FOREFRONT WEALTH MANAGEMENT INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FW FOREFRONT WEALTH MANAGEMENT INC. | Institutional Filer | ▲ 2.22% | $139.4M | 71 |
Current Portfolio Holdings
Showing all 71 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 183K | $10.5M | 7.51% |
| 2 | MSFT | Microsoft Corporation | Technology | 21K | $10.3M | 7.36% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 36K | $8.2M | 5.92% |
| 4 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 25K | $7.6M | 5.44% |
| 5 | AAPL | Apple Inc. | Technology | 26K | $7.1M | 5.11% |
| 6 | GOOGL | Alphabet Inc. | Technology | 22K | $6.9M | 4.97% |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 118K | $6.9M | 4.92% |
| 8 | AU | AngloGold Ashanti Plc | Basic Materials | 55K | $4.7M | 3.34% |
| 9 | COST | Costco Wholesale Corporation | Consumer Defensive | 5K | $4.1M | 2.92% |
| 10 | HWM | Howmet Aerospace Inc. | Industrials | 19K | $4.0M | 2.84% |
| 11 | CAT | Caterpillar Inc. | Industrials | 7K | $3.9M | 2.77% |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | — | 73K | $3.4M | 2.43% |
| 13 | SIVR | ABRDN SILVER ETF TRUST | — | 49K | $3.3M | 2.35% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 10K | $3.1M | 2.22% |
| 15 | META | Meta Platforms, Inc. | Technology | 5K | $3.0M | 2.15% |
Showing 1 to 15 of 71 holdings