Forefront Wealth Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$2.3M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.85M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.4M |
| 4 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$1.29M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.74M |
| 2 |
VanEck Semiconductor ETF
SMH
|
+$736K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$728K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$496K |
| 5 |
Ametek
AME
|
+$453K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.36% |
| 2 | Consumer Discretionary | 3.16% |
| 3 | Financials | 2.69% |
| 4 | Communication Services | 2.39% |
| 5 | Healthcare | 2.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Rani Therapeutics
RANI
$95.6M
| $81.9K | 0.06% |
+65,000
| New | +$96.2K |
|
127
3D Systems Corp
DDD
$420M
| $65.4K | 0.04% |
30,831
+1,645
| +6% | +$5.59K |
|
128
SEALSQ Corp
LAES
$541M
| $26.3K | 0.02% |
+10,100
| New | +$37.8K |
|
129
Applied Materials
AMAT
$426B
| – | – |
-2,237
| Closed | -$364K |
|
|
130
Ametek
AME
$55.5B
| – | – |
-2,511
| Closed | -$453K |
|
131
Datadog
DDOG
$87.9B
| – | – |
-1,545
| Closed | -$221K |
|
|
EXAS
132
DELISTED
Exact Sciences
EXAS
| – | – |
-3,693
| Closed | -$208K |
|
133
iShares S&P 500 Growth ETF
IVW
$72.5B
| – | – |
-2,373
| Closed | -$241K |
|
134
TSMC
TSM
$2.09T
| – | – |
-1,178
| Closed | -$233K |
|
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Forefront Wealth Partners's Q1 2025 Portfolio in Review
As of Q1 2025, Forefront Wealth Partners held 134 positions worth $147M, up 9.4% from $134M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Forefront Wealth Partners deployed $19M of net new capital in Q1 2025, opening 43 new positions and adding to 46 existing holdings. Its largest new stake was First Trust Rising Dividend Achievers ETF: 37,887 shares worth $2.22M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 14% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $1.74M trimmed.
- Forefront Wealth Partners's largest Q1 2025 buy was First Trust Rising Dividend Achievers ETF: 37,887 shares worth $2.22M.
- Forefront Wealth Partners added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2025, an estimated $1.85M increase.
- Forefront Wealth Partners's biggest Q1 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.74M.
- Forefront Wealth Partners fully exited Ametek in Q1 2025, selling an estimated $453K.
- Forefront Wealth Partners's ten largest holdings make up 42% of its $147M portfolio in Q1 2025.
- Forefront Wealth Partners opened 43 new positions and closed 6 in Q1 2025.
- Forefront Wealth Partners's portfolio value rose 9.4% quarter-over-quarter to $147M.
Based on Forefront Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.