Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- 最新申報
- 2026/1/23
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/11 申報。只含多頭部位。
- 持股檔數
- 49
- 2024 年第 3 季沒有申報
- 總值
- $1.09 億
- 2024 年第 3 季沒有申報
Forefront Wealth Management Inc. 沒有申報 2024 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 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 22,128 | $932.7 萬 | 8.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,427 | $799.2 萬 | 7.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 31,525 | $789.5 萬 | 7.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 118,236 | $680.2 萬 | 6.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,987 | $533.0 萬 | 4.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,361 | $491.2 萬 | 4.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 24,204 | $458.2 萬 | 4.2% | – | – | 歷史 |
| OKEONEOK Inc | COM | 43,927 | $441.0 萬 | 4.1% | – | – | 歷史 |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 88,874 | $439.5 萬 | 4.0% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 74,174 | $418.2 萬 | 3.9% | – | – | – |
| LDOSLeidos Holdings, Inc. | COM | 22,771 | $328.0 萬 | 3.0% | – | – | 歷史 |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 55,642 | $272.8 萬 | 2.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,407 | $258.0 萬 | 2.4% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 11,509 | $254.0 萬 | 2.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 6,980 | $253.2 萬 | 2.3% | – | – | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 54,576 | $247.1 萬 | 2.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,595 | $232.4 萬 | 2.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,662 | $231.6 萬 | 2.1% | – | – | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 21,139 | $231.2 萬 | 2.1% | – | – | 歷史 |
| SHELShell plc | ADR | 35,986 | $225.5 萬 | 2.1% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,097 | $220.6 萬 | 2.0% | – | – | 歷史 |
| iShares Tr46435U374 | MSCI JP VALUE | 68,945 | $215.7 萬 | 2.0% | – | – | – |
| ABTAbbott Laboratories | Stock | 18,899 | $213.8 萬 | 2.0% | – | – | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 41,605 | $200.3 萬 | 1.8% | – | – | – |
| MCDMcDonalds Corp | Stock | 6,785 | $196.7 萬 | 1.8% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,601 | $161.7 萬 | 1.5% | – | – | – |
| CEGConstellation Energy Corp | Stock | 5,764 | $129.0 萬 | 1.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 3,996 | $104.1 萬 | 1.0% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,252 | $102.0 萬 | 0.9% | – | – | 歷史 |
| AUAngloGold Ashanti PLC | COM SHS | 37,891 | $87.5 萬 | 0.8% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 7,318 | $82.2 萬 | 0.8% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 14,950 | $79.3 萬 | 0.7% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 20,891 | $55.4 萬 | 0.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,941 | $52.9 萬 | 0.5% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 953 | $46.3 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,730 | $40.1 萬 | 0.4% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 2,013 | $34.7 萬 | 0.3% | – | – | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 547 | $32.5 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,828 | $32.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 570 | $30.7 萬 | 0.3% | – | – | – |
| ETREntergy Corp | COM | 4,000 | $30.3 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 379 | $29.3 萬 | 0.3% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 404 | $28.0 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,452 | $25.4 萬 | 0.2% | – | – | – |
| SOSouthern Co | Stock | 2,913 | $24.0 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 499 | $22.6 萬 | 0.2% | – | – | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 2,225 | $22.1 萬 | 0.2% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 450 | $20.8 萬 | 0.2% | – | – | 歷史 |
| AFLAflac Inc | Stock | 1,953 | $20.2 萬 | 0.2% | – | – | 歷史 |