FW

FOREFRONT WEALTH MANAGEMENT INC.

13F
FOREFRONT WEALTH MANAGEMENT INC.
Last update 2023-11-12 39 Stocks (5 new)
Value $71.00 Mil Turnover 5 %
Countries:
Top Holdings: MSFT(9.65%)AAPL(8.34%)AMZN(6.45%)HDV(6.02%)UNH(5.71%)
Portfolio Report
Summary Stock Picks Current Portfolio
FOREFRONT WEALTH MANAGEMENT IN... Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
21,796
6882.220
+0.06%
9.650
+0.01%
0.000
+4.32%
+10.02%
3059156.044
Software
AAPL 		Apple Inc
34,748
5949.160
-1.92%
8.340
-0.17%
0.000
+6.90%
+16.50%
3377630.649
Hardware
AMZN 		Amazon.com Inc
36,157
4596.280
+0.01%
6.450
0%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
HDV 		iShares Core High Dividend ETF
43,421
4293.920
-0.35%
6.020
-0.02%
0.040
+5.53%
+15.72%
11147.376
 
UNH 		UnitedHealth Group Inc
8,076
4071.760
+0.27%
5.710
+0.02%
0.000
-0.16%
+8.97%
521828.826
Healthcare Plans
GOOGL 		Alphabet Inc
25,225
3300.940
0%
4.630
0%
0.000
+6.73%
+21.81%
2087029.120
Interactive Media
ABBV 		AbbVie Inc
20,203
3011.500
-0.22%
4.220
-0.01%
0.000
+10.27%
+34.90%
356396.860
Drug Manufacturers
COST 		Costco Wholesale Corp
5,306
2997.570
+11.52%
4.200
+0.43%
0.000
+11.16%
+35.65%
394410.770
Retail - Defensive
OLN 		Olin Corp
56,818
2839.780
+0.25%
3.980
+0.01%
0.050
+1.34%
-21.64%
4870.236
Chemicals
OKE 		ONEOK Inc
42,132
2672.440
+0.60%
3.750
+0.02%
0.010
+26.72%
+47.43%
57606.403
Oil & Gas

FOREFRONT WEALTH MANAGEMENT INC.'s Historical Top Holdings Breakdowns

FOREFRONT WEALTH MANAGEMENT INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFS 		Discover Financial Services2023-09-30Sold Out
-2.21%
●
85.26 ($99.32) 121.85
$151.85
52.89%
Sold Out
0
-14,341
TGT 		Target Corp2023-09-30Sold Out
-2.09%
●
109.48 ($126.96) 136.47
$150.99
18.93%
Sold Out
0
-11,989
ENVX 		Enovix Corp2023-09-30Sold Out
-1.71%
●
11.73 ($16.33) 22.21
$9.14
-44.03%
Sold Out
0
-71,733
EWJV 		The iShares MSCI Japan Value ETF2023-09-30New Buy
+1.59%
●
26.96 ($28.18) 30.18
$32.11
13.95%
New holding
39,810
39,810
ILF 		iShares Latin America 40 ETF2023-09-30New Buy
+1.47%
●
25.04 ($26.71) 28.51
$24.74
-7.38%
New holding
41,006
41,006
SMCI 		Super Micro Computer Inc2023-09-30Sold Out
-1.12%
●
23.15 ($27.89) 35.33
$27.70
-0.68%
Sold Out
0
-3,389
CPA 		Copa Holdings SA2023-09-30New Buy
+1.11%
●
87.44 ($103.84) 119.97
$95.72
-7.82%
New holding
8,907
8,907
PENG 		SMART Global Holdings Inc2023-09-30Sold Out
-0.44%
●
22.68 ($25.25) 28.09
$16.51
-34.61%
Sold Out
0
-11,395
COST 		Costco Wholesale Corp2023-09-30Add
+0.43%
●
525.05 ($551.97) 568.63
$890.17
61.27%
Add 11.52%
5,306
548
SQQQ 		PROSHARES TRUST2023-09-30New Buy
+0.34%
●
16.66 ($18.76) 21.1
$7.23
-61.46%
New holding
12,000
12,000

FOREFRONT WEALTH MANAGEMENT INC. Total Holding History ($B)

To

FOREFRONT WEALTH MANAGEMENT INC.'s Asset Allocation

To

FOREFRONT WEALTH MANAGEMENT INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FOREFRONT WEALTH MANAGEMENT INC.'s Hypothetical Growth since 2023-09-30

FOREFRONT WEALTH MANAGEMENT INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

FOREFRONT WEALTH MANAGEMENT INC.'s Holdings Heat Map

Size field:

FOREFRONT WEALTH MANAGEMENT INC.'s Holdings Bubble Chart

FOREFRONT WEALTH MANAGEMENT INC. News

  • 1

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