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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
GS icon
201
Goldman Sachs
GS
$289B
$57.3K 0.02%
81
– –
IWP icon
202
iShares Russell Mid-Cap Growth ETF
IWP
$19.4B
$56.3K 0.02%
+406
New +$51.4K
IBIT icon
203
iShares Bitcoin Trust
IBIT
$47.2B
$55.1K 0.02%
900
– –
BR icon
204
Broadridge
BR
$18.4B
$54.9K 0.02%
225
– –
PAYX icon
205
Paychex
PAYX
$43.4B
$54.7K 0.02%
376
– –
ITM icon
206
VanEck Intermediate Muni ETF
ITM
$2.14B
$54.6K 0.02%
1,200
– –
HEDJ icon
207
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
$53.7K 0.02%
+1,116
New +$53.3K
SUSA icon
208
iShares ESG Optimized MSCI USA ETF
SUSA
$3.95B
$53.6K 0.02%
423
– –
PFE icon
209
Pfizer
PFE
$143B
$53.6K 0.02%
2,210
-1,927
-47% -$44.9K
IYK icon
210
iShares US Consumer Staples ETF
IYK
$1.44B
$51.6K 0.02%
732
-288
-28% -$20.3K
PEP icon
211
PepsiCo
PEP
$196B
$51.4K 0.02%
389
– –
IDLV icon
212
Invesco S&P International Developed Low Volatility ETF
IDLV
$345M
$51K 0.02%
1,540
-160
-9% -$5.12K
XLU icon
213
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$51K 0.02%
1,248
– –
ZS icon
214
Zscaler
ZS
$24.9B
$50.2K 0.02%
160
– –
ABT icon
215
Abbott
ABT
$188B
$50K 0.02%
368
-22
-6% -$2.9K
EMR icon
216
Emerson Electric
EMR
$81.6B
$48.8K 0.02%
366
– –
NULV icon
217
Nuveen ESG Large-Cap Value ETF
NULV
$2.17B
$48.4K 0.02%
1,155
– –
FAST icon
218
Fastenal
FAST
$54.8B
$46.8K 0.02%
1,114
– –
SCHO icon
219
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$45.7K 0.02%
1,876
-400
-18% -$9.72K
IJS icon
220
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$44.8K 0.02%
450
– –
CWB icon
221
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.41B
$44.6K 0.02%
540
– –
FPE icon
222
First Trust Preferred Securities and Income ETF
FPE
$6.3B
$44.5K 0.02%
2,500
-400
-14% -$6.98K
VNQI icon
223
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$44.4K 0.02%
962
– –
EWJ icon
224
iShares MSCI Japan ETF
EWJ
$21.2B
$44.2K 0.02%
+590
New +$42K
SMMV icon
225
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$291M
$44.1K 0.02%
1,050
– –
7 8
9
10 11

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RLIM
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NRC
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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.