StockDriftsStockDriftsTop 50 Forefront Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 11.83% | 369.1K | $28.3M | +3.55%(+12.66K) | $72.95(+19.77%) | 2026-03-31 | |
| AGG | ISHARES TR | 9.85% | 237.1K | $23.5M | +17.09%(+34.62K) | $99.40(-0.73%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 4.17% | 203.8K | $10.0M | +43.44%(+61.71K) | $39.72(+34.85%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.63% | 13.3K | $8.7M | +17.86%(+2.01K) | $596.99(+24.92%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 2.96% | 174.7K | $7.1M | +5.87%(+9.68K) | $33.16(+24.20%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.98% | 12.8K | $4.7M | +28.44%(+2.83K) | $427.71(-5.26%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.95% | 26.7K | $4.7M | +14.56%(+3.39K) | $139.54(+61.83%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 1.88% | 48.5K | $4.5M | +3.14%(+1.48K) | $89.78(+2.74%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.64% | 18.8K | $3.9M | +8.84%(+1.52K) | $207.58(+30.13%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 1.62% | 133.1K | $3.9M | -6.03%(-8.54K) | $29.50(+16.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.30% | +13.47% |
| Top 20 Holdings Unweighted | +3.81% | +11.86% |
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