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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
SPH icon
376
Suburban Propane Partners
SPH
$1.12B
$8.92K ﹤0.01%
+481
New +$9.35K
MO icon
377
Altria Group
MO
$116B
$8.83K ﹤0.01%
148
-3,644
-96% -$214K
AOA icon
378
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.25B
$8.76K ﹤0.01%
105
– –
HIT
379
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$8.72K ﹤0.01%
+300
New +$8.72K
GSK icon
380
GSK
GSK
$101B
$8.67K ﹤0.01%
221
+61
+38% +$2.33K
ICF icon
381
iShares Select U.S. REIT ETF
ICF
$1.93B
$8.66K ﹤0.01%
142
+1
+0.7% +$61
BLX icon
382
Bladex Inc
BLX
$2.02B
$8.58K ﹤0.01%
+213
New +$8.41K
ENS icon
383
EnerSys
ENS
$6.42B
$8.58K ﹤0.01%
100
– –
BNTX icon
384
BioNTech
BNTX
$24.1B
$8.52K ﹤0.01%
+80
New +$8.08K
SPYD icon
385
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.38B
$8.49K ﹤0.01%
200
– –
MS icon
386
Morgan Stanley
MS
$318B
$8.45K ﹤0.01%
60
– –
OXY icon
387
Occidental Petroleum
OXY
$58.8B
$8.45K ﹤0.01%
200
– –
IFLN
388
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$297M
$8.31K ﹤0.01%
450
– –
NWL icon
389
Newell Brands
NWL
$2.33B
$8.1K ﹤0.01%
1,500
– –
VLO icon
390
Valero Energy
VLO
$119B
$8.06K ﹤0.01%
60
– –
OTIS icon
391
Otis Worldwide
OTIS
$26.1B
$7.92K ﹤0.01%
80
– –
UAL icon
392
United Airlines
UAL
$35.3B
$7.88K ﹤0.01%
99
+49
+98% +$3.61K
ACWX icon
393
iShares MSCI ACWI ex US ETF
ACWX
$12.3B
$7.86K ﹤0.01%
129
– –
SHYG icon
394
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.74B
$7.76K ﹤0.01%
180
-120
-40% -$5.08K
SPOT icon
395
Spotify
SPOT
$105B
$7.67K ﹤0.01%
+10
New +$6.42K
FCX icon
396
Freeport-McMoran
FCX
$103B
$7.63K ﹤0.01%
176
-38
-18% -$1.44K
DJP icon
397
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$890M
$7.51K ﹤0.01%
221
– –
SCHR
398
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$7.51K ﹤0.01%
300
– –
VUG icon
399
Vanguard Morningstar Growth ETF
VUG
$228B
$7.46K ﹤0.01%
102
– –
REET icon
400
iShares Global REIT ETF
REET
$4.72B
$7.41K ﹤0.01%
300
-200
-40% -$4.85K
14 15
16
17 18

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ES
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MC
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BMC
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GSC
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WFI
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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 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.