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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VISA INC.

V|92826C839

Shares:1.6K

Value:$566.7K

% of Portfolio:0.4% ($566.7K/$146.9M)

45783Y673

Shares:18.0K

Value:$564.1K

% of Portfolio:0.4% ($564.1K/$146.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.0K

Value:$549.1K

% of Portfolio:0.4% ($549.1K/$146.9M)

ELI LILLY & Co

LLY|532457108

Shares:653

Value:$539.4K

% of Portfolio:0.4% ($539.4K/$146.9M)

Marvell Technology, Inc.

MRVL|573874104

Shares:8.7K

Value:$535.0K

% of Portfolio:0.4% ($535.0K/$146.9M)

97717Y527

Shares:10.5K

Value:$528.3K

% of Portfolio:0.4% ($528.3K/$146.9M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:12.6K

Value:$516.5K

% of Portfolio:0.4% ($516.5K/$146.9M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.0K

Value:$508.7K

% of Portfolio:0.3% ($508.7K/$146.9M)

922908611

VBR|922908611

Shares:2.7K

Value:$508.0K

% of Portfolio:0.3% ($508.0K/$146.9M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:990

Value:$492.7K

% of Portfolio:0.3% ($492.7K/$146.9M)

ASML HOLDING NV

ASML|N07059210

Shares:717

Value:$475.1K

% of Portfolio:0.3% ($475.1K/$146.9M)

500948302

Shares:20.4K

Value:$474.9K

% of Portfolio:0.3% ($474.9K/$146.9M)

92189F676

Shares:2.1K

Value:$447.6K

% of Portfolio:0.3% ($447.6K/$146.9M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:5.0K

Value:$434.5K

% of Portfolio:0.3% ($434.5K/$146.9M)

464287499

IWR|464287499

Shares:5.1K

Value:$430.0K

% of Portfolio:0.3% ($430.0K/$146.9M)

92203J407

BNDX|92203J407

Shares:8.8K

Value:$429.7K

% of Portfolio:0.3% ($429.7K/$146.9M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.7K

Value:$425.7K

% of Portfolio:0.3% ($425.7K/$146.9M)

69374H204

Shares:12.0K

Value:$413.9K

% of Portfolio:0.3% ($413.9K/$146.9M)

922042858

VWO|922042858

Shares:8.2K

Value:$373.1K

% of Portfolio:0.3% ($373.1K/$146.9M)

69374H642

Shares:17.8K

Value:$357.6K

% of Portfolio:0.2% ($357.6K/$146.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	1.6K	QoQ +1.63% (+26) YoY-	All Managers (Combined)	$566.7K	0.4% ($566.7K/$146.9M)	QoQ +12.70% (+$63.9K) YoY-
(cusip45783Y673)✕	18.0K	QoQ NEW(+18.0K) YoY-	All Managers (Combined)	$564.1K	0.4% ($564.1K/$146.9M)	QoQ NEW(+$564.1K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.0K	QoQ -5.92% (-66) YoY-	All Managers (Combined)	$549.1K	0.4% ($549.1K/$146.9M)	QoQ -2.55% (-$14.4K) YoY-
ELI LILLY & Co(LLYcusip532457108)	653	QoQ +19.16% (+105) YoY-	All Managers (Combined)	$539.4K	0.4% ($539.4K/$146.9M)	QoQ +27.49% (+$116.3K) YoY-
Marvell Technology, Inc.(MRVLcusip573874104)	8.7K	QoQ +11.46% (-894) YoY-	All Managers (Combined)	$535.0K	0.4% ($535.0K/$146.9M)	QoQ -37.85% (-$325.9K) YoY-
(cusip97717Y527)✕	10.5K	QoQ NEW(+10.5K) YoY-	All Managers (Combined)	$528.3K	0.4% ($528.3K/$146.9M)	QoQ NEW(+$528.3K) YoY-
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	12.6K	QoQ +0.13% (-17) YoY-	All Managers (Combined)	$516.5K	0.4% ($516.5K/$146.9M)	QoQ -5.01% (-$27.3K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	3.0K	QoQ +2.93% (-85) YoY-	All Managers (Combined)	$508.7K	0.3% ($508.7K/$146.9M)	QoQ -3.46% (-$18.3K) YoY-
(VBRcusip922908611)	2.7K	QoQ -6.19% (-180) YoY-	All Managers (Combined)	$508.0K	0.3% ($508.0K/$146.9M)	QoQ -11.79% (-$67.9K) YoY-
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	990	QoQ +9.15% (+83) YoY-	All Managers (Combined)	$492.7K	0.3% ($492.7K/$146.9M)	QoQ +4.38% (+$20.7K) YoY-
ASML HOLDING NV(ASMLcusipN07059210)	717	QoQ +16.77% (+103) YoY-	All Managers (Combined)	$475.1K	0.3% ($475.1K/$146.9M)	QoQ +11.64% (+$49.6K) YoY-
(cusip500948302)✕	20.4K	QoQ -29.40% (-8.5K) YoY-	All Managers (Combined)	$474.9K	0.3% ($474.9K/$146.9M)	QoQ -39.67% (-$312.3K) YoY-
(cusip92189F676)✕	2.1K	QoQ -59.18% (-3.1K) YoY-	All Managers (Combined)	$447.6K	0.3% ($447.6K/$146.9M)	QoQ -64.36% (-$808.5K) YoY-
MICRON TECHNOLOGY INC(MUcusip595112103)	5.0K	QoQ +6.36% (+299) YoY-	All Managers (Combined)	$434.5K	0.3% ($434.5K/$146.9M)	QoQ +9.81% (+$38.8K) YoY-
(IWRcusip464287499)	5.1K	QoQ NEW(+5.1K) YoY-	All Managers (Combined)	$430.0K	0.3% ($430.0K/$146.9M)	QoQ NEW(+$430.0K) YoY-
(BNDXcusip92203J407)	8.8K	QoQ NEW(+8.8K) YoY-	All Managers (Combined)	$429.7K	0.3% ($429.7K/$146.9M)	QoQ NEW(+$429.7K) YoY-
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.7K	QoQ -3.68% (-64) YoY-	All Managers (Combined)	$425.7K	0.3% ($425.7K/$146.9M)	QoQ -18.47% (-$96.5K) YoY-
(cusip69374H204)✕	12.0K	QoQ NEW(+12.0K) YoY-	All Managers (Combined)	$413.9K	0.3% ($413.9K/$146.9M)	QoQ NEW(+$413.9K) YoY-
(VWOcusip922042858)	8.2K	QoQ NEW(+8.2K) YoY-	All Managers (Combined)	$373.1K	0.3% ($373.1K/$146.9M)	QoQ NEW(+$373.1K) YoY-
(cusip69374H642)✕	17.8K	QoQ NEW(+17.8K) YoY-	All Managers (Combined)	$357.6K	0.2% ($357.6K/$146.9M)	QoQ NEW(+$357.6K) YoY-