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Forefront Analytics, LLC13F | |
| Forefront Analytics, LLC | |
| Last update 2025-05-13 | 45 Stocks (2 new) |
| Value $87.00 Mil | Turnover 8 % |
Forefront Analytics, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NULV | Nuveen ESG Large-Cap Value ETF | 555,012 | 22,472.4 | -13.12% | 25.850 | -1.53% | 1.360 | +3.02% | +5.84% | 1,721.0 | ||
SPYX |
SSGA SPDR S&P 500 Fossil Fuel Free ETF
SSGA SPDR S&P 500 Fossil Fuel Free ETF
| 203,859 | 9,326.6 | +64.10% | 10.730 | +4.19% | 0.470 | +9.09% | +5.56% | 2,191.8 | ||
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 41,771 | 8,443.4 | +7.26% | 9.710 | +0.66% | 0.060 | +16.30% | +15.12% | 17,352.6 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 156,884 | 7,100.5 | +5.71% | 8.170 | +0.44% | 0.010 | +7.47% | +12.59% | 85,202.5 | ||
VEA | Vanguard FTSE Developed Markets ETF | 109,288 | 5,555.1 | +0.46% | 6.390 | +0.03% | 0.000 | +10.52% | +20.34% | 155,783.1 | ||
HDV | iShares Core High Dividend ETF | 43,108 | 5,221.0 | +25.18% | 6.010 | +1.21% | 0.050 | -1.62% | +5.45% | 10,963.0 | ||
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 107,155 | 4,640.2 | +8.64% | 5.340 | +0.42% | 0.060 | +2.94% | +9.75% | 7,836.7 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 45,249 | 4,238.0 | -0.13% | 4.880 | 0% | 0.020 | -0.14% | +5.49% | 23,735.4 | ||
IVV | iShares Core S&P 500 ETF | 4,581 | 2,574.0 | -0.65% | 2.960 | -0.01% | 0.000 | +8.74% | +5.54% | 593,136.4 | ||
VTV | Vanguard Value ETF | 14,334 | 2,475.9 | +8.97% | 2.850 | +0.23% | 0.000 | +2.21% | +4.96% | 132,115.5 |
Forefront Analytics, LLC's Historical Top Holdings Breakdowns
Forefront Analytics, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2025-03-31 | Sold Out Sold Out | -7.26% | 48.33 ($48.9) 49.5 | $49.46 | 1.15% | Sold Out | 0 | -318,115 | |
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 2025-03-31 | Sold Out Sold Out | -6.10% | 88.64 ($90.53) 92.03 | $92.10 | 1.73% | Sold Out | 0 | -147,400 | |
AOK |
iShares Core 30/70 Conservative Allocation ETF
iShares Core 30/70 Conservative Allocation ETF
| 2025-03-31 | Sold Out Sold Out | -6.02% | 36.86 ($37.7) 38.15 | $38.94 | 3.29% | Sold Out | 0 | -347,277 | |
SPYX |
SSGA SPDR S&P 500 Fossil Fuel Free ETF
SSGA SPDR S&P 500 Fossil Fuel Free ETF
| 2025-03-31 | Add Add | +4.19% | 45.21 ($48.25) 50.33 | $50.56 | 4.79% | Add 64.1% | 203,859 | 79,632 | |
LTPZ |
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
| 2025-03-31 | Reduce Reduce | -4.05% | 50.99 ($53.49) 55.74 | $52.03 | -2.73% | Reduce -95.77% | 7,394 | -167,311 | |
WIP |
SPDR Citi International Government Inflation-Protected Bond ETF
SPDR Citi International Government Inflation-Protected Bond ETF
| 2025-03-31 | Sold Out Sold Out | -3.66% | 35.57 ($37.04) 38.16 | $39.52 | 6.70% | Sold Out | 0 | -217,606 | |
VNQI |
Vanguard Global ex-U.S. Real Estate ETF
Vanguard Global ex-U.S. Real Estate ETF
| 2025-03-31 | Sold Out Sold Out | -3.66% | 38.22 ($40.21) 41.19 | $45.98 | 14.35% | Sold Out | 0 | -198,721 | |
EDV |
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
| 2025-03-31 | Sold Out Sold Out | -3.46% | 65.05 ($69.15) 73.43 | $66.23 | -4.22% | Sold Out | 0 | -109,780 | |
EMLP |
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
| 2025-03-31 | Reduce Reduce | -3.36% | 35.79 ($37.01) 38.28 | $37.36 | 0.95% | Reduce -93.85% | 13,282 | -202,719 | |
DJP |
Barclays Bank PLC ZC SP REDEEM 12/06/2036 USD 50 - 06738C778
Barclays Bank PLC ZC SP REDEEM 12/06/2036 USD 50 - 06738C778
| 2025-03-31 | Reduce Reduce | -3.25% | 32 ($34.28) 35.71 | $34.24 | -0.12% | Reduce -97.27% | 6,120 | -217,812 |
Forefront Analytics, LLC Total Holding History ($B)
Forefront Analytics, LLC's Asset Allocation
Forefront Analytics, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Forefront Analytics, LLC's Hypothetical Growth since 2025-03-31
Forefront Analytics, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Forefront Analytics, LLC's Holdings Heat Map
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Forefront Analytics, LLC's Holdings Bubble Chart
Forefront Analytics, LLC News
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