Forefront Wealth Partners

Forefront Wealth Partners as of June 30, 2025

Portfolio Holdings for Forefront Wealth Partners

Forefront Wealth Partners holds 98 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.2 $16M 28k 591.77
Ishares Tr Core Us Aggbd Et (AGG) 7.0 $10M 105k 96.94
Spdr Series Trust Portfolio S&p500 (SPLG) 6.7 $9.7M 141k 69.00
First Tr Exchange-traded Cap Strength Etf (FTCS) 3.6 $5.2M 59k 88.59
Ishares Tr Core S&p Us Vlu (IUSV) 3.2 $4.6M 50k 92.59
Microsoft Corporation (MSFT) 3.0 $4.4M 10k 428.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $4.3M 54k 80.27
Schwab Strategic Tr Fundamental Intl (FNDF) 2.6 $3.8M 113k 33.21
Nushares Etf Tr Nuveen Dividend (NDVG) 2.3 $3.3M 101k 32.79
Amazon (AMZN) 2.1 $3.1M 14k 219.39
Ishares Tr Core Total Usd (IUSB) 2.0 $3.0M 66k 45.20
NVIDIA Corporation (NVDA) 2.0 $2.9M 21k 134.29
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.9 $2.8M 78k 35.85
Apple (AAPL) 1.9 $2.8M 11k 249.96
Ishares Tr Core Msci Eafe (IEFA) 1.9 $2.8M 39k 70.28
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.8 $2.7M 86k 31.14
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $2.7M 23k 115.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $2.5M 91k 27.32
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $2.2M 12k 191.92
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.5 $2.1M 32k 67.02
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $2.1M 5.3k 401.60
Ishares Tr National Mun Etf (MUB) 1.4 $2.0M 19k 106.55
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $1.9M 31k 62.31
Select Sector Spdr Tr Technology (XLK) 1.2 $1.8M 7.6k 238.24
S&p Global (SPGI) 1.2 $1.8M 3.5k 512.36
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.1 $1.6M 14k 119.34
Tesla Motors (TSLA) 1.0 $1.5M 3.7k 403.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.0 $1.5M 14k 106.84
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.4M 5.5k 264.12
Ishares Tr Msci Intl Qualty (IQLT) 0.9 $1.4M 37k 37.12
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.3M 7.1k 190.43
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $1.3M 9.7k 137.24
Broadcom (AVGO) 0.9 $1.3M 5.5k 231.85
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $1.3M 46k 27.87
Vaneck Etf Trust Semiconductr Etf (SMH) 0.9 $1.3M 5.2k 242.16
Ishares Core Msci Emkt (IEMG) 0.8 $1.2M 23k 52.22
First Tr Exchange-traded Indxx Nextg Etf (NXTG) 0.7 $1.1M 12k 88.46
salesforce (CRM) 0.7 $1.0M 3.1k 334.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $958k 3.3k 289.81
Servicenow (NOW) 0.7 $954k 900.00 1060.12
Meta Platforms Cl A (META) 0.7 $950k 1.6k 585.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $885k 1.6k 538.88
Ishares Tr Rus Top 200 Etf (IWL) 0.6 $875k 5.9k 148.39
Marvell Technology (MRVL) 0.6 $861k 7.8k 110.44
Advanced Micro Devices (AMD) 0.6 $846k 7.0k 120.80
Spdr Series Trust Nuveen Ice Munic (TFI) 0.6 $831k 18k 45.62
Mastercard Incorporated Cl A (MA) 0.6 $826k 1.6k 526.56
Uber Technologies (UBER) 0.6 $809k 13k 60.34
Kurv Etf Tr Technology Titan (KQQQ) 0.5 $787k 29k 27.22
Ishares Tr Expnd Tec Sc Etf (IGM) 0.5 $701k 6.6k 106.37
Metropcs Communications (TMUS) 0.5 $666k 3.0k 220.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $576k 2.9k 198.16
UnitedHealth (UNH) 0.4 $564k 1.1k 505.81
Truist Financial Corp equities (TFC) 0.4 $544k 13k 43.38
Spdr Series Trust Portfolio S&p600 (SPSM) 0.4 $535k 12k 44.92
Palo Alto Networks (PANW) 0.4 $527k 2.9k 181.96
Cadence Design Systems (CDNS) 0.4 $522k 1.7k 300.46
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.3 $507k 3.1k 162.73
Visa Com Cl A (V) 0.3 $503k 1.6k 316.04
Merck & Co (MRK) 0.3 $490k 4.9k 99.49
Spdr Series Trust Nuveen Ice High (HYMB) 0.3 $483k 19k 25.58
Thermo Fisher Scientific (TMO) 0.3 $472k 907.00 520.41
MercadoLibre (MELI) 0.3 $471k 277.00 1700.44
First Tr Exchange Traded Cloud Computing (SKYY) 0.3 $455k 3.8k 119.82
Ametek (AME) 0.3 $453k 2.5k 180.26
Ge Aerospace Com New (GE) 0.3 $432k 2.6k 166.79
Asml Holding N V N Y Registry Shs (ASML) 0.3 $426k 614.00 693.08
Eli Lilly & Co. (LLY) 0.3 $423k 548.00 772.03
Micron Technology (MU) 0.3 $396k 4.7k 84.16
Adobe Systems Incorporated (ADBE) 0.3 $369k 829.00 444.68
Ishares Tr U.s. Finls Etf (IYF) 0.2 $364k 3.1k 119.08
Applied Materials (AMAT) 0.2 $364k 2.2k 162.63
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $357k 1.3k 280.02
Listed Fds Tr Wahed Ftse Etf (HLAL) 0.2 $354k 6.7k 52.74
Anthem (ELV) 0.2 $343k 929.00 368.90
McDonald's Corporation (MCD) 0.2 $342k 1.2k 290.75
Bank of America Corporation (BAC) 0.2 $330k 7.5k 43.95
Ishares Tr U.s. Tech Etf (IYW) 0.2 $315k 2.0k 159.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $308k 1.7k 178.66
Exxon Mobil Corporation (XOM) 0.2 $288k 2.7k 107.55
Boeing Company (BA) 0.2 $270k 1.5k 177.00
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $264k 2.5k 106.33
Oracle Corporation (ORCL) 0.2 $260k 1.6k 167.04
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $257k 4.9k 52.02
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $256k 6.9k 37.27
Zoetis Cl A (ZTS) 0.2 $255k 1.6k 161.14
Abbvie (ABBV) 0.2 $252k 1.4k 177.75
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $248k 1.2k 214.17
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $241k 2.4k 101.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $240k 5.0k 47.83
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $233k 1.2k 197.49
Deere & Company (DE) 0.2 $230k 542.00 423.70
Bank Ozk (OZK) 0.2 $225k 5.1k 44.53
Datadog Cl A Com (DDOG) 0.2 $221k 1.5k 142.89
First Tr Exchange-traded SHS (QQEW) 0.2 $220k 1.7k 129.65
Crowdstrike Hldgs Cl A (CRWD) 0.1 $211k 617.00 342.16
EXACT Sciences Corporation (EXAS) 0.1 $208k 3.7k 56.19
3-d Sys Corp Del Com New (DDD) 0.1 $96k 29k 3.28