We are live on ! Find out more
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
SCCO icon
276
Southern Copper
SCCO
$138B
$24.9K 0.01%
255
+62
+32% +$5.46K
RTX icon
277
RTX Corp
RTX
$290B
$24.8K 0.01%
170
– –
T icon
278
AT&T
T
$164B
$24.7K 0.01%
+853
New +$23.5K
RACE icon
279
Ferrari
RACE
$67.8B
$24.5K 0.01%
50
– –
NUMG icon
280
Nuveen ESG Mid-Cap Growth ETF
NUMG
$348M
$24.5K 0.01%
505
– –
VAW icon
281
Vanguard Materials ETF
VAW
$3.01B
$24.4K 0.01%
125
– –
QQQE icon
282
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.32B
$24.2K 0.01%
246
-164
-40% -$14.9K
SUSL icon
283
iShares ESG MSCI USA Leaders ETF
SUSL
$1.1B
$23.9K 0.01%
221
– –
AMAT icon
284
Applied Materials
AMAT
$347B
$23.8K 0.01%
130
-30
-19% -$4.75K
MDYV icon
285
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
$23.8K 0.01%
300
– –
CHTR icon
286
Charter Communications
CHTR
$17.3B
$23.7K 0.01%
58
– –
COP icon
287
ConocoPhillips
COP
$144B
$23.7K 0.01%
264
– –
MDYG icon
288
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.76B
$23.5K 0.01%
270
-180
-40% -$14.7K
IBB icon
289
iShares Biotechnology ETF
IBB
$9.45B
$22.8K 0.01%
180
– –
IAU icon
290
iShares Gold Trust
IAU
$62.8B
$21.8K 0.01%
+350
New +$21.7K
IDXX icon
291
Idexx Laboratories
IDXX
$44.9B
$21.5K 0.01%
40
– –
UPS icon
292
United Parcel Service
UPS
$88.9B
$21.2K 0.01%
210
– –
JXI icon
293
iShares Global Utilities ETF
JXI
$315M
$21.2K 0.01%
287
-60
-17% -$4.29K
PWR icon
294
Quanta Services
PWR
$84.2B
$21.2K 0.01%
56
– –
UFOX
295
Defiance Space and Connective Tech ETF
UFOX
$795M
$21.1K 0.01%
400
– –
FTDS icon
296
First Trust Dividend Strength ETF
FTDS
$39M
$20.9K 0.01%
400
– –
IYE icon
297
iShares US Energy ETF
IYE
$1.72B
$20.3K 0.01%
450
– –
GDXJ icon
298
VanEck Junior Gold Miners ETF
GDXJ
$6.86B
$20.3K 0.01%
300
– –
HYXF icon
299
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$20.2K 0.01%
425
– –
CFLT
300
DELISTED
Confluent
CFLT
$19.9K 0.01%
800
– –
10 11
12
13 14

Similar funds

SM
Skaana Management Brooklyn, New York $296M AUM 65.1% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
CA
Claar Advisors New York $295M AUM 12.26% 1-Year Est. Return
NRC
New Republic Capital Charlotte, North Carolina $297M AUM 24.5% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 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 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.