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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
EXI icon
101
iShares Global Industrials ETF
EXI
$1.38B
$227K 0.08%
1,372
-206
-13% -$31.6K
LLY icon
102
Eli Lilly
LLY
$1.08T
$225K 0.08%
289
-14
-5% -$10.9K
XLI icon
103
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$224K 0.08%
1,517
– –
IXG icon
104
iShares Global Financials ETF
IXG
$669M
$223K 0.08%
2,015
-251
-11% -$26.3K
CVX icon
105
Chevron
CVX
$382B
$219K 0.08%
1,529
-1,039
-40% -$146K
VV icon
106
Vanguard Large-Cap ETF
VV
$51.2B
$204K 0.07%
712
– –
CSX icon
107
CSX Corp
CSX
$94B
$204K 0.07%
6,240
– –
JPST icon
108
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$203K 0.07%
4,000
– –
IYW icon
109
iShares US Technology ETF
IYW
$22.6B
$201K 0.07%
1,161
-133
-10% -$20.2K
CRM icon
110
Salesforce
CRM
$154B
$197K 0.07%
720
-80
-10% -$21.4K
IWF icon
111
iShares Russell 1000 Growth ETF
IWF
$117B
$193K 0.07%
1,820
-40
-2% -$3.83K
IWM icon
112
iShares Russell 2000 ETF
IWM
$79.1B
$187K 0.07%
867
+570
+192% +$115K
D icon
113
Dominion Energy
D
$62B
$185K 0.06%
3,266
– –
MA icon
114
Mastercard
MA
$498B
$180K 0.06%
321
+250
+352% +$138K
IXJ icon
115
iShares Global Healthcare ETF
IXJ
$4.16B
$176K 0.06%
2,049
-240
-10% -$20.7K
CIBR icon
116
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.9B
$175K 0.06%
2,316
+30
+1% +$2.06K
VCIT icon
117
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$175K 0.06%
2,111
-100
-5% -$8.12K
SBUX icon
118
Starbucks
SBUX
$119B
$174K 0.06%
1,899
-2,139
-53% -$185K
BSCW icon
119
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.48B
$172K 0.06%
+8,326
New +$169K
IEMG icon
120
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$171K 0.06%
2,848
– –
GILD icon
121
Gilead Sciences
GILD
$165B
$169K 0.06%
1,525
-58
-4% -$6.17K
AWR icon
122
American States Water
AWR
$3.44B
$153K 0.05%
2,000
– –
PFFD icon
123
Global X US Preferred ETF
PFFD
$2.13B
$151K 0.05%
8,000
– –
IFRA icon
124
iShares US Infrastructure ETF
IFRA
$4.45B
$151K 0.05%
3,062
– –
PLTR icon
125
Palantir
PLTR
$295B
$149K 0.05%
1,091
+56
+5% +$6.57K
3 4
5
6 7

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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.