Forefront Wealth Partners, LLC
- SEC CIK
- 0002068112
- 最新申報
- 2026/8/20
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/5/14 申報。只含多頭部位。
- 持股檔數
- 91
- 2024 年第 3 季沒有申報
- 總值
- $1.34 億
- 2024 年第 3 季沒有申報
Forefront Wealth Partners, LLC 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 24,942 | $1,468 萬 | 10.9% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 102,470 | $992.9 萬 | 7.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 138,263 | $953.2 萬 | 7.1% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 50,069 | $463.6 萬 | 3.5% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 53,837 | $432.2 萬 | 3.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 9,307 | $392.3 萬 | 2.9% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 44,231 | $388.4 萬 | 2.9% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 113,386 | $376.6 萬 | 2.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 14,037 | $308.0 萬 | 2.3% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 65,946 | $298.1 萬 | 2.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 21,401 | $287.4 萬 | 2.1% | – | – | 歷史 |
| Nushares ETF Tr67092P821 | NUVEEN DIVIDEND | 85,374 | $278.1 萬 | 2.1% | – | – | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 77,575 | $278.1 萬 | 2.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 39,275 | $276.0 萬 | 2.1% | – | – | – |
| AAPLApple Inc. | Stock | 10,954 | $274.3 萬 | 2.0% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,043 | $265.5 萬 | 2.0% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 91,221 | $249.2 萬 | 1.9% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,275 | $211.8 萬 | 1.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,711 | $199.4 萬 | 1.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,096 | $187.5 萬 | 1.4% | – | – | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 59,270 | $180.9 萬 | 1.3% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 8,965 | $171.1 萬 | 1.3% | – | – | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 13,578 | $162.0 萬 | 1.2% | – | – | – |
| TSLATesla, Inc. | Stock | 3,745 | $151.2 萬 | 1.1% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 14,007 | $149.7 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,476 | $144.6 萬 | 1.1% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 22,387 | $142.0 萬 | 1.1% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 36,817 | $136.7 萬 | 1.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 7,071 | $134.7 萬 | 1.0% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,548 | $128.6 萬 | 1.0% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,507 | $128.0 萬 | 1.0% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 45,540 | $126.9 萬 | 0.9% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 5,187 | $125.6 萬 | 0.9% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 23,109 | $120.7 萬 | 0.9% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,580 | $118.0 萬 | 0.9% | – | – | – |
| CRMSalesforce, Inc. | Stock | 3,078 | $102.9 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,305 | $95.8 萬 | 0.7% | – | – | – |
| NOWServiceNow, Inc. | Stock | 900 | $95.4 萬 | 0.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,622 | $95.0 萬 | 0.7% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,783 | $88.8 萬 | 0.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,642 | $88.5 萬 | 0.7% | – | – | – |
| MRVLMarvell Technology, Inc. | COM | 7,795 | $86.1 萬 | 0.6% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,000 | $84.6 萬 | 0.6% | – | – | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 18,217 | $83.1 萬 | 0.6% | – | – | – |
| MAMastercard Inc | Stock | 1,568 | $82.6 萬 | 0.6% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 13,389 | $80.8 萬 | 0.6% | – | – | 歷史 |
| Kurv ETF Tr500948302 | TECH TIT SEL ETF | 28,920 | $78.7 萬 | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 8,846 | $75.4 萬 | 0.6% | – | – | – |
| TMUST-Mobile US, Inc. | Stock | 3,018 | $66.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,906 | $57.6 萬 | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,114 | $56.3 萬 | 0.4% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 12,535 | $54.4 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 11,915 | $53.5 萬 | 0.4% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 2,896 | $52.7 萬 | 0.4% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,738 | $52.2 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,591 | $50.3 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,924 | $49.0 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 18,893 | $48.3 萬 | 0.4% | – | – | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 3,315 | $48.0 萬 | 0.4% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 907 | $47.2 萬 | 0.4% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 277 | $47.1 萬 | 0.4% | – | – | 歷史 |
| AMEAmetek Inc | COM | 2,511 | $45.3 萬 | 0.3% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 2,588 | $43.2 萬 | 0.3% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 614 | $42.6 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 548 | $42.3 萬 | 0.3% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 4,701 | $39.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,840 | $39.2 萬 | 0.3% | – | – | – |
| ADBEAdobe Inc. | Stock | 829 | $36.9 萬 | 0.3% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,237 | $36.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,276 | $35.7 萬 | 0.3% | – | – | – |
| Listed FDS Tr53656F607 | WAHED FTSE ETF | 6,713 | $35.4 萬 | 0.3% | – | – | – |
| ELVElevance Health, Inc. | Stock | 929 | $34.3 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 7,505 | $33.0 萬 | 0.2% | – | – | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 2,754 | $32.8 萬 | 0.2% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,976 | $31.5 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,680 | $28.8 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 1,523 | $27.0 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,510 | $26.9 萬 | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 2,481 | $26.4 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,547 | $25.8 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,416 | $25.2 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,373 | $24.1 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,017 | $24.0 萬 | 0.2% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,178 | $23.3 萬 | 0.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 542 | $23.0 萬 | 0.2% | – | – | 歷史 |
| OZKBank OZK | COM | 5,052 | $22.5 萬 | 0.2% | – | – | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 1,545 | $22.1 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 731 | $21.2 萬 | 0.2% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 617 | $21.1 萬 | 0.2% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 3,693 | $20.8 萬 | 0.2% | – | – | 歷史 |
| DDD3D Systems Corp | COM NEW | 29,186 | $9.57 萬 | 0.1% | – | – | 歷史 |