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:

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464287721

Shares:1.5K

Value:$212.1K

% of Portfolio:0.1% ($212.1K/$146.9M)

Zoetis Inc.

ZTS|98978V103

Shares:1.3K

Value:$207.1K

% of Portfolio:0.1% ($207.1K/$146.9M)

92189H821

Shares:22.8K

Value:$205.8K

% of Portfolio:0.1% ($205.8K/$146.9M)

53656F607

Shares:4.2K

Value:$204.9K

% of Portfolio:0.1% ($204.9K/$146.9M)

921909768

VXUS|921909768

Shares:3.2K

Value:$200.2K

% of Portfolio:0.1% ($200.2K/$146.9M)

Rani Therapeutics Holdings, Inc.

RANI|753018100

Shares:65.0K

Value:$81.9K

% of Portfolio:0.1% ($81.9K/$146.9M)

3D SYSTEMS CORP

DDD|88554D205

Shares:30.8K

Value:$65.4K

% of Portfolio:0.0% ($65.4K/$146.9M)

G79483106

Shares:10.1K

Value:$26.3K

% of Portfolio:0.0% ($26.3K/$146.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287721)✕	1.5K	QoQ -23.58% (-466) YoY-	All Managers (Combined)	$212.1K	0.1% ($212.1K/$146.9M)	QoQ -32.73% (-$103.2K) YoY-
Zoetis Inc.(ZTScusip98978V103)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$207.1K	0.1% ($207.1K/$146.9M)	QoQ NEW(+$207.1K) YoY-
(cusip92189H821)✕	22.8K	QoQ NEW(+22.8K) YoY-	All Managers (Combined)	$205.8K	0.1% ($205.8K/$146.9M)	QoQ NEW(+$205.8K) YoY-
(cusip53656F607)✕	4.2K	QoQ -37.50% (-2.5K) YoY-	All Managers (Combined)	$204.9K	0.1% ($204.9K/$146.9M)	QoQ -42.12% (-$149.1K) YoY-
(VXUScusip921909768)	3.2K	QoQ NEW(+3.2K) YoY-	All Managers (Combined)	$200.2K	0.1% ($200.2K/$146.9M)	QoQ NEW(+$200.2K) YoY-
Rani Therapeutics Holdings, Inc.(RANIcusip753018100)	65.0K	QoQ NEW(+65.0K) YoY-	All Managers (Combined)	$81.9K	0.1% ($81.9K/$146.9M)	QoQ NEW(+$81.9K) YoY-
3D SYSTEMS CORP(DDDcusip88554D205)	30.8K	QoQ +5.63% (-1.6K) YoY-	All Managers (Combined)	$65.4K	0.0% ($65.4K/$146.9M)	QoQ -31.72% (-$30.4K) YoY-
(cusipG79483106)✕	10.1K	QoQ NEW(+10.1K) YoY-	All Managers (Combined)	$26.3K	0.0% ($26.3K/$146.9M)	QoQ NEW(+$26.3K) YoY-