
DLR Digital Realty Trust Inc. 0.72% 13,600 $2.1M Reduce -0.1%
QQQ Invesco QQQ Trust Series 1 0.72% 4,289 $2.1M Add +7.0%
BRK.B Berkshire Hathaway Inc. Class B 0.71% 5,007 $2.0M Add +30.6%
MRSH Marsh & McLennan Cos 0.70% 9,553 $2.0M Reduce -6.4%
KEYS Keysight Technologies Inc. 0.68% 14,337 $2.0M Reduce -14.2%
GLW Corning Inc. 0.65% 48,304 $1.9M Add +1.4%
ITW Illinois Tool Works 0.62% 7,481 $1.8M No change
ANET Arista Networks Inc. 0.61% 5,037 $1.8M New
CVX Chevron Corp. 0.59% 10,871 $1.7M Add +12.7%
IXN iShares Global Tech ETF 0.59% 20,354 $1.7M Add +1.0%
XOM Exxon Mobil Corp. 0.56% 13,973 $1.6M Add +4.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.55% 2,909 $1.6M Add +1.3%
LOW Lowe's Cos Inc. 0.55% 7,185 $1.6M Add +9.0%
KO The Coca-Cola Co. 0.50% 22,410 $1.4M Reduce -0.1%
CME Cme Group Inc. 0.50% 7,292 $1.4M Add +0.3%
JNJ Johnson & Johnson 0.48% 9,543 $1.4M Add +9.8%
HON Honeywell International Inc. 0.48% 6,494 $1.4M Add +4.2%
CCI Crown Castle Inc. 0.42% 12,397 $1.2M Reduce -12.5%
VIG Vanguard Dividend Apprec ETF 0.42% 6,532 $1.2M Add +11.0%
MKSI MKS Inc. filed as MKS INSTRS INC 0.40% 8,839 $1.2M Add +8.6%
LLY Eli Lilly & Co. 0.40% 1,266 $1.1M Reduce -16.5%
IJK iShares S&P Mid-Cap 400 Grow 0.38% 12,284 $1.1M No change
GTLS Chart Industries Inc. 0.36% 7,121 $1.0M Reduce -12.0%
ENPH Enphase Energy Inc. 0.33% 9,381 $935K Reduce -13.1%
IVW iShares S&P 500 Growth ETF 0.32% 9,963 $922K Reduce -1.0%
VZ Verizon Communications Inc. 0.30% 21,096 $870K Reduce -1.6%
ON On Semiconductor 0.30% 12,591 $863K Reduce -12.6%
IVV iShares Core S&P 500 ETF 0.30% 1,564 $856K Add +0.9%
MCD McDonald's Corp. 0.29% 3,301 $841K Reduce -0.9%
PG The Procter & Gamble Co. 0.29% 5,045 $832K Add +0.4%
NEE Nextera Energy Inc. 0.28% 11,480 $813K Add +2.5%
IWD iShares Russell 1000 Value E 0.26% 4,221 $736K Add +0.9%
ESGU iShares ESG Aware MSCI USA 0.24% 5,790 $691K Add +0.7%
SCHF Schwab Intl Equity ETF 0.23% 17,411 $675K Reduce -1.3%
IJT iShares S&P Small-Cap 600 GR 0.22% 4,838 $621K No change
HD Home Depot Inc. 0.22% 1,799 $619K Add +64.1%
SCHG Schwab US Large-Cap Growth 0.21% 6,072 $613K Reduce -4.9%
SCHD Schwab US DVD Equity ETF 0.21% 7,683 $604K Reduce -21.9%
GOOGL Alphabet Inc. Class A 0.21% 3,259 $594K Add +0.9%
VGT Vanguard Info Tech ETF 0.20% 1,001 $578K No change
VB Vanguard Most SM-Cap ETF-Usd 0.19% 2,546 $557K Add +2.4%
SCHM Schwab US Mid Cap ETF 0.19% 6,995 $546K Add +0.6%
SPTS SS SPDR P St Term TSY ETF 0.19% 18,650 $538K No change
PGR Progressive Corp. 0.17% 2,286 $475K Add +229.4%
VWO Vanguard Ftse Emerging Marke 0.16% 10,362 $453K Reduce -0.6%
SOXX iShares Semiconductor ETF 0.16% 1,833 $452K Add +2.4%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.16% 2,260 $447K No change
CMCSA Comcast Corp. Class A 0.15% 11,116 $435K Add +1.2%
GE General Electric filed as GE AEROSPACE 0.14% 2,577 $410K Add +1.0%
WFC Wells Fargo & Co. 0.14% 6,725 $399K Add +3.0%
ORCL Oracle Corp. 0.14% 2,799 $395K Add +1.0%
VEA Vanguard Ftse Developed ETF 0.13% 7,806 $386K Add +0.1%
COP Conocophillips 0.13% 3,337 $382K Reduce -0.1%
PFE Pfizer Inc. 0.13% 13,613 $381K Add +12.4%
COWZ Pacer US Cash Cows 100 ETF 0.13% 6,803 $371K Add +18.1%
SCHA Schwab US Small-Cap ETF 0.13% 7,632 $363K Add +4.0%
SCHB Schwab US Broad Market ETF 0.13% 5,741 $362K Add +0.3%
AGO Assured Guaranty Ltd. 0.12% 4,551 $351K Reduce -4.7%
DUK Duke Energy Corp. 0.12% 3,452 $346K No change
HSY The Hershey Co. 0.12% 1,850 $340K No change
IUSV iShares Core S&P U.S. Value 0.11% 3,698 $326K No change
SBUX Starbucks Corp. 0.11% 4,166 $324K Add +119.4%
APD Air Products & Chemicals Inc. 0.11% 1,238 $319K Add +3541.2%
XLK SS Technology Select Sector 0.11% 1,380 $312K No change
VHT Vanguard Health Care ETF 0.11% 1,143 $305K No change
PSX Phillips 66 0.10% 2,133 $301K Reduce -0.1%
FTSM First Trust Enh Short Mat FD 0.10% 5,000 $299K Add +100.0%

Show all 943 holdings

Portfolio Sells Q1 2024 → Q2 2024

ADBE Adobe Inc. Reduce -92.0% 0.09% −0.95
ADSK Autodesk Inc. Sold out 0.00% −0.66
FTNT Fortinet Inc. Reduce -5.1% 1.54% −0.42
MEDP Medpace Holdings Inc. Reduce -15.1% 1.33% −0.31
SNPS Synopsys Inc. Reduce -10.9% 2.03% −0.30
TGT Target Corp. Reduce -0.1% 1.05% −0.29
KEYS Keysight Technologies Inc. Reduce -14.2% 0.68% −0.29
EQIX Equinix Inc. Reduce -11.1% 0.91% −0.28
TMO Thermo Fisher Scientific Inc. Reduce -10.1% 1.12% −0.28
DHR Danaher Corp. Reduce -8.6% 1.07% −0.18
ENPH Enphase Energy Inc. Reduce -13.1% 0.33% −0.16
GTLS Chart Industries Inc. Reduce -12.0% 0.36% −0.14
CCI Crown Castle Inc. Reduce -12.5% 0.42% −0.14
ASML ASML Holding NV-NY Reg SHS Reduce -5.2% 1.83% −0.12
ON On Semiconductor Reduce -12.6% 0.30% −0.09
SCHD Schwab US DVD Equity ETF Reduce -21.9% 0.21% −0.08
MRSH Marsh & McLennan Cos Reduce -6.4% 0.70% −0.08
ISRG Intuitive Surgical Inc. Reduce -10.4% 1.12% −0.08
MSFT Microsoft Corp. Reduce -1.0% 4.83% −0.07
AMZN Amazon.com Inc. Reduce -6.2% 1.09% −0.07
DOV Dover Corp. Reduce -0.0% 1.37% −0.07
MCD McDonald's Corp. Reduce -0.9% 0.29% −0.06
LLY Eli Lilly & Co. Reduce -16.5% 0.40% −0.04
SCHX Schwab US Large-Cap ETF Reduce -1.3% 0.87% −0.04
AGO Assured Guaranty Ltd. Reduce -4.7% 0.12% −0.03
VZ Verizon Communications Inc. Reduce -1.6% 0.30% −0.03
PAYC Paycom Software Inc. Reduce -92.8% 0.00% −0.03
RXI iShares Global Consumer Disc Reduce -15.3% 0.09% −0.03
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.03
COP Conocophillips Reduce -0.1% 0.13% −0.02
PSX Phillips 66 Reduce -0.1% 0.10% −0.02
IXJ iShares Global Healthcare Et Reduce -14.6% 0.10% −0.02
EXI iShares Global Industrials E Reduce -13.4% 0.08% −0.02
RITM Rithm Capital Corp. Reduce -12.2% 0.08% −0.02
COST Costco Wholesale Corp. Reduce -9.1% 1.86% −0.02
IXG iShares Global Financials Et Reduce -16.8% 0.07% −0.02
SCHF Schwab Intl Equity ETF Reduce -1.3% 0.23% −0.02
IJH iShares Core S&P Midcap ETF Reduce -7.7% 0.09% −0.02
CSX CSX Corp. Reduce -0.1% 0.09% −0.02
KO The Coca-Cola Co. Reduce -0.1% 0.50% −0.01
KXI iShares Global Consumer Stap Reduce -14.8% 0.05% −0.01
NS Nustar Energy LP Sold out 0.00% −0.01
USMV iShares MSCI USA Min Vol Fac Reduce -5.6% 0.10% −0.01
BMY Bristol-Myers Squibb Co. Reduce -25.5% 0.01% −0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -14.6% 0.04% −0.01
BND Vanguard Total Bond Market Reduce -5.7% 0.08% −0.01
IEMG iShares Core MSCI Emerging Reduce -12.0% 0.06% −0.01
D Dominion Energy Inc. Reduce -7.4% 0.06% −0.01
DE Deere & Co. Reduce -2.0% 0.05% −0.01
BIV Vanguard Intermediate-Term B Reduce -28.3% 0.02% −0.01

Portfolio Buys Q1 2024 → Q2 2024

AAPL Apple Inc. Add +1.3% 10.62% +1.51
TT Trane Technologies PLC Add +1982.3% 0.73% +0.69
ANET Arista Networks Inc. New 0.61% +0.61
TSM Taiwan Semiconductor-SP ADR Add +0.7% 1.71% +0.29
GOOG Alphabet Inc. Class C Add +8.6% 1.06% +0.20
ABBNY Abb Ltd.-Spon ADR Add +0.5% 1.61% +0.19
PGR Progressive Corp. Add +229.4% 0.17% +0.11
BRK.B Berkshire Hathaway Inc. Class B Add +30.6% 0.71% +0.11
APD Air Products & Chemicals Inc. Add +3541.2% 0.11% +0.11
NSC Norfolk Southern Corp. Add +2100.0% 0.10% +0.09
SCHW Schwab (charles) Corp. Add +1714.8% 0.10% +0.09
FISV Fiserv Inc. New 0.09% +0.09
FDX FedEx Corp. New 0.09% +0.09
ADI Analog Devices Inc. Add +1.1% 1.01% +0.09
TXN Texas Instruments Inc. New 0.09% +0.09
RSG Republic Services Inc. New 0.08% +0.08
MLM Martin Marietta Materials New 0.08% +0.08
NEU Newmarket Corp. New 0.08% +0.08
ORLY O'reilly Automotive Inc. New 0.08% +0.08
CHD Church & Dwight Co. Inc. New 0.07% +0.07
GLW Corning Inc. Add +1.4% 0.65% +0.07
MO Altria Group Inc. Add +1769.0% 0.07% +0.07
NSRGY Nestle SA-Spons ADR Add +421.4% 0.08% +0.07
EFIV SS SPDR S&P 500 ESG ETF New 0.06% +0.06
HD Home Depot Inc. Add +64.1% 0.22% +0.06
WMT Walmart Inc. Add +1.1% 0.88% +0.06
QQQ Invesco QQQ Trust Series 1 Add +7.0% 0.72% +0.05
ODFL Old Dominion Freight Line New 0.05% +0.05
FTSM First Trust Enh Short Mat FD Add +100.0% 0.10% +0.05
SBUX Starbucks Corp. Add +119.4% 0.11% +0.05
CSCO Cisco Systems Inc. Add +134.4% 0.08% +0.04
KMX Carmax Inc. New 0.04% +0.04
TJX TJX Companies Inc. Add +0.8% 1.35% +0.03
CVX Chevron Corp. Add +12.7% 0.59% +0.03
IXN iShares Global Tech ETF Add +1.0% 0.59% +0.03
GOOGL Alphabet Inc. Class A Add +0.9% 0.21% +0.03
VIG Vanguard Dividend Apprec ETF Add +11.0% 0.42% +0.02
NEE Nextera Energy Inc. Add +2.5% 0.28% +0.02
NULV Nuveen ESG Large-Cap Val ETF New 0.01% +0.01
GRID First TRST Nasd Class Edg Sgiif Add +750.0% 0.01% +0.01
GS Goldman Sachs Group Inc. Add +157.4% 0.02% +0.01
SUN Sunoco LP Add +80.0% 0.03% +0.01
ORCL Oracle Corp. Add +1.0% 0.14% +0.01
VSGX Vanguard ESG Intl Stock ETF New 0.01% +0.01
SUSB iShares ESG Aware 1-5 Year U Add +34.5% 0.04% +0.01
PFE Pfizer Inc. Add +12.4% 0.13% +0.01
HON Honeywell International Inc. Add +4.2% 0.48% +0.01
NUMG Nuveen ESG Mid-Cap Grow ETF New 0.01% +0.01
SOXX iShares Semiconductor ETF Add +2.4% 0.16% +0.01
FIW First Trust Water ETF New 0.01% +0.01

Notes & Other Activity Q1 2024 → Q2 2024

PUBLIC STORAGE (PSA 5.6 PERP H) Common Stock Sold out 4,050 $99Kbefore exit
KHC The Kraft Heinz Co. COM Sold out 0 $100before exit
AY Atlantica Sustainable Infras SHS Sold out 0 $0before exit

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