We are live on ! Find out more
FRA

Front Row Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 39.04%
This Fund
S&P 500
This Quarter Est. Return
+17.46%
1 Year Est. Return
+39.04%
3 Year Est. Return
+141.86%
5 Year Est. Return
+190.64%
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 Miscellaneous 11.77%
3 Consumer Staples 8.87%
4 Healthcare 7.43%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
251
iShares Core S&P Total US Stock Market ETF
ITOT
$95.8B
$30.2K 0.01%
224
– –
MRK icon
252
Merck
MRK
$362B
$30.2K 0.01%
378
– –
UNH icon
253
UnitedHealth
UNH
$338B
$29.9K 0.01%
96
– –
VUSB icon
254
Vanguard Ultra-Short Bond ETF
VUSB
$10.2B
$29.9K 0.01%
+600
New +$29.8K
MKC icon
255
McCormick & Company Non-Voting
MKC
$13.1B
$29.3K 0.01%
386
– –
IBDS icon
256
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.93B
$29.1K 0.01%
1,200
– –
CMS icon
257
CMS Energy
CMS
$20.5B
$29.1K 0.01%
420
– –
VSGX icon
258
Vanguard ESG International Stock ETF
VSGX
$6.71B
$29.1K 0.01%
444
– –
BIV icon
259
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$29K 0.01%
375
-37
-9% -$2.82K
IDHQ icon
260
Invesco S&P International Developed Quality ETF
IDHQ
$1.04B
$28.6K 0.01%
867
– –
VOO icon
261
Vanguard S&P 500 ETF
VOO
$1.04T
$28.5K 0.01%
50
+45
+900% +$23.6K
MXI icon
262
iShares Global Materials ETF
MXI
$390M
$28.5K 0.01%
333
-50
-13% -$4.14K
ICSH icon
263
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.83B
$27.9K 0.01%
550
– –
RSP icon
264
Invesco S&P 500 Equal Weight ETF
RSP
$97.5B
$27.3K 0.01%
150
– –
SCHC icon
265
Schwab International Small-Cap Equity ETF
SCHC
$5.64B
$27.2K 0.01%
638
– –
CORP icon
266
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.34B
$26.8K 0.01%
275
– –
IDU icon
267
iShares US Utilities ETF
IDU
$1.25B
$26.4K 0.01%
252
-68
-21% -$6.96K
EMXC icon
268
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.4B
$26.1K 0.01%
+414
New +$24.1K
EEM icon
269
iShares MSCI Emerging Markets ETF
EEM
$31.2B
$26.1K 0.01%
540
– –
ARM icon
270
Arm
ARM
$294B
$25.9K 0.01%
160
– –
IJR icon
271
iShares Core S&P Small-Cap ETF
IJR
$105B
$25.7K 0.01%
235
-20
-8% -$2.07K
NDAQ icon
272
Nasdaq
NDAQ
$52.3B
$25.2K 0.01%
+282
New +$22.5K
BAB icon
273
Invesco Taxable Municipal Bond ETF
BAB
$874M
$25.2K 0.01%
950
– –
INTU icon
274
Intuit
INTU
$81B
$25.2K 0.01%
32
– –
USHY icon
275
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.3B
$25.1K 0.01%
670
– –
9 10
11
12 13

Similar funds

M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $345M AUM 31.27% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $345M AUM 80.24% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
MC
Muhlenkamp & Co Wexford, Pennsylvania $345M AUM 34.25% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

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 Miscellaneous and Consumer Staples.

  • 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.