Forefront Wealth Partners, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$146.9M

Holdings

128

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (128 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR	21,993	$12.4M	8.41%
2	AGGISHARES TR	112,401	$11.1M	7.57%
3	SPYMSPDR SER TR	165,060	$10.9M	7.39%
4	FNDFSCHWAB STRATEGIC TR	139,426	$5.0M	3.43%
5	IUSVISHARES TR	49,383	$4.6M	3.10%
6	VCITVANGUARD SCOTTSDALE FDS	50,598	$4.1M	2.82%
7	FTCSFIRST TR EXCHANGE-TRADED FD	41,528	$3.7M	2.53%
8	MSFTMICROSOFT CORP	9,574	$3.6M	2.45%
9	IUSBISHARES TR	65,886	$3.0M	2.07%
10	AQLTISHARES TR	39,638	$3.0M	2.04%
11	AMZNAMAZON COM INC	14,590	$2.8M	1.89%
12	SDVYFIRST TR EXCHANGE-TRADED FD	78,268	$2.6M	1.79%
13	NVDANVIDIA CORPORATION	23,102	$2.5M	1.70%
14	SCHDSCHWAB STRATEGIC TR	87,667	$2.5M	1.67%
15	AAPLAPPLE INC	10,938	$2.4M	1.65%
16	NDVGNUSHARES ETF TR	74,710	$2.4M	1.63%
17	IJRISHARES TR	22,250	$2.3M	1.58%
18	RDVYFIRST TR EXCHANGE TRADED FD	37,887	$2.2M	1.51%
19	VOOVANGUARD INDEX FDS	4,223	$2.2M	1.48%
20	IJHISHARES TR	33,853	$2.0M	1.34%
21	LVHILEGG MASON ETF INVT	55,131	$1.8M	1.21%
22	CIBRFIRST TR EXCHANGE TRADED FD	27,309	$1.7M	1.17%
23	MUBISHARES TR	15,550	$1.6M	1.12%
24	IVEISHARES TR	8,416	$1.6M	1.09%
25	GRIDFIRST TR EXCHANGE TRADED FD	13,823	$1.6M	1.06%
26	LQDISHARES TR	13,313	$1.4M	0.99%
27	VOVANGUARD INDEX FDS	5,537	$1.4M	0.97%
28	IQLTISHARES TR	34,134	$1.4M	0.92%
29	IBMSISHARES TR	59,831	$1.3M	0.89%
30	VCSHVANGUARD SCOTTSDALE FDS	16,290	$1.3M	0.88%
31	IWFISHARES TR	3,430	$1.2M	0.84%
32	XLKSELECT SECTOR SPDR TR	5,782	$1.2M	0.81%
33	GOOGALPHABET INC	7,479	$1.2M	0.80%
34	XLVSELECT SECTOR SPDR TR	7,957	$1.2M	0.79%
35	VTIVANGUARD INDEX FDS	3,980	$1.1M	0.74%
36	METAMETA PLATFORMS INC	1,848	$1.1M	0.73%
37	TSLATESLA INC	4,044	$1.0M	0.71%
38	AVGOBROADCOM INC	5,750	$963K	0.66%
39	SPGIS&P GLOBAL INC	1,782	$905K	0.62%
40	VEAVANGUARD TAX-MANAGED FDS	17,141	$871K	0.59%
41	CRMSALESFORCE INC	3,220	$864K	0.59%
42	UBERUBER TECHNOLOGIES INC	11,766	$857K	0.58%
43	MAMASTERCARD INCORPORATED	1,522	$834K	0.57%
44	IEMGISHARES INC	15,399	$831K	0.57%
45	SPDWSPDR INDEX SHS FDS	21,774	$793K	0.54%
46	AMDADVANCED MICRO DEVICES INC	7,659	$787K	0.54%
47	NOWSERVICENOW INC	922	$734K	0.50%
48	TMUST-MOBILE US INC	2,748	$733K	0.50%
49	NXTGFIRST TR EXCHANGE TRADED FD	8,151	$692K	0.47%
50	SCHGSCHWAB STRATEGIC TR	27,415	$686K	0.47%
51	TFISPDR SER TR	15,046	$678K	0.46%
52	AQLTISHARES TR	4,898	$673K	0.46%
53	SPMBSPDR SER TR	30,298	$668K	0.45%
54	CALFPACER FDS TR	16,927	$635K	0.43%
55	PTINPACER FDS TR	21,205	$622K	0.42%
56	PTLCPACER FDS TR	11,726	$603K	0.41%
57	SPEMSPDR INDEX SHS FDS	14,999	$591K	0.40%
58	MLB1MERCADOLIBRE INC	302	$589K	0.40%
59	SPSMSPDR SER TR	14,053	$573K	0.39%
60	GEGE AEROSPACE	2,859	$572K	0.39%
61	VVISA INC	1,617	$567K	0.39%
62	SFLRINNOVATOR ETFS TRUST	17,971	$564K	0.38%
63	UNHUNITEDHEALTH GROUP INC	1,048	$549K	0.37%
64	LLYELI LILLY & CO	653	$539K	0.37%
65	MRVLMARVELL TECHNOLOGY INC	8,689	$535K	0.36%
66	USFRWISDOMTREE TR	10,496	$528K	0.36%
67	TFCTRUIST FINL CORP	12,552	$517K	0.35%
68	PANWPALO ALTO NETWORKS INC	2,981	$509K	0.35%
69	VBRVANGUARD INDEX FDS	2,726	$508K	0.35%
70	TMOTHERMO FISHER SCIENTIFIC INC	990	$493K	0.34%
71	ASMLASML HOLDING N V	717	$475K	0.32%
72	KQQQKURV ETF TR	20,417	$475K	0.32%
73	SMHVANECK ETF TRUST	2,117	$448K	0.30%
74	MUMICRON TECHNOLOGY INC	5,000	$434K	0.30%
75	IWRISHARES TR	5,055	$430K	0.29%
76	BNDXVANGUARD CHARLOTTE FDS	8,802	$430K	0.29%
77	CDNSCADENCE DESIGN SYSTEM INC	1,674	$426K	0.29%
78	PTMCPACER FDS TR	11,962	$414K	0.28%
79	VWOVANGUARD INTL EQUITY INDEX F	8,242	$373K	0.25%
80	PTBDPACER FDS TR	17,827	$358K	0.24%
81	IGMISHARES TR	3,840	$348K	0.24%
82	SHMSPDR SER TR	7,295	$347K	0.24%
83	XOMEXXON MOBIL CORP	2,820	$335K	0.23%
84	FCXFREEPORT-MCMORAN INC	8,762	$332K	0.23%
85	BACBANK AMERICA CORP	7,923	$331K	0.23%
86	ADBEADOBE INC	861	$330K	0.22%
87	KKRKKR & CO INC	2,812	$325K	0.22%
88	ELVELEVANCE HEALTH INC	745	$324K	0.22%
89	MRKMERCK & CO INC	3,591	$322K	0.22%
90	TTDTHE TRADE DESK INC	5,865	$321K	0.22%
91	VBKVANGUARD INDEX FDS	1,269	$319K	0.22%
92	ETNEATON CORP PLC	1,136	$309K	0.21%
93	BSVVANGUARD BD INDEX FDS	3,919	$307K	0.21%
94	NEENEXTERA ENERGY INC	4,295	$304K	0.21%
95	HYMBSPDR SER TR	11,532	$291K	0.20%
96	ABBVABBVIE INC	1,374	$288K	0.20%
97	VRTVERTIV HOLDINGS CO	3,758	$271K	0.18%
98	EZBCFRANKLIN TEMPLETON DIGITAL H	5,600	$267K	0.18%
99	BABOEING CO	1,547	$264K	0.18%
100	ISRGINTUITIVE SURGICAL INC	532	$263K	0.18%

Page 1 of 2Next