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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
SDG icon
351
iShares MSCI Global Sustainable Development Goals ETF
SDG
$168M
$11.4K ﹤0.01%
150
– –
IYR icon
352
iShares US Real Estate ETF
IYR
$4.75B
$11.4K ﹤0.01%
120
– –
ALX
353
Alexander's
ALX
$1.36B
$11.3K ﹤0.01%
+50
New +$10.8K
EW icon
354
Edwards Lifesciences
EW
$49.4B
$11.3K ﹤0.01%
144
-96
-40% -$7.16K
XLV icon
355
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$11.3K ﹤0.01%
84
– –
SNOW icon
356
Snowflake
SNOW
$98.1B
$11.2K ﹤0.01%
50
– –
PGX icon
357
Invesco Preferred ETF
PGX
$3.79B
$11.1K ﹤0.01%
1,000
– –
BF
358
DELISTED
BASF AKTIENGESELLT ADS(RP1 ORD
BF
$11.1K ﹤0.01%
+905
New +$11.1K
WEC icon
359
WEC Energy
WEC
$36.3B
$10.6K ﹤0.01%
102
– –
MDB icon
360
MongoDB
MDB
$25.8B
$10.5K ﹤0.01%
50
– –
LGLV icon
361
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.22B
$10.5K ﹤0.01%
60
– –
XSLV icon
362
Invesco S&P SmallCap Low Volatility ETF
XSLV
$249M
$10.2K ﹤0.01%
225
– –
MINT icon
363
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$10.1K ﹤0.01%
100
– –
OBIL icon
364
US Treasury 12 Month Bill ETF
OBIL
$306M
$10K ﹤0.01%
200
– –
DAL icon
365
Delta Air Lines
DAL
$56.7B
$9.99K ﹤0.01%
203
– –
VOE icon
366
Vanguard Mid-Cap Value ETF
VOE
$23.9B
$9.92K ﹤0.01%
60
-40
-40% -$6.33K
DLTR icon
367
Dollar Tree
DLTR
$24.8B
$9.9K ﹤0.01%
100
– –
IXC icon
368
iShares Global Energy ETF
IXC
$2.75B
$9.74K ﹤0.01%
248
– –
PCY icon
369
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$9.7K ﹤0.01%
475
-130
-21% -$2.57K
DVA icon
370
DaVita
DVA
$15.5B
$9.69K ﹤0.01%
68
-7
-9% -$992
APD icon
371
Air Products & Chemicals
APD
$65.5B
$9.59K ﹤0.01%
34
-1,184
-97% -$324K
UPBD icon
372
Upbound Group
UPBD
$1.22B
$9.53K ﹤0.01%
+374
New +$8.74K
CRBN icon
373
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.12B
$9.53K ﹤0.01%
45
– –
HDV
374
iShares Core High Dividend ETF
HDV
$14.7B
$9.37K ﹤0.01%
400
– –
HOG icon
375
Harley-Davidson
HOG
$2.61B
$8.97K ﹤0.01%
380
– –
13 14
15
16 17

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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.