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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46432F339

QUAL|46432F339

Shares:1.5K

Value:$261.1K

% of Portfolio:0.2% ($261.1K/$146.9M)

33734X192

Shares:2.5K

Value:$259.5K

% of Portfolio:0.2% ($259.5K/$146.9M)

72201R866

Shares:5.0K

Value:$259.0K

% of Portfolio:0.2% ($259.0K/$146.9M)

DEERE & CO

DE|244199105

Shares:548

Value:$257.2K

% of Portfolio:0.2% ($257.2K/$146.9M)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:1.5K

Value:$249.7K

% of Portfolio:0.2% ($249.7K/$146.9M)

Arista Networks, Inc.

ANET|040413205

Shares:3.2K

Value:$249.6K

% of Portfolio:0.2% ($249.6K/$146.9M)

GE Vernova Inc.

GEV|36828A101

Shares:816

Value:$249.1K

% of Portfolio:0.2% ($249.1K/$146.9M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.1K

Value:$248.5K

% of Portfolio:0.2% ($248.5K/$146.9M)

SHOPIFY INC.

SHOP|82509L107

Shares:2.6K

Value:$244.0K

% of Portfolio:0.2% ($244.0K/$146.9M)

922908736

VUG|922908736

Shares:656

Value:$243.3K

% of Portfolio:0.2% ($243.3K/$146.9M)

78463X756

Shares:4.2K

Value:$236.7K

% of Portfolio:0.2% ($236.7K/$146.9M)

78467V608

Shares:5.7K

Value:$236.2K

% of Portfolio:0.2% ($236.2K/$146.9M)

464288521

Shares:4.1K

Value:$233.7K

% of Portfolio:0.2% ($233.7K/$146.9M)

ORACLE CORP

ORCL|68389X105

Shares:1.7K

Value:$231.0K

% of Portfolio:0.2% ($231.0K/$146.9M)

MCDONALDS CORP

MCD|580135101

Shares:734

Value:$229.3K

% of Portfolio:0.2% ($229.3K/$146.9M)

ONTO INNOVATION INC.

ONTO|683344105

Shares:1.8K

Value:$220.4K

% of Portfolio:0.2% ($220.4K/$146.9M)

Bank OZK

OZK|06417N103

Shares:5.1K

Value:$220.3K

% of Portfolio:0.1% ($220.3K/$146.9M)

AppLovin Corp

APP|03831W108

Shares:829

Value:$219.7K

% of Portfolio:0.1% ($219.7K/$146.9M)

46438F101

Shares:4.5K

Value:$212.9K

% of Portfolio:0.1% ($212.9K/$146.9M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:603

Value:$212.6K

% of Portfolio:0.1% ($212.6K/$146.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(QUALcusip46432F339)	1.5K	QoQ +1.19% (-18) YoY-	All Managers (Combined)	$261.1K	0.2% ($261.1K/$146.9M)	QoQ -2.90% (-$7.8K) YoY-
(cusip33734X192)✕	2.5K	QoQ -7.84% (-216) YoY-	All Managers (Combined)	$259.5K	0.2% ($259.5K/$146.9M)	QoQ -20.90% (-$68.6K) YoY-
(cusip72201R866)✕	5.0K	QoQ NEW(+5.0K) YoY-	All Managers (Combined)	$259.0K	0.2% ($259.0K/$146.9M)	QoQ NEW(+$259.0K) YoY-
DEERE & CO(DEcusip244199105)	548	QoQ +1.10% (+6) YoY-	All Managers (Combined)	$257.2K	0.2% ($257.2K/$146.9M)	QoQ +12.00% (+$27.6K) YoY-
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$249.7K	0.2% ($249.7K/$146.9M)	QoQ NEW(+$249.7K) YoY-
Arista Networks, Inc.(ANETcusip040413205)	3.2K	QoQ NEW(+3.2K) YoY-	All Managers (Combined)	$249.6K	0.2% ($249.6K/$146.9M)	QoQ NEW(+$249.6K) YoY-
GE Vernova Inc.(GEVcusip36828A101)	816	QoQ NEW(+816) YoY-	All Managers (Combined)	$249.1K	0.2% ($249.1K/$146.9M)	QoQ NEW(+$249.1K) YoY-
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.1K	QoQ NEW(+4.1K) YoY-	All Managers (Combined)	$248.5K	0.2% ($248.5K/$146.9M)	QoQ NEW(+$248.5K) YoY-
SHOPIFY INC.(SHOPcusip82509L107)	2.6K	QoQ +2.98% (-74) YoY-	All Managers (Combined)	$244.0K	0.2% ($244.0K/$146.9M)	QoQ -7.52% (-$19.9K) YoY-
(VUGcusip922908736)	656	QoQ NEW(+656) YoY-	All Managers (Combined)	$243.3K	0.2% ($243.3K/$146.9M)	QoQ NEW(+$243.3K) YoY-
(cusip78463X756)✕	4.2K	QoQ NEW(+4.2K) YoY-	All Managers (Combined)	$236.7K	0.2% ($236.7K/$146.9M)	QoQ NEW(+$236.7K) YoY-
(cusip78467V608)✕	5.7K	QoQ NEW(+5.7K) YoY-	All Managers (Combined)	$236.2K	0.2% ($236.2K/$146.9M)	QoQ NEW(+$236.2K) YoY-
(cusip464288521)✕	4.1K	QoQ NEW(+4.1K) YoY-	All Managers (Combined)	$233.7K	0.2% ($233.7K/$146.9M)	QoQ NEW(+$233.7K) YoY-
ORACLE CORP(ORCLcusip68389X105)	1.7K	QoQ +6.78% (-105) YoY-	All Managers (Combined)	$231.0K	0.2% ($231.0K/$146.9M)	QoQ -10.40% (-$26.8K) YoY-
MCDONALDS CORP(MCDcusip580135101)	734	QoQ +0.41% (+3) YoY-	All Managers (Combined)	$229.3K	0.2% ($229.3K/$146.9M)	QoQ +8.19% (+$17.4K) YoY-
ONTO INNOVATION INC.(ONTOcusip683344105)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$220.4K	0.2% ($220.4K/$146.9M)	QoQ NEW(+$220.4K) YoY-
Bank OZK(OZKcusip06417N103)	5.1K	QoQ +0.35% (-18) YoY-	All Managers (Combined)	$220.3K	0.1% ($220.3K/$146.9M)	QoQ -2.07% (-$4.7K) YoY-
AppLovin Corp(APPcusip03831W108)	829	QoQ NEW(+829) YoY-	All Managers (Combined)	$219.7K	0.1% ($219.7K/$146.9M)	QoQ NEW(+$219.7K) YoY-
(cusip46438F101)✕	4.5K	QoQ NEW(+4.5K) YoY-	All Managers (Combined)	$212.9K	0.1% ($212.9K/$146.9M)	QoQ NEW(+$212.9K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	603	QoQ -2.26% (-14) YoY-	All Managers (Combined)	$212.6K	0.1% ($212.6K/$146.9M)	QoQ +0.70% (-$1.5K) YoY-