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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464287549

Shares:3.8K

Value:$348.2K

% of Portfolio:0.2% ($348.2K/$146.9M)

78468R739

Shares:7.3K

Value:$347.2K

% of Portfolio:0.2% ($347.2K/$146.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.8K

Value:$335.3K

% of Portfolio:0.2% ($335.3K/$146.9M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:8.8K

Value:$331.7K

% of Portfolio:0.2% ($331.7K/$146.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:7.9K

Value:$330.6K

% of Portfolio:0.2% ($330.6K/$146.9M)

ADOBE INC.

ADBE|00724F101

Shares:861

Value:$330.2K

% of Portfolio:0.2% ($330.2K/$146.9M)

KKR & Co. Inc.

KKR|48251W104

Shares:2.8K

Value:$325.1K

% of Portfolio:0.2% ($325.1K/$146.9M)

Elevance Health, Inc.

ELV|036752103

Shares:745

Value:$324.0K

% of Portfolio:0.2% ($324.0K/$146.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.6K

Value:$322.3K

% of Portfolio:0.2% ($322.3K/$146.9M)

Trade Desk, Inc.

TTD|88339J105

Shares:5.9K

Value:$320.9K

% of Portfolio:0.2% ($320.9K/$146.9M)

922908595

VBK|922908595

Shares:1.3K

Value:$319.5K

% of Portfolio:0.2% ($319.5K/$146.9M)

Eaton Corp plc

ETN|G29183103

Shares:1.1K

Value:$308.8K

% of Portfolio:0.2% ($308.8K/$146.9M)

921937827

BSV|921937827

Shares:3.9K

Value:$306.8K

% of Portfolio:0.2% ($306.8K/$146.9M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:4.3K

Value:$304.5K

% of Portfolio:0.2% ($304.5K/$146.9M)

78464A284

Shares:11.5K

Value:$290.8K

% of Portfolio:0.2% ($290.8K/$146.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.4K

Value:$287.9K

% of Portfolio:0.2% ($287.9K/$146.9M)

Vertiv Holdings Co

VRT|92537N108

Shares:3.8K

Value:$271.3K

% of Portfolio:0.2% ($271.3K/$146.9M)

354921108

Shares:5.6K

Value:$267.5K

% of Portfolio:0.2% ($267.5K/$146.9M)

BOEING CO

BA|097023105

Shares:1.5K

Value:$263.8K

% of Portfolio:0.2% ($263.8K/$146.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:532

Value:$263.5K

% of Portfolio:0.2% ($263.5K/$146.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287549)✕	3.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$348.2K	0.2% ($348.2K/$146.9M)	QoQ -11.18% (-$43.9K) YoY-
(cusip78468R739)✕	7.3K	QoQ NEW(+7.3K) YoY-	All Managers (Combined)	$347.2K	0.2% ($347.2K/$146.9M)	QoQ NEW(+$347.2K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.8K	QoQ +5.22% (+140) YoY-	All Managers (Combined)	$335.3K	0.2% ($335.3K/$146.9M)	QoQ +16.34% (+$47.1K) YoY-
FREEPORT-MCMORAN INC(FCXcusip35671D857)	8.8K	QoQ NEW(+8.8K) YoY-	All Managers (Combined)	$331.7K	0.2% ($331.7K/$146.9M)	QoQ NEW(+$331.7K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	7.9K	QoQ +5.56% (+418) YoY-	All Managers (Combined)	$330.6K	0.2% ($330.6K/$146.9M)	QoQ +0.23% (+$770) YoY-
ADOBE INC.(ADBEcusip00724F101)	861	QoQ +3.86% (-32) YoY-	All Managers (Combined)	$330.2K	0.2% ($330.2K/$146.9M)	QoQ -10.42% (-$38.4K) YoY-
KKR & Co. Inc.(KKRcusip48251W104)	2.8K	QoQ NEW(+2.8K) YoY-	All Managers (Combined)	$325.1K	0.2% ($325.1K/$146.9M)	QoQ NEW(+$325.1K) YoY-
Elevance Health, Inc.(ELVcusip036752103)	745	QoQ -19.80% (-184) YoY-	All Managers (Combined)	$324.0K	0.2% ($324.0K/$146.9M)	QoQ -5.44% (-$18.7K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	3.6K	QoQ -27.07% (-1.3K) YoY-	All Managers (Combined)	$322.3K	0.2% ($322.3K/$146.9M)	QoQ -34.19% (-$167.5K) YoY-
Trade Desk, Inc.(TTDcusip88339J105)	5.9K	QoQ NEW(+5.9K) YoY-	All Managers (Combined)	$320.9K	0.2% ($320.9K/$146.9M)	QoQ NEW(+$320.9K) YoY-
(VBKcusip922908595)	1.3K	QoQ -0.54% (-7) YoY-	All Managers (Combined)	$319.5K	0.2% ($319.5K/$146.9M)	QoQ -10.59% (-$37.8K) YoY-
Eaton Corp plc(ETNcusipG29183103)	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$308.8K	0.2% ($308.8K/$146.9M)	QoQ NEW(+$308.8K) YoY-
(BSVcusip921937827)	3.9K	QoQ NEW(+3.9K) YoY-	All Managers (Combined)	$306.8K	0.2% ($306.8K/$146.9M)	QoQ NEW(+$306.8K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	4.3K	QoQ NEW(+4.3K) YoY-	All Managers (Combined)	$304.5K	0.2% ($304.5K/$146.9M)	QoQ NEW(+$304.5K) YoY-
(cusip78464A284)✕	11.5K	QoQ -38.96% (-7.4K) YoY-	All Managers (Combined)	$290.8K	0.2% ($290.8K/$146.9M)	QoQ -39.82% (-$192.4K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.4K	QoQ -2.96% (-42) YoY-	All Managers (Combined)	$287.9K	0.2% ($287.9K/$146.9M)	QoQ +14.37% (-$36.2K) YoY-
Vertiv Holdings Co(VRTcusip92537N108)	3.8K	QoQ NEW(+3.8K) YoY-	All Managers (Combined)	$271.3K	0.2% ($271.3K/$146.9M)	QoQ NEW(+$271.3K) YoY-
(cusip354921108)✕	5.6K	QoQ NEW(+5.6K) YoY-	All Managers (Combined)	$267.5K	0.2% ($267.5K/$146.9M)	QoQ NEW(+$267.5K) YoY-
BOEING CO(BAcusip097023105)	1.5K	QoQ +1.57% (-24) YoY-	All Managers (Combined)	$263.8K	0.2% ($263.8K/$146.9M)	QoQ -2.12% (-$5.7K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	532	QoQ NEW(+532) YoY-	All Managers (Combined)	$263.5K	0.2% ($263.5K/$146.9M)	QoQ NEW(+$263.5K) YoY-