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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Salesforce, Inc.

CRM|79466L302

Shares:3.2K

Value:$864.3K

% of Portfolio:0.6% ($864.3K/$146.9M)

Uber Technologies, Inc

UBER|90353T100

Shares:11.8K

Value:$857.3K

% of Portfolio:0.6% ($857.3K/$146.9M)

Mastercard Inc

MA|57636Q104

Shares:1.5K

Value:$834.2K

% of Portfolio:0.6% ($834.2K/$146.9M)

46434G103

IEMG|46434G103

Shares:15.4K

Value:$831.1K

% of Portfolio:0.6% ($831.1K/$146.9M)

78463X889

SPDW|78463X889

Shares:21.8K

Value:$792.8K

% of Portfolio:0.5% ($792.8K/$146.9M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:7.7K

Value:$786.9K

% of Portfolio:0.5% ($786.9K/$146.9M)

ServiceNow, Inc.

NOW|81762P102

Shares:922

Value:$734.0K

% of Portfolio:0.5% ($734.0K/$146.9M)

T-Mobile US, Inc.

TMUS|872590104

Shares:2.7K

Value:$733.1K

% of Portfolio:0.5% ($733.1K/$146.9M)

33737K205

Shares:8.2K

Value:$691.7K

% of Portfolio:0.5% ($691.7K/$146.9M)

808524300

SCHG|808524300

Shares:27.4K

Value:$686.5K

% of Portfolio:0.5% ($686.5K/$146.9M)

78468R721

Shares:15.0K

Value:$678.1K

% of Portfolio:0.5% ($678.1K/$146.9M)

464289446

Shares:4.9K

Value:$673.0K

% of Portfolio:0.5% ($673.0K/$146.9M)

78464A383

Shares:30.3K

Value:$668.1K

% of Portfolio:0.5% ($668.1K/$146.9M)

69374H857

Shares:16.9K

Value:$634.8K

% of Portfolio:0.4% ($634.8K/$146.9M)

69374H683

Shares:21.2K

Value:$621.7K

% of Portfolio:0.4% ($621.7K/$146.9M)

69374H105

Shares:11.7K

Value:$603.3K

% of Portfolio:0.4% ($603.3K/$146.9M)

78463X509

Shares:15.0K

Value:$590.5K

% of Portfolio:0.4% ($590.5K/$146.9M)

MERCADOLIBRE INC

MELI|58733R102

Shares:302

Value:$589.2K

% of Portfolio:0.4% ($589.2K/$146.9M)

78468R853

Shares:14.1K

Value:$572.8K

% of Portfolio:0.4% ($572.8K/$146.9M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.9K

Value:$572.2K

% of Portfolio:0.4% ($572.2K/$146.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	3.2K	QoQ +4.61% (-142) YoY-	All Managers (Combined)	$864.3K	0.6% ($864.3K/$146.9M)	QoQ -15.99% (-$164.6K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	11.8K	QoQ -12.12% (-1.6K) YoY-	All Managers (Combined)	$857.3K	0.6% ($857.3K/$146.9M)	QoQ +6.14% (-$49.6K) YoY-
Mastercard Inc(MAcusip57636Q104)	1.5K	QoQ -2.93% (-46) YoY-	All Managers (Combined)	$834.2K	0.6% ($834.2K/$146.9M)	QoQ +1.04% (-$8.6K) YoY-
(IEMGcusip46434G103)	15.4K	QoQ -33.36% (-7.7K) YoY-	All Managers (Combined)	$831.1K	0.6% ($831.1K/$146.9M)	QoQ -31.13% (-$375.7K) YoY-
(SPDWcusip78463X889)	21.8K	QoQ NEW(+21.8K) YoY-	All Managers (Combined)	$792.8K	0.5% ($792.8K/$146.9M)	QoQ NEW(+$792.8K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	7.7K	QoQ +9.41% (-659) YoY-	All Managers (Combined)	$786.9K	0.5% ($786.9K/$146.9M)	QoQ -6.93% (-$58.6K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	922	QoQ +2.44% (-22) YoY-	All Managers (Combined)	$734.0K	0.5% ($734.0K/$146.9M)	QoQ -23.06% (-$220.1K) YoY-
T-Mobile US, Inc.(TMUScusip872590104)	2.7K	QoQ -8.94% (-270) YoY-	All Managers (Combined)	$733.1K	0.5% ($733.1K/$146.9M)	QoQ +10.04% (-$66.9K) YoY-
(cusip33737K205)✕	8.2K	QoQ -7.85% (-695) YoY-	All Managers (Combined)	$691.7K	0.5% ($691.7K/$146.9M)	QoQ -8.32% (-$62.8K) YoY-
(SCHGcusip808524300)	27.4K	QoQ -39.80% (-18.1K) YoY-	All Managers (Combined)	$686.5K	0.5% ($686.5K/$146.9M)	QoQ -45.91% (-$582.7K) YoY-
(cusip78468R721)✕	15.0K	QoQ -17.40% (-3.2K) YoY-	All Managers (Combined)	$678.1K	0.5% ($678.1K/$146.9M)	QoQ -18.40% (-$152.9K) YoY-
(cusip464289446)✕	4.9K	QoQ +47.75% (+1.6K) YoY-	All Managers (Combined)	$673.0K	0.5% ($673.0K/$146.9M)	QoQ +40.29% (+$193.3K) YoY-
(cusip78464A383)✕	30.3K	QoQ NEW(+30.3K) YoY-	All Managers (Combined)	$668.1K	0.5% ($668.1K/$146.9M)	QoQ NEW(+$668.1K) YoY-
(cusip69374H857)✕	16.9K	QoQ NEW(+16.9K) YoY-	All Managers (Combined)	$634.8K	0.4% ($634.8K/$146.9M)	QoQ NEW(+$634.8K) YoY-
(cusip69374H683)✕	21.2K	QoQ NEW(+21.2K) YoY-	All Managers (Combined)	$621.7K	0.4% ($621.7K/$146.9M)	QoQ NEW(+$621.7K) YoY-
(cusip69374H105)✕	11.7K	QoQ NEW(+11.7K) YoY-	All Managers (Combined)	$603.3K	0.4% ($603.3K/$146.9M)	QoQ NEW(+$603.3K) YoY-
(cusip78463X509)✕	15.0K	QoQ NEW(+15.0K) YoY-	All Managers (Combined)	$590.5K	0.4% ($590.5K/$146.9M)	QoQ NEW(+$590.5K) YoY-
MERCADOLIBRE INC(MELIcusip58733R102)	302	QoQ +9.02% (+25) YoY-	All Managers (Combined)	$589.2K	0.4% ($589.2K/$146.9M)	QoQ +25.08% (+$118.1K) YoY-
(cusip78468R853)✕	14.1K	QoQ +17.94% (+2.1K) YoY-	All Managers (Combined)	$572.8K	0.4% ($572.8K/$146.9M)	QoQ +7.02% (+$37.6K) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	2.9K	QoQ +10.47% (+271) YoY-	All Managers (Combined)	$572.2K	0.4% ($572.2K/$146.9M)	QoQ +32.56% (+$140.6K) YoY-