Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- Latest filing
- Jan 23, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 11, 2025. Long positions only.
- Positions
- 49
- No filing for Q3 2024
- Portfolio value
- $108.6M
- No filing for Q3 2024
Forefront Wealth Management Inc. did not file a 13F for Q3 2024, 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 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 22,128 | $9.33M | 8.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 36,427 | $7.99M | 7.4% | – | – | History |
| AAPLApple Inc. | Stock | 31,525 | $7.89M | 7.3% | – | – | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 118,236 | $6.80M | 6.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,987 | $5.33M | 4.9% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 5,361 | $4.91M | 4.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 24,204 | $4.58M | 4.2% | – | – | History |
| OKEONEOK Inc | COM | 43,927 | $4.41M | 4.1% | – | – | History |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 88,874 | $4.39M | 4.0% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 74,174 | $4.18M | 3.9% | – | – | – |
| LDOSLeidos Holdings, Inc. | COM | 22,771 | $3.28M | 3.0% | – | – | History |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 55,642 | $2.73M | 2.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,407 | $2.58M | 2.4% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 11,509 | $2.54M | 2.3% | – | – | History |
| CATCaterpillar Inc | Stock | 6,980 | $2.53M | 2.3% | – | – | History |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 54,576 | $2.47M | 2.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,595 | $2.32M | 2.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 9,662 | $2.32M | 2.1% | – | – | History |
| HWMHowmet Aerospace Inc. | Stock | 21,139 | $2.31M | 2.1% | – | – | History |
| SHELShell plc | ADR | 35,986 | $2.25M | 2.1% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,097 | $2.21M | 2.0% | – | – | History |
| iShares Tr46435U374 | MSCI JP VALUE | 68,945 | $2.16M | 2.0% | – | – | – |
| ABTAbbott Laboratories | Stock | 18,899 | $2.14M | 2.0% | – | – | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 41,605 | $2.00M | 1.8% | – | – | – |
| MCDMcDonalds Corp | Stock | 6,785 | $1.97M | 1.8% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,601 | $1.62M | 1.5% | – | – | – |
| CEGConstellation Energy Corp | Stock | 5,764 | $1.29M | 1.2% | – | – | History |
| AMGNAmgen Inc | Stock | 3,996 | $1.04M | 1.0% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 10,252 | $1.02M | 0.9% | – | – | History |
| AUAngloGold Ashanti PLC | COM SHS | 37,891 | $874.5K | 0.8% | – | – | History |
| iShares Core High Dividend ETF46429B663 | ETF | 7,318 | $821.5K | 0.8% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 14,950 | $793.1K | 0.7% | – | – | History |
| PFEPfizer Inc | Stock | 20,891 | $554.2K | 0.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 3,941 | $529.3K | 0.5% | – | – | History |
| LMTLockheed Martin Corp | Stock | 953 | $463.3K | 0.4% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 3,730 | $401.2K | 0.4% | – | – | History |
| BXBlackstone Inc. | COM | 2,013 | $347.1K | 0.3% | – | – | History |
| AXONAxon Enterprise, Inc. | COM | 547 | $325.1K | 0.3% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,828 | $324.9K | 0.3% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 570 | $307.1K | 0.3% | – | – | – |
| ETREntergy Corp | COM | 4,000 | $303.3K | 0.3% | – | – | History |
| LLYEli Lilly & Co | Stock | 379 | $292.6K | 0.3% | – | – | History |
| ASMLASML Holding NV | ADR | 404 | $280.0K | 0.3% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,452 | $254.4K | 0.2% | – | – | – |
| SOSouthern Co | Stock | 2,913 | $239.8K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 499 | $226.2K | 0.2% | – | – | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 2,225 | $221.2K | 0.2% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 450 | $208.0K | 0.2% | – | – | History |
| AFLAflac Inc | Stock | 1,953 | $202.0K | 0.2% | – | – | History |