Latest FOREFRONT WEALTH MANAGEMENT INC. Stock Portfolio

FOREFRONT WEALTH MANAGEMENT INC. Performance:

2025 Q2: 5.13%YTD: 2.22%

Performance for 2025 Q2 is 5.13%, and YTD is 2.22%.

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 $124.7 Millions as of 30 Jun, 2025.

The top stock holdings of FOREFRONT WEALTH MANAGEMENT INC. are MSFT, BBAX, AMZN. The fund has invested 8.7% of it's portfolio in MICROSOFT CORP and 7.8% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off UBER TECHNOLOGIES INC (UBER) stocks. They significantly reduced their stock positions in CONSTELLATION ENERGY CORP (CEG), GOLDMAN SACHS ETF TR (GBUY) and APPLE INC (AAPL). FOREFRONT WEALTH MANAGEMENT INC. opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), FIRST TR EXCHANGE-TRADED FD (FDD) and ABRDN SILVER ETF TRUST (SIVR). The fund showed a lot of confidence in some stocks as they added substantially to ANGLOGOLD ASHANTI PLC, J P MORGAN EXCHANGE TRADED F (BBAX) and INTEL CORP (INTC).

FOREFRONT WEALTH MANAGEMENT INC. Annual Return Estimates Vs S&P 500

Our best estimate is that FOREFRONT WEALTH MANAGEMENT INC. made a return of 5.13% in the last quarter. In trailing 12 months, it's portfolio return was NA%.

New Buys

Ticker	$ Bought
j p morgan exchange traded f	2,996,190
first tr exchange-traded fd	2,454,810
abrdn silver etf trust	1,631,070
invesco qqq tr	1,357,400
goldman sachs physical gold	807,654
ishares bitcoin trust etf	301,765
axon enterprise inc	269,081
nrg energy inc	244,082

New stocks bought by FOREFRONT WEALTH MANAGEMENT INC.

Additions

Ticker	% Inc.
anglogold ashanti plc	46.76
j p morgan exchange traded f	45.87
j p morgan exchange traded f	39.28
venture global inc	25.91
intel corp	7.71
vanguard world fd	5.46
spdr index shs fds	4.53
ishares tr	4.00

Additions to existing portfolio by FOREFRONT WEALTH MANAGEMENT INC.

Reductions

Ticker	% Reduced
constellation energy corp	-92.25
goldman sachs etf tr	-62.04
goldman sachs etf tr	-56.29
apple inc	-12.08
nvidia corporation	-9.07
costco whsl corp new	-3.69
oneok inc new	-3.39
regeneron pharmaceuticals	-3.24

FOREFRONT WEALTH MANAGEMENT INC. reduced stake in above stock

Sold off

Ticker	$ Sold
uber technologies inc	-2,310,610

FOREFRONT WEALTH MANAGEMENT INC. got rid off the above stocks

Sector Distribution

FOREFRONT WEALTH MANAGEMENT INC. has about 42.2% of it's holdings in Others sector.

Sector	%
Others	42.2
Technology	16.9
Communication Services	8.2
Consumer Cyclical	8
Healthcare	6.8
Industrials	6
Consumer Defensive	4.1
Energy	3.3
Financial Services	2.8
Utilities	1.7

Market Cap. Distribution

FOREFRONT WEALTH MANAGEMENT INC. has about 56.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	42.2
MEGA-CAP	37.2
LARGE-CAP	19.6

Stocks belong to which Index?

About 56.3% of the stocks held by FOREFRONT WEALTH MANAGEMENT INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	56.3
Others	43

Top 5 Winners (%)		%
AUTL	autolus therapeutics plc	59.4 %
CEG	constellation energy corp	45.6 %
NVDA	nvidia corporation	43.5 %
HWM	howmet aerospace inc	43.5 %
MSFT	microsoft corp	32.4 %

Top 5 Winners ($)		$
MSFT	microsoft corp	2.7 M
HWM	howmet aerospace inc	1.2 M
AMZN	amazon com inc	1.1 M
CEG	constellation energy corp	0.8 M
META	meta platforms inc	0.7 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-39.7 %
OKE	oneok inc new	-17.7 %
REGN	regeneron pharmaceuticals	-17.1 %
MRK	merck & co inc	-11.8 %
ABBV	abbvie inc	-11.4 %

Top 5 Losers ($)		$
UNH	unitedhealth group inc	-1.0 M
OKE	oneok inc new	-0.8 M
AAPL	apple inc	-0.5 M
REGN	regeneron pharmaceuticals	-0.3 M
TMUS	t-mobile us inc	-0.3 M

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 62 stocks in it's portfolio. About 50.9% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for FOREFRONT WEALTH MANAGEMENT INC. last quarter.

Last Reported on: 17 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	MSFT	microsoft corp	8.73	21,903	10,894,800	reduced	-0.53
Historical Trend of MICROSOFT CORP Position Held By FOREFRONT WEALTH MANAGEMENT INC. What % of Portfolio is MSFT?: Number of MSFT shares held: Change in No. of Shares Held:
	BBAX	j p morgan exchange traded f	7.84	172,080	9,782,740	added	39.28

	AMZN	amazon com inc	6.39	36,340	7,972,630	reduced	-0.13

		j p morgan exchange traded f	5.13	117,618	6,398,420	added	45.87

	TSM	taiwan semiconductor mfg ltd	4.99	27,475	6,222,910	added	2.27

	AAPL	apple inc	4.52	27,464	5,634,750	reduced	-12.08

	COST	costco whsl corp new	4.08	5,146	5,094,350	reduced	-3.69

	GOOG	alphabet inc	3.37	23,848	4,202,750	reduced	-0.19

	HWM	howmet aerospace inc	3.10	20,760	3,864,040	reduced	-0.02

	OKE	oneok inc new	2.77	42,349	3,456,970	reduced	-3.39

	META	meta platforms inc	2.60	4,384	3,236,120	reduced	-0.07

	BBAX	j p morgan exchange traded f	2.40	64,685	2,996,190	new

	JPM	jpmorgan chase & co.	2.27	9,759	2,829,340	reduced	-0.18

	TMUS	t-mobile us inc	2.22	11,609	2,766,000	added	0.64

	CAT	caterpillar inc	2.19	7,030	2,729,040	added	0.27

	AGZD	wisdomtree tr	2.11	55,423	2,630,920	added	2.00

	CWI	spdr index shs fds	2.10	43,768	2,614,240	added	4.53

		anglogold ashanti plc	2.07	56,545	2,576,740	added	46.76

	ABT	abbott labs	2.06	18,880	2,567,890	reduced	-0.04

		shell plc	2.04	36,073	2,539,890	reduced	-0.02