Front Row Advisors LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 18, 2025), Front Row Advisors LLC reported 538 stock positions worth $287.5 million. Its top holding was Nvidia (NVDA) at 15.3% of the portfolio, followed by Apple (AAPL, 9.7%) and Broadcom (AVGO, 5.8%). Compared with Q1 2025, it opened 55 new positions, sold out of 28, added to 62 and reduced 131. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +0%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
TIBURON, CA
CIK
0001729254
Portfolio Value
$287.5M (Q2 2025)
SEC Filing
0001729254-25-000004 ↗ filed Aug 18, 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 Q4 2024 Q1 2025: $260.2M Q1 2025 Q2 2025: $287.5M $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 538 stocks · $287.5M
NVDA Nvidia Corp. 15.27% 277,762 $43.9M Reduce -2.3%
AAPL Apple Inc. 9.72% 136,142 $27.9M Reduce -2.5%
AVGO Broadcom Inc. 5.84% 60,944 $16.8M Reduce -0.7%
MSFT Microsoft Corp. 4.81% 27,806 $13.8M Reduce -1.5%
SFM Sprouts Farmers Market Inc. 4.33% 75,669 $12.5M Reduce -1.8%
FTNT Fortinet Inc. 2.60% 70,698 $7.5M Reduce -0.3%
TSM Taiwan Semiconductor-SP ADR 2.12% 26,844 $6.1M Add +0.3%
COST Costco Wholesale Corp. 2.08% 6,026 $6.0M Reduce -3.9%
SNPS Synopsys Inc. 1.72% 9,662 $5.0M Add +0.3%
ABBV Abbvie Inc. 1.67% 25,815 $4.8M Reduce -1.0%
V Visa Inc. Class A 1.66% 13,432 $4.8M Reduce -7.3%
ABBNY Abb Ltd.-Spon ADR 1.66% 79,880 $4.8M Add +0.1%
ASML ASML Holding NV-NY Reg SHS 1.47% 5,255 $4.2M Add +1.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.43% 33,236 $4.1M Reduce -0.6%
ISRG Intuitive Surgical Inc. 1.40% 7,429 $4.0M Add +1.1%
DOV Dover Corp. 1.33% 20,855 $3.8M Reduce -1.3%
BLK BlackRock Inc. 1.24% 3,407 $3.6M Reduce -9.3%
AMZN Amazon.com Inc. 1.24% 16,222 $3.6M Add +1.6%
WMT Walmart Inc. 1.23% 36,202 $3.5M Add +0.4%
PKG Packaging Corp. of America 1.04% 15,770 $3.0M Reduce -1.6%
ROK Rockwell Automation Inc. 1.04% 8,980 $3.0M Add +0.2%
MEDP Medpace Holdings Inc. 1.03% 9,441 $3.0M Add +0.4%
TT Trane Technologies PLC 1.02% 6,714 $2.9M Add +1.4%
ADI Analog Devices Inc. 1.02% 12,338 $2.9M Add +0.2%
EQIX Equinix Inc. 1.01% 3,667 $2.9M Add +2.3%
ETN Eaton Corp. PLC 0.95% 7,654 $2.7M Add +0.1%
SCHX Schwab US Large-Cap ETF 0.91% 107,095 $2.6M Reduce -0.2%
JPM JPMorgan Chase & Co. 0.89% 8,786 $2.5M Add +1.7%
AMGN Amgen Inc. 0.88% 9,019 $2.5M Reduce -0.0%
GOOG Alphabet Inc. Class C 0.86% 13,866 $2.5M Reduce -16.1%
DHR Danaher Corp. 0.85% 12,378 $2.4M Add +0.2%
GLW Corning Inc. 0.85% 46,514 $2.4M Add +0.1%
TMO Thermo Fisher Scientific Inc. 0.82% 5,835 $2.4M Add +0.7%
DLR Digital Realty Trust Inc. 0.80% 13,230 $2.3M Add +0.9%
DELL Dell Technologies -C 0.77% 18,151 $2.2M Reduce -22.1%
KEYS Keysight Technologies Inc. 0.76% 13,389 $2.2M Add +0.4%
ANET Arista Networks Inc. 0.74% 20,831 $2.1M Reduce -6.2%
QQQ Invesco QQQ Trust Series 1 0.74% 3,833 $2.1M Add +6.5%
MRSH Marsh & McLennan Cos 0.70% 9,232 $2.0M Reduce -1.6%
CME Cme Group Inc. 0.68% 7,068 $1.9M Reduce -0.1%
ITW Illinois Tool Works 0.60% 6,898 $1.7M Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.56% 2,614 $1.6M Reduce -4.8%
KO The Coca-Cola Co. 0.52% 21,090 $1.5M Reduce -0.1%
TGT Target Corp. 0.50% 14,605 $1.4M Reduce -4.5%
LOW Lowe's Cos Inc. 0.50% 6,420 $1.4M Reduce -8.7%
HON Honeywell International Inc. 0.49% 6,097 $1.4M No change
IXN iShares Global Tech ETF 0.48% 14,825 $1.4M Reduce -1.9%
VIG Vanguard Dividend Apprec ETF 0.40% 5,540 $1.1M Add +0.5%
CCI Crown Castle Inc. 0.36% 9,992 $1.0M Reduce -5.1%
GTLS Chart Industries Inc. 0.36% 6,227 $1.0M Reduce -8.3%
IJK iShares S&P Mid-Cap 400 Grow 0.35% 11,086 $1.0M No change
MCD McDonald's Corp. 0.29% 2,863 $836K Add +2.7%
NEE Nextera Energy Inc. 0.28% 11,560 $802K Add +1.8%
VZ Verizon Communications Inc. 0.28% 18,380 $795K Add +0.5%
JNJ Johnson & Johnson 0.27% 5,151 $787K Reduce -16.0%
ESGU iShares ESG Aware MSCI USA 0.27% 5,790 $783K No change
MKSI MKS Inc. 0.27% 7,765 $772K Reduce -3.8%
SCHF Schwab Intl Equity ETF 0.26% 33,877 $749K Add +1.1%
IVV iShares Core S&P 500 ETF 0.25% 1,166 $724K No change
SCHD Schwab US DVD Equity ETF 0.25% 26,992 $715K Add +8.2%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.22% 2,845 $641K No change
IJT iShares S&P Small-Cap 600 GR 0.22% 4,798 $638K No change
SCHG Schwab US Large-Cap Growth 0.22% 21,405 $625K Add +4.5%
GOOGL Alphabet Inc. Class A 0.20% 3,240 $571K Add +9.5%
IVW iShares S&P 500 Growth ETF 0.19% 5,072 $558K No change
FTSM First Trust Enh Short Mat FD 0.19% 9,100 $547K Add +82.0%
IWD iShares Russell 1000 Value E 0.18% 2,695 $523K Add +3.9%
MCK McKesson Corp. 0.18% 712 $522K New
SPTS SS SPDR P St Term TSY ETF 0.18% 17,370 $509K Reduce -6.9%
WFC Wells Fargo & Co. 0.18% 6,293 $504K No change
VB Vanguard Most SM-Cap ETF-Usd 0.17% 2,048 $487K Add +7.1%
SCHM Schwab US Mid Cap ETF 0.17% 17,284 $485K Reduce -5.0%
COWZ Pacer US Cash Cows 100 ETF 0.16% 8,463 $466K Add +3.4%
SOXX iShares Semiconductor ETF 0.15% 1,810 $432K Add +0.9%
EFIV SS SPDR S&P 500 ESG ETF 0.14% 7,023 $411K Add +10.0%
SCHB Schwab US Broad Market ETF 0.14% 16,726 $399K Add +0.8%
HD Home Depot Inc. 0.14% 1,074 $394K No change
AGO Assured Guaranty Ltd. 0.13% 4,233 $369K Reduce -5.6%
META Meta Platforms Inc. Class A 0.12% 486 $359K Add +3.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 1,200 $354K No change
IUSV iShares Core S&P U.S. Value 0.12% 3,560 $337K No change
SCHA Schwab US Small-Cap ETF 0.11% 13,049 $330K Reduce -3.5%
CMCSA Comcast Corp. Class A 0.11% 8,863 $316K Reduce -0.6%
SCHE Schwab Emrg Mrkts Eqty ETF 0.11% 10,331 $311K Add +5.5%
QYLD Global X Nasd 100 Cov Call 0.11% 18,260 $305K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.10% 680 $300K Add +12.4%
USMV iShares MSCI USA Min Vol Fac 0.10% 3,148 $296K Reduce -3.4%
ORCL Oracle Corp. 0.10% 1,350 $295K No change
VEA Vanguard Ftse Developed ETF 0.10% 5,157 $294K Reduce -3.3%
ICVT iShares Convertible Bond ETF 0.10% 3,192 $288K Add +4.1%
SCHV Schwab US Large-Cap Value 0.10% 10,392 $288K Reduce -7.2%
DUK Duke Energy Corp. 0.10% 2,342 $276K No change
PG The Procter & Gamble Co. 0.10% 1,727 $275K No change
VWO Vanguard Ftse Emerging Marke 0.10% 5,524 $273K Reduce -6.8%
RXI iShares Global Consumer Disc 0.09% 1,364 $257K Reduce -9.9%
RWR SS SPDR Dow Jones REIT ETF 0.09% 2,644 $255K No change
RITM Rithm Capital Corp. 0.09% 21,700 $250K No change
IWR iShares Russell Mid-Cap ETF 0.09% 2,694 $248K Add +6.3%
PNC PNC Financial Services Group 0.09% 1,325 $247K Reduce -4.1%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.08% 5,714 $229K Add +545.6%

Show all 538 holdings

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -2.5% 9.72% −2.20
ABBV Abbvie Inc. Reduce -1.0% 1.67% −0.43
V Visa Inc. Class A Reduce -7.3% 1.66% −0.29
BRK.B Berkshire Hathaway Inc. Class B Reduce -88.5% 0.03% −0.25
AMGN Amgen Inc. Reduce -0.0% 0.88% −0.20
COST Costco Wholesale Corp. Reduce -3.9% 2.08% −0.20
PKG Packaging Corp. of America Reduce -1.6% 1.04% −0.19
SFM Sprouts Farmers Market Inc. Reduce -1.8% 4.33% −0.19
MRSH Marsh & McLennan Cos Reduce -1.6% 0.70% −0.18
PGR Progressive Corp. Reduce -83.7% 0.03% −0.18
FISV Fiserv Inc. Sold out 0.00% −0.14
TJX TJX Companies Inc. Reduce -0.6% 1.43% −0.14
GOOG Alphabet Inc. Class C Reduce -16.1% 0.86% −0.14
LOW Lowe's Cos Inc. Reduce -8.7% 0.50% −0.14
APD Air Products & Chemicals Inc. Reduce -97.2% 0.00% −0.13
BLK BlackRock Inc. Reduce -9.3% 1.24% −0.12
JNJ Johnson & Johnson Reduce -16.0% 0.27% −0.12
NSC Norfolk Southern Corp. Sold out 0.00% −0.11
RSG Republic Services Inc. Sold out 0.00% −0.11
TGT Target Corp. Reduce -4.5% 0.50% −0.11
SCHW Schwab (charles) Corp. Reduce -95.0% 0.01% −0.10
CB Chubb Ltd. Reduce -78.9% 0.02% −0.10
DOV Dover Corp. Reduce -1.3% 1.33% −0.10
SBUX Starbucks Corp. Reduce -53.0% 0.06% −0.09
NEU Newmarket Corp. Sold out 0.00% −0.09
CVX Chevron Corp. Reduce -40.5% 0.08% −0.09
TXN Texas Instruments Inc. Sold out 0.00% −0.09
MO Altria Group Inc. Reduce -96.1% 0.00% −0.09
ODFL Old Dominion Freight Line Sold out 0.00% −0.08
CHD Church & Dwight Co. Inc. Sold out 0.00% −0.08
MLM Martin Marietta Materials Sold out 0.00% −0.08
FDX FedEx Corp. Sold out 0.00% −0.08
TEL Te Connectivity PLC Sold out 0.00% −0.08
ENTG Entegris Inc. Sold out 0.00% −0.07
ORLY O'reilly Automotive Inc. Sold out 0.00% −0.07
NSRGY Nestle SA-Spons ADR Reduce -91.3% 0.01% −0.07
ITW Illinois Tool Works Reduce -0.3% 0.60% −0.07
CCI Crown Castle Inc. Reduce -5.1% 0.36% −0.06
KO The Coca-Cola Co. Reduce -0.1% 0.52% −0.06
BRKR Bruker Corp. Sold out 0.00% −0.06
CME Cme Group Inc. Reduce -0.1% 0.68% −0.04
DELL Dell Technologies -C Reduce -22.1% 0.77% −0.04
SPTS SS SPDR P St Term TSY ETF Reduce -6.9% 0.18% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.8% 0.56% −0.03
AGO Assured Guaranty Ltd. Reduce -5.6% 0.13% −0.02
FTNT Fortinet Inc. Reduce -0.3% 2.60% −0.02
IYH iShares U.S. Healthcare ETF Reduce -19.9% 0.05% −0.02
IBDQ iShares Ibonds Dec 2025 Term Reduce -35.7% 0.03% −0.02
PFE Pfizer Inc. Reduce -46.6% 0.02% −0.02
VCSH Vanguard S/T Corp. Bond ETF Reduce -32.2% 0.03% −0.02

Portfolio Buys Q1 2025 → Q2 2025
TSM Taiwan Semiconductor-SP ADR Add +0.3% 2.12% +0.41
MCK McKesson Corp. New 0.18% +0.18
TT Trane Technologies PLC Add +1.4% 1.02% +0.16
ETN Eaton Corp. PLC Add +0.1% 0.95% +0.15
ROK Rockwell Automation Inc. Add +0.2% 1.04% +0.15
ASML ASML Holding NV-NY Reg SHS Add +1.4% 1.47% +0.15
SNPS Synopsys Inc. Add +0.3% 1.72% +0.14
QQQ Invesco QQQ Trust Series 1 Add +6.5% 0.74% +0.09
DLR Digital Realty Trust Inc. Add +0.9% 0.80% +0.08
FTSM First Trust Enh Short Mat FD Add +82.0% 0.19% +0.07
JPM JPMorgan Chase & Co. Add +1.7% 0.89% +0.07
AMZN Amazon.com Inc. Add +1.6% 1.24% +0.07
ADI Analog Devices Inc. Add +0.2% 1.02% +0.07
FNDF Schwab Fndmn Intl LRG Co. ETF Add +545.6% 0.08% +0.07
ABBNY Abb Ltd.-Spon ADR Add +0.1% 1.66% +0.06
BSCW Invesco Bulletshares 2032 CB New 0.06% +0.06
MA Mastercard Inc. Class A Add +352.1% 0.06% +0.05
DLS Wisdomtree Intl S/C DVD Fund New 0.04% +0.04
IWM iShares Russell 2000 ETF Add +191.9% 0.07% +0.04
IVE iShares S&P 500 Value ETF New 0.04% +0.04
GLW Corning Inc. Add +0.1% 0.85% +0.03
DFE Wisdomtree Eur S/C Dividend New 0.03% +0.03
GOOGL Alphabet Inc. Class A Add +9.5% 0.20% +0.02
SOXX iShares Semiconductor ETF Add +0.9% 0.15% +0.02
META Meta Platforms Inc. Class A Add +3.2% 0.12% +0.02
SCHG Schwab US Large-Cap Growth Add +4.5% 0.22% +0.02
IEFA iShares Core MSCI Eafe ETF Add +695.0% 0.02% +0.02
IWP iShares Russell Mid-Cap Grow New 0.02% +0.02
HEDJ Wisdomtree Europe Hedged Equ New 0.02% +0.02
PLTR Palantir Technologies Inc. Class A Add +5.4% 0.05% +0.02
EWJ iShares MSCI Japan ETF New 0.02% +0.02
JEPQ JPM Nasdaq Equity Premium Add +73.5% 0.04% +0.01
NFLX Netflix Inc. Add +92.0% 0.02% +0.01
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.01% +0.01
WMT Walmart Inc. Add +0.4% 1.23% +0.01
EFIV SS SPDR S&P 500 ESG ETF Add +10.0% 0.14% +0.01
COWG Pacer US LRG Cap Cows GR LD New 0.01% +0.01
VUSB Vanguard Ultra Short Bond Et New 0.01% +0.01
EMXC iShares MSCI Emr MRK Ex Chna New 0.01% +0.01
VOO Vanguard S&P 500 ETF Add +900.0% 0.01% +0.01
NDAQ Nasdaq Inc. New 0.01% +0.01
CVS CVS Health Corp. Add +436.5% 0.01% +0.01
T AT&T Inc. New 0.01% +0.01
EADSY Airbus SE - Unsp ADR New 0.01% +0.01
SIEGY Siemens AG-Spons ADR Add +35.0% 0.03% +0.01
IAU iShares Gold Trust New 0.01% +0.01
SBGSY Schneider Elect SE-Unsp ADR New 0.01% +0.01
VDC Vanguard Consumer Staple ETF New 0.01% +0.01
DIA SS SPDR Dow Jones Indus Avg Add +12.4% 0.10% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +7.1% 0.17% +0.01

Notes & Other Activity Q1 2025 → Q2 2025
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Sold out 12 $332before 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