FOREFRONT WEALTH MANAGEMENT INC.
CIK: 0001904828SEC EDGAR →
Portfolio Value
$139.4M
Holdings
71
As of
Q4 2025
New Positions
71
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 182,906 | $10.5M | 7.51% |
| 2 | MICROSOFT CORP | 21,200 | $10.3M | 7.36% |
| 3 | AMAZON COM INC | 35,734 | $8.2M | 5.92% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 24,945 | $7.6M | 5.44% |
| 5 | APPLE INC | 26,215 | $7.1M | 5.11% |
| 6 | ALPHABET INC | 22,112 | $6.9M | 4.97% |
| 7 | J P MORGAN EXCHANGE TRADED F | 118,017 | $6.9M | 4.92% |
| 8 | ANGLOGOLD ASHANTI PLC | 54,572 | $4.7M | 3.34% |
| 9 | COSTCO WHSL CORP NEW | 4,727 | $4.1M | 2.92% |
| 10 | HOWMET AEROSPACE INC | 19,337 | $4.0M | 2.84% |
Quarterly Changes
New Positions (71)
$10.5M · 183K shares
$10.3M · 21K shares
$8.2M · 36K shares
$7.6M · 25K shares
$7.1M · 26K shares
$6.9M · 22K shares
$6.9M · 118K shares
$4.7M · 55K shares
$4.1M · 5K shares
$4.0M · 19K shares
$3.9M · 7K shares
$3.4M · 73K shares
$3.3M · 49K shares
$3.1M · 10K shares
$3.0M · 5K shares
$2.7M · 155K shares
$2.7M · 68K shares
$2.7M · 42K shares
$2.7M · 15K shares
$2.6M · 35K shares
$2.5M · 54K shares
$2.4M · 19K shares
$2.2M · 42K shares
$2.2M · 3K shares
$2.1M · 3K shares
$2.1M · 29K shares
$2.0M · 6K shares
$1.7M · 8K shares
$1.5M · 2K shares
$1.3M · 12K shares
$1.3M · 4K shares
$1.3M · 25K shares
$1.3M · 4K shares
$1.3M · 24K shares
$1.3M · 29K shares
$1.1M · 10K shares
$974K · 8K shares
$948K · 12K shares
$660K · 97K shares
$613K · 3K shares
$578K · 848 shares
$516K · 21K shares
$460K · 952 shares
$449K · 4K shares
$413K · 2K shares
$412K · 5K shares
$369K · 4K shares
$357K · 570 shares
$310K · 2K shares
$282K · 68K shares
$266K · 6K shares
$265K · 1K shares
$259K · 2K shares
$255K · 464 shares
$254K · 2K shares
$251K · 3K shares
$245K · 2K shares
$245K · 279 shares
$239K · 677 shares
$236K · 1K shares
$231K · 6K shares
$229K · 1K shares
$214K · 724 shares
$213K · 2K shares
$208K · 10K shares
$204K · 995 shares
$204K · 2K shares
$204K · 2K shares
$118K · 24K shares
$53K · 27K shares
$35K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 23 | $46.4M | 33.3% |
| Technology | 13 | $33.6M | 24.1% |
| Communication Services | 3 | $11.6M | 8.3% |
| Healthcare | 12 | $11.1M | 8.0% |
| Consumer Cyclical | 2 | $10.2M | 7.3% |
| Industrials | 5 | $8.8M | 6.3% |
| Energy | 5 | $6.0M | 4.3% |
| Basic Materials | 2 | $4.9M | 3.5% |
| Consumer Defensive | 1 | $4.1M | 2.9% |
| Unknown | 2 | $1.7M | 1.2% |
| Utilities | 3 | $859K | 0.6% |