FW

FOREFRONT WEALTH MANAGEMENT INC.

13F
FOREFRONT WEALTH MANAGEMENT INC.
Last update 2025-04-17 48 Stocks (4 new)
Value $108.00 Mil Turnover 6 %
Countries:
Top Holdings: MSFT(7.65%)JEPI(6.53%)AAPL(6.42%)AMZN(6.41%)COST(4.68%)
Summary Stock Picks Current Portfolio
FOREFRONT WEALTH MANAGEMENT IN... 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
MSFT
Microsoft Corp
22,020
8,266.1
-0.49%
7.650
-0.04%
0.000
+32.75%
+18.46%
3,697,021.6
Software
JEPI
JPMorgan Equity Premium Income ETF
123,554
7,059.9
+4.50%
6.530
+0.28%
0.020
-0.51%
-1.18%
40,951.3
 
AAPL
Apple Inc
31,236
6,938.5
-0.92%
6.420
-0.07%
0.000
-7.51%
-17.87%
3,064,383.4
Hardware
AMZN
Amazon.com Inc
36,387
6,923.0
-0.11%
6.410
-0.01%
0.000
+15.31%
0%
2,329,121.6
Retail - Cyclical
COST
Costco Wholesale Corp
5,343
5,053.1
-0.34%
4.680
-0.02%
0.000
+4.81%
+8.30%
439,015.7
Retail - Defensive
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
26,866
4,459.8
-0.45%
4.130
-0.02%
0.000
+36.92%
+15.53%
1,174,694.9
Semiconductors
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
Goldman Sachs S&P 500 Core Premium Income ETF
93,868
4,375.2
+5.62%
4.050
+0.22%
2.320
+6.89%
+0.75%
201.3
 
OKE
ONEOK Inc
43,836
4,349.5
-0.21%
4.020
-0.01%
0.010
-16.69%
-16.79%
50,988.7
Oil & Gas
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
80,631
4,175.1
+8.71%
3.860
+0.31%
0.020
+5.06%
-3.51%
25,203.5
 
GOOGL
Alphabet Inc
23,894
3,695.0
-1.28%
3.420
-0.05%
0.000
+14.10%
-6.68%
2,144,839.7
Interactive Media

FOREFRONT WEALTH MANAGEMENT INC.'s Historical Top Holdings Breakdowns

FOREFRONT WEALTH MANAGEMENT INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UBER
Uber Technologies Inc
2025-03-31
New Buy
New Buy
+2.14%
●
63.17 ($72.04) 81.49
$93.30
29.51%
New holding
31,713
31,713
LDOS
Leidos Holdings Inc
2025-03-31
Reduce
Reduce
-0.87%
●
126.82 ($139.6) 161.11
$157.76
13.01%
Reduce -28.89%
16,193
-6,578
VG
Venture Global Inc
2025-03-31
New Buy
New Buy
+0.87%
●
8.95 ($14.57) 24
$15.58
6.93%
New holding
91,089
91,089
IBIT
ISHARES BITCOIN TR
2025-03-31
Sold Out
Sold Out
-0.73%
●
44.91 ($52.94) 60.42
$61.21
15.62%
Sold Out
0
-14,950
INTC
Intel Corp
2025-03-31
New Buy
New Buy
+0.67%
●
19.1 ($21.88) 27.39
$22.40
2.38%
New holding
31,773
31,773
CEG
Constellation Energy Corp
2025-03-31
Add
Add
+0.56%
●
201.63 ($268.03) 347.44
$322.76
20.42%
Add 51.93%
8,757
2,993
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
Add
Add
+0.31%
●
51.45 ($55.7) 58.51
$54.40
-2.33%
Add 8.71%
80,631
6,457
AXON
Axon Enterprise Inc
2025-03-31
Sold Out
Sold Out
-0.30%
●
496.65 ($585.29) 710.01
$827.40
41.37%
Sold Out
0
-547
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Add
Add
+0.28%
●
56.17 ($58.26) 59.71
$56.85
-2.42%
Add 4.5%
123,554
5,318
LLY
Eli Lilly and Co
2025-03-31
Sold Out
Sold Out
-0.27%
●
725.72 ($832.09) 929.72
$779.53
-6.32%
Sold Out
0
-379

FOREFRONT WEALTH MANAGEMENT INC. Total Holding History ($B)

To

FOREFRONT WEALTH MANAGEMENT INC.'s Asset Allocation

To

FOREFRONT WEALTH MANAGEMENT INC. Past Portfolios

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

Top Ranked Articles

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FOREFRONT WEALTH MANAGEMENT INC.'s Hypothetical Growth since 2025-03-31

FOREFRONT WEALTH MANAGEMENT INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

FOREFRONT WEALTH MANAGEMENT INC.'s Holdings Heat Map

Size field:

FOREFRONT WEALTH MANAGEMENT INC.'s Holdings Bubble Chart

FOREFRONT WEALTH MANAGEMENT INC. News

  • 1

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