The Analysis of Forefront Wealth Partners, LLC's Holdings
Currently, Forefront Wealth Partners, LLC holds 139 types of securities in its portfolio with a total value $211.2M. In the most recent quarter, they have increased their positions in AGG (+15.7K shares, valued at $1.6M), USFR (+27.2K shares, valued at $1.4M), SPYM (+16.5K shares, valued at $1.3M); decreased their positions in BNDX (-332.7K shares, valued at $16.1M), EMB (-149.2K shares, valued at $14.4M), VEA (-110.3K shares, valued at $6.9M); initiated new positions in DTCR (+32.2K shares, valued at $680.1K), SPSB (+15.0K shares, valued at $451.6K), QUAL (+2.2K shares, valued at $444.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST356.5K shares4.86%2025-12-312026-02-06
AGG ISHARES TR202.5K shares8.43%2025-12-312026-02-06 IVV ISHARES TR11.3K shares-18.43%2025-12-312026-02-06 FNDF SCHWAB STRATEGIC TR142.1K shares2.91%2025-12-312026-02-06 LVHI LEGG MASON ETF INVT165.0K shares19.44%2025-12-312026-02-06 MSFT MICROSOFT CORP9.9K shares2.69%2025-12-312026-02-06 SCHG SCHWAB STRATEGIC TR141.7K shares4.51%2025-12-312026-02-06 FTCS FIRST TR EXCHANGE-TRADED FD47.1K shares8.37%2025-12-312026-02-06 NVDA NVIDIA CORPORATION23.3K shares-6.23%2025-12-312026-02-06 IUSV ISHARES TR41.2K shares6.10%2025-12-312026-02-06 AMZN AMAZON COM INC17.2K shares9.90%2025-12-312026-02-06 IVE ISHARES TR15.6K shares19.36%2025-12-312026-02-06 IEFA ISHARES TR34.3K shares16.47%2025-12-312026-02-06 SDVY FIRST TR EXCHANGE-TRADED FD76.3K shares-0.05%2025-12-312026-02-06 IUSB ISHARES TR61.5K shares1.62%2025-12-312026-02-06 CIBR FIRST TR EXCHANGE TRADED FD39.6K shares9.04%2025-12-312026-02-06 RDVY FIRST TR EXCHANGE TRADED FD40.6K shares-4.45%2025-12-312026-02-06 SPDW SPDR INDEX SHS FDS60.3K shares24.03%2025-12-312026-02-06 AAPL APPLE INC9.8K shares-5.97%2025-12-312026-02-06 IJH ISHARES TR38.4K shares4.84%2025-12-312026-02-06 SPEM SPDR INDEX SHS FDS52.6K shares28.81%2025-12-312026-02-06 BROADCOM INC BROADCOM INC6.5K shares-2.74%2025-12-312026-02-06 XLK SELECT SECTOR SPDR TR15.2K shares108.12%2025-12-312026-02-06 USFR WISDOMTREE TR42.9K shares172.93%2025-12-312026-02-06 ALPHABET INC ALPHABET INC6.7K shares-17.82%2025-12-312026-02-06 SPSM SPDR SERIES TRUST41.5K shares0.84%2025-12-312026-02-06 PTLC PACER FDS TR33.5K shares24.44%2025-12-312026-02-06 IWL ISHARES TR10.7K shares11.61%2025-12-312026-02-06 MSTB ETF SER SOLUTIONS45.7K shares27.71%2025-12-312026-02-06 SPMB SPDR SERIES TRUST81.0K shares37.31%2025-12-312026-02-06 GRID FIRST TR EXCHANGE TRADED FD11.2K shares0.86%2025-12-312026-02-06 SCHD SCHWAB STRATEGIC TR59.6K shares-7.33%2025-12-312026-02-06 AMD ADVANCED MICRO DEVICES INC7.6K shares14.27%2025-12-312026-02-06 META META PLATFORMS INC2.5K shares8.64%2025-12-312026-02-06 IWF ISHARES TR3.3K shares-0.21%2025-12-312026-02-06 MU MICRON TECHNOLOGY INC5.1K shares-0.27%2025-12-312026-02-06 FDVV FIDELITY COVINGTON TRUST25.2K shares37.84%2025-12-312026-02-06 VO VANGUARD INDEX FDS4.7K shares-1.91%2025-12-312026-02-06 VTI VANGUARD INDEX FDS3.9K shares24.98%2025-12-312026-02-06 NXTG FIRST TR EXCHANGE-TRADED FD12.2K shares8.39%2025-12-312026-02-06 CALF PACER FDS TR29.3K shares24.10%2025-12-312026-02-06 SMH VANECK ETF TRUST3.6K shares-1.89%2025-12-312026-02-06 FBT FIRST TR EXCHANGE-TRADED FD6.1K shares19.26%2025-12-312026-02-06 TSLA TESLA INC2.7K shares-29.74%2025-12-312026-02-06 IQLT ISHARES TR24.0K shares-2.11%2025-12-312026-02-06 IWR ISHARES TR11.3K shares45.75%2025-12-312026-02-06 MUB ISHARES TR9.8K shares1.59%2025-12-312026-02-06 IJR ISHARES TR8.7K shares14.64%2025-12-312026-02-06 GE AEROSPACE GE AEROSPACE3.3K shares5.02%2025-12-312026-02-06 ORCL ORACLE CORP5.0K shares135.60%2025-12-312026-02-06 FLQM FRANKLIN TEMPLETON ETF TR16.7K shares45.05%2025-12-312026-02-06 SPGI S&P GLOBAL INC1.8K shares0.11%2025-12-312026-02-06 ASML ASML HOLDING N V831 shares-8.78%2025-12-312026-02-06 IEMG ISHARES INC12.7K shares57.95%2025-12-312026-02-06 ALAB ASTERA LABS INC4.9K shares4.14%2025-12-312026-02-06 PTBD PACER FDS TR41.9K shares31.28%2025-12-312026-02-06 VRT VERTIV HOLDINGS CO4.9K shares3.38%2025-12-312026-02-06 CRM SALESFORCE INC3.0K shares1.76%2025-12-312026-02-06 LLY ELI LILLY & CO731 shares-1.35%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS12.6K shares-89.79%2025-12-312026-02-06 UBER UBER TECHNOLOGIES INC9.2K shares-7.40%2025-12-312026-02-06 MA MASTERCARD INCORPORATED1.3K shares-0.84%2025-12-312026-02-06 V VISA INC2.0K shares1.17%2025-12-312026-02-06 XLV SELECT SECTOR SPDR TR4.4K shares-5.09%2025-12-312026-02-06 DTCR GLOBAL X FDS32.2K sharesnew addition2025-12-312026-02-06 USRT ISHARES TR11.8K shares51.08%2025-12-312026-02-06 TMO THERMO FISHER SCIENTIFIC INC1.1K shares-17.52%2025-12-312026-02-06 LQTI FIRST TR EXCHANGE-TRADED FD32.9K shares1.92%2025-12-312026-02-06 RDVI FIRST TR EXCHANGE-TRADED FD25.1K shares1.80%2025-12-312026-02-06 NOW SERVICENOW INC4.3K shares409.58%2025-12-312026-02-06 GEV GE VERNOVA INC997 shares1.53%2025-12-312026-02-06 TFC TRUIST FINL CORP12.9K shares2.98%2025-12-312026-02-06 EZBC FRANKLIN TEMPLETON DIGITAL H12.5K shares47.20%2025-12-312026-02-06 PANW PALO ALTO NETWORKS INC3.3K shares-1.30%2025-12-312026-02-06 KNG FIRST TR EXCHANGE-TRADED FD12.4K shares0.53%2025-12-312026-02-06 MELI MERCADOLIBRE INC297 shares-1.66%2025-12-312026-02-06 FCX FREEPORT-MCMORAN INC11.7K shares3.37%2025-12-312026-02-06 CDNS CADENCE DESIGN SYSTEM INC1.9K shares-0.80%2025-12-312026-02-06 SPYG SPDR SERIES TRUST5.4K shares107.58%2025-12-312026-02-06 IBKR INTERACTIVE BROKERS GROUP IN8.2K shares2.11%2025-12-312026-02-06 BAC BANK AMERICA CORP9.5K shares1.08%2025-12-312026-02-06 SCZ ISHARES TR6.3K shares64.61%2025-12-312026-02-06 NEE NEXTERA ENERGY INC5.9K shares1.44%2025-12-312026-02-06 SHM SPDR SERIES TRUST9.9K shares10.28%2025-12-312026-02-06 ISRG INTUITIVE SURGICAL INC819 shares2.63%2025-12-312026-02-06 KKR & CO INC KKR & CO INC3.6K shares3.98%2025-12-312026-02-06 SPSB SPDR SERIES TRUST15.0K sharesnew addition2025-12-312026-02-06 QUAL ISHARES TR2.2K sharesnew addition2025-12-312026-02-06 MDB MONGODB INC1.0K shares1.21%2025-12-312026-02-06 IYF ISHARES TR3.2K shares-53.11%2025-12-312026-02-06 IWC ISHARES TR2.6K sharesnew addition2025-12-312026-02-06 DAPP VANECK ETF TRUST24.2K shares15.86%2025-12-312026-02-06 EMB ISHARES TR4.0K shares-97.41%2025-12-312026-02-06 IGM ISHARES TR2.9K shares-17.27%2025-12-312026-02-06 COWZ PACER FDS TR6.3K shares66.12%2025-12-312026-02-06 UNH UNITEDHEALTH GROUP INC1.1K shares-50.69%2025-12-312026-02-06 BSV VANGUARD BD INDEX FDS4.7K shares23.89%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F6.8K shares-92.93%2025-12-312026-02-06 GLD SPDR GOLD TR902 shares6.75%2025-12-312026-02-06 SHOP SHOPIFY INC2.2K shares-17.83%2025-12-312026-02-06 IBIT ISHARES BITCOIN TRUST ETF6.9K shares-52.89%2025-12-312026-02-06 BA BOEING CO1.5K shares1.82%2025-12-312026-02-06 PLTR PALANTIR TECHNOLOGIES INC1.8K sharesnew addition2025-12-312026-02-06 IBLC ISHARES TR7.9K shares3.15%2025-12-312026-02-06 CRWD CROWDSTRIKE HLDGS INC654 shares-1.95%2025-12-312026-02-06 TTD THE TRADE DESK INC7.8K shares-14.46%2025-12-312026-02-06 BNDX VANGUARD CHARLOTTE FDS6.1K shares-98.21%2025-12-312026-02-06 DDOG DATADOG INC2.1K shares4.39%2025-12-312026-02-06 SNOW SNOWFLAKE INC1.3K shares9.09%2025-12-312026-02-06 DE DEERE & CO591 shares4.79%2025-12-312026-02-06 IUSG ISHARES TR1.6K sharesnew addition2025-12-312026-02-06 XME SPDR SERIES TRUST2.6K shares3.36%2025-12-312026-02-06 TSM TAIWAN SEMICONDUCTOR MFG LTD876 shares-45.83%2025-12-312026-02-06 EWX SPDR INDEX SHS FDS4.0K shares-43.09%2025-12-312026-02-06 GLW CORNING INC2.9K shares-2.74%2025-12-312026-02-06 DFAC DIMENSIONAL ETF TRUST6.5K sharesnew addition2025-12-312026-02-06 ELV ELEVANCE HEALTH INC FORMERLY718 shares-5.90%2025-12-312026-02-06 OZK BANK OZK LITTLE ROCK ARK5.1K shares0.45%2025-12-312026-02-06 NOC NORTHROP GRUMMAN CORP409 shares10.84%2025-12-312026-02-06 RTX RTX CORPORATION1.3K sharesnew addition2025-12-312026-02-06 MCD MCDONALDS CORP743 shares1.92%2025-12-312026-02-06 ALPHABET INC ALPHABET INC721 sharesnew addition2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.696 sharesnew addition2025-12-312026-02-06 BMY BRISTOL-MYERS SQUIBB CO4.2K sharesnew addition2025-12-312026-02-06 CRWV COREWEAVE INC3.1K sharesnew addition2025-12-312026-02-06 ACIO ETF SER SOLUTIONS4.9K sharesnew addition2025-12-312026-02-06 ROK ROCKWELL AUTOMATION INC550 sharesnew addition2025-12-312026-02-06 BSX BOSTON SCIENTIFIC CORP2.2K shares5.60%2025-12-312026-02-06 WMT WALMART INC1.9K sharesnew addition2025-12-312026-02-06 VMBS VANGUARD SCOTTSDALE FDS4.5K sharesnew addition2025-12-312026-02-06 DT DYNATRACE INC4.7K sharesnew addition2025-12-312026-02-06 EVGO EVGO INC12.9K sharesnew addition2025-12-312026-02-06 INVZ INNOVIZ TECHNOLOGIES LTD34.2K sharesnew addition2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available