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The Analysis of FOREFRONT WEALTH MANAGEMENT INC.'s Holdings & P&L

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).

1M P&L

-2.0M-1.50%

3M P&L

-15.3M-10.67%

HY P&L

-9.0M-6.57%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A43.7M

35.3%

2Software - Infrastructure10.6M

8.5%

3Internet Retail8.2M

6.7%

Top Industries by Stock Count

1N/A16 stocks

25.4%

2Drug Manufacturers - General4 stocks

6.3%

3Aerospace & Defense4 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%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

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC54.6K shares-2.36%2025-12-312026-01-23

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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

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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

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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

INVESCO QQQ TR INVESCO QQQ TR2.4K shares-12.51%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

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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

MERCK & CO INC MERCK & CO INC10.1K shares-0.89%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

VENTURE GLOBAL INC VENTURE GLOBAL INC96.8K shares-18.26%2025-12-312026-01-23

NVDA NVIDIA CORPORATION3.3K shares-26.02%2025-12-312026-01-23

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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

VANGUARD INDEX FDS VANGUARD INDEX FDS570 shares0.00%2025-12-312026-01-23

Sponsored

BLACKSTONE INC BLACKSTONE INC2.0K 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

Sponsored

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

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares0.08%2025-12-312026-01-23

IBM INTERNATIONAL BUSINESS MACHS724 shares-1.63%2025-12-312026-01-23

NEM NEWMONT CORP2.1K sharesnew addition2025-12-312026-01-23

Sponsored

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

JEPI

J P MORGAN EXCHANGE TRADED F

7.08%

Shares182.9K

Event2025-12-31

Filed2026-01-23

MSFT

MICROSOFT CORP

-1.08%

Shares21.2K

Event2025-12-31

Filed2026-01-23

AMZN

AMAZON COM INC

0.78%

Shares35.7K

Event2025-12-31

Filed2026-01-23

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-4.50%

Shares24.9K

Event2025-12-31

Filed2026-01-23

AAPL

APPLE INC

-1.35%

Shares26.2K

Event2025-12-31

Filed2026-01-23

ALPHABET INC

-2.80%

Shares22.1K

Event2025-12-31

Filed2026-01-23

JEPQ

J P MORGAN EXCHANGE TRADED F

0.83%

Shares118.0K

Event2025-12-31

Filed2026-01-23

ANGLOGOLD ASHANTI PLC

-2.36%

Shares54.6K

Event2025-12-31

Filed2026-01-23

COST

COSTCO WHSL CORP NEW

-1.34%

Shares4.7K

Event2025-12-31

Filed2026-01-23

HWM

HOWMET AEROSPACE INC

-3.45%

Shares19.3K

Event2025-12-31

Filed2026-01-23

CAT

CATERPILLAR INC

-1.46%

Shares6.8K

Event2025-12-31

Filed2026-01-23

JPIE

J P MORGAN EXCHANGE TRADED F

3.95%

Shares73.1K

Event2025-12-31

Filed2026-01-23

SIVR

ABRDN SILVER ETF TRUST

1.18%

Shares48.5K

Event2025-12-31

Filed2026-01-23

JPM

JPMORGAN CHASE & CO.

-0.57%

Shares9.6K

Event2025-12-31

Filed2026-01-23