$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $1,091,774 | -4.1% | 10,262 | 0.0% | 1.43% | -6.9% | |
| FB | META PLATFORMS INCcl a | $426,211 | +76.1% | 2,011 | 0.0% | 0.56% | +70.9% | |
| BX | BLACKSTONE INC | $264,671 | +3.6% | 3,013 | 0.0% | 0.35% | +0.6% |
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.