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CIK: 0001904828
Total reported value
$139.4M
$139.4M
49 檔
26.8%
According to the latest 13F quarterly dataset, Forefront Wealth Management Inc. managed an equity portfolio of $139.4M at the end of Q4 2024, spanning 49 distinct U.S. exchange-listed positions.
During Q4 2024, Forefront Wealth Management Inc.'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 | MSFT | Microsoft CORP | Stock-Tech | 8.59% | -0.78% | +1.52% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.36% | +0.21% | +0.75% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.27% | +0.15% | -9.28% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.27% | +0.36% | — | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.91% | +0.09% | -1.22% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.52% | -0.33% | +1.04% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.22% | +0.91% | -4.05% | |
| 8 | OKE | Oneok Inc | Stock-Energy | 4.06% | -0.68% | +4.26% | |
| 9 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 4.05% | — | — | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.85% | -0.02% | — | |
| 11 | LDOS | Leidos Holdings Inc | Stock-Tech | 3.02% | -0.16% | — | |
| 12 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 2.51% | — | — | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.38% | -0.21% | +90.78% | |
| 14 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.34% | -0.76% | — | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 2.33% | +0.37% | — | |
| 16 | EPI | Wisdomtree India Earnings | ETF-Other | 2.28% | +0.03% | — | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.14% | — | -43.10% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | — | +318.99% | |
| 19 | HWM | Howmet Aerospace Inc | Stock-Industrials | 2.13% | — | — | |
| 20 | SHEL | Shell Plc-adr | Stock-Energy | 2.08% | — | +238.34% | |
| 21 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.03% | +0.39% | -0.23% | |
| 22 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 1.99% | — | +73.19% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.97% | -0.16% | -4.40% | |
| 24 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 1.85% | — | +2.65% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.81% | — | — | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.49% | +0.04% | -11.29% | |
| 27 | CEG | Constellation Energy | Stock-Utilities | 1.19% | — | — | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.96% | +0.09% | — | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | +0.13% | -0.10% | |
| 30 | AU | AngloGold Ashanti plc | Stock-Materials | 0.81% | +0.46% | — | |
| 31 | HDV | Ishares Core High Dividend E | ETF-Other | 0.76% | +0.04% | -83.15% | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.73% | -0.40% | EXIT | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.51% | — | +0.74% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | -0.17% | — | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.43% | — | -78.38% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | — | -21.62% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.32% | — | — | |
| 38 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.30% | -0.17% | EXIT | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | — | -90.95% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | — | |
| 41 | ETR | Entergy CORP | Stock-Utilities | 0.28% | — | +51.23% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | — | — | |
| 43 | ASML | ASML Holding N.V. | Stock-Tech | 0.26% | — | — | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.23% | — | -77.56% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.22% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | — | — | |
| 47 | DTM | Dt Midstream Inc | Stock-Energy | 0.20% | — | — | |
| 48 | MSI | Motorola Solutions Inc | Stock-Tech | 0.19% | -0.15% | EXIT | |
| 49 | AFL | Aflac Inc | Stock-Financials | 0.19% | — | — |
According to official SEC Form 13F filings, Forefront Wealth Management Inc. reported a total U.S. public equity portfolio value of $139.4M across 49 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, AAPL) accounted for 26.8% of total reported equity market value during Q4 2024.
During Q4 2024, Forefront Wealth Management Inc.'s top holdings by market value included MSFT (8.6%)、AMZN (7.4%)、AAPL (7.3%). The largest single position, MSFT, represented 8.6% of total portfolio value.
In Q4 2024, Forefront Wealth Management Inc. 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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