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FOREFRONT WEALTH MANAGEMENT INC.13F | |
| FOREFRONT WEALTH MANAGEMENT INC. | |
| Last update 2025-04-17 | 48 Stocks (4 new) |
| Value $108.00 Mil | Turnover 6 % |
FOREFRONT WEALTH MANAGEMENT IN... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 22,020 | 8,266.1 | -0.49% | 7.650 | -0.04% | 0.000 | +31.37% | +20.47% | 3,759,529.3 | Software | |
JEPI | JPMorgan Equity Premium Income ETF | 123,554 | 7,059.9 | +4.50% | 6.530 | +0.28% | 0.020 | +3.58% | -1.86% | 40,670.3 | ||
AAPL | Apple Inc | 31,236 | 6,938.5 | -0.92% | 6.420 | -0.07% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
AMZN | Amazon.com Inc | 36,387 | 6,923.0 | -0.11% | 6.410 | -0.01% | 0.000 | +26.04% | +3.17% | 2,403,011.4 | Retail - Cyclical | |
COST | Costco Wholesale Corp | 5,343 | 5,053.1 | -0.34% | 4.680 | -0.02% | 0.000 | -0.82% | +5.87% | 429,143.9 | Retail - Defensive | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 26,866 | 4,459.8 | -0.45% | 4.130 | -0.02% | 0.000 | +51.14% | +20.87% | 1,228,945.9 | Semiconductors | |
GPIX |
Goldman Sachs S&P 500 Core Premium Income ETF
Goldman Sachs S&P 500 Core Premium Income ETF
| 93,868 | 4,375.2 | +5.62% | 4.050 | +0.22% | 2.320 | +11.54% | +0.69% | 201.2 | ||
OKE | ONEOK Inc | 43,836 | 4,349.5 | -0.21% | 4.020 | -0.01% | 0.010 | -3.82% | -18.51% | 49,933.1 | Oil & Gas | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 80,631 | 4,175.1 | +8.71% | 3.860 | +0.31% | 0.020 | +8.94% | -3.35% | 25,245.2 | ||
GOOGL | Alphabet Inc | 23,894 | 3,695.0 | -1.28% | 3.420 | -0.05% | 0.000 | +16.58% | -3.63% | 2,214,529.6 | Interactive Media |
FOREFRONT WEALTH MANAGEMENT INC.'s Historical Top Holdings Breakdowns
FOREFRONT WEALTH MANAGEMENT INC.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +2.14% | 63.17 ($72.04) 81.49 | $92.21 | 28.00% | New holding | 31,713 | 31,713 | |
LDOS | Leidos Holdings Inc | 2025-03-31 | Reduce Reduce | -0.87% | 126.82 ($139.6) 161.11 | $160.21 | 14.76% | Reduce -28.89% | 16,193 | -6,578 | |
VG | Venture Global Inc | 2025-03-31 | New Buy New Buy | +0.87% | 8.95 ($14.57) 24 | $16.56 | 13.66% | New holding | 91,089 | 91,089 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | Sold Out Sold Out | -0.73% | 44.91 ($52.94) 60.42 | $66.16 | 24.97% | Sold Out | 0 | -14,950 | |
INTC | Intel Corp | 2025-03-31 | New Buy New Buy | +0.67% | 19.1 ($21.88) 27.39 | $22.92 | 4.75% | New holding | 31,773 | 31,773 | |
CEG | Constellation Energy Corp | 2025-03-31 | Add Add | +0.56% | 201.63 ($268.03) 347.44 | $317.99 | 18.64% | Add 51.93% | 8,757 | 2,993 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Add Add | +0.31% | 51.45 ($55.7) 58.51 | $54.49 | -2.17% | Add 8.71% | 80,631 | 6,457 | |
AXON | Axon Enterprise Inc | 2025-03-31 | Sold Out Sold Out | -0.30% | 496.65 ($585.29) 710.01 | $745.87 | 27.44% | Sold Out | 0 | -547 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +0.28% | 56.17 ($58.26) 59.71 | $56.46 | -3.09% | Add 4.5% | 123,554 | 5,318 | |
LLY | Eli Lilly and Co | 2025-03-31 | Sold Out Sold Out | -0.27% | 725.72 ($832.09) 929.72 | $771.75 | -7.25% | Sold Out | 0 | -379 |
FOREFRONT WEALTH MANAGEMENT INC. Total Holding History ($B)
FOREFRONT WEALTH MANAGEMENT INC.'s Asset Allocation
FOREFRONT WEALTH MANAGEMENT INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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FOREFRONT WEALTH MANAGEMENT INC.'s Hypothetical Growth since 2025-03-31
FOREFRONT WEALTH MANAGEMENT INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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FOREFRONT WEALTH MANAGEMENT INC.'s Holdings Heat Map
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FOREFRONT WEALTH MANAGEMENT INC.'s Holdings Bubble Chart
FOREFRONT WEALTH MANAGEMENT INC. News
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