The Analysis of Forefront Wealth Partners, LLC's Holdings
Currently, Forefront Wealth Partners, LLC holds 191 types of securities in its portfolio with a total value $397.3M. In the most recent quarter, they have increased their positions in BNDX (+338.8K shares, valued at $16.8M), SPYM (+199.3K shares, valued at $15.6M), EMB (+153.1K shares, valued at $14.6M); decreased their positions in IVV (-13.8K shares, valued at $9.2M), IJR (-15.5K shares, valued at $1.8M), N/A (-46.1K shares, valued at $1.6M); initiated new positions in BNDX (+338.8K shares, valued at $16.8M), EMB (+153.1K shares, valued at $14.6M), EMLP (+259.4K shares, valued at $9.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST340.0K shares141.73%2025-09-302025-10-20
AGG ISHARES TR186.8K shares78.75%2025-09-302025-10-20 BNDX VANGUARD CHARLOTTE FDS338.8K sharesnew addition2025-09-302025-10-20 EMB ISHARES TR153.1K sharesnew addition2025-09-302025-10-20 EMLP FIRST TR EXCHANGE-TRADED FD259.4K sharesnew addition2025-09-302025-10-20 MTUM ISHARES TR37.8K shares3156.64%2025-09-302025-10-20 VNQI VANGUARD INTL EQUITY INDEX F196.6K sharesnew addition2025-09-302025-10-20 LTPZ PIMCO ETF TR174.7K sharesnew addition2025-09-302025-10-20 IVV ISHARES TR13.8K shares-49.94%2025-09-302025-10-20 VGSH VANGUARD SCOTTSDALE FDS156.8K sharesnew addition2025-09-302025-10-20 WIP SPDR SERIES TRUST229.9K sharesnew addition2025-09-302025-10-20 DJP BARCLAYS BANK PLC219.1K sharesnew addition2025-09-302025-10-20 EDV VANGUARD WORLD FD108.1K sharesnew addition2025-09-302025-10-20 VEA VANGUARD TAX-MANAGED FDS122.9K shares2349.57%2025-09-302025-10-20 MBB ISHARES TR71.7K sharesnew addition2025-09-302025-10-20 TIP ISHARES TR58.0K sharesnew addition2025-09-302025-10-20 BKLN INVESCO EXCH TRADED FD TR II296.4K sharesnew addition2025-09-302025-10-20 FNDF SCHWAB STRATEGIC TR138.0K shares21.75%2025-09-302025-10-20 VWO VANGUARD INTL EQUITY INDEX F96.4K sharesnew addition2025-09-302025-10-20 MSFT MICROSOFT CORP9.7K shares-5.50%2025-09-302025-10-20 LVHI LEGG MASON ETF INVT138.1K shares61.29%2025-09-302025-10-20 HDV ISHARES TR38.1K sharesnew addition2025-09-302025-10-20 IEI ISHARES TR38.8K sharesnew addition2025-09-302025-10-20 NVDA NVIDIA CORPORATION24.8K shares16.03%2025-09-302025-10-20 SPHY SPDR SERIES TRUST184.0K sharesnew addition2025-09-302025-10-20 VNQ VANGUARD INDEX FDS48.1K sharesnew addition2025-09-302025-10-20 USMV ISHARES TR45.6K sharesnew addition2025-09-302025-10-20 SCHG SCHWAB STRATEGIC TR135.5K shares197.64%2025-09-302025-10-20 IGF ISHARES TR70.4K sharesnew addition2025-09-302025-10-20 FTCS FIRST TR EXCHANGE-TRADED FD43.4K shares-26.36%2025-09-302025-10-20 IUSV ISHARES TR38.8K shares-22.42%2025-09-302025-10-20 FLRN SPDR SERIES TRUST112.3K sharesnew addition2025-09-302025-10-20 AMZN AMAZON COM INC15.7K shares11.73%2025-09-302025-10-20 STIP ISHARES TR30.4K sharesnew addition2025-09-302025-10-20 VTV VANGUARD INDEX FDS16.6K sharesnew addition2025-09-302025-10-20 DBEF DBX ETF TR64.1K sharesnew addition2025-09-302025-10-20 SDVY FIRST TR EXCHANGE-TRADED FD76.3K shares-1.59%2025-09-302025-10-20 RDVY FIRST TR EXCHANGE TRADED FD42.5K sharesnew addition2025-09-302025-10-20 IUSB ISHARES TR60.5K shares-8.21%2025-09-302025-10-20 CIBR FIRST TR EXCHANGE TRADED FD36.3K shares14.58%2025-09-302025-10-20 IVE ISHARES TR13.1K shares12.81%2025-09-302025-10-20 AAPL APPLE INC10.4K shares-5.88%2025-09-302025-10-20 IEFA ISHARES TR29.4K shares-25.07%2025-09-302025-10-20 VB VANGUARD INDEX FDS9.7K sharesnew addition2025-09-302025-10-20 IJH ISHARES TR36.6K shares19.69%2025-09-302025-10-20 FLOT ISHARES TR45.1K sharesnew addition2025-09-302025-10-20 AVGO BROADCOM INC6.7K shares20.46%2025-09-302025-10-20 IEF ISHARES TR22.0K sharesnew addition2025-09-302025-10-20 SPDW SPDR INDEX SHS FDS48.6K shares608.56%2025-09-302025-10-20 XLK SELECT SECTOR SPDR TR7.3K shares-3.71%2025-09-302025-10-20 GOOG ALPHABET INC8.1K shares14.47%2025-09-302025-10-20 SPY SPDR S&P 500 ETF TR3.0K sharesnew addition2025-09-302025-10-20 SPEM SPDR INDEX SHS FDS40.8K sharesnew addition2025-09-302025-10-20 SPSM SPDR SERIES TRUST41.2K shares245.80%2025-09-302025-10-20 SCHD SCHWAB STRATEGIC TR64.3K shares-29.48%2025-09-302025-10-20 TSLA TESLA INC3.9K shares3.18%2025-09-302025-10-20 VG VENTURE GLOBAL INC118.4K sharesnew addition2025-09-302025-10-20 GRID FIRST TR EXCHANGE TRADED FD11.1K shares-18.56%2025-09-302025-10-20 META META PLATFORMS INC2.3K shares39.21%2025-09-302025-10-20 QQQ INVESCO QQQ TR2.7K sharesnew addition2025-09-302025-10-20 HEEM ISHARES INC47.7K sharesnew addition2025-09-302025-10-20 IWL ISHARES TR9.6K shares63.21%2025-09-302025-10-20 LQD ISHARES TR13.9K shares-0.65%2025-09-302025-10-20 IWF ISHARES TR3.3K shares-37.65%2025-09-302025-10-20 VOO VANGUARD INDEX FDS2.4K shares47.75%2025-09-302025-10-20 PTLC PACER FDS TR26.9K sharesnew addition2025-09-302025-10-20 MSTB ETF SER SOLUTIONS35.8K sharesnew addition2025-09-302025-10-20 VO VANGUARD INDEX FDS4.8K shares-13.20%2025-09-302025-10-20 SPMB SPDR SERIES TRUST59.0K sharesnew addition2025-09-302025-10-20 JNK SPDR SERIES TRUST12.9K sharesnew addition2025-09-302025-10-20 SMH VANECK ETF TRUST3.6K shares-29.75%2025-09-302025-10-20 IAU ISHARES GOLD TR16.2K sharesnew addition2025-09-302025-10-20 NXTG FIRST TR EXCHANGE-TRADED FD11.2K shares-6.58%2025-09-302025-10-20 IQLT ISHARES TR24.5K shares-33.35%2025-09-302025-10-20 AMD ADVANCED MICRO DEVICES INC6.6K shares-5.23%2025-09-302025-10-20 VTI VANGUARD INDEX FDS3.1K shares-4.81%2025-09-302025-10-20 CALF PACER FDS TR23.6K sharesnew addition2025-09-302025-10-20 MUB ISHARES TR9.6K shares-48.43%2025-09-302025-10-20 FDVV FIDELITY COVINGTON TRUST18.3K shares270.26%2025-09-302025-10-20 EES WISDOMTREE TR17.8K sharesnew addition2025-09-302025-10-20 UBER UBER TECHNOLOGIES INC9.9K shares-26.15%2025-09-302025-10-20 GE GE AEROSPACE3.2K shares22.33%2025-09-302025-10-20 IBIT ISHARES BITCOIN TRUST ETF14.6K sharesnew addition2025-09-302025-10-20 ALAB ASTERA LABS INC4.7K sharesnew addition2025-09-302025-10-20 FBT FIRST TR EXCHANGE-TRADED FD5.1K shares64.53%2025-09-302025-10-20 NXXT NEXTNRG INC501.0K sharesnew addition2025-09-302025-10-20 MRVL MARVELL TECHNOLOGY INC10.7K shares37.63%2025-09-302025-10-20 IJR ISHARES TR7.6K shares-67.07%2025-09-302025-10-20 ASML ASML HOLDING N V911 shares48.37%2025-09-302025-10-20 SPGI S&P GLOBAL INC1.8K shares-48.90%2025-09-302025-10-20 IYF ISHARES TR6.8K shares123.22%2025-09-302025-10-20 MU MICRON TECHNOLOGY INC5.1K shares9.21%2025-09-302025-10-20 UNH UNITEDHEALTH GROUP INC2.3K shares107.00%2025-09-302025-10-20 USFR WISDOMTREE TR15.7K sharesnew addition2025-09-302025-10-20 NOW SERVICENOW INC835 shares-7.22%2025-09-302025-10-20 HYG ISHARES TR9.3K sharesnew addition2025-09-302025-10-20 MA MASTERCARD INCORPORATED1.3K shares-16.20%2025-09-302025-10-20 IWR ISHARES TR7.7K sharesnew addition2025-09-302025-10-20 XLRE SELECT SECTOR SPDR TR17.6K sharesnew addition2025-09-302025-10-20 KQQQ KURV ETF TR24.8K shares-14.33%2025-09-302025-10-20 VRT VERTIV HOLDINGS CO4.8K sharesnew addition2025-09-302025-10-20 MELI MERCADOLIBRE INC302 shares9.03%2025-09-302025-10-20 CRM SALESFORCE INC3.0K shares-4.16%2025-09-302025-10-20 PANW PALO ALTO NETWORKS INC3.4K shares16.85%2025-09-302025-10-20 TMO THERMO FISHER SCIENTIFIC INC1.4K shares52.92%2025-09-302025-10-20 V VISA INC2.0K shares23.70%2025-09-302025-10-20 CDNS CADENCE DESIGN SYSTEM INC1.9K shares8.11%2025-09-302025-10-20 LQTI FIRST TR EXCHANGE-TRADED FD32.3K sharesnew addition2025-09-302025-10-20 FLQM FRANKLIN TEMPLETON ETF TR11.5K sharesnew addition2025-09-302025-10-20 XLV SELECT SECTOR SPDR TR4.7K shares-52.00%2025-09-302025-10-20 ANET ARISTA NETWORKS INC4.4K sharesnew addition2025-09-302025-10-20 RDVI FIRST TR EXCHANGE-TRADED FD24.6K sharesnew addition2025-09-302025-10-20 PTBD PACER FDS TR32.0K sharesnew addition2025-09-302025-10-20 ETHA ISHARES ETHEREUM TR19.9K sharesnew addition2025-09-302025-10-20 KNG FIRST TR EXCHANGE-TRADED FD12.3K sharesnew addition2025-09-302025-10-20 GEV GE VERNOVA INC982 sharesnew addition2025-09-302025-10-20 ORCL ORACLE CORP2.1K shares35.86%2025-09-302025-10-20 TLT ISHARES TR6.5K sharesnew addition2025-09-302025-10-20 TFC TRUIST FINL CORP12.5K shares-0.07%2025-09-302025-10-20 LLY ELI LILLY & CO741 shares35.22%2025-09-302025-10-20 EZBC FRANKLIN TEMPLETON DIGITAL H8.5K sharesnew addition2025-09-302025-10-20 IBKR INTERACTIVE BROKERS GROUP IN8.0K sharesnew addition2025-09-302025-10-20 ETN EATON CORP PLC1.5K sharesnew addition2025-09-302025-10-20 IEMG ISHARES INC8.1K shares-65.12%2025-09-302025-10-20 BAC BANK AMERICA CORP9.4K shares25.44%2025-09-302025-10-20 EWX SPDR INDEX SHS FDS7.1K sharesnew addition2025-09-302025-10-20 ABT ABBOTT LABS3.5K sharesnew addition2025-09-302025-10-20 USRT ISHARES TR7.8K sharesnew addition2025-09-302025-10-20 SSO PROSHARES TR4.1K sharesnew addition2025-09-302025-10-20 DAPP VANECK ETF TRUST20.9K sharesnew addition2025-09-302025-10-20 TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares37.27%2025-09-302025-10-20 IGM ISHARES TR3.5K shares-46.11%2025-09-302025-10-20 TTD THE TRADE DESK INC9.1K sharesnew addition2025-09-302025-10-20 KKR KKR & CO INC3.4K sharesnew addition2025-09-302025-10-20 FCX FREEPORT-MCMORAN INC11.3K sharesnew addition2025-09-302025-10-20 NEE NEXTERA ENERGY INC5.9K sharesnew addition2025-09-302025-10-20 SHM SPDR SERIES TRUST9.0K sharesnew addition2025-09-302025-10-20 IBLC ISHARES TR7.6K sharesnew addition2025-09-302025-10-20 MDT MEDTRONIC PLC4.3K sharesnew addition2025-09-302025-10-20 AME AMETEK INC2.1K shares-14.54%2025-09-302025-10-20 SHOP SHOPIFY INC2.6K shares6.01%2025-09-302025-10-20 UWM PROSHARES TR7.9K sharesnew addition2025-09-302025-10-20 SRLN SSGA ACTIVE ETF TR8.8K sharesnew addition2025-09-302025-10-20 RZLV REZOLVE AI PLC73.2K sharesnew addition2025-09-302025-10-20 ISRG INTUITIVE SURGICAL INC798 sharesnew addition2025-09-302025-10-20 IBTJ ISHARES TR16.2K sharesnew addition2025-09-302025-10-20 EW EDWARDS LIFESCIENCES CORP4.5K sharesnew addition2025-09-302025-10-20 ONTO ONTO INNOVATION INC2.6K sharesnew addition2025-09-302025-10-20 CRWD CROWDSTRIKE HLDGS INC667 shares8.10%2025-09-302025-10-20 PFE PFIZER INC12.8K sharesnew addition2025-09-302025-10-20 REGN REGENERON PHARMACEUTICALS579 sharesnew addition2025-09-302025-10-20 BA BOEING CO1.5K shares-2.82%2025-09-302025-10-20 INCY INCYTE CORP3.7K sharesnew addition2025-09-302025-10-20 MDB MONGODB INC991 sharesnew addition2025-09-302025-10-20 GLD SPDR GOLD TR845 sharesnew addition2025-09-302025-10-20 RCAT RED CAT HLDGS INC29.0K sharesnew addition2025-09-302025-10-20 BSV VANGUARD BD INDEX FDS3.8K sharesnew addition2025-09-302025-10-20 VGT VANGUARD WORLD FD393 sharesnew addition2025-09-302025-10-20 DHR DANAHER CORPORATION1.5K sharesnew addition2025-09-302025-10-20 SCZ ISHARES TR3.8K sharesnew addition2025-09-302025-10-20 DDOG DATADOG INC2.0K shares31.13%2025-09-302025-10-20 SPYG SPDR SERIES TRUST2.6K sharesnew addition2025-09-302025-10-20 SNOW SNOWFLAKE INC1.2K sharesnew addition2025-09-302025-10-20 OZK BANK OZK LITTLE ROCK ARK5.1K shares1.21%2025-09-302025-10-20 DE DEERE & CO564 shares4.06%2025-09-302025-10-20 CVX CHEVRON CORP NEW1.6K sharesnew addition2025-09-302025-10-20 BX BLACKSTONE INC1.5K sharesnew addition2025-09-302025-10-20 GLW CORNING INC3.0K sharesnew addition2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL491 sharesnew addition2025-09-302025-10-20 ELV ELEVANCE HEALTH INC FORMERLY763 shares-17.87%2025-09-302025-10-20 XME SPDR SERIES TRUST2.5K sharesnew addition2025-09-302025-10-20 ABBV ABBVIE INC978 shares-30.93%2025-09-302025-10-20 APP APPLOVIN CORP314 sharesnew addition2025-09-302025-10-20 NOC NORTHROP GRUMMAN CORP369 sharesnew addition2025-09-302025-10-20 ZTS ZOETIS INC1.5K shares-3.42%2025-09-302025-10-20 RSP INVESCO EXCHANGE TRADED FD T1.2K sharesnew addition2025-09-302025-10-20 MCD MCDONALDS CORP729 shares-37.96%2025-09-302025-10-20 GBTC GRAYSCALE BITCOIN TRUST ETF2.4K sharesnew addition2025-09-302025-10-20 COWZ PACER FDS TR3.8K sharesnew addition2025-09-302025-10-20 SPAI SAFE PRO GROUP INC30.5K sharesnew addition2025-09-302025-10-20 AVAV AEROVIRONMENT INC655 sharesnew addition2025-09-302025-10-20 BSX BOSTON SCIENTIFIC CORP2.1K sharesnew addition2025-09-302025-10-20 XOM EXXON MOBIL CORP1.8K shares-32.05%2025-09-302025-10-20 SOUN SOUNDHOUND AI INC11.8K sharesnew addition2025-09-302025-10-20 ZURA ZURA BIO LTD21.5K sharesnew addition2025-09-302025-10-20 ANNX ANNEXON INC27.0K sharesnew addition2025-09-302025-10-20 NKTX NKARTA INC39.5K sharesnew addition2025-09-302025-10-20 GERN GERON CORP52.3K sharesnew addition2025-09-302025-10-20 MREO MEREO BIOPHARMA GROUP PLC33.2K sharesnew addition2025-09-302025-10-20 CTMX CYTOMX THERAPEUTICS INC18.1K sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available