Top 50 Forefront Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 7.51% | 182.9K | $10.5M | +7.08%(+12.10K) | $57.93(-0.56%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 7.36% | 21.2K | $10.3M | -1.08%(-231) | $311.08(+32.19%) | 2025-12-31 | |
| AMZN | AMAZON COM INC | 5.92% | 35.7K | $8.2M | +0.78%(+277) | $165.77(+49.90%) | 2025-12-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.44% | 24.9K | $7.6M | -4.50%(-1.18K) | $86.26(+334.83%) | 2025-12-31 | |
| AAPL | APPLE INC | 5.11% | 26.2K | $7.1M | -1.35%(-358) | $159.72(+66.81%) | 2025-12-31 | |
| GOOGL | ALPHABET INC | 4.97% | 22.1K | $6.9M | -2.80%(-636) | $132.34(+154.74%) | 2025-12-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4.92% | 118.0K | $6.9M | +0.83%(+977) | $54.79(+6.73%) | 2025-12-31 | |
| AU | ANGLOGOLD ASHANTI PLC | 3.34% | 54.6K | $4.7M | -2.36%(-1.32K) | $30.15(+246.55%) | 2025-12-31 | |
| COST | COSTCO WHSL CORP NEW | 2.92% | 4.7K | $4.1M | -1.34%(-64) | $527.02(+86.85%) | 2025-12-31 | |
| HWM | HOWMET AEROSPACE INC | 2.84% | 19.3K | $4.0M | -3.45%(-691) | $104.81(+142.38%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.92% | -2.75% |
| Top 20 Holdings Unweighted | -0.44% | -1.32% |
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