Forefront-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MU",
  "FNDF",
  "ABBV",
  "ADBE",
  "ASML",
  "AVGO",
  "APP",
  null,
  null,
  "FCX",
  "IBKR",
  "DDD",
  null,
  null,
  "MCD",
  null,
  null,
  "ISRG",
  "MUB",
  null,
  "META",
  null,
  "IJH",
  "RANI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MRVL",
  "MA",
  null,
  "MSFT",
  "TMUS",
  "GE",
  "IJR",
  "ANET",
  "KKR",
  "ORCL",
  null,
  "IWF",
  "PANW",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "MRK",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  "NOW",
  "SHOP",
  "SPDW",
  null,
  null,
  null,
  "SPLG",
  null,
  "TMO",
  "TFC",
  "UBER",
  "VO",
  "VWO",
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  "VRT",
  null,
  "AMD",
  "IWR",
  null,
  null,
  "AMZN",
  "IVE",
  null,
  null,
  "VUG",
  "VEA",
  null,
  "VXUS",
  "VBK",
  "BNDX",
  "VBR",
  "BSV",
  "VOO",
  "V",
  "ONTO",
  "SCHD",
  "SCHG",
  null,
  "TTD",
  "CRM",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  null,
  null,
  null,
  "BAC",
  "OZK",
  "BA",
  "BMY",
  "CDNS",
  "CRWD",
  "DE",
  "NEE",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "XLK",
  "VTI",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 128
Total Value: 146883930
Accession Number: 0002063364-25-000089
Form Type: 13F-HR
CIK: forefront-wealth-partners
Manager Name: Forefront-Wealth-Partners

Data Enrichment

66% identified

85 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

128 positions • $146.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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52468L505

Shares:55.1K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$146.9M)

33734X846

Shares:27.3K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$146.9M)

464288414

MUB|464288414

Shares:15.6K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$146.9M)

464287408

IVE|464287408

Shares:8.4K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$146.9M)

33737A108

Shares:13.8K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$146.9M)

464287242

Shares:13.3K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$146.9M)

922908629

VO|922908629

Shares:5.5K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$146.9M)

46434V456

Shares:34.1K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$146.9M)

46436E825

Shares:59.8K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$146.9M)

92206C409

Shares:16.3K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$146.9M)

464287614

IWF|464287614

Shares:3.4K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$146.9M)

81369Y803

XLK|81369Y803

Shares:5.8K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$146.9M)

Alphabet Inc.

GOOG|02079K107

Shares:7.5K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$146.9M)

81369Y209

Shares:8.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$146.9M)

922908769

VTI|922908769

Shares:4.0K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$146.9M)

Meta Platforms, Inc.

META|30303M102

Shares:1.8K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$146.9M)

Tesla, Inc.

TSLA|88160R101

Shares:4.0K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$146.9M)

Broadcom Inc.

AVGO|11135F101

Shares:5.8K

Value:$962.7K

% of Portfolio:0.7% ($962.7K/$146.9M)

S&P Global Inc.

SPGI|78409V104

Shares:1.8K

Value:$905.4K

% of Portfolio:0.6% ($905.4K/$146.9M)

921943858

VEA|921943858

Shares:17.1K

Value:$871.3K

% of Portfolio:0.6% ($871.3K/$146.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip52468L505)✕	55.1K	QoQ -6.98% (-4.1K) YoY-	All Managers (Combined)	$1.8M	1.2% ($1.8M/$146.9M)	QoQ -1.34% (-$24.3K) YoY-
(cusip33734X846)✕	27.3K	QoQ +21.98% (+4.9K) YoY-	All Managers (Combined)	$1.7M	1.2% ($1.7M/$146.9M)	QoQ +21.12% (+$300.0K) YoY-
(MUBcusip464288414)	15.6K	QoQ -16.89% (-3.2K) YoY-	All Managers (Combined)	$1.6M	1.1% ($1.6M/$146.9M)	QoQ -17.75% (-$354.1K) YoY-
(IVEcusip464287408)	8.4K	QoQ -6.12% (-549) YoY-	All Managers (Combined)	$1.6M	1.1% ($1.6M/$146.9M)	QoQ -6.27% (-$107.3K) YoY-
(cusip33737A108)✕	13.8K	QoQ +1.80% (-245) YoY-	All Managers (Combined)	$1.6M	1.1% ($1.6M/$146.9M)	QoQ -3.49% (-$56.6K) YoY-
(cusip464287242)✕	13.3K	QoQ -4.95% (-694) YoY-	All Managers (Combined)	$1.4M	1.0% ($1.4M/$146.9M)	QoQ -3.31% (-$49.6K) YoY-
(VOcusip922908629)	5.5K	QoQ +1.11% (-61) YoY-	All Managers (Combined)	$1.4M	1.0% ($1.4M/$146.9M)	QoQ -0.99% (-$14.3K) YoY-
(cusip46434V456)✕	34.1K	QoQ -7.28% (-2.7K) YoY-	All Managers (Combined)	$1.4M	0.9% ($1.4M/$146.9M)	QoQ -0.86% (-$11.9K) YoY-
(cusip46436E825)✕	59.8K	QoQ NEW(+59.8K) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$146.9M)	QoQ NEW(+$1.3M) YoY-
(cusip92206C409)✕	16.3K	QoQ NEW(+16.3K) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$146.9M)	QoQ NEW(+$1.3M) YoY-
(IWFcusip464287614)	3.4K	QoQ -34.97% (-1.8K) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$146.9M)	QoQ -41.52% (-$879.8K) YoY-
(XLKcusip81369Y803)	5.8K	QoQ +4.99% (-275) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$146.9M)	QoQ -6.76% (-$86.6K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	7.5K	QoQ +5.77% (-408) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$146.9M)	QoQ -13.22% (-$178.0K) YoY-
(cusip81369Y209)✕	8.0K	QoQ -7.26% (-623) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$146.9M)	QoQ -1.56% (-$18.5K) YoY-
(VTIcusip922908769)	4.0K	QoQ +20.42% (+675) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$146.9M)	QoQ +14.20% (+$136.0K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.8K	QoQ +13.93% (+226) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$146.9M)	QoQ +12.10% (+$115.0K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	4.0K	QoQ +7.98% (-299) YoY-	All Managers (Combined)	$1.0M	0.7% ($1.0M/$146.9M)	QoQ -30.70% (-$464.3K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	5.8K	QoQ +3.64% (-202) YoY-	All Managers (Combined)	$962.7K	0.7% ($962.7K/$146.9M)	QoQ -25.15% (-$323.6K) YoY-
S&P Global Inc.(SPGIcusip78409V104)	1.8K	QoQ -0.05% (-1) YoY-	All Managers (Combined)	$905.4K	0.6% ($905.4K/$146.9M)	QoQ +1.96% (-$17.4K) YoY-
(VEAcusip921943858)	17.1K	QoQ +241.65% (+12.1K) YoY-	All Managers (Combined)	$871.3K	0.6% ($871.3K/$146.9M)	QoQ +263.13% (+$631.4K) YoY-