Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- 最新申報
- 2026/1/23
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/4 申報。只含多頭部位。
- 持股檔數
- 55
- 2021 年第 3 季沒有申報
- 總值
- $1.05 億
- 2021 年第 3 季沒有申報
Forefront Wealth Management Inc. 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 44,509 | $790.3 萬 | 7.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,175 | $725.2 萬 | 6.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 21,521 | $723.8 萬 | 6.9% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 16,596 | $488.1 萬 | 4.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 30,089 | $423.5 萬 | 4.0% | – | – | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 138,324 | $414.6 萬 | 4.0% | – | – | – |
| TGTTarget Corp | Stock | 17,278 | $399.9 萬 | 3.8% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,670 | $385.2 萬 | 3.7% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 11,100 | $365.2 萬 | 3.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,252 | $362.7 萬 | 3.5% | – | – | 歷史 |
| J P Morgan Exchange-Traded F46641Q738 | BETBULD MSCI | 30,732 | $341.3 萬 | 3.3% | – | – | – |
| DFSDiscover Financial Services | COM | 28,232 | $326.2 萬 | 3.1% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 5,081 | $320.9 萬 | 3.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 5,417 | $307.2 萬 | 2.9% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 31,357 | $292.7 萬 | 2.8% | – | – | 歷史 |
| OMFOneMain Holdings, Inc. | COM | 55,611 | $278.3 萬 | 2.7% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 34,125 | $264.8 萬 | 2.5% | – | – | – |
| Signature BK New York N Y82669G104 | COM | 7,920 | $256.2 萬 | 2.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 29,582 | $240.4 萬 | 2.3% | – | – | – |
| AMATApplied Materials Inc | Stock | 14,928 | $234.9 萬 | 2.2% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 38,155 | $210.5 萬 | 2.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 28,037 | $203.2 萬 | 1.9% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 39,724 | $200.5 萬 | 1.9% | – | – | – |
| BBWIBath & Body Works, Inc. | COM | 26,117 | $182.3 萬 | 1.7% | – | – | 歷史 |
| CECelanese Corp | Stock | 9,408 | $158.1 萬 | 1.5% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,243 | $148.6 萬 | 1.4% | – | – | – |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 17,830 | $137.3 萬 | 1.3% | – | – | – |
| BPBP PLC | ADR | 49,641 | $132.2 萬 | 1.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 22,127 | $130.7 萬 | 1.2% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,797 | $99.0 萬 | 0.9% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 10,752 | $82.4 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,376 | $79.9 萬 | 0.8% | – | – | 歷史 |
| NIDNuveen Intermediate Duration Municipal Term Fund | COM | 53,099 | $79.2 萬 | 0.8% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,940 | $78.3 萬 | 0.7% | – | – | – |
| NQPNuveen Pennsylvania Quality Municipal Income Fund | COM | 52,336 | $78.0 萬 | 0.7% | – | – | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 10,599 | $46.0 萬 | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,295 | $36.3 萬 | 0.3% | – | – | 歷史 |
| PMLPIMCO Municipal Income Fund II | COM | 23,508 | $34.3 萬 | 0.3% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 905 | $32.2 萬 | 0.3% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 2,471 | $32.0 萬 | 0.3% | – | – | 歷史 |
| MPABlackRock Muniyield Pennsylvania Quality Fund | COM | 18,715 | $31.3 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,001 | $27.1 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 251 | $26.5 萬 | 0.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 5,160 | $26.0 萬 | 0.2% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 1,000 | $25.4 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,113 | $24.8 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,372 | $23.5 萬 | 0.2% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,533 | $23.2 萬 | 0.2% | – | – | 歷史 |
| ETREntergy Corp | COM | 2,000 | $22.5 萬 | 0.2% | – | – | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 3,809 | $22.5 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,653 | $22.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 3,807 | $20.9 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 3,891 | $20.2 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 2,933 | $20.1 萬 | 0.2% | – | – | 歷史 |
| SWNSouthwestern Energy Co | COM | 34,258 | $16.0 萬 | 0.2% | – | – | 歷史 |