We are live on
!
Find out more
FWP
Forefront Wealth Partners Portfolio holdings
AUM
$239M
1-Year Est. Return
16.12%
This Fund
S&P 500
This Quarter
Est. Return
+0.82%
1 Year Est. Return
+16.12%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
101.25%
Top 10 Holdings %
Top 10 Hldgs %
45.25%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$14.8M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$10.1M |
| 3 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$9.58M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$4.82M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$4.39M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.31% |
| 2 | Consumer Discretionary | 3.93% |
| 3 | Financials | 2.47% |
| 4 | Communication Services | 2.21% |
| 5 | Healthcare | 2.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
UnitedHealth
UNH
$382B
| $563K | 0.42% |
+1,114
| New | +$633K |
|
52
Truist Financial
TFC
$63.2B
| $544K | 0.41% |
+12,535
| New | +$559K |
|
53
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
| $535K | 0.4% |
+11,915
| New | +$554K |
|
54
Palo Alto Networks
PANW
$264B
| $527K | 0.39% |
+2,896
| New | +$547K |
|
55
Cadence Design Systems
CDNS
$90B
| $522K | 0.39% |
+1,738
| New | +$505K |
|
56
Visa
V
$677B
| $503K | 0.37% |
+1,591
| New | +$478K |
|
57
Merck
MRK
$324B
| $490K | 0.37% |
+4,924
| New | +$508K |
|
58
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.07B
| $483K | 0.36% |
+18,893
| New | +$490K |
|
59
iShares Russell Top 200 ETF
IWL
$2.16B
| $480K | 0.36% |
+3,315
| New | +$480K |
|
60
Thermo Fisher Scientific
TMO
$211B
| $472K | 0.35% |
+907
| New | +$499K |
|
61
Mercado Libre
MELI
$91.3B
| $471K | 0.35% |
+277
| New | +$539K |
|
62
Ametek
AME
$55.5B
| $453K | 0.34% |
+2,511
| New | +$457K |
|
63
GE Aerospace
GE
$367B
| $432K | 0.32% |
+2,588
| New | +$462K |
|
64
ASML
ASML
$675B
| $426K | 0.32% |
+614
| New | +$441K |
|
65
Eli Lilly
LLY
$1.07T
| $423K | 0.32% |
+548
| New | +$454K |
|
66
Micron Technology
MU
$1.04T
| $396K | 0.29% |
+4,701
| New | +$478K |
|
67
iShares Expanded Tech Sector ETF
IGM
$9.94B
| $392K | 0.29% |
+3,840
| New | +$386K |
|
68
Adobe
ADBE
$89.5B
| $369K | 0.27% |
+829
| New | +$410K |
|
69
Applied Materials
AMAT
$426B
| $364K | 0.27% |
+2,237
| New | +$405K |
|
70
Vanguard Small-Cap Growth ETF
VBK
$23.2B
| $357K | 0.27% |
+1,276
| New | +$361K |
|
71
Wahed FTSE USA Shariah ETF
HLAL
$905M
| $354K | 0.26% |
+6,713
| New | +$354K |
|
72
Elevance Health
ELV
$81.9B
| $343K | 0.26% |
+929
| New | +$389K |
|
73
Bank of America
BAC
$435B
| $330K | 0.25% |
+7,505
| New | +$330K |
|
74
First Trust Cloud Computing ETF
SKYY
$2.74B
| $328K | 0.24% |
+2,754
| New | +$317K |
|
75
iShares US Technology ETF
IYW
$23.7B
| $315K | 0.23% |
+1,976
| New | +$313K |
|
Similar funds
RCM
M
MMM
WWA
P
DCC
OCERS
CWMGP
Forefront Wealth Partners's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Forefront Wealth Partners, which disclosed 91 positions worth $134M. Its ten largest holdings account for 45% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 24,942 shares worth $14.7M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Consumer Discretionary and Financials.
- Forefront Wealth Partners's largest Q4 2024 buy was iShares Core S&P 500 ETF: 24,942 shares worth $14.7M.
- Forefront Wealth Partners's ten largest holdings make up 45% of its $134M portfolio in Q4 2024.
- Forefront Wealth Partners disclosed 91 positions in Q4 2024, its first 13F filing on record.
Based on Forefront Wealth Partners's 13F filing for Q4 2024, filed 14 May 2025.