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CIK: 0002068112
Total reported value
$322.7M
$322.7M
128 檔
13.6%
The Q1 2025 SEC filing reveals that Forefront Wealth Partners, LLC held a total portfolio value of $322.7M, covering 128 public equity positions.
In Q1 2025, Forefront Wealth Partners, LLC displayed an active expansion posture, initiating 43 new positions and adding to 46 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.41% | -0.63% | -11.82% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.57% | -0.95% | +9.69% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.39% | -0.67% | +19.38% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.43% | -0.73% | +22.97% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.10% | -0.25% | -1.37% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.82% | — | -6.02% | |
| 7 | FTCS | First Trust Capital Strength | ETF-Other | 2.53% | -0.56% | -6.11% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.54% | +2.87% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.07% | -0.33% | -0.09% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.04% | -0.31% | +0.92% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | -0.20% | +3.94% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.79% | -0.18% | +0.89% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | -0.16% | +7.95% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.67% | +0.07% | -3.90% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.65% | -0.18% | -0.15% | |
| 16 | ✓ | Nushares ETF Tr | ETF-Other | 1.63% | -0.95% | EXIT | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.58% | -0.06% | -3.44% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.51% | -0.05% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.38% | +157.19% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.34% | -0.20% | +12.48% | |
| 21 | LVHI | Franklin International Low V | ETF-Other | 1.21% | -0.19% | -6.98% | |
| 22 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.17% | -0.22% | +21.99% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.12% | +0.50% | -16.89% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.09% | -0.60% | -6.12% | |
| 25 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.06% | +0.10% | +1.80% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.99% | — | -4.95% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.97% | -0.11% | +1.11% | |
| 28 | IQLT | Ishares Msci International Q | ETF-Other | 0.92% | -0.13% | -7.29% | |
| 29 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.89% | — | — | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.88% | -0.03% | — | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.84% | -0.08% | -34.98% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.81% | +0.06% | +4.99% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | -0.02% | +5.77% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.79% | -0.08% | -7.26% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | +0.03% | +20.42% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.13% | +13.93% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.08% | +7.98% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.04% | +3.64% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.62% | -0.09% | -0.06% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.59% | +0.09% | +241.66% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.59% | -0.11% | +4.61% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.58% | -0.07% | -12.12% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.07% | -2.93% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | -0.11% | -33.36% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.54% | -0.84% | — | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | +0.47% | +9.41% | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.50% | -0.07% | +2.44% | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.50% | — | -8.95% | |
| 49 | NXTG | First Trust Indxx Nextg ETF | ETF-Other | 0.47% | -0.14% | -7.86% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | -0.06% | -39.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.8% | +157.19% | Add |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.6% | +22.97% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.4% | +241.66% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +19.38% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.2% | +9.69% | Add |
| 6 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +21.99% | Add |
| 7 | IWL | Ishares Russell Top 200 ETF | +0.1% | +47.75% | Add |
| 8 | GE | General Electric | +0.1% | +10.47% | Add |
| 9 | MELI | Mercadolibre Inc | +0.1% | +9.03% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | +19.16% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | 0% | +20.42% | Add |
| 12 | V | Visa Inc-class A Shares | 0% | +1.63% | Add |
| 13 | XOM | Exxon Mobil CORP | 0% | +5.22% | Add |
| 14 | META | Meta Platforms Inc-class A | 0% | +13.93% | Add |
| 15 | MU | Micron Technology Inc | 0% | +6.36% | Add |
| 16 | ABBV | Abbvie Inc | 0% | -2.97% | Trim |
| 17 | DE | Deere & Co | 0% | +1.11% | Add |
| 18 | TMUS | T-mobile US Inc | — | -8.95% | Trim |
| 19 | ASML | ASML Holding N.V. | — | +16.78% | Add |
| 20 | MCD | Mcdonald's CORP | — | +0.41% | Add |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +17.94% | Add |
| 22 | TMO | Thermo Fisher Scientific Inc | 0% | +9.15% | Add |
| 23 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.92% | Add |
| 24 | UBER | Uber Technologies Inc | 0% | -12.12% | Trim |
| 25 | QUAL | Ishares Msci USA Quality Fac | 0% | +1.19% | Add |
| 26 | BA | Boeing Co/the | 0% | +1.58% | Add |
| 27 | OZK | Bank Ozk | 0% | +0.36% | Add |
| 28 | CRWD | Crowdstrike Holdings Inc - A | 0% | -2.27% | Trim |
| 29 | BAC | Bank Of America CORP | 0% | +5.57% | Add |
| 30 | DDD | 3d Systems CORP | 0% | +5.64% | Add |
| 31 | ORCL | Oracle CORP | 0% | +6.79% | Add |
| 32 | SHOP | Shopify Inc - Class A | 0% | +2.98% | Add |
| 33 | ELV | Elevance Health Inc | 0% | -19.81% | Trim |
| 34 | PANW | Palo Alto Networks Inc | 0% | +2.94% | Add |
| 35 | SPGI | S&p Global Inc | 0% | -0.06% | Trim |
| 36 | IGM | Ishares Expanded Tech Sector | -0.1% | — | Unchanged |
| 37 | ADBE | Adobe Inc | -0.1% | +3.86% | Add |
| 38 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | -0.55% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | -5.92% | Trim |
| 40 | MA | Mastercard Inc - A | -0.1% | -2.93% | Trim |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +12.48% | Add |
| 42 | SKYY | First Trust Cloud Computing | -0.1% | -7.84% | Trim |
| 43 | TFC | Truist Financial CORP | -0.1% | +0.14% | Add |
| 44 | VBR | Vanguard Small-cap Value ETF | -0.1% | -6.19% | Trim |
| 45 | IYW | Ishares Ustechnology ETF | -0.1% | -23.58% | Trim |
| 46 | NXTG | First Trust Indxx Nextg ETF | -0.1% | -7.86% | Trim |
| 47 | AMD | Advanced Micro Devices | -0.1% | +9.41% | Add |
| 48 | XLV | Ss Health Care Select Sector | -0.1% | -7.26% | Trim |
| 49 | CDNS | Cadence Design Sys Inc | -0.1% | -3.68% | Trim |
| 50 | IQLT | Ishares Msci International Q | -0.1% | -7.29% | Trim |
According to official SEC Form 13F filings, Forefront Wealth Partners, LLC reported a total U.S. public equity portfolio value of $322.7M across 128 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 IVV, AGG, SPYM) accounted for 13.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
RDVY
市值: $2.2M
Top Position Liquidated / Trimmed
AME
前期市值: $452.6K
During Q1 2025, Forefront Wealth Partners, LLC's top holdings by market value included IVV (8.4%)、AGG (7.6%)、SPYM (7.4%). The largest single position, IVV, represented 8.4% of total portfolio value.
In Q1 2025, Forefront Wealth Partners, LLC made 133 total portfolio adjustments, initiating 43 new buys, adding to 46 positions, trimming 38 holdings, and fully liquidating 6 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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