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CIK: 0001696802
Total reported value
$92.0M
$92.0M
64 檔
82.5%
According to the latest 13F quarterly dataset, Forefront Analytics, LLC managed an equity portfolio of $92.0M at the end of Q4 2024, spanning 64 distinct U.S. exchange-listed positions.
During Q4 2024, Forefront Analytics, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 11.70% | -0.45% | -8.03% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 7.26% | — | +53.71% | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 6.10% | — | +117.59% | |
| 4 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 6.02% | — | — | |
| 5 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 4.23% | — | -13.62% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.75% | +3.81% | +15.52% | |
| 7 | WIP | State Street Spdr Ftse Inter | ETF-Other | 3.66% | — | +44.99% | |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 3.66% | — | +275.36% | |
| 9 | EMLP | First Trust North American E | ETF-Other | 3.58% | — | -1.83% | |
| 10 | EDV | Vanguard Extended Dur Treas | ETF-Other | 3.46% | — | +31.07% | |
| 11 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 3.34% | — | -0.92% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 3.09% | — | +21.38% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.04% | +2.84% | -49.78% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.99% | — | +8.61% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.84% | — | +200.51% | |
| 16 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 2.78% | — | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.42% | +0.92% | -43.85% | |
| 18 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.29% | — | +146.78% | |
| 19 | IGF | Ishares Global Infrastructur | ETF-Other | 1.94% | — | -22.42% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.90% | +1.82% | -33.63% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.87% | — | +284.36% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.80% | — | +52.44% | |
| 23 | HDV | Ishares Core High Dividend E | ETF-Other | 1.80% | +1.81% | -24.50% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.28% | — | +120.39% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.96% | -6.07% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.16% | — | +51.91% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 1.04% | +0.02% | +63.02% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +1.99% | -3.84% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.82% | — | +34.90% | |
| 30 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-Other | 0.79% | +0.86% | +0.35% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | — | -87.58% | |
| 32 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.64% | +0.09% | -1.49% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.63% | — | -19.43% | |
| 34 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.59% | — | +105.38% | |
| 35 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.57% | — | -47.49% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | — | -4.76% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.45% | +1.95% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.25% | — | +132.19% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.24% | — | -43.06% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.23% | — | -86.61% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.22% | +0.23% | +0.36% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | +0.15% | +7.37% | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.18% | +0.15% | +4.26% | |
| 44 | INDA | Ishares Msci India ETF | ETF-Other | 0.18% | — | -37.76% | |
| 45 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.17% | +0.21% | — | |
| 46 | INCY | Incyte CORP | Stock-Healthcare | 0.16% | +0.27% | -15.66% | |
| 47 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.15% | +0.24% | -46.01% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.14% | +0.09% | -30.90% | |
| 49 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.12% | -0.04% | +23.91% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.11% | +0.03% | +32.46% |
According to official SEC Form 13F filings, Forefront Analytics, LLC reported a total U.S. public equity portfolio value of $92.0M across 64 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NULV, BNDX, EMB) accounted for 82.5% of total reported equity market value during Q4 2024.
During Q4 2024, Forefront Analytics, LLC's top holdings by market value included NULV (11.7%)、BNDX (7.3%)、EMB (6.1%). The largest single position, NULV, represented 11.7% of total portfolio value.
In Q4 2024, Forefront Analytics, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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