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CIK: 0001904828
Total reported value
$139.4M
$139.4M
48 檔
24.6%
As reported in its official Q1 2025 Form 13F filing, Forefront Wealth Management Inc.'s tracked investment portfolio stood at $139.4M with 48 total positions.
During Q1 2025, 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 | 7.65% | -0.78% | -0.49% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.53% | +0.36% | +4.50% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.42% | +0.15% | -0.92% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.41% | +0.21% | -0.11% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.68% | -0.33% | -0.34% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.13% | +0.09% | -0.45% | |
| 7 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 4.05% | — | +5.62% | |
| 8 | OKE | Oneok Inc | Stock-Energy | 4.02% | -0.68% | -0.21% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.86% | -0.02% | +8.71% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.42% | +0.91% | -1.28% | |
| 11 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.85% | -0.76% | +0.23% | |
| 12 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 2.53% | — | +10.08% | |
| 13 | HWM | Howmet Aerospace Inc | Stock-Industrials | 2.49% | — | -1.77% | |
| 14 | SHEL | Shell Plc-adr | Stock-Energy | 2.45% | — | +0.26% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.34% | -0.21% | -0.45% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 2.32% | -0.16% | -0.06% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.23% | — | +0.04% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.22% | — | +1.19% | |
| 19 | EPI | Wisdomtree India Earnings | ETF-Other | 2.20% | +0.03% | -0.44% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 2.14% | +0.37% | +0.44% | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 2.14% | -0.16% | — | |
| 22 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 2.11% | — | +0.64% | |
| 23 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 2.09% | — | -1.76% | |
| 24 | LDOS | Leidos Holdings Inc | Stock-Tech | 2.02% | -0.16% | -28.89% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.96% | — | +0.15% | |
| 26 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.83% | +0.39% | +0.77% | |
| 27 | CEG | Constellation Energy | Stock-Utilities | 1.63% | — | +51.93% | |
| 28 | AU | AngloGold Ashanti plc | Stock-Materials | 1.32% | +0.46% | +1.68% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.30% | +0.04% | -0.73% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 1.19% | +0.09% | +3.25% | |
| 31 | VG | Venture Global Inc-cl A | Stock-Energy | 0.87% | -0.76% | — | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | +0.13% | -0.88% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-Other | 0.78% | +0.04% | -4.56% | |
| 34 | INTC | Intel CORP | Stock-Tech | 0.67% | — | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | -0.17% | +27.02% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.49% | — | -0.73% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | — | +0.05% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.40% | — | +1.05% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | — | — | |
| 40 | ETR | Entergy CORP | Stock-Utilities | 0.32% | — | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | — | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.26% | — | — | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.25% | +0.10% | — | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.24% | — | -1.41% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | — | -0.80% | |
| 46 | AFL | Aflac Inc | Stock-Financials | 0.20% | — | -1.43% | |
| 47 | DTM | Dt Midstream Inc | Stock-Energy | 0.19% | — | -2.20% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.19% | — | -17.84% |
According to official SEC Form 13F filings, Forefront Wealth Management Inc. reported a total U.S. public equity portfolio value of $139.4M across 48 disclosed positions in Q1 2025.
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, JEPI, AAPL) accounted for 24.6% of total reported equity market value during Q1 2025.
During Q1 2025, Forefront Wealth Management Inc.'s top holdings by market value included MSFT (7.7%)、JEPI (6.5%)、AAPL (6.4%). The largest single position, MSFT, represented 7.7% of total portfolio value.
In Q1 2025, 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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