Front Row Advisors LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Front Row Advisors LLC reported 498 stock positions worth $289.5 million. Its top holding was Nvidia (NVDA) at 13.4% of the portfolio, followed by Apple (AAPL, 12.2%) and Broadcom (AVGO, 5.1%). Compared with Q3 2024, it opened 11 new positions, sold out of 13, added to 49 and reduced 89. The biggest buy was Visa Class A (V, shares +0%) and the biggest sale an exit from Enphase Energy (ENPH).

Most Recent 13F
Q2 2026
Location
TIBURON, CA
CIK
0001729254
Portfolio Value
$289.5M (Q4 2024)
SEC Filing
0001729254-25-000001 ↗ filed Feb 12, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $269.6M Q1 2024 Q2 2024: $287.6M Q2 2024 Q3 2024: $280.3M Q3 2024 Q4 2024: $289.5M $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 498 stocks · $289.5M
NVDA Nvidia Corp. 13.42% 289,324 $38.9M Reduce -1.0%
AAPL Apple Inc. 12.25% 141,591 $35.5M Reduce -0.4%
AVGO Broadcom Inc. 5.05% 63,109 $14.6M Reduce -1.8%
MSFT Microsoft Corp. 4.32% 29,653 $12.5M Reduce -0.6%
SFM Sprouts Farmers Market Inc. 3.51% 79,950 $10.2M Reduce -1.4%
FTNT Fortinet Inc. 2.36% 72,343 $6.8M Reduce -0.6%
COST Costco Wholesale Corp. 2.00% 6,330 $5.8M No change
TSM Taiwan Semiconductor-SP ADR 1.92% 28,099 $5.5M Reduce -0.4%
ABBV Abbvie Inc. 1.65% 26,956 $4.8M Reduce -0.4%
SNPS Synopsys Inc. 1.62% 9,672 $4.7M Reduce -0.5%
V Visa Inc. Class A 1.59% 14,561 $4.6M Add +0.0%
ABBNY Abb Ltd.-Spon ADR 1.53% 82,395 $4.4M Reduce -0.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.46% 35,041 $4.2M Add +0.5%
DOV Dover Corp. 1.41% 21,830 $4.1M Reduce -0.1%
BLK BlackRock Inc. 1.40% 3,944 $4.0M Reduce -1.3%
ISRG Intuitive Surgical Inc. 1.33% 7,350 $3.8M Add +0.1%
PKG Packaging Corp. of America 1.31% 16,849 $3.8M Reduce -0.3%
ASML ASML Holding NV-NY Reg SHS 1.24% 5,170 $3.6M Reduce -0.0%
AMZN Amazon.com Inc. 1.21% 15,945 $3.5M Reduce -0.0%
WMT Walmart Inc. 1.16% 37,230 $3.4M Reduce -0.5%
EQIX Equinix Inc. 1.16% 3,575 $3.4M Add +0.5%
GOOG Alphabet Inc. Class C 1.09% 16,549 $3.2M Reduce -0.7%
DELL Dell Technologies -C 1.09% 27,321 $3.1M Add +0.0%
MEDP Medpace Holdings Inc. 1.08% 9,409 $3.1M Add +0.1%
TMO Thermo Fisher Scientific Inc. 1.05% 5,855 $3.0M Reduce -0.5%
DHR Danaher Corp. 0.99% 12,460 $2.9M Reduce -0.2%
ADI Analog Devices Inc. 0.94% 12,763 $2.7M Reduce -0.7%
ROK Rockwell Automation Inc. 0.92% 9,331 $2.7M Reduce -0.2%
TGT Target Corp. 0.92% 19,699 $2.7M Reduce -1.6%
ETN Eaton Corp. PLC 0.91% 7,926 $2.6M Reduce -0.1%
SCHX Schwab US Large-Cap ETF 0.88% 110,511 $2.6M Reduce -4.6%
TT Trane Technologies PLC 0.84% 6,577 $2.4M Add +0.7%
DLR Digital Realty Trust Inc. 0.83% 13,536 $2.4M Reduce -0.5%
AMGN Amgen Inc. 0.83% 9,267 $2.4M Reduce -0.8%
ANET Arista Networks Inc. 0.82% 21,476 $2.4M Add +1.9%
GLW Corning Inc. 0.80% 48,919 $2.3M Reduce -0.1%
KEYS Keysight Technologies Inc. 0.78% 14,130 $2.3M No change
JPM JPMorgan Chase & Co. 0.73% 8,801 $2.1M Add +0.7%
MRSH Marsh & McLennan Cos 0.69% 9,424 $2.0M No change
ITW Illinois Tool Works 0.66% 7,481 $1.9M No change
QQQ Invesco QQQ Trust Series 1 0.65% 3,658 $1.9M Add +1.5%
LOW Lowe's Cos Inc. 0.60% 7,088 $1.7M Reduce -0.6%
CME Cme Group Inc. 0.59% 7,167 $1.7M Add +0.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.57% 2,804 $1.6M Add +1.8%
IXN iShares Global Tech ETF 0.54% 18,614 $1.6M Reduce -0.1%
HON Honeywell International Inc. 0.50% 6,347 $1.4M Add +3.1%
KO The Coca-Cola Co. 0.47% 22,031 $1.4M Reduce -1.2%
GTLS Chart Industries Inc. 0.46% 7,014 $1.3M Reduce -3.0%
VIG Vanguard Dividend Apprec ETF 0.36% 5,381 $1.1M Add +4.7%
CCI Crown Castle Inc. 0.36% 11,512 $1.0M Reduce -7.9%
IJK iShares S&P Mid-Cap 400 Grow 0.36% 11,336 $1.0M Reduce -0.2%
JNJ Johnson & Johnson 0.34% 6,784 $981K Reduce -1.6%
MKSI MKS Inc. filed as MKS INSTRS INC 0.32% 8,975 $937K Reduce -1.9%
MCD McDonald's Corp. 0.30% 2,957 $857K No change
NEE Nextera Energy Inc. 0.28% 11,510 $825K Add +1.1%
VZ Verizon Communications Inc. 0.27% 19,571 $783K Reduce -5.2%
ESGU iShares ESG Aware MSCI USA 0.26% 5,790 $746K No change
HD Home Depot Inc. 0.24% 1,770 $689K Reduce -0.1%
IVV iShares Core S&P 500 ETF 0.24% 1,166 $686K Reduce -4.3%
SCHD Schwab US DVD Equity ETF 0.23% 24,312 $664K Add +4.9%
ON On Semiconductor 0.23% 10,449 $659K Reduce -13.1%
IJT iShares S&P Small-Cap 600 GR 0.23% 4,838 $655K No change
BRK.B Berkshire Hathaway Inc. Class B 0.22% 1,421 $644K Reduce -10.0%
SCHF Schwab Intl Equity ETF 0.22% 34,582 $640K Reduce -0.7%
SCHG Schwab US Large-Cap Growth 0.22% 22,632 $631K Reduce -4.7%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.20% 2,665 $567K Add +11.0%
GOOGL Alphabet Inc. Class A 0.19% 2,960 $560K No change
SPTS SS SPDR P St Term TSY ETF 0.19% 18,650 $541K No change
SCHM Schwab US Mid Cap ETF 0.18% 18,724 $519K Add +1.0%
IVW iShares S&P 500 Growth ETF 0.18% 5,072 $515K No change
IWD iShares Russell 1000 Value E 0.17% 2,595 $480K No change
PGR Progressive Corp. 0.16% 1,888 $452K Reduce -0.3%
VB Vanguard Most SM-Cap ETF-Usd 0.16% 1,869 $449K Add +1.3%
WFC Wells Fargo & Co. 0.15% 6,293 $442K No change
COWZ Pacer US Cash Cows 100 ETF 0.15% 7,778 $441K Add +9.3%
AGO Assured Guaranty Ltd. 0.14% 4,485 $404K No change
SCHB Schwab US Broad Market ETF 0.13% 17,062 $387K Reduce -0.9%
SOXX iShares Semiconductor ETF 0.13% 1,768 $381K Add +1.1%
CMCSA Comcast Corp. Class A 0.13% 9,986 $375K Reduce -5.5%
CVX Chevron Corp. 0.13% 2,574 $373K Reduce -0.2%
SBUX Starbucks Corp. 0.13% 4,048 $369K Reduce -0.2%
DUK Duke Energy Corp. 0.12% 3,310 $357K Reduce -2.9%
APD Air Products & Chemicals Inc. 0.12% 1,223 $355K Reduce -0.4%
FISV Fiserv Inc. 0.12% 1,691 $347K Reduce -0.3%
SCHA Schwab US Small-Cap ETF 0.12% 13,404 $347K Reduce -1.8%
EFIV SS SPDR S&P 500 ESG ETF 0.12% 5,990 $338K Add +36.8%
QYLD Global X Nasd 100 Cov Call 0.11% 18,260 $333K No change
PG The Procter & Gamble Co. 0.11% 1,967 $330K Reduce -0.3%
IUSV iShares Core S&P U.S. Value 0.11% 3,560 $330K No change
FTSM First Trust Enh Short Mat FD 0.10% 5,000 $299K No change
NSC Norfolk Southern Corp. 0.10% 1,258 $295K Reduce -0.3%
IYW iShares Ustechnology ETF 0.10% 1,825 $291K No change
CB Chubb Ltd. 0.10% 1,046 $290K Reduce -0.3%
USMV iShares MSCI USA Min Vol Fac 0.10% 3,258 $289K No change
RXI iShares Global Consumer Disc 0.10% 1,514 $279K Reduce -2.9%
RWR SS SPDR Dow Jones REIT ETF 0.09% 2,744 $271K Reduce -6.2%
CRM Salesforce Inc. 0.09% 800 $267K No change
SCHW Schwab (charles) Corp. 0.09% 3,604 $267K Reduce -0.3%
PNC PNC Financial Services Group 0.09% 1,381 $266K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,200 $264K No change

Show all 498 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $331 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 12$331New

Total filed on the 13F, all lines: $289.5M.

Portfolio Sells Q3 2024 → Q4 2024
ENPH Enphase Energy Inc. Sold out 0.00% −0.39
ASML ASML Holding NV-NY Reg SHS Reduce -0.0% 1.24% −0.30
MSFT Microsoft Corp. Reduce -0.6% 4.32% −0.26
ABBV Abbvie Inc. Reduce -0.4% 1.65% −0.25
DHR Danaher Corp. Reduce -0.2% 0.99% −0.25
TMO Thermo Fisher Scientific Inc. Reduce -0.5% 1.05% −0.25
AMGN Amgen Inc. Reduce -0.8% 0.83% −0.24
TGT Target Corp. Reduce -1.6% 0.92% −0.19
ABBNY Abb Ltd.-Spon ADR Reduce -0.9% 1.53% −0.19
CCI Crown Castle Inc. Reduce -7.9% 0.36% −0.17
SNPS Synopsys Inc. Reduce -0.5% 1.62% −0.13
ADI Analog Devices Inc. Reduce -0.7% 0.94% −0.12
KO The Coca-Cola Co. Reduce -1.2% 0.47% −0.10
LOW Lowe's Cos Inc. Reduce -0.6% 0.60% −0.08
ON On Semiconductor Reduce -13.1% 0.23% −0.08
DOV Dover Corp. Reduce -0.1% 1.41% −0.08
VZ Verizon Communications Inc. Reduce -5.2% 0.27% −0.06
JNJ Johnson & Johnson Reduce -1.6% 0.34% −0.06
SCHX Schwab US Large-Cap ETF Reduce -4.6% 0.88% −0.05
KMX Carmax Inc. Sold out 0.00% −0.04
IBMM iShares Ibonds Dec 2024 Term Sold out 0.00% −0.04
INFL Horizon Kinetics Infl Benef Sold out 0.00% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -10.0% 0.22% −0.04
SCHF Schwab Intl Equity ETF Reduce -0.7% 0.22% −0.03
MKSI MKS Inc. Reduce -1.9% 0.32% −0.03
ETN Eaton Corp. PLC Reduce -0.1% 0.91% −0.03
CMCSA Comcast Corp. Class A Reduce -5.5% 0.13% −0.03
PFE Pfizer Inc. Reduce -32.3% 0.04% −0.03
HD Home Depot Inc. Reduce -0.1% 0.24% −0.02
RWR SS SPDR Dow Jones REIT ETF Reduce -6.2% 0.09% −0.02
IBDP iShares Ibonds Dec 2024 Term Sold out 0.00% −0.02
IXJ iShares Global Healthcare Et Reduce -6.0% 0.07% −0.02
DUK Duke Energy Corp. Reduce -2.9% 0.12% −0.02
IJK iShares S&P Mid-Cap 400 Grow Reduce -0.2% 0.36% −0.02
NSRGY Nestle SA-Spons ADR Reduce -0.3% 0.06% −0.02
PGR Progressive Corp. Reduce -0.3% 0.16% −0.02
IVV iShares Core S&P 500 ETF Reduce -4.3% 0.24% −0.01
SBUX Starbucks Corp. Reduce -0.2% 0.13% −0.01
MO Altria Group Inc. Reduce -12.5% 0.07% −0.01
TXN Texas Instruments Inc. Reduce -0.4% 0.08% −0.01
NSC Norfolk Southern Corp. Reduce -0.3% 0.10% −0.01
O Realty Income Corp. Reduce -10.3% 0.02% −0.01
ODFL Old Dominion Freight Line Reduce -0.4% 0.05% −0.01
XOM Exxon Mobil Corp. Reduce -7.1% 0.04% −0.01
CB Chubb Ltd. Reduce -0.3% 0.10% −0.01
APD Air Products & Chemicals Inc. Reduce -0.4% 0.12% −0.01
PG The Procter & Gamble Co. Reduce -0.3% 0.11% −0.01
KXI iShares Global Consumer Stap Reduce -2.1% 0.05% −0.01
CVX Chevron Corp. Reduce -0.2% 0.13% −0.01
NEU Newmarket Corp. Reduce -0.5% 0.08% −0.01

Portfolio Buys Q3 2024 → Q4 2024
V Visa Inc. Class A Add +0.0% 1.59% +0.16
ANET Arista Networks Inc. Add +1.9% 0.82% +0.10
BRKR Bruker Corp. New 0.07% +0.07
JPM JPMorgan Chase & Co. Add +0.7% 0.73% +0.07
HON Honeywell International Inc. Add +3.1% 0.50% +0.04
ISRG Intuitive Surgical Inc. Add +0.1% 1.33% +0.04
EQIX Equinix Inc. Add +0.5% 1.16% +0.04
FSMB First Trust Short Dur Manag New 0.03% +0.03
EFIV SS SPDR S&P 500 ESG ETF Add +36.8% 0.12% +0.03
CME Cme Group Inc. Add +0.2% 0.59% +0.03
TEL Te Connectivity PLC Add +53.6% 0.07% +0.02
MGC Vngrd Mrngstr MG Cap ETF-Usd Add +11.0% 0.20% +0.02
QQQ Invesco QQQ Trust Series 1 Add +1.5% 0.65% +0.02
IBIT iShares Bitcoin Trust ETF New 0.02% +0.02
EGUS iShares ESG Aware MSCI US GR New 0.01% +0.01
IBDS Ishrs Ibnds Dec 27 Corp. ETF New 0.01% +0.01
ICVT iShares Convertible Bond ETF Add +12.9% 0.09% +0.01
NFLX Netflix Inc. New 0.01% +0.01
AGNC AGNC Investment Corp. Add +75.0% 0.02% +0.01
FTDS First Trust Dividend Strengt New 0.01% +0.01
HYXF iShares ESG Adv High Yield New 0.01% +0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +11.8% 0.07% +0.01
RDDT Reddit Inc. Class A New 0.01% +0.01
COWZ Pacer US Cash Cows 100 ETF Add +9.3% 0.15% +0.00
SUSB iShares ESG Aware 1-5 Year U Add +17.7% 0.05% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +1.8% 0.57% +0.00
AOA iShares Core 80/20 Aggressiv New 0.00% +0.00
JEPQ JPM Nasdaq Equity Premium Add +13.8% 0.02% +0.00
FLOT iShares Floating Rate Bond E Add +14.1% 0.03% +0.00
IWM iShares Russell 2000 ETF Add +18.9% 0.02% +0.00
CIBR First Trust Nasdaq Cybersecu Add +1.7% 0.04% +0.00
SPDW Ste STR SPDR PT DW Eu ETF Add +25.0% 0.02% +0.00
USHY iShares Broad Usd High Yield Add +21.8% 0.01% +0.00
XLU St Sr Utl SL SE SPDR ETF-Usd Add +24.1% 0.01% +0.00
VNQI Vanguard GLBL Ex-US Real Est Add +30.5% 0.01% +0.00
DAL Delta Air Lines Inc. Add +0.5% 0.00% +0.00
MRK Merck & Co. Inc. Add +23.5% 0.01% +0.00
CRDF Cardiff Oncology Inc. New 0.00% 0.00
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +8.7% 0.03% −0.00
ICF iShares Select U.S. REIT ETF Add +0.7% 0.00% −0.00
TJX TJX Companies Inc. Add +0.5% 1.46% −0.00
IWR iShares Russell Mid-Cap ETF Add +2.0% 0.08% −0.00
VIG Vanguard Dividend Apprec ETF Add +4.7% 0.36% −0.00
BSV Vanguard Short-Term Bond ETF Add +1.1% 0.03% −0.00
PFFD Global X US Preferred ETF Add +6.7% 0.05% −0.00
VB Vanguard Most SM-Cap ETF-Usd Add +1.3% 0.16% −0.00
SCCO Southern Copper Corp. Add +0.6% 0.01% −0.00
IGSB iShares 1-5Y Inv Grade Corp. Add +0.1% 0.05% −0.00
SCHD Schwab US DVD Equity ETF Add +4.9% 0.23% −0.00
SCHC Schwab Intl Small-Cap Equity Add +0.2% 0.02% −0.00

Notes & Other Activity Q3 2024 → Q4 2024
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 New 12 $331

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