13F-HR filed by Forefront Wealth Partners, LLC
Forefront Wealth Partners, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-05-14, with 91 holding rows worth $134,221,760.
- Accession
- 0002063364-25-000087
- Filer
- CIK 2068112
- Filed
- 2025-05-14
- 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, 91 entries on the cover page, a total value of $134,221,760 stated on the cover page (in dollars after the unit check, H1), rows summing to $134,221,760 with VALUE read as dollars as filed, 13F file number 028-25583. 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 |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 24,942 | $14,683,126 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 102,470 | $9,929,338 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 138,263 | $9,531,850 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 50,069 | $4,635,888 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 53,837 | $4,321,522 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 9,307 | $3,922,849 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 44,231 | $3,884,332 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 113,386 | $3,765,550 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 14,037 | $3,079,576 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 65,946 | $2,980,789 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 21,401 | $2,874,035 | dollars as filed | |
| NUSHARES ETF TR | 67092P821 | NUVEEN DIVIDEND | 85,374 | $2,781,419 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 77,575 | $2,781,064 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 39,275 | $2,760,209 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,954 | $2,743,149 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 23,043 | $2,655,029 | dollars as filed | |
| SCHD | 808524797 | COM | 91,221 | $2,492,172 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 5,275 | $2,118,417 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 18,711 | $1,993,657 | dollars as filed | |
| IJH | 464287507 | COM | 30,096 | $1,875,303 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 59,270 | $1,808,904 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 8,965 | $1,711,342 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33737A108 | NASDQ CLN EDGE | 13,578 | $1,620,369 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 3,745 | $1,512,383 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 14,007 | $1,496,542 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 5,476 | $1,446,324 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 22,387 | $1,420,428 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 36,817 | $1,366,627 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 7,071 | $1,346,504 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 5,548 | $1,286,331 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 5,507 | $1,280,486 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 45,540 | $1,269,200 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 5,187 | $1,256,091 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 23,109 | $1,206,746 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 8,580 | $1,180,333 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 3,078 | $1,028,869 | dollars as filed | |
| VTI | 922908769 | COM | 3,305 | $957,822 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 900 | $954,107 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,622 | $949,891 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 1,783 | $887,987 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,642 | $884,842 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 7,795 | $860,892 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 7,000 | $845,528 | dollars as filed | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 18,217 | $831,060 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,568 | $825,650 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 13,389 | $807,625 | dollars as filed | |
| KURV ETF TR | 500948302 | TECH TIT SEL ETF | 28,920 | $787,191 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33737K205 | INDXX NEXTG ETF | 8,846 | $754,458 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 3,018 | $666,229 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 2,906 | $575,867 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,114 | $563,475 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 12,535 | $543,768 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 11,915 | $535,222 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 2,896 | $526,956 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 1,738 | $522,199 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,591 | $502,819 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 4,924 | $489,867 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 18,893 | $483,283 | dollars as filed | |
| ISHARES TR | 464289446 | RUS TOP 200 ETF | 3,315 | $479,715 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 907 | $472,015 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 277 | $471,021 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 2,511 | $452,634 | dollars as filed | |
| General Electric Company | 369604301 | COM | 2,588 | $431,653 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 614 | $425,552 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 548 | $423,070 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 4,701 | $395,644 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 3,840 | $392,026 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 829 | $368,640 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 2,237 | $363,803 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 1,276 | $357,306 | dollars as filed | |
| LISTED FD TR | 53656F607 | COM | 6,713 | $354,043 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 929 | $342,709 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 7,505 | $329,841 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X192 | CLOUD COMPUTING | 2,754 | $328,090 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,976 | $315,351 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,680 | $288,240 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,523 | $269,571 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,510 | $268,889 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 2,481 | $263,804 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,547 | $257,793 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,416 | $251,699 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 2,373 | $240,951 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 5,017 | $239,938 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,178 | $232,642 | dollars as filed | |
| Deere & Company | 244199105 | COM | 542 | $229,646 | dollars as filed | |
| BANK OZK LITTLE ROCK ARK COM | 06417N103 | Stock | 5,052 | $224,958 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 1,545 | $220,764 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 731 | $211,909 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 617 | $211,113 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 3,693 | $207,509 | dollars as filed | |
| 3D SYSTEMS CORP | 88554D205 | COMMON STOCK | 29,186 | $95,730 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002063364-25-000087 | this filing | 2025-05-14 | acceptance time not in the bulk data set |