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Forefront Wealth Partners, LLC

SEC CIK
0002068112
Latest filing
Aug 20, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed May 14, 2025. Long positions only.

Institution overview
Positions
91
No filing for Q3 2024
Portfolio value
$134.2M
No filing for Q3 2024
Filed
May 14, 2025
SEC

Forefront Wealth Partners, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Forefront Wealth Partners, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
DDD3D Systems CorpCOM NEW29,186$95.7K0.1%––History
EXASExact Sciences CorpCOM3,693$207.5K0.2%––History
CRWDCrowdStrike Holdings, Inc.Stock617$211.1K0.2%––History
MCDMcDonalds CorpStock731$211.9K0.2%––History
DDOGDatadog, Inc.CL A COM1,545$220.8K0.2%––History
OZKBank OZKCOM5,052$225.0K0.2%––History
DEDeere & CoStock542$229.6K0.2%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,178$232.6K0.2%––History
Vanguard Ftse Developed Markets ETF921943858ETF5,017$239.9K0.2%–––
iShares S&P 500 Growth ETF464287309ETF2,373$241.0K0.2%–––
ABBVAbbVie Inc.Stock1,416$251.7K0.2%––History
ORCLOracle CorpStock1,547$257.8K0.2%––History
SHOPShopify Inc.Stock2,481$263.8K0.2%––History
iShares MSCI USA Quality Factor ETF46432F339ETF1,510$268.9K0.2%–––
BABoeing CoStock1,523$269.6K0.2%––History
XOMExxonMobil Holdings CorpCOM2,680$288.2K0.2%––History
iShares Tr464287721U.S. TECH ETF1,976$315.4K0.2%–––
First Trust Cloud Computing ETF33734X192ETF2,754$328.1K0.2%–––
BACBank of America CorpStock7,505$329.8K0.2%––History
ELVElevance Health, Inc.Stock929$342.7K0.3%––History
Listed FDS Tr53656F607WAHED FTSE ETF6,713$354.0K0.3%–––
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,276$357.3K0.3%–––
AMATApplied Materials IncStock2,237$363.8K0.3%––History
ADBEAdobe Inc.Stock829$368.6K0.3%––History
iShares Tr464287549EXPND TEC SC ETF3,840$392.0K0.3%–––
MUMicron Technology IncStock4,701$395.6K0.3%––History
LLYEli Lilly & CoStock548$423.1K0.3%––History
ASMLASML Holding NVADR614$425.6K0.3%––History
GEGeneral Electric CoStock2,588$431.7K0.3%––History
AMEAmetek IncCOM2,511$452.6K0.3%––History
MELIMercadolibre IncCOM277$471.0K0.4%––History
TMOThermo Fisher Scientific Inc.Stock907$472.0K0.4%––History
iShares Tr464289446RUS TOP 200 ETF3,315$479.7K0.4%–––
SPDR Series Trust78464A284ST NUVE HIGH ETF18,893$483.3K0.4%–––
MRKMerck & Co., Inc.Stock4,924$489.9K0.4%––History
VVisa Inc.Stock1,591$502.8K0.4%––History
CDNSCadence Design Systems IncStock1,738$522.2K0.4%––History
PANWPalo Alto Networks IncStock2,896$527.0K0.4%––History
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF11,915$535.2K0.4%–––
TFCTruist Financial CorpCOM12,535$543.8K0.4%––History
UNHUnitedHealth Group IncStock1,114$563.5K0.4%––History
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,906$575.9K0.4%–––
TMUST-Mobile US, Inc.Stock3,018$666.2K0.5%––History
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF8,846$754.5K0.6%–––
Kurv ETF Tr500948302TECH TIT SEL ETF28,920$787.2K0.6%–––
UBERUber Technologies, IncStock13,389$807.6K0.6%––History
MAMastercard IncStock1,568$825.6K0.6%––History
SPDR Series Trust78468R721STATE STREET SPD18,217$831.1K0.6%–––
AMDAdvanced Micro Devices IncStock7,000$845.5K0.6%––History
MRVLMarvell Technology, Inc.COM7,795$860.9K0.6%––History
Vanguard S&P 500 ETF922908363ETF1,642$884.8K0.7%–––
SPGIS&P Global Inc.Stock1,783$888.0K0.7%––History
METAMeta Platforms, Inc.Stock1,622$949.9K0.7%––History
NOWServiceNow, Inc.Stock900$954.1K0.7%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF3,305$957.8K0.7%–––
CRMSalesforce, Inc.Stock3,078$1.03M0.8%––History
State Street Health Care Select Sector SPDR ETF81369Y209ETF8,580$1.18M0.9%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF23,109$1.21M0.9%–––
VanEck Semiconductor ETF92189F676ETF5,187$1.26M0.9%–––
Schwab U.S. Large-Cap Growth ETF808524300ETF45,540$1.27M0.9%–––
State Street Technology Select Sector SPDR ETF81369Y803ETF5,507$1.28M1.0%–––
AVGOBroadcom Inc.Stock5,548$1.29M1.0%––History
GOOGAlphabet Inc.Stock7,071$1.35M1.0%––History
iShares Tr46434V456MSCI INTL QUALTY36,817$1.37M1.0%–––
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF22,387$1.42M1.1%–––
Vanguard Morningstar Mid-Cap ETF922908629ETF5,476$1.45M1.1%–––
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF14,007$1.50M1.1%–––
TSLATesla, Inc.Stock3,745$1.51M1.1%––History
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE13,578$1.62M1.2%–––
iShares S&P 500 Value ETF464287408ETF8,965$1.71M1.3%–––
Legg Mason ETF Invt52468L505FRANKLIN INTL LW59,270$1.81M1.3%–––
iShares Core S&P Mid-Cap ETF464287507ETF30,096$1.88M1.4%–––
iShares Tr464288414NATIONAL MUN ETF18,711$1.99M1.5%–––
iShares Russell 1000 Growth ETF464287614ETF5,275$2.12M1.6%–––
Schwab US Dividend Equity ETF808524797ETF91,221$2.49M1.9%–––
iShares Core S&P Small Cap ETF464287804ETF23,043$2.66M2.0%–––
AAPLApple Inc.Stock10,954$2.74M2.0%––History
iShares Core MSCI Eafe ETF46432F842ETF39,275$2.76M2.1%–––
First Tr Exchange Traded FD33741X102SMID RISNG ETF77,575$2.78M2.1%–––
Nushares ETF Tr67092P821NUVEEN DIVIDEND85,374$2.78M2.1%–––
NVDANVIDIA CorpStock21,401$2.87M2.1%––History
iShares Tr46434V613CORE UNIVRSL USD65,946$2.98M2.2%–––
AMZNAmazon Com IncStock14,037$3.08M2.3%––History
Schwab Fundamental International Equity ETF808524755ETF113,386$3.77M2.8%–––
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF44,231$3.88M2.9%–––
MSFTMicrosoft CorpStock9,307$3.92M2.9%––History
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF53,837$4.32M3.2%–––
iShares Core S&P US Value ETF464287663ETF50,069$4.64M3.5%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF138,263$9.53M7.1%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF102,470$9.93M7.4%–––
iShares Core S&P 500 ETF464287200ETF24,942$14.7M10.9%–––