$74.2 Million is the total value of FOREFRONT WEALTH MANAGEMENT INC.'s 46 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -82 | -100.0% | -0.23% | – |
| TSLA | Exit | TESLA INC | $0 | – | -251 | -100.0% | -0.27% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -9,618 | -100.0% | -0.34% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -12,820 | -100.0% | -0.86% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -40,012 | -100.0% | -1.99% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -15,481 | -100.0% | -2.02% | – |
| SBNY | Exit | SIGNATURE BK NEW YORK N Y | $0 | – | -8,644 | -100.0% | -2.51% | – |
| FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -115,978 | -100.0% | -3.18% | – |
| BBRE | Exit | J P MORGAN EXCHANGE-TRADED Fbetbuld msci | $0 | – | -30,275 | -100.0% | -3.19% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -11,202 | -100.0% | -3.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 8 | Q3 2023 | 9.8% |
| APPLE INC | 8 | Q3 2023 | 9.1% |
| AMAZON COM INC | 8 | Q3 2023 | 6.9% |
| UNITEDHEALTH GROUP INC | 8 | Q3 2023 | 5.7% |
| REGENERON PHARMACEUTICALS | 8 | Q3 2023 | 5.0% |
| ALPHABET INC | 8 | Q3 2023 | 4.6% |
| ABBOTT LABS | 8 | Q3 2023 | 4.4% |
| ABBVIE INC | 8 | Q3 2023 | 4.6% |
| LOCKHEED MARTIN CORP | 8 | Q3 2023 | 4.6% |
| VANGUARD WORLD FDS | 8 | Q3 2023 | 1.7% |
View FOREFRONT WEALTH MANAGEMENT INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-04 |
View FOREFRONT WEALTH MANAGEMENT INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.