13F-HR filed by FOREFRONT WEALTH MANAGEMENT INC.
FOREFRONT WEALTH MANAGEMENT INC. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-11, with 49 holding rows worth $108,572,089.
- Accession
- 0001904828-25-000001
- Filer
- CIK 1904828
- Filed
- 2025-02-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 49 entries on the cover page, a total value of $108,572,089 stated on the cover page (in dollars after the unit check, H1), rows summing to $108,572,089 with VALUE read as dollars as filed, 13F file number 028-21600. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 22,128 | $9,326,850 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 36,427 | $7,991,720 | dollars as filed | |
| Apple Inc | 037833100 | COM | 31,525 | $7,894,596 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 118,236 | $6,802,120 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 26,987 | $5,329,575 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 5,361 | $4,912,342 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 24,204 | $4,581,900 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 43,927 | $4,410,222 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W622 | S&P 500 PREMIUM | 88,874 | $4,394,830 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 74,174 | $4,181,948 | dollars as filed | |
| LEIDOS HOLDINGS INC COM | 525327102 | Stock | 22,771 | $3,280,388 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W630 | NASDA 100 ETF | 55,642 | $2,728,130 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,407 | $2,580,492 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 11,509 | $2,540,344 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 6,980 | $2,531,932 | dollars as filed | |
| WISDOMTREE TR | 97717W422 | INDIA ERNGS FD | 54,576 | $2,470,637 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 4,595 | $2,324,387 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,662 | $2,316,084 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 21,139 | $2,311,941 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 35,986 | $2,254,511 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 3,097 | $2,205,908 | dollars as filed | |
| ISHARES MSCI JAPAN VALUE ETF | 46435U374 | ETF | 68,945 | $2,156,590 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 18,899 | $2,137,620 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X202 | EURO STOXX 50 | 41,605 | $2,003,292 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 6,785 | $1,966,824 | dollars as filed | |
| VGT | 92204A702 | SHS | 2,601 | $1,617,067 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 5,764 | $1,289,509 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 3,996 | $1,041,471 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 10,252 | $1,019,869 | dollars as filed | |
| ANGLOGOLD ASHANTI PLC | G0378L100 | COM SHS | 37,891 | $874,524 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 7,318 | $821,550 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 14,950 | $793,098 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 20,891 | $554,241 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,941 | $529,263 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 953 | $463,313 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,730 | $401,249 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 2,013 | $347,099 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 547 | $325,093 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,828 | $324,885 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 570 | $307,122 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 4,000 | $303,280 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 379 | $292,634 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 404 | $280,004 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,452 | $254,383 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,913 | $239,811 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 499 | $226,187 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 2,225 | $221,232 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 450 | $208,004 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 1,953 | $202,018 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001904828-25-000001 | this filing | 2025-02-11 | acceptance time not in the bulk data set |