Latest FOREFRONT WEALTH MANAGEMENT INC. Stock Portfolio
FOREFRONT WEALTH MANAGEMENT INC. Performance:
2025 Q3: 4.2%YTD: 6.7%2024: 6.33%
Performance for 2025 Q3 is 4.2%, and YTD is 6.7%, and 2024 is 6.33%.
About FOREFRONT WEALTH MANAGEMENT INC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, FOREFRONT WEALTH MANAGEMENT INC. reported an equity portfolio of $136.4 Millions as of 30 Sep, 2025.
The top stock holdings of FOREFRONT WEALTH MANAGEMENT INC. are MSFT, BBAX, AMZN. The fund has invested 8.1% of it's portfolio in MICROSOFT CORP and 7.2% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off INTEL CORP (INTC), BERKSHIRE HATHAWAY INC DEL and AFLAC INC (AFL) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), COSTCO WHSL CORP NEW (COST) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). FOREFRONT WEALTH MANAGEMENT INC. opened new stock positions in ROBINHOOD MKTS INC (HOOD), UBER TECHNOLOGIES INC (UBER) and ISHARES ETHEREUM TR. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF, INVESCO QQQ TR (QQQ) and J P MORGAN EXCHANGE TRADED F (BBAX).
The top stock holdings of FOREFRONT WEALTH MANAGEMENT INC. are MSFT, BBAX, AMZN. The fund has invested 8.1% of it's portfolio in MICROSOFT CORP and 7.2% of portfolio in J P MORGAN EXCHANGE TRADED F.
The fund managers got completely rid off INTEL CORP (INTC), BERKSHIRE HATHAWAY INC DEL and AFLAC INC (AFL) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), COSTCO WHSL CORP NEW (COST) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). FOREFRONT WEALTH MANAGEMENT INC. opened new stock positions in ROBINHOOD MKTS INC (HOOD), UBER TECHNOLOGIES INC (UBER) and ISHARES ETHEREUM TR. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF, INVESCO QQQ TR (QQQ) and J P MORGAN EXCHANGE TRADED F (BBAX).
FOREFRONT WEALTH MANAGEMENT INC. Annual Return Estimates Vs S&P 500
Our best estimate is that FOREFRONT WEALTH MANAGEMENT INC. made a return of 4.2% in the last quarter. In trailing 12 months, it's portfolio return was 6.7%.
New Buys
| Ticker | $ Bought |
|---|---|
| robinhood mkts inc | 1,683,370 |
| uber technologies inc | 1,141,940 |
| ishares ethereum tr | 619,108 |
| rezolve ai plc | 364,536 |
| red cat hldgs inc | 300,150 |
| amphenol corp new | 225,596 |
| goldman sachs group inc | 224,571 |
| safe pro group inc | 214,110 |
New stocks bought by FOREFRONT WEALTH MANAGEMENT INC.
Additions
| Ticker | % Inc. |
|---|---|
| ishares bitcoin trust etf | 72.01 |
| invesco qqq tr | 11.09 |
| j p morgan exchange traded f | 8.79 |
| goldman sachs physical gold | 8.71 |
| vistra corp | 5.97 |
| constellation energy corp | 3.39 |
| venture global inc | 3.23 |
| goldman sachs etf tr | 1.64 |
Additions to existing portfolio by FOREFRONT WEALTH MANAGEMENT INC.
Reductions
| Ticker | % Reduced |
|---|---|
| unitedhealth group inc | -15.46 |
| costco whsl corp new | -6.9 |
| taiwan semiconductor mfg ltd | -4.93 |
| alphabet inc | -4.61 |
| regeneron pharmaceuticals | -4.47 |
| leidos holdings inc | -4.39 |
| spdr index shs fds | -3.79 |
| howmet aerospace inc | -3.53 |
FOREFRONT WEALTH MANAGEMENT INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| intel corp | -766,598 |
| aflac inc | -206,913 |
| berkshire hathaway inc del | -242,885 |
FOREFRONT WEALTH MANAGEMENT INC. got rid off the above stocks
Sector Distribution
FOREFRONT WEALTH MANAGEMENT INC. has about 42.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 42.9 |
| Technology | 18.7 |
| Communication Services | 8.6 |
| Consumer Cyclical | 7.2 |
| Healthcare | 6.2 |
| Industrials | 6 |
| Consumer Defensive | 3.3 |
| Financial Services | 2.8 |
| Energy | 2.7 |
| Utilities | 1.7 |
Market Cap. Distribution
FOREFRONT WEALTH MANAGEMENT INC. has about 56.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 43 |
| MEGA-CAP | 35.6 |
| LARGE-CAP | 20.5 |
Stocks belong to which Index?
About 53.4% of the stocks held by FOREFRONT WEALTH MANAGEMENT INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 53.4 |
| Others | 45.8 |
FOREFRONT WEALTH MANAGEMENT INC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of FOREFRONT WEALTH MANAGEMENT INC.
FOREFRONT WEALTH MANAGEMENT INC. has 69 stocks in it's portfolio. About 49.3% of the portfolio is in top 10 stocks. OKE proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for FOREFRONT WEALTH MANAGEMENT INC. last quarter.
Last Reported on: 28 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAAU | goldman sachs physical gold | 0.75 | 26,867 | 1,024,170 | added | 8.71 | ||
| AAPL | apple inc | 4.96 | 26,573 | 6,766,340 | reduced | -3.24 | ||
| ABBV | abbvie inc | 0.31 | 1,809 | 418,920 | unchanged | 0.00 | ||
| ABT | abbott labs | 1.85 | 18,875 | 2,528,090 | reduced | -0.03 | ||
| AFL | aflac inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 1.77 | 54,613 | 2,413,920 | reduced | -1.46 | ||
| AMGN | amgen inc | 0.82 | 3,952 | 1,115,200 | reduced | -3.52 | ||
| AMPS | ishares tr | 0.66 | 7,304 | 894,346 | added | 1.35 | ||
| AMZN | amazon com inc | 5.71 | 35,457 | 7,785,290 | reduced | -2.43 | ||
| APH | amphenol corp new | 0.16 | 1,823 | 225,596 | new | |||
| AUTL | autolus therapeutics plc | 0.03 | 26,870 | 43,798 | unchanged | 0.00 | ||
| AXON | axon enterprise inc | 0.17 | 318 | 228,210 | reduced | -2.15 | ||
| BBAX | j p morgan exchange traded f | 7.15 | 170,806 | 9,753,010 | reduced | -0.74 | ||
| BBAX | j p morgan exchange traded f | 2.40 | 70,368 | 3,265,790 | added | 8.79 | ||
| BGRN | ishares tr | 1.95 | 68,087 | 2,659,020 | reduced | -3.35 | ||
| BIV | vanguard bd index fds | 0.20 | 3,538 | 276,307 | added | 0.97 | ||
| BK | bank new york mellon corp | 0.18 | 2,228 | 242,763 | added | 0.91 | ||
| BX | blackstone inc | 0.25 | 2,013 | 343,939 | unchanged | 0.00 | ||
| CAT | caterpillar inc | 2.40 | 6,851 | 3,268,760 | reduced | -2.55 | ||
| CEG | constellation energy corp | 0.17 | 702 | 231,095 | added | 3.39 | ||