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CIK: 0002068112
Total reported value
$322.7M
$322.7M
91 檔
13.4%
As reported in its official Q4 2024 Form 13F filing, Forefront Wealth Partners, LLC's tracked investment portfolio stood at $322.7M with 91 total positions.
During Q4 2024, Forefront Wealth Partners, 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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.94% | -0.63% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.40% | -0.95% | — | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.10% | -0.67% | — | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.45% | -0.25% | — | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.22% | — | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | -0.54% | — | |
| 7 | FTCS | First Trust Capital Strength | ETF-Other | 2.89% | -0.56% | — | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.81% | -0.73% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | -0.20% | — | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.22% | -0.33% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.14% | -0.16% | — | |
| 12 | ✓ | Nushares ETF Tr | ETF-Other | 2.07% | -0.95% | EXIT | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.07% | -0.18% | — | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.06% | -0.31% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.04% | -0.18% | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.98% | -0.06% | — | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.86% | +0.07% | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.58% | -0.08% | — | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.49% | +0.50% | — | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.40% | -0.20% | — | |
| 21 | LVHI | Franklin International Low V | ETF-Other | 1.35% | -0.19% | — | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.28% | -0.60% | — | |
| 23 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.21% | +0.10% | — | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | -0.08% | — | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.11% | — | — | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.08% | -0.11% | — | |
| 27 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.06% | -0.22% | — | |
| 28 | IQLT | Ishares Msci International Q | ETF-Other | 1.02% | -0.13% | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | -0.02% | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.04% | — | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.95% | +0.06% | — | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.95% | -0.06% | — | |
| 33 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.94% | +0.03% | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.90% | -0.11% | — | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.88% | -0.08% | — | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.11% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | +0.03% | — | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.71% | -0.07% | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.13% | — | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.66% | -0.09% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.38% | — | |
| 42 | MRVL | Marvell Technology Inc | Stock-Tech | 0.64% | +0.33% | — | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | +0.47% | — | |
| 44 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.62% | — | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.07% | — | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.60% | -0.07% | — | |
| 47 | KQQQ | Kurv Tech Titans Select ETF | ETF-Tech | 0.59% | — | — | |
| 48 | NXTG | First Trust Indxx Nextg ETF | ETF-Other | 0.56% | -0.14% | — | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.50% | — | — | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.43% | +0.07% | NEW |
According to official SEC Form 13F filings, Forefront Wealth Partners, LLC reported a total U.S. public equity portfolio value of $322.7M across 91 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 IVV, AGG, SPYM) accounted for 13.4% of total reported equity market value during Q4 2024.
During Q4 2024, Forefront Wealth Partners, LLC's top holdings by market value included IVV (10.9%)、AGG (7.4%)、SPYM (7.1%). The largest single position, IVV, represented 10.9% of total portfolio value.
In Q4 2024, Forefront Wealth Partners, 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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