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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
CAT icon
301
Caterpillar
CAT
$361B
$19.8K 0.01%
51
– –
VDC icon
302
Vanguard Consumer Staples ETF
VDC
$8.16B
$19.7K 0.01%
+90
New +$19.7K
IOO icon
303
iShares Global 100 ETF
IOO
$8.62B
$19.4K 0.01%
180
– –
SON icon
304
Sonoco
SON
$5.83B
$18.2K 0.01%
418
– –
IYM icon
305
iShares US Basic Materials ETF
IYM
$1.13B
$18.2K 0.01%
130
-40
-24% -$5.31K
DNL icon
306
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$471M
$17.7K 0.01%
440
– –
MDT icon
307
Medtronic
MDT
$112B
$17.6K 0.01%
200
– –
PII icon
308
Polaris
PII
$3.83B
$17.2K 0.01%
424
– –
DDOG icon
309
Datadog
DDOG
$94B
$16.8K 0.01%
125
– –
QQMG icon
310
Invesco ESG NASDAQ 100 ETF
QQMG
$186M
$16.5K 0.01%
435
– –
JNK icon
311
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.05B
$16.4K 0.01%
169
– –
SCHW
312
Charles Schwab
SCHW
$182B
$16.4K 0.01%
180
-3,409
-95% -$285K
RSPH icon
313
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$773M
$16K 0.01%
550
– –
SITM icon
314
SiTime
SITM
$13.8B
$16K 0.01%
75
– –
QCOM icon
315
Qualcomm
QCOM
$164B
$15.9K 0.01%
100
– –
HXL icon
316
Hexcel
HXL
$7.97B
$15.8K 0.01%
280
– –
IUSG icon
317
iShares Core S&P US Growth ETF
IUSG
$30.4B
$15.7K 0.01%
104
– –
NTNX icon
318
Nutanix
NTNX
$16.1B
$15.3K 0.01%
200
– –
DGRO icon
319
iShares Core Dividend Growth ETF
DGRO
$42.8B
$15.2K 0.01%
+238
New +$14.5K
ENB icon
320
Enbridge
ENB
$120B
$15.2K 0.01%
335
– –
U icon
321
Unity
U
$14B
$15.1K 0.01%
626
– –
HYZD icon
322
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$258M
$14.8K 0.01%
660
-440
-40% -$9.68K
FDVV icon
323
Fidelity High Dividend ETF
FDVV
$10.1B
$14.7K 0.01%
+282
New +$13.9K
ALLE icon
324
Allegion
ALLE
$13.5B
$14.6K 0.01%
101
– –
EBAY icon
325
eBay
EBAY
$51.2B
$14.5K 0.01%
195
– –
11 12
13
14 15

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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.