| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BX | Exit | BLACKSTONE INC | $0 | – | -2,013 | -100.0% | -0.30% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -5,160 | -100.0% | -0.32% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -2,645 | -100.0% | -0.34% | – |
| Exit | PROSHARES TRultrapro sht qqq | $0 | – | -12,000 | -100.0% | -0.34% | – | |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,306 | -100.0% | -0.47% | – |
| REGL | Exit | PROSHARES TRs&p mdcp 400 div | $0 | – | -8,068 | -100.0% | -0.76% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,759 | -100.0% | -0.78% | – |
| ATO | Exit | ATMOS ENERGY CORP | $0 | – | -5,687 | -100.0% | -0.84% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -2,719 | -100.0% | -0.90% | – |
| Exit | SHELL PLCspon ads | $0 | – | -10,636 | -100.0% | -0.96% | – | |
| PFE | Exit | PFIZER INC | $0 | – | -20,738 | -100.0% | -0.96% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,310 | -100.0% | -0.97% | – |
| NJR | Exit | NEW JERSEY RES CORP | $0 | – | -17,726 | -100.0% | -1.01% | – |
| CPA | Exit | COPA HOLDINGS SAcl a | $0 | – | -8,907 | -100.0% | -1.11% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -6,472 | -100.0% | -1.29% | – |
| ILF | Exit | ISHARES TRlatn amer 40 etf | $0 | – | -41,006 | -100.0% | -1.47% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -10,262 | -100.0% | -1.48% | – |
| EWJV | Exit | ISHARES TRmsci jp value | $0 | – | -39,810 | -100.0% | -1.59% | – |
| HUBG | Exit | HUB GROUP INCcl a | $0 | – | -14,622 | -100.0% | -1.61% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -2,932 | -100.0% | -1.71% | – |
| FGD | Exit | FIRST TR EXCHANGE TRADED FDdj glbl divid | $0 | – | -59,564 | -100.0% | -1.72% | – |
| KO | Exit | COCA COLA CO | $0 | – | -23,755 | -100.0% | -1.86% | – |
| FEZ | Exit | SPDR INDEX SHS FDSeuro stoxx 50 | $0 | – | -40,531 | -100.0% | -2.39% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -4,407 | -100.0% | -2.53% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -19,769 | -100.0% | -2.69% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -42,228 | -100.0% | -2.82% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -23,605 | -100.0% | -2.87% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -27,321 | -100.0% | -3.33% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -3,104 | -100.0% | -3.58% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -42,132 | -100.0% | -3.75% | – |
| OLN | Exit | OLIN CORP | $0 | – | -56,818 | -100.0% | -3.98% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -5,306 | -100.0% | -4.20% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -20,203 | -100.0% | -4.22% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -25,225 | -100.0% | -4.63% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -8,076 | -100.0% | -5.71% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -43,421 | -100.0% | -6.02% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -36,157 | -100.0% | -6.45% | – |
| AAPL | Exit | APPLE INC | $0 | – | -34,748 | -100.0% | -8.34% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -21,796 | -100.0% | -9.65% | – |
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.