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
IJK icon
51
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.6B
$1.01M 0.35%
11,086
– –
MCD icon
52
McDonald's
MCD
$193B
$836K 0.29%
2,863
+75
+3% +$23.1K
NEE icon
53
NextEra Energy
NEE
$184B
$802K 0.28%
11,560
+200
+2% +$13.9K
VZ icon
54
Verizon
VZ
$197B
$795K 0.28%
18,380
+84
+0.5% +$3.64K
JNJ icon
55
Johnson & Johnson
JNJ
$640B
$787K 0.27%
5,151
-980
-16% -$151K
ESGU icon
56
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$783K 0.27%
5,790
– –
MKSI icon
57
MKS Inc
MKSI
$17.4B
$772K 0.27%
7,765
-310
-4% -$25.2K
SCHF icon
58
Schwab International Equity ETF
SCHF
$64.9B
$749K 0.26%
33,877
+355
+1% +$7.39K
IVV icon
59
iShares Core S&P 500 ETF
IVV
$858B
$724K 0.25%
1,166
– –
SCHD icon
60
Schwab US Dividend Equity ETF
SCHD
$104B
$715K 0.25%
26,992
+2,045
+8% +$53.4K
MGC icon
61
Vanguard Mega Cap 300 Index ETF
MGC
$9.71B
$641K 0.22%
2,845
– –
IJT icon
62
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.13B
$638K 0.22%
4,798
– –
SCHG icon
63
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$625K 0.22%
21,405
+913
+4% +$24.1K
GOOGL icon
64
Alphabet (Google) Class A
GOOGL
$4.12T
$571K 0.2%
3,240
+280
+9% +$45.8K
IVW icon
65
iShares S&P 500 Growth ETF
IVW
$70.5B
$558K 0.19%
5,072
– –
FTSM icon
66
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$547K 0.19%
9,100
+4,100
+82% +$246K
IWD icon
67
iShares Russell 1000 Value ETF
IWD
$81.4B
$523K 0.18%
2,695
+100
+4% +$18.5K
MCK icon
68
McKesson
MCK
$104B
$522K 0.18%
+712
New +$502K
SPTS icon
69
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$509K 0.18%
17,370
-1,280
-7% -$37.4K
WFC icon
70
Wells Fargo
WFC
$254B
$504K 0.18%
6,293
– –
VB icon
71
Vanguard Small-Cap ETF
VB
$78.9B
$487K 0.17%
2,048
+135
+7% +$30.1K
SCHM icon
72
Schwab US Mid-Cap ETF
SCHM
$14.2B
$485K 0.17%
17,284
-900
-5% -$23.7K
COWZ icon
73
Pacer US Cash Cows 100 ETF
COWZ
$19B
$466K 0.16%
8,463
+275
+3% +$14.6K
SOXX icon
74
iShares Semiconductor ETF
SOXX
$38.4B
$432K 0.15%
1,810
+16
+0.9% +$3.21K
EFIV icon
75
State Street SPDR S&P 500 ESG ETF
EFIV
$967M
$411K 0.14%
7,023
+640
+10% +$34.7K
1 2
3
4 5

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.