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
SHV icon
126
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$147K 0.05%
1,331
– –
BND icon
127
Vanguard Total Bond Market
BND
$158B
$144K 0.05%
1,950
+1
+0.1% +$73
FNDX icon
128
Schwab Fundamental US Large Company Index ETF
FNDX
$26.5B
$143K 0.05%
5,832
– –
TSLA icon
129
Tesla
TSLA
$1.18T
$143K 0.05%
450
– –
KXI icon
130
iShares Global Consumer Staples ETF
KXI
$1.09B
$143K 0.05%
2,185
-148
-6% -$9.69K
IGSB icon
131
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$142K 0.05%
2,687
+2
+0.1% +$104
IYH icon
132
iShares US Healthcare ETF
IYH
$3.44B
$139K 0.05%
2,458
-612
-20% -$34.5K
IYC icon
133
iShares US Consumer Discretionary ETF
IYC
$1.16B
$139K 0.05%
1,390
-460
-25% -$42.6K
SPLV icon
134
Invesco S&P 500 Low Volatility ETF
SPLV
$7.24B
$138K 0.05%
1,897
– –
EFA icon
135
iShares MSCI EAFE ETF
EFA
$76.4B
$136K 0.05%
1,520
– –
SPMD icon
136
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$135K 0.05%
2,491
– –
SUSB icon
137
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$134K 0.05%
5,315
– –
A icon
138
Agilent Technologies
A
$39.6B
$130K 0.05%
1,100
– –
SCHZ icon
139
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$129K 0.04%
5,558
-280
-5% -$6.42K
IYJ icon
140
iShares US Industrials ETF
IYJ
$1.95B
$125K 0.04%
880
-240
-21% -$32K
DLS icon
141
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$125K 0.04%
+1,664
New +$117K
VO icon
142
Vanguard Mid-Cap ETF
VO
$106B
$122K 0.04%
1,740
– –
ACN icon
143
Accenture
ACN
$106B
$121K 0.04%
404
– –
IDV icon
144
iShares International Select Dividend ETF
IDV
$8.31B
$117K 0.04%
3,379
– –
CSCO icon
145
Cisco
CSCO
$443B
$114K 0.04%
1,649
– –
IJJ icon
146
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$113K 0.04%
915
– –
XOM icon
147
ExxonMobil
XOM
$650B
$113K 0.04%
1,044
– –
RPM icon
148
RPM International
RPM
$13.8B
$110K 0.04%
1,000
– –
IVE icon
149
iShares S&P 500 Value ETF
IVE
$49.1B
$109K 0.04%
+560
New +$104K
SPDW icon
150
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$107K 0.04%
2,647
+280
+12% +$10.7K
4 5
6
7 8

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.