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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
IWV icon
151
iShares Russell 3000 ETF
IWV
$19.2B
$105K 0.04%
300
– –
JEPQ icon
152
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$37.9B
$105K 0.04%
1,935
+820
+74% +$42.3K
IYF icon
153
iShares US Financials ETF
IYF
$4.65B
$101K 0.04%
836
-399
-32% -$45K
FSMB icon
154
First Trust Short Duration Managed Municipal ETF
FSMB
$619M
$99.5K 0.03%
5,000
– –
IONQ icon
155
IonQ
IONQ
$11.9B
$98.8K 0.03%
2,300
– –
FLOT icon
156
iShares Floating Rate Bond ETF
FLOT
$10.2B
$97.7K 0.03%
1,914
– –
VCSH icon
157
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$97.5K 0.03%
1,227
-582
-32% -$45.8K
LQD icon
158
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$97.3K 0.03%
888
– –
IBDQ
159
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$94.4K 0.03%
3,750
-2,080
-36% -$52.2K
VMBS icon
160
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$92.7K 0.03%
2,000
– –
BSV icon
161
Vanguard Short-Term Bond ETF
BSV
$44.7B
$89.1K 0.03%
1,132
– –
KMI icon
162
Kinder Morgan
KMI
$70.9B
$89.1K 0.03%
3,030
+350
+13% +$9.61K
SI
163
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$87K 0.03%
675
+175
+35% +$22.6K
NKE icon
164
Nike
NKE
$64.1B
$86.2K 0.03%
1,207
– –
FNDA icon
165
Schwab Fundamental US Small Company Index ETF
FNDA
$9.1B
$84.8K 0.03%
2,960
-520
-15% -$14.1K
PGR icon
166
Progressive
PGR
$128B
$81.9K 0.03%
307
-1,574
-84% -$431K
AZO icon
167
AutoZone
AZO
$51.3B
$81.7K 0.03%
22
– –
ROBT icon
168
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$700M
$81.1K 0.03%
1,680
+25
+2% +$1.08K
IXP icon
169
iShares Global Comm Services ETF
IXP
$529M
$80.6K 0.03%
718
-140
-16% -$14.2K
LMT icon
170
Lockheed Martin
LMT
$131B
$78.7K 0.03%
170
– –
SMH icon
171
VanEck Semiconductor ETF
SMH
$60.8B
$76.1K 0.03%
273
– –
DFE icon
172
WisdomTree Europe SmallCap Dividend Fund
DFE
$164M
$75.9K 0.03%
+1,082
New +$71.3K
SCHH icon
173
Schwab US REIT ETF
SCHH
$11.7B
$75.8K 0.03%
3,583
-595
-14% -$12.5K
BRK.B icon
174
Berkshire Hathaway Class B
BRK.B
$1.1T
$75.8K 0.03%
156
-1,197
-88% -$608K
O icon
175
Realty Income
O
$61.1B
$75.5K 0.03%
1,310
– –
5 6
7
8 9

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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.