$76.5 Million is the total value of FOREFRONT WEALTH MANAGEMENT INC.'s 42 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | ZYMEWORKS DEL INC | $0 | – | -13,400 | -100.0% | -0.17% | – | |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -661 | -100.0% | -0.34% | – |
| NID | Exit | NUVEEN INTER DURATION MUN TE | $0 | – | -39,663 | -100.0% | -0.70% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -9,799 | -100.0% | -1.45% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -3,830 | -100.0% | -1.63% | – |
| CFR | Exit | CULLEN FROST BANKERS INC | $0 | – | -13,832 | -100.0% | -2.49% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -31,413 | -100.0% | -3.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
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.