Forefront Wealth Management as of March 31, 2025
Portfolio Holdings for Forefront Wealth Management
Forefront Wealth Management holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.6 | $8.3M | 22k | 375.39 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 6.5 | $7.1M | 124k | 57.14 | |
| Apple (AAPL) | 6.4 | $6.9M | 31k | 222.13 | |
| Amazon (AMZN) | 6.4 | $6.9M | 36k | 190.26 | |
| Costco Wholesale Corporation (COST) | 4.7 | $5.1M | 5.3k | 945.74 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.1 | $4.5M | 27k | 166.00 | |
| Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) | 4.0 | $4.4M | 94k | 46.61 | |
| Oneok (OKE) | 4.0 | $4.3M | 44k | 99.22 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 3.9 | $4.2M | 81k | 51.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $3.7M | 24k | 154.64 | |
| Metropcs Communications (TMUS) | 2.8 | $3.1M | 12k | 266.72 | |
| Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) | 2.5 | $2.7M | 61k | 44.60 | |
| Howmet Aerospace (HWM) | 2.5 | $2.7M | 21k | 129.73 | |
| Shell Spon Ads (SHEL) | 2.4 | $2.6M | 36k | 73.28 | |
| Meta Platforms Cl A (META) | 2.3 | $2.5M | 4.4k | 576.35 | |
| Abbott Laboratories (ABT) | 2.3 | $2.5M | 19k | 132.65 | |
| UnitedHealth (UNH) | 2.2 | $2.4M | 4.6k | 523.70 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $2.4M | 9.8k | 245.30 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 2.2 | $2.4M | 54k | 43.71 | |
| Caterpillar (CAT) | 2.1 | $2.3M | 7.0k | 329.82 | |
| Uber Technologies (UBER) | 2.1 | $2.3M | 32k | 72.86 | |
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 2.1 | $2.3M | 42k | 54.41 | |
| Ishares Tr Msci Jp Value (EWJV) | 2.1 | $2.3M | 68k | 33.27 | |
| Leidos Holdings (LDOS) | 2.0 | $2.2M | 16k | 134.94 | |
| McDonald's Corporation (MCD) | 2.0 | $2.1M | 6.8k | 312.37 | |
| Regeneron Pharmaceuticals (REGN) | 1.8 | $2.0M | 3.1k | 634.18 | |
| Constellation Energy (CEG) | 1.6 | $1.8M | 8.8k | 201.63 | |
| Anglogold Ashanti Com Shs (AU) | 1.3 | $1.4M | 39k | 37.12 | |
| Vanguard World Inf Tech Etf (VGT) | 1.3 | $1.4M | 2.6k | 542.36 | |
| Amgen (AMGN) | 1.2 | $1.3M | 4.1k | 311.59 | |
| Venture Global Com Cl A (VG) | 0.9 | $938k | 91k | 10.30 | |
| Merck & Co (MRK) | 0.8 | $912k | 10k | 89.76 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.8 | $846k | 7.0k | 121.12 | |
| Intel Corporation (INTC) | 0.7 | $722k | 32k | 22.71 | |
| NVIDIA Corporation (NVDA) | 0.5 | $543k | 5.0k | 108.38 | |
| Pfizer (PFE) | 0.5 | $526k | 21k | 25.34 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $444k | 3.7k | 118.92 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $430k | 963.00 | 446.67 | |
| Abbvie (ABBV) | 0.4 | $383k | 1.8k | 209.55 | |
| Entergy Corporation (ETR) | 0.3 | $342k | 4.0k | 85.49 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $293k | 570.00 | 513.91 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $281k | 2.0k | 139.79 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $268k | 3.5k | 76.57 | |
| Southern Company (SO) | 0.2 | $264k | 2.9k | 91.93 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $264k | 495.00 | 532.58 | |
| AFLAC Incorporated (AFL) | 0.2 | $214k | 1.9k | 111.19 | |
| Dt Midstream Common Stock (DTM) | 0.2 | $210k | 2.2k | 96.48 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $207k | 1.2k | 173.20 |
