Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- Latest filing
- Jan 23, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 4, 2022. Long positions only.
- Positions
- 55
- No filing for Q3 2021
- Portfolio value
- $104.7M
- No filing for Q3 2021
Forefront Wealth Management Inc. did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWNSouthwestern Energy Co | COM | 34,258 | $160.0K | 0.2% | – | – | History |
| SOSouthern Co | Stock | 2,933 | $201.0K | 0.2% | – | – | History |
| VZVerizon Communications Inc | Stock | 3,891 | $202.0K | 0.2% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 3,807 | $209.0K | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,653 | $224.0K | 0.2% | – | – | History |
| ETREntergy Corp | COM | 2,000 | $225.0K | 0.2% | – | – | History |
| NXHNeighborhood Intelligence, Inc. | COM | 3,809 | $225.0K | 0.2% | – | – | History |
| UBERUber Technologies, Inc | Stock | 5,533 | $232.0K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,372 | $235.0K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 2,113 | $248.0K | 0.2% | – | – | History |
| MRNAModerna, Inc. | Stock | 1,000 | $254.0K | 0.2% | – | – | History |
| CMCSAComcast Corp | Stock | 5,160 | $260.0K | 0.2% | – | – | History |
| TSLATesla, Inc. | Stock | 251 | $265.0K | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 2,001 | $271.0K | 0.3% | – | – | History |
| MPABlackRock Muniyield Pennsylvania Quality Fund | COM | 18,715 | $313.0K | 0.3% | – | – | History |
| BXBlackstone Inc. | COM | 2,471 | $320.0K | 0.3% | – | – | History |
| LMTLockheed Martin Corp | Stock | 905 | $322.0K | 0.3% | – | – | History |
| PMLPIMCO Municipal Income Fund II | COM | 23,508 | $343.0K | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 2,295 | $363.0K | 0.3% | – | – | History |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 10,599 | $460.0K | 0.4% | – | – | – |
| NQPNuveen Pennsylvania Quality Municipal Income Fund | COM | 52,336 | $780.0K | 0.7% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 2,940 | $783.0K | 0.7% | – | – | – |
| NIDNuveen Intermediate Duration Municipal Term Fund | COM | 53,099 | $792.0K | 0.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,376 | $799.0K | 0.8% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 10,752 | $824.0K | 0.8% | – | – | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,797 | $990.0K | 0.9% | – | – | – |
| PFEPfizer Inc | Stock | 22,127 | $1.31M | 1.2% | – | – | History |
| BPBP PLC | ADR | 49,641 | $1.32M | 1.3% | – | – | History |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 17,830 | $1.37M | 1.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,243 | $1.49M | 1.4% | – | – | – |
| CECelanese Corp | Stock | 9,408 | $1.58M | 1.5% | – | – | History |
| BBWIBath & Body Works, Inc. | COM | 26,117 | $1.82M | 1.7% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 39,724 | $2.00M | 1.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 28,037 | $2.03M | 1.9% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 38,155 | $2.10M | 2.0% | – | – | – |
| AMATApplied Materials Inc | Stock | 14,928 | $2.35M | 2.2% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 29,582 | $2.40M | 2.3% | – | – | – |
| Signature BK New York N Y82669G104 | COM | 7,920 | $2.56M | 2.4% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 34,125 | $2.65M | 2.5% | – | – | – |
| OMFOneMain Holdings, Inc. | COM | 55,611 | $2.78M | 2.7% | – | – | History |
| NEENextera Energy Inc | Stock | 31,357 | $2.93M | 2.8% | – | – | History |
| ADBEAdobe Inc. | Stock | 5,417 | $3.07M | 2.9% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 5,081 | $3.21M | 3.1% | – | – | History |
| DFSDiscover Financial Services | COM | 28,232 | $3.26M | 3.1% | – | – | History |
| J P Morgan Exchange-Traded F46641Q738 | BETBULD MSCI | 30,732 | $3.41M | 3.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,252 | $3.63M | 3.5% | – | – | History |
| DHRDanaher Corp | Stock | 11,100 | $3.65M | 3.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 7,670 | $3.85M | 3.7% | – | – | History |
| TGTTarget Corp | Stock | 17,278 | $4.00M | 3.8% | – | – | History |
| iShares Tr46435G474 | FALN ANGLS USD | 138,324 | $4.15M | 4.0% | – | – | – |
| ABTAbbott Laboratories | Stock | 30,089 | $4.24M | 4.0% | – | – | History |
| NVDANVIDIA Corp | Stock | 16,596 | $4.88M | 4.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 21,521 | $7.24M | 6.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,175 | $7.25M | 6.9% | – | – | History |
| AAPLApple Inc. | Stock | 44,509 | $7.90M | 7.5% | – | – | History |