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Forefront Wealth Management Inc.

Portfolio Manager
Forefront Wealth Management Inc.
Performance
+3.36% (2025 Q4)
AUM (13F)
$139.37M
# of Holdings
71
Performance Rank
Allocation (Top 20)
71.84%

Forefront Wealth Management Inc. Holdings Map

Top 50 Forefront Wealth Management Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JEPI
J P MORGAN EXCHANGE TRADED F
7.51%182.9K$10.5M
+7.08%(+12.10K)
2024-Q4: 118.2K shares2025-Q1: 123.6K shares2025-Q2: 172.1K shares2025-Q3: 170.8K shares2025-Q4: 182.9K shares
$57.93(-0.56%)
2025-12-31
MSFT
MICROSOFT CORP
7.36%21.2K$10.3M
-1.08%(-231)
2024-Q4: 22.1K shares2025-Q1: 22.0K shares2025-Q2: 21.9K shares2025-Q3: 21.4K shares2025-Q4: 21.2K shares
$311.08(+32.19%)
2025-12-31
AMZN
AMAZON COM INC
5.92%35.7K$8.2M
+0.78%(+277)
2024-Q4: 36.4K shares2025-Q1: 36.4K shares2025-Q2: 36.3K shares2025-Q3: 35.5K shares2025-Q4: 35.7K shares
$165.77(+49.90%)
2025-12-31
TSM
TAIWAN SEMICONDUCTOR MFG LTD
5.44%24.9K$7.6M
-4.50%(-1.18K)
2024-Q4: 27.0K shares2025-Q1: 26.9K shares2025-Q2: 27.5K shares2025-Q3: 26.1K shares2025-Q4: 24.9K shares
$86.26(+334.83%)
2025-12-31
AAPL
APPLE INC
5.11%26.2K$7.1M
-1.35%(-358)
2024-Q4: 31.5K shares2025-Q1: 31.2K shares2025-Q2: 27.5K shares2025-Q3: 26.6K shares2025-Q4: 26.2K shares
$159.72(+66.81%)
2025-12-31
GOOGL
ALPHABET INC
4.97%22.1K$6.9M
-2.80%(-636)
2024-Q4: 24.2K shares2025-Q1: 23.9K shares2025-Q2: 23.8K shares2025-Q3: 22.7K shares2025-Q4: 22.1K shares
$132.34(+154.74%)
2025-12-31
JEPQ
J P MORGAN EXCHANGE TRADED F
4.92%118.0K$6.9M
+0.83%(+977)
2024-Q4: 74.2K shares2025-Q1: 80.6K shares2025-Q2: 117.6K shares2025-Q3: 117.0K shares2025-Q4: 118.0K shares
$54.79(+6.73%)
2025-12-31
AU
ANGLOGOLD ASHANTI PLC
3.34%54.6K$4.7M
-2.36%(-1.32K)
2024-Q4: 37.9K shares2025-Q1: 38.5K shares2025-Q2: 56.5K shares2025-Q3: 55.9K shares2025-Q4: 54.6K shares
$30.15(+246.55%)
2025-12-31
COST
COSTCO WHSL CORP NEW
2.92%4.7K$4.1M
-1.34%(-64)
2024-Q4: 5.4K shares2025-Q1: 5.3K shares2025-Q2: 5.1K shares2025-Q3: 4.8K shares2025-Q4: 4.7K shares
$527.02(+86.85%)
2025-12-31
HWM
HOWMET AEROSPACE INC
2.84%19.3K$4.0M
-3.45%(-691)
2024-Q4: 21.1K shares2025-Q1: 20.8K shares2025-Q2: 20.8K shares2025-Q3: 20.0K shares2025-Q4: 19.3K shares
$104.81(+142.38%)
2025-12-31

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