FW
| |
Forefront Wealth Partners, LLC13F | |
| Forefront Wealth Partners, LLC | |
| Last update 2025-05-14 | 128 Stocks (43 new) |
| Value $147.00 Mil | Turnover 18 % |
Forefront Wealth Partners, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 21,993 | 12,357.8 | -11.82% | 8.410 | -1.29% | 0.000 | +19.34% | +7.31% | 636,576.3 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 112,401 | 11,118.7 | +9.69% | 7.570 | +0.67% | 0.010 | +1.14% | +1.72% | 128,438.9 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 165,060 | 10,854.3 | +19.38% | 7.390 | +1.20% | 0.020 | +19.38% | +7.31% | 77,449.7 | ||
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 139,426 | 5,038.9 | +22.97% | 3.430 | +0.64% | 0.030 | +11.53% | +22.31% | 16,662.3 | ||
IUSV | ISHARES TRUST | 49,383 | 4,557.6 | -1.37% | 3.100 | -0.05% | 0.020 | +11.90% | +4.17% | 21,272.3 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 50,598 | 4,137.0 | -6.02% | 2.820 | -0.19% | 0.010 | +2.88% | +2.95% | 53,435.3 | ||
FTCS | First Trust Capital Strength ETF | 41,528 | 3,722.5 | -6.11% | 2.530 | -0.18% | 0.040 | +6.12% | +4.48% | 8,423.0 | ||
MSFT | Microsoft Corp | 9,574 | 3,593.9 | +2.87% | 2.450 | +0.07% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 65,886 | 3,036.0 | -0.09% | 2.070 | 0% | 0.010 | +1.34% | +1.73% | 32,914.3 | ||
IEFA | iShares Core MSCI EAFE ETF | 39,638 | 2,998.6 | +0.92% | 2.040 | +0.02% | 0.000 | +8.99% | +18.80% | 144,033.5 |
Forefront Wealth Partners, LLC's Historical Top Holdings Breakdowns
Forefront Wealth Partners, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-03-31 | New Buy New Buy | +1.51% | 57.22 ($60.78) 63.39 | $63.78 | 4.94% | New holding | 37,887 | 37,887 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.29% | 554.06 ($590.51) 615.85 | $631.74 | 6.98% | Reduce -11.82% | 21,993 | -2,949 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +1.20% | 64.88 ($69.16) 72.1 | $73.98 | 6.97% | Add 19.38% | 165,060 | 26,797 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.90% | 507.05 ($540.58) 563.67 | $577.95 | 6.91% | Add 157.19% | 4,223 | 2,581 | |
IBTJ |
iShares iBonds Dec 2029 Term Treasury ETF
iShares iBonds Dec 2029 Term Treasury ETF
| 2025-03-31 | New Buy New Buy | +0.89% | 21.16 ($21.48) 21.77 | $21.84 | 1.65% | New holding | 59,831 | 59,831 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.88% | 77.7 ($78.41) 78.94 | $79.37 | 1.22% | New holding | 16,290 | 16,290 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.67% | 95.85 ($97.76) 99.25 | $98.57 | 0.83% | Add 9.69% | 112,401 | 9,931 | |
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 2025-03-31 | Add Add | +0.64% | 32.9 ($35.31) 37.45 | $40.62 | 15.04% | Add 22.97% | 139,426 | 26,040 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-03-31 | Reduce Reduce | -0.56% | 211.47 ($239.69) 267.17 | $285.37 | 19.06% | Reduce -59.19% | 2,117 | -3,070 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Reduce Reduce | -0.55% | 360.07 ($394.62) 417.26 | $432.64 | 9.63% | Reduce -34.98% | 3,430 | -1,845 |
Forefront Wealth Partners, LLC Total Holding History ($B)
Forefront Wealth Partners, LLC's Asset Allocation
Forefront Wealth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Forefront Wealth Partners, LLC's Hypothetical Growth since 2025-03-31
Forefront Wealth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Forefront Wealth Partners, LLC's Holdings Heat Map
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Forefront Wealth Partners, LLC's Holdings Bubble Chart
Forefront Wealth Partners, LLC News
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