Forefront Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Income ETF
JPIE
|
+$2.96M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$2.69M |
| 3 |
First Trust STOXX European Select Dividend Income Fund
FDD
|
+$2.3M |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$1.91M |
| 5 |
abrdn Physical Silver Shares ETF
SIVR
|
+$1.52M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$2.47M |
| 2 |
Uber
UBER
|
+$2.31M |
| 3 |
Constellation Energy
CEG
|
+$2.14M |
| 4 |
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
|
+$1.75M |
| 5 |
Apple
AAPL
|
+$762K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.87% |
| 2 | Communication Services | 8.18% |
| 3 | Consumer Discretionary | 7.99% |
| 4 | Healthcare | 6.8% |
| 5 | Energy | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.07T
| $243K | 0.19% |
500
+5
| +1% | +$2.54K |
|
52
DT Midstream
DTM
$14.9B
| $239K | 0.19% |
2,173
-3
| -0.1% | -$304 |
|
53
Vistra
VST
$55.1B
| $234K | 0.19% |
+1,206
| New | +$178K |
|
54
Curtiss-Wright
CW
$27.7B
| $230K | 0.18% |
+471
| New | +$186K |
|
55
Palantir
PLTR
$295B
| $226K | 0.18% |
+1,660
| New | +$195K |
|
|
56
Constellation Energy
CEG
$98B
| $219K | 0.18% |
679
-8,078
| -92% | -$2.14M |
|
57
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
| $217K | 0.17% |
1,194
+1
| +0.1% | +$173 |
|
58
IBM
IBM
$202B
| $216K | 0.17% |
+734
| New | +$189K |
|
59
Aflac
AFL
$63.9B
| $207K | 0.17% |
1,962
+37
| +2% | +$3.89K |
|
|
BNY
60
Bank of New York Mellon
BNY
$108B
| $201K | 0.16% |
+2,208
| New | +$187K |
|
61
SoundHound AI
SOUN
$2.68B
| $109K | 0.09% |
+10,165
| New | +$95.8K |
|
|
AUTL
62
Autolus Therapeutics
AUTL
$386M
| $61.3K | 0.05% |
+26,870
| New | +$44.4K |
|
|
63
Uber
UBER
$134B
| – | – |
-31,713
| Closed | -$2.31M |
|
Similar funds
Forefront Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Forefront Wealth Management held 63 positions worth $125M, up 15% from $108M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Forefront Wealth Management deployed $6.83M of net new capital in Q2 2025, opening 15 new positions and adding to 22 existing holdings. Its largest new stake was JPMorgan Income ETF: 64,685 shares worth $3M.
By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF, an estimated $2.47M trimmed.
- Forefront Wealth Management's largest Q2 2025 buy was JPMorgan Income ETF: 64,685 shares worth $3M.
- Forefront Wealth Management added most to JPMorgan Equity Premium Income ETF in Q2 2025, an estimated $2.69M increase.
- Forefront Wealth Management's biggest Q2 2025 reduction was Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF, cutting an estimated $2.47M.
- Forefront Wealth Management fully exited Uber in Q2 2025, selling an estimated $2.31M.
- Forefront Wealth Management's ten largest holdings make up 51% of its $125M portfolio in Q2 2025.
- Forefront Wealth Management opened 15 new positions and closed 1 in Q2 2025.
- Forefront Wealth Management's portfolio value rose 15% quarter-over-quarter to $125M.
Based on Forefront Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.