The Analysis of FOREFRONT WEALTH MANAGEMENT INC.'s Holdings
Currently, FOREFRONT WEALTH MANAGEMENT INC. holds 71 types of securities in its portfolio with a total value $139.4M. In the most recent quarter, they have increased their positions in NVO (+25.5K shares, valued at $1.3M), JEPI (+12.1K shares, valued at $692.6K), SPY (+848 shares, valued at $578.3K); decreased their positions in OKE (-12.2K shares, valued at $898.8K), TMUS (-2.9K shares, valued at $588.8K), TSM (-1.2K shares, valued at $357.4K); initiated new positions in NVO (+25.5K shares, valued at $1.3M), SPY (+848 shares, valued at $578.3K), XLU (+6.2K shares, valued at $266.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JEPI J P MORGAN EXCHANGE TRADED F182.9K shares7.08%2025-12-312026-01-23
MSFT MICROSOFT CORP21.2K shares-1.08%2025-12-312026-01-23 AMZN AMAZON COM INC35.7K shares0.78%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG LTD24.9K shares-4.50%2025-12-312026-01-23 AAPL APPLE INC26.2K shares-1.35%2025-12-312026-01-23 ALPHABET INC ALPHABET INC22.1K shares-2.80%2025-12-312026-01-23 JEPQ J P MORGAN EXCHANGE TRADED F118.0K shares0.83%2025-12-312026-01-23 COST COSTCO WHSL CORP NEW4.7K shares-1.34%2025-12-312026-01-23 HWM HOWMET AEROSPACE INC19.3K shares-3.45%2025-12-312026-01-23 CAT CATERPILLAR INC6.8K shares-1.46%2025-12-312026-01-23 JPIE J P MORGAN EXCHANGE TRADED F73.1K shares3.95%2025-12-312026-01-23 SIVR ABRDN SILVER ETF TRUST48.5K shares1.18%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.9.6K shares-0.57%2025-12-312026-01-23 META META PLATFORMS INC4.5K shares3.77%2025-12-312026-01-23 FDD FIRST TR EXCHANGE-TRADED FD155.1K shares-1.15%2025-12-312026-01-23 EWJV ISHARES TR68.1K shares0.07%2025-12-312026-01-23 FEZ SPDR INDEX SHS FDS41.8K shares-0.69%2025-12-312026-01-23 LDOS LEIDOS HOLDINGS INC14.9K shares-1.37%2025-12-312026-01-23 SHEL SHELL PLC34.8K shares-2.12%2025-12-312026-01-23 EPI WISDOMTREE TR54.1K shares-0.89%2025-12-312026-01-23 ABT ABBOTT LABS18.8K shares-0.25%2025-12-312026-01-23 GPIX GOLDMAN SACHS ETF TR42.2K shares1.12%2025-12-312026-01-23 REGN REGENERON PHARMACEUTICALS2.8K shares-1.25%2025-12-312026-01-23 VGT VANGUARD WORLD FD2.8K shares4.00%2025-12-312026-01-23 OKE ONEOK INC NEW28.6K shares-29.93%2025-12-312026-01-23 MCD MCDONALDS CORP6.5K shares-1.83%2025-12-312026-01-23 TMUS T-MOBILE US INC8.4K shares-25.63%2025-12-312026-01-23 HOOD ROBINHOOD MKTS INC11.7K shares-0.26%2025-12-312026-01-23 UNH UNITEDHEALTH GROUP INC4.0K shares-1.45%2025-12-312026-01-23 NVO NOVO-NORDISK A S25.5K sharesnew addition2025-12-312026-01-23 AMGN AMGEN INC3.9K shares-2.10%2025-12-312026-01-23 GPIQ GOLDMAN SACHS ETF TR23.8K shares2.86%2025-12-312026-01-23 AAAU GOLDMAN SACHS PHYSICAL GOLD29.4K shares9.43%2025-12-312026-01-23 HDV ISHARES TR8.0K shares9.71%2025-12-312026-01-23 UBER UBER TECHNOLOGIES INC11.6K shares-0.42%2025-12-312026-01-23 NVDA NVIDIA CORPORATION3.3K shares-26.02%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR848 sharesnew addition2025-12-312026-01-23 PFE PFIZER INC20.7K shares0.00%2025-12-312026-01-23 LMT LOCKHEED MARTIN CORP952 shares-1.55%2025-12-312026-01-23 XOM EXXON MOBIL CORP3.7K shares0.05%2025-12-312026-01-23 ABBV ABBVIE INC1.8K shares0.00%2025-12-312026-01-23 BIV VANGUARD BD INDEX FDS5.3K shares49.77%2025-12-312026-01-23 ETR ENTERGY CORP NEW4.0K shares0.00%2025-12-312026-01-23 SPAI SAFE PRO GROUP INC67.9K shares122.62%2025-12-312026-01-23 XLU SELECT SECTOR SPDR TR6.2K sharesnew addition2025-12-312026-01-23 PLTR PALANTIR TECHNOLOGIES INC1.5K shares-10.11%2025-12-312026-01-23 DTM DT MIDSTREAM INC2.2K shares1.93%2025-12-312026-01-23 CW CURTISS WRIGHT CORP464 shares-2.11%2025-12-312026-01-23 BK BANK NEW YORK MELLON CORP2.2K shares-1.48%2025-12-312026-01-23 SO SOUTHERN CO2.9K shares0.10%2025-12-312026-01-23 GS GOLDMAN SACHS GROUP INC279 shares-1.06%2025-12-312026-01-23 APH AMPHENOL CORP NEW1.8K shares-0.55%2025-12-312026-01-23 CEG CONSTELLATION ENERGY CORP677 shares-3.56%2025-12-312026-01-23 NRG NRG ENERGY INC1.5K shares-2.94%2025-12-312026-01-23 TTD THE TRADE DESK INC6.1K sharesnew addition2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS724 shares-1.63%2025-12-312026-01-23 NEM NEWMONT CORP2.1K sharesnew addition2025-12-312026-01-23 ROIV ROIVANT SCIENCES LTD9.6K sharesnew addition2025-12-312026-01-23 WFC WELLS FARGO CO NEW2.2K sharesnew addition2025-12-312026-01-23 CAH CARDINAL HEALTH INC995 sharesnew addition2025-12-312026-01-23 GH GUARDANT HEALTH INC2.0K sharesnew addition2025-12-312026-01-23 UAMY UNITED STATES ANTIMONY CORP23.6K sharesnew addition2025-12-312026-01-23 AUTL AUTOLUS THERAPEUTICS PLC26.9K shares0.00%2025-12-312026-01-23 RZLV REZOLVE AI PLC13.8K shares-81.22%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available