FW

FOREFRONT WEALTH MANAGEMENT INC.

13F
FOREFRONT WEALTH MANAGEMENT INC.
Last update 2025-07-17 62 Stocks (15 new)
Value $125.00 Mil Turnover 14 %
Countries:
Top Holdings: MSFT(8.73%)JEPI(7.84%)AMZN(6.39%)JEPQ(5.13%)TSM(4.99%)
Summary Stock Picks Current Portfolio
FOREFRONT WEALTH MANAGEMENT IN... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
21,903
10,894.8
-0.53%
8.730
-0.04%
0.000
+38.00%
+20.34%
3,755,441.4
Software
JEPI
JPMorgan Equity Premium Income ETF
172,080
9,782.7
+39.28%
7.840
+2.21%
0.020
+6.17%
-0.66%
41,268.0
 
AMZN
Amazon.com Inc
36,340
7,972.6
-0.13%
6.390
-0.01%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
117,618
6,398.4
+45.87%
5.130
+1.61%
0.030
+12.30%
-2.86%
25,374.9
 
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
27,475
6,222.9
+2.27%
4.990
+0.11%
0.000
+55.50%
+19.67%
1,216,757.6
Semiconductors
AAPL
Apple Inc
27,464
5,634.8
-12.08%
4.520
-0.78%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
COST
Costco Wholesale Corp
5,146
5,094.4
-3.69%
4.080
-0.17%
0.000
-3.72%
+3.01%
417,582.5
Retail - Defensive
GOOGL
Alphabet Inc
23,848
4,202.8
-0.19%
3.370
-0.01%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
HWM
Howmet Aerospace Inc
20,760
3,864.0
-0.02%
3.100
0%
0.010
+47.59%
+67.87%
74,009.6
Aerospace & Defense
OKE
ONEOK Inc
42,349
3,457.0
-3.39%
2.770
-0.14%
0.010
-2.73%
-17.70%
50,432.8
Oil & Gas

FOREFRONT WEALTH MANAGEMENT INC.'s Historical Top Holdings Breakdowns

FOREFRONT WEALTH MANAGEMENT INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPIE
JPMorgan Income ETF
2025-06-30
New Buy
New Buy
+2.40%
●
45.12 ($45.82) 46.32
$46.20
0.83%
New holding
64,685
64,685
GPIX
Goldman Sachs S&P 500 Premium Income ETF
Goldman Sachs S&P 500 Premium Income ETF
2025-06-30
Reduce
Reduce
-2.28%
●
41.31 ($46.8) 49.82
$50.26
7.39%
Reduce -56.29%
41,032
-52,836
JEPI
JPMorgan Equity Premium Income ETF
2025-06-30
Add
Add
+2.21%
●
51.14 ($55.42) 57.14
$57.15
3.12%
Add 39.28%
172,080
48,526
UBER
Uber Technologies Inc
2025-06-30
Sold Out
Sold Out
-2.14%
●
64.62 ($82.17) 93.3
$91.79
11.71%
Sold Out
0
-31,713
FDD
First Trust STOXX European Select Dividend Income Fund
First Trust STOXX European Select Dividend Income Fund
2025-06-30
New Buy
New Buy
+1.97%
●
12.08 ($14.57) 15.54
$15.80
8.44%
New holding
157,967
157,967
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-06-30
Add
Add
+1.61%
●
45.88 ($51.55) 54.4
$54.77
6.25%
Add 45.87%
117,618
36,987
GPIQ
Goldman Sachs Nasdaq-100 Premium Income ETF
Goldman Sachs Nasdaq-100 Premium Income ETF
2025-06-30
Reduce
Reduce
-1.57%
●
39.39 ($45.95) 49.81
$50.15
9.14%
Reduce -62.04%
23,248
-38,001
CEG
Constellation Energy Corp
2025-06-30
Reduce
Reduce
-1.50%
●
170.96 ($263.62) 322.76
$317.79
20.55%
Reduce -92.25%
679
-8,078
SIVR
abrdn Physical Silver Shares ETF
2025-06-30
New Buy
New Buy
+1.31%
●
28.36 ($32.08) 35.37
$37.44
16.71%
New holding
47,401
47,401
QQQ
INVESCO QQQ Trust
2025-06-30
New Buy
New Buy
+1.09%
●
416.06 ($496.89) 551.64
$561.25
12.95%
New holding
2,461
2,461

FOREFRONT WEALTH MANAGEMENT INC. Total Holding History ($B)

To

FOREFRONT WEALTH MANAGEMENT INC.'s Asset Allocation

To

FOREFRONT WEALTH MANAGEMENT INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FOREFRONT WEALTH MANAGEMENT INC.'s Hypothetical Growth since 2025-06-30

FOREFRONT WEALTH MANAGEMENT INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

FOREFRONT WEALTH MANAGEMENT INC.'s Holdings Heat Map

Size field:

FOREFRONT WEALTH MANAGEMENT INC.'s Holdings Bubble Chart

FOREFRONT WEALTH MANAGEMENT INC. News

  • 1

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