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FRA

Front Row Advisors Portfolio holdings

AUM $296M
1-Year Est. Return 34.73%
This Fund
S&P 500
This Quarter Est. Return
+17.46%
1 Year Est. Return
+34.73%
3 Year Est. Return
+122.22%
5 Year Est. Return
+164.22%
10 Year Est. Return
–
AUM
$287M
AUM Growth
+$27.2M
Cap. Flow
-$8.17M
Cap. Flow %
-2.84%
Top 10 Hldgs %
50.16%
Holding
567
New
54
Increased
62
Reduced
131
Closed
29

Top Buys

Rank Stock Value
1
MCK icon
McKesson
MCK
+$502K
2
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$246K
3
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$182K
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$169K
5
MA icon
Mastercard
MA
+$138K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$809K
2
AAPL icon
Apple
AAPL
+$695K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$608K
4
DELL icon
Dell
DELL
+$526K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$441K

Sector Composition

Rank Sector Weight
1 Technology 50.27%
2 Consumer Staples 8.87%
3 Healthcare 7.43%
4 Industrials 6.07%
5 Financials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKLN icon
226
Invesco Senior Loan ETF
BKLN
$6.96B
$43.3K 0.02%
2,071
-320
-13% -$6.64K
WSM icon
227
Williams-Sonoma
WSM
$27.5B
$40.8K 0.01%
250
– –
IBDT icon
228
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$40.7K 0.01%
1,600
– –
JEPI icon
229
JPMorgan Equity Premium Income ETF
JEPI
$45.5B
$40.1K 0.01%
705
– –
VIS icon
230
Vanguard Industrials ETF
VIS
$7.94B
$39.2K 0.01%
140
+40
+40% +$10.3K
ECL icon
231
Ecolab
ECL
$79.8B
$39.2K 0.01%
145
– –
CRWD icon
232
CrowdStrike
CRWD
$183B
$38.2K 0.01%
300
– –
CLX icon
233
Clorox
CLX
$12B
$38.2K 0.01%
318
– –
EIX icon
234
Edison International
EIX
$30.3B
$36.8K 0.01%
714
+127
+22% +$6.96K
RSPT icon
235
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.31B
$36.7K 0.01%
900
– –
AME icon
236
Ametek
AME
$53.9B
$35.3K 0.01%
195
– –
VBR icon
237
Vanguard Small-Cap Value ETF
VBR
$37.2B
$34.7K 0.01%
+177
New +$32.8K
VYM icon
238
Vanguard High Dividend Yield ETF
VYM
$80.8B
$33.3K 0.01%
250
– –
BAC icon
239
Bank of America
BAC
$429B
$32.7K 0.01%
690
-156
-18% -$6.56K
STX icon
240
Seagate
STX
$173B
$32.6K 0.01%
225
-50
-18% -$5.18K
ABUS icon
241
Arbutus Biopharma
ABUS
$847M
$32.4K 0.01%
10,500
– –
BSX icon
242
Boston Scientific
BSX
$68.4B
$32.2K 0.01%
300
– –
AGZD icon
243
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$131M
$32K 0.01%
1,440
-560
-28% -$12.5K
EGUS icon
244
iShares ESG Aware MSCI USA Growth ETF
EGUS
$26.5M
$31.8K 0.01%
680
– –
AFL icon
245
Aflac
AFL
$65.5B
$31.6K 0.01%
300
– –
COWG icon
246
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.17B
$31.6K 0.01%
+900
New +$29.5K
CVS icon
247
CVS Health
CVS
$135B
$31.5K 0.01%
456
+371
+436% +$24.3K
ICE icon
248
Intercontinental Exchange
ICE
$87.2B
$31.2K 0.01%
170
– –
PFF icon
249
iShares Preferred and Income Securities ETF
PFF
$13.1B
$30.6K 0.01%
999
-160
-14% -$4.82K
DE icon
250
Deere & Co
DE
$165B
$30.6K 0.01%
60
– –
8 9
10
11 12

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Front Row Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Front Row Advisors held 567 positions worth $287M, up 10% from $260M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Front Row Advisors's Q2 2025 filing shows 54 new, 62 increased, 131 reduced and 29 closed positions. Its largest new stake was McKesson: 712 shares worth $522K. The largest sale was NVIDIA, an estimated $809K.

By sector, the portfolio is most concentrated in Technology at 50% of assets, up from 46% a quarter earlier, followed by Consumer Staples and Healthcare.

  • Front Row Advisors's largest Q2 2025 buy was McKesson: 712 shares worth $522K.
  • Front Row Advisors added most to First Trust Enhanced Short Maturity ETF in Q2 2025, an estimated $246K increase.
  • Front Row Advisors's biggest Q2 2025 reduction was NVIDIA, cutting an estimated $809K.
  • Front Row Advisors fully exited Fiserv Inc in Q2 2025, selling an estimated $372K.
  • Front Row Advisors's ten largest holdings make up 50% of its $287M portfolio in Q2 2025.
  • Front Row Advisors opened 54 new positions and closed 29 in Q2 2025.
  • Front Row Advisors's portfolio value rose 10% quarter-over-quarter to $287M.

Based on Front Row Advisors's 13F filing for Q2 2025, filed 18 Aug 2025.