Forefront-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  "AU",
  "CAT",
  "MCD",
  null,
  "HWM",
  null,
  "META",
  null,
  "MSFT",
  "TMUS",
  "BX",
  "OKE",
  null,
  "UNH",
  "AAPL",
  "NVDA",
  "INTC",
  "LDOS",
  "PFE",
  "LMT",
  "MRK",
  "AMGN",
  "REGN",
  null,
  "SHEL",
  "UBER",
  "BIV",
  "DTM",
  "TSM",
  "ETR",
  "AFL",
  "AMZN",
  null,
  "VGT",
  "VOO",
  null,
  "SO",
  null,
  null,
  "BRK-B",
  "CEG",
  "COST",
  "RSP",
  "XOM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 48
Total Value: 108064319
Accession Number: 0001904828-25-000003
Form Type: 13F-HR
CIK: forefront-wealth-management
Manager Name: Forefront-Wealth-Management

Data Enrichment

81% identified

39 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

48 positions • $108.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908363

VOO|922908363

Shares:570

Value:$292.9K

% of Portfolio:0.3% ($292.9K/$108.1M)

Blackstone Inc.

BX|09260D107

Shares:2.0K

Value:$281.4K

% of Portfolio:0.3% ($281.4K/$108.1M)

921937819

BIV|921937819

Shares:3.5K

Value:$267.5K

% of Portfolio:0.2% ($267.5K/$108.1M)

SOUTHERN CO

SO|842587107

Shares:2.9K

Value:$264.0K

% of Portfolio:0.2% ($264.0K/$108.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:495

Value:$263.6K

% of Portfolio:0.2% ($263.6K/$108.1M)

AFLAC INC

AFL|001055102

Shares:1.9K

Value:$214.0K

% of Portfolio:0.2% ($214.0K/$108.1M)

DT Midstream, Inc.

DTM|23345M107

Shares:2.2K

Value:$209.9K

% of Portfolio:0.2% ($209.9K/$108.1M)

46137V357

RSP|46137V357

Shares:1.2K

Value:$206.6K

% of Portfolio:0.2% ($206.6K/$108.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	570	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$292.9K	0.3% ($292.9K/$108.1M)	QoQ -4.62% (-$14.2K) YoY-
Blackstone Inc.(BXcusip09260D107)	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$281.4K	0.3% ($281.4K/$108.1M)	QoQ -18.93% (-$65.7K) YoY-
(BIVcusip921937819)	3.5K	QoQ NEW(+3.5K) YoY-	All Managers (Combined)	$267.5K	0.2% ($267.5K/$108.1M)	QoQ NEW(+$267.5K) YoY-
SOUTHERN CO(SOcusip842587107)	2.9K	QoQ -1.40% (-41) YoY-	All Managers (Combined)	$264.0K	0.2% ($264.0K/$108.1M)	QoQ +10.10% (-$24.2K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	495	QoQ -0.80% (-4) YoY-	All Managers (Combined)	$263.6K	0.2% ($263.6K/$108.1M)	QoQ +16.55% (-$37.4K) YoY-
AFLAC INC(AFLcusip001055102)	1.9K	QoQ -1.43% (-28) YoY-	All Managers (Combined)	$214.0K	0.2% ($214.0K/$108.1M)	QoQ +5.95% (-$12.0K) YoY-
DT Midstream, Inc.(DTMcusip23345M107)	2.2K	QoQ -2.20% (-49) YoY-	All Managers (Combined)	$209.9K	0.2% ($209.9K/$108.1M)	QoQ -5.10% (-$11.3K) YoY-
(RSPcusip46137V357)	1.2K	QoQ -17.83% (-259) YoY-	All Managers (Combined)	$206.6K	0.2% ($206.6K/$108.1M)	QoQ -18.77% (-$47.8K) YoY-