Forefront Wealth Management

Forefront Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Forefront Wealth Management

Forefront Wealth Management holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Equity Premium (JEPI) 7.5 $11M 183k 57.24
Microsoft Corporation (MSFT) 7.4 $10M 21k 483.63
Amazon (AMZN) 5.9 $8.2M 36k 230.82
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 5.4 $7.6M 25k 303.88
Apple (AAPL) 5.1 $7.1M 26k 271.86
Alphabet Cap Stk Cl A (GOOGL) 5.0 $6.9M 22k 313.00
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 4.9 $6.9M 118k 58.12
Anglogold Ashanti Com Shs (AU) 3.3 $4.7M 55k 85.28
Costco Wholesale Corporation (COST) 2.9 $4.1M 4.7k 862.26
Howmet Aerospace (HWM) 2.8 $4.0M 19k 205.02
Caterpillar (CAT) 2.8 $3.9M 6.8k 572.87
J P Morgan Exchange Traded F Income Etf (JPIE) 2.4 $3.4M 73k 46.29
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 2.4 $3.3M 49k 67.64
JPMorgan Chase & Co. (JPM) 2.2 $3.1M 9.6k 322.23
Meta Platforms Cl A (META) 2.2 $3.0M 4.5k 660.09
First Tr Exchange-traded Common Shs (FDD) 1.9 $2.7M 155k 17.50
Ishares Tr Msci Jp Value (EWJV) 1.9 $2.7M 68k 39.72
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 1.9 $2.7M 42k 64.39
Leidos Holdings (LDOS) 1.9 $2.7M 15k 180.40
Shell Spon Ads (SHEL) 1.8 $2.6M 35k 73.48
Wisdomtree Tr India Erngs Fd (EPI) 1.8 $2.5M 54k 46.29
Abbott Laboratories (ABT) 1.7 $2.4M 19k 125.29
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 1.6 $2.2M 42k 52.80
Regeneron Pharmaceuticals (REGN) 1.6 $2.2M 2.8k 772.00
Vanguard World Inf Tech Etf (VGT) 1.5 $2.1M 2.8k 753.73
Oneok (OKE) 1.5 $2.1M 29k 73.50
McDonald's Corporation (MCD) 1.4 $2.0M 6.5k 305.61
Metropcs Communications (TMUS) 1.2 $1.7M 8.4k 203.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $1.5M 2.4k 614.39
Robinhood Mkts Com Cl A (HOOD) 1.0 $1.3M 12k 113.10
UnitedHealth (UNH) 0.9 $1.3M 4.0k 330.09
Novo-nordisk A S Adr (NVO) 0.9 $1.3M 26k 50.88
Amgen (AMGN) 0.9 $1.3M 3.9k 327.30
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.9 $1.3M 24k 52.87
Goldman Sachs Physical Gold Unit (AAAU) 0.9 $1.3M 29k 42.55
Merck & Co (MRK) 0.8 $1.1M 10k 105.26
Ishares Tr Core High Dv Etf (HDV) 0.7 $975k 8.0k 121.61
Uber Technologies (UBER) 0.7 $948k 12k 81.71
Venture Global Com Cl A (VG) 0.5 $660k 97k 6.82
NVIDIA Corporation (NVDA) 0.4 $614k 3.3k 186.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $578k 848.00 681.92
Pfizer (PFE) 0.4 $516k 21k 24.90
Lockheed Martin Corporation (LMT) 0.3 $461k 952.00 483.82
Exxon Mobil Corporation (XOM) 0.3 $450k 3.7k 120.33
Abbvie (ABBV) 0.3 $413k 1.8k 228.53
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $413k 5.3k 77.88
Entergy Corporation (ETR) 0.3 $370k 4.0k 92.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $358k 570.00 627.13
Blackstone Group Inc Com Cl A (BX) 0.2 $310k 2.0k 154.15
Safe Pro Group (SPAI) 0.2 $283k 68k 4.16
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $267k 6.2k 42.69
Palantir Technologies Cl A (PLTR) 0.2 $266k 1.5k 177.75
Dt Midstream Common Stock (DTM) 0.2 $260k 2.2k 119.68
Curtiss-Wright (CW) 0.2 $256k 464.00 551.27
Bank of New York Mellon Corporation (BK) 0.2 $255k 2.2k 116.09
Southern Company (SO) 0.2 $251k 2.9k 87.20
Goldman Sachs (GS) 0.2 $245k 279.00 879.00
Amphenol Corp Cl A (APH) 0.2 $245k 1.8k 135.14
Constellation Energy (CEG) 0.2 $239k 677.00 353.44
Nrg Energy Com New (NRG) 0.2 $237k 1.5k 159.24
The Trade Desk Com Cl A (TTD) 0.2 $231k 6.1k 37.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $229k 1.2k 191.49
International Business Machines (IBM) 0.2 $215k 724.00 296.21
Newmont Mining Corporation (NEM) 0.2 $213k 2.1k 99.85
Roivant Sciences SHS (ROIV) 0.1 $209k 9.6k 21.70
Wells Fargo & Company (WFC) 0.1 $205k 2.2k 93.20
Cardinal Health (CAH) 0.1 $205k 995.00 205.50
Guardant Health (GH) 0.1 $204k 2.0k 102.14
United States Antimony (UAMY) 0.1 $119k 24k 5.02
Autolus Therapeutics Spon Ads (AUTL) 0.0 $54k 27k 1.99
Rezolve Ai Ord Shs (RZLV) 0.0 $35k 14k 2.57