FA

Forefront Analytics, LLC

13F
Forefront Analytics, LLC
Last update 2025-05-13 45 Stocks (2 new)
Value $87.00 Mil Turnover 8 %
Countries:
Top Holdings: NULV(25.85%)SPYX(10.73%)MTUM(9.71%)VWO(8.17%)VEA(6.39%)
Summary Stock Picks Current Portfolio
Forefront Analytics, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NULV
Nuveen ESG Large-Cap Value ETF
555,012
22,472.4
-13.12%
25.850
-1.53%
1.360
+8.09%
+7.98%
1,755.7
 
SPYX
SSGA SPDR S&P 500 Fossil Fuel Free ETF
SSGA SPDR S&P 500 Fossil Fuel Free ETF
203,859
9,326.6
+64.10%
10.730
+4.19%
0.470
+17.09%
+7.50%
2,231.9
 
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
41,771
8,443.4
+7.26%
9.710
+0.66%
0.060
+23.03%
+16.24%
17,632.5
 
VWO
Vanguard FTSE Emerging Markets ETF
156,884
7,100.5
+5.71%
8.170
+0.44%
0.010
+12.24%
+13.86%
82,887.2
 
VEA
Vanguard FTSE Developed Markets ETF
109,288
5,555.1
+0.46%
6.390
+0.03%
0.000
+15.13%
+21.12%
151,800.0
 
HDV
iShares Core High Dividend ETF
43,108
5,221.0
+25.18%
6.010
+1.21%
0.050
+1.65%
+7.93%
11,238.6
 
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
107,155
4,640.2
+8.64%
5.340
+0.42%
0.060
+9.18%
+9.86%
7,841.2
 
USMV
iShares MSCI USA Min Vol Factor ETF
45,249
4,238.0
-0.13%
4.880
0%
0.020
+2.02%
+6.86%
23,959.4
 
IVV
iShares Core S&P 500 ETF
4,581
2,574.0
-0.65%
2.960
-0.01%
0.000
+16.85%
+7.53%
624,685.9
 
VTV
Vanguard Value ETF
14,334
2,475.9
+8.97%
2.850
+0.23%
0.000
+8.41%
+7.46%
131,958.3
 

Forefront Analytics, LLC's Historical Top Holdings Breakdowns

Forefront Analytics, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Sold Out
Sold Out
-7.26%
●
48.33 ($48.9) 49.5
$49.35
0.93%
Sold Out
0
-318,115
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
2025-03-31
Sold Out
Sold Out
-6.10%
●
88.64 ($90.53) 92.03
$92.46
2.13%
Sold Out
0
-147,400
AOK
iShares Core 30/70 Conservative Allocation ETF
iShares Core 30/70 Conservative Allocation ETF
2025-03-31
Sold Out
Sold Out
-6.02%
●
36.86 ($37.7) 38.15
$38.94
3.28%
Sold Out
0
-347,277
SPYX
SSGA SPDR S&P 500 Fossil Fuel Free ETF
SSGA SPDR S&P 500 Fossil Fuel Free ETF
2025-03-31
Add
Add
+4.19%
●
45.21 ($48.25) 50.33
$51.44
6.61%
Add 64.1%
203,859
79,632
LTPZ
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
2025-03-31
Reduce
Reduce
-4.05%
●
50.99 ($53.49) 55.74
$51.83
-3.10%
Reduce -95.77%
7,394
-167,311
WIP
SPDR Citi International Government Inflation-Protected Bond ETF
SPDR Citi International Government Inflation-Protected Bond ETF
2025-03-31
Sold Out
Sold Out
-3.66%
●
35.57 ($37.04) 38.16
$39.52
6.70%
Sold Out
0
-217,606
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Vanguard Global ex-U.S. Real Estate ETF
2025-03-31
Sold Out
Sold Out
-3.66%
●
38.22 ($40.21) 41.19
$46.49
15.62%
Sold Out
0
-198,721
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
2025-03-31
Sold Out
Sold Out
-3.46%
●
65.05 ($69.15) 73.43
$65.59
-5.15%
Sold Out
0
-109,780
EMLP
First Trust North American Energy Infrastructure Fund
First Trust North American Energy Infrastructure Fund
2025-03-31
Reduce
Reduce
-3.36%
●
35.79 ($37.01) 38.28
$37.29
0.76%
Reduce -93.85%
13,282
-202,719
DJP
Barclays Bank PLC ZC SP REDEEM 12/06/2036 USD 50 - 06738C778
Barclays Bank PLC ZC SP REDEEM 12/06/2036 USD 50 - 06738C778
2025-03-31
Reduce
Reduce
-3.25%
●
32 ($34.28) 35.71
$34.54
0.76%
Reduce -97.27%
6,120
-217,812

Forefront Analytics, LLC Total Holding History ($B)

To

Forefront Analytics, LLC's Asset Allocation

To

Forefront Analytics, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Forefront Analytics, LLC's Hypothetical Growth since 2025-03-31

Forefront Analytics, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Forefront Analytics, LLC's Holdings Heat Map

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Forefront Analytics, LLC's Holdings Bubble Chart

Forefront Analytics, LLC News

  • 1

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