$71.8 Million is the total value of FOREFRONT WEALTH MANAGEMENT INC.'s 44 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YSG | Exit | YATSEN HLDG LTDads | $0 | – | -12,000 | -100.0% | -0.03% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -5,160 | -100.0% | -0.27% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,837 | -100.0% | -0.28% | – |
| XOP | Exit | SPDR SER TRs&p oilgas exp | $0 | – | -2,599 | -100.0% | -0.42% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -4,344 | -100.0% | -0.42% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -6,265 | -100.0% | -1.29% | – |
| OMF | Exit | ONEMAIN HLDGS INC | $0 | – | -33,145 | -100.0% | -1.67% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -7,922 | -100.0% | -1.94% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -28,782 | -100.0% | -3.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
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.