Portfolio (Quarterly)
Guide ↗
Forefront Wealth Partners, LLC
· CIK 0002068112| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | NOW | SERVICENOW INC | Technology | 6,706.0 | $701K | 0.29% | +2K | +57.6% | $104.55 | -5.9% |
| 62 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,497.0 | $690K | 0.29% | +678.0 | +82.8% | $460.99 | -12.3% |
| 63 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,653.0 | $681K | 0.28% | +3K | +155.1% | $146.28 | -22.8% |
| 64 | ANET | ARISTA NETWORKS INC | Technology | 5,454.0 | $670K | 0.28% | +916.0 | +20.2% | $122.78 | +28.4% |
| 65 | ALAB | ASTERA LABS INC | Technology | 6,086.0 | $667K | 0.28% | +1K | +23.3% | $109.60 | +257.4% |
| 66 | LQTI | FIRST TR EXCHANGE-TRADED FD | — | 33,197.0 | $650K | 0.27% | +279.0 | +0.8% | $19.58 | -1.0% |
| 67 | TFC | TRUIST FINL CORP | Financial Services | 13,408.0 | $616K | 0.26% | +509.0 | +4.0% | $45.97 | +9.8% |
| 68 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 1,248.0 | $614K | 0.26% | +104.0 | +9.1% | $491.75 | +4.3% |
| 69 | SPYG | SPDR SERIES TRUST | — | 6,215.0 | $609K | 0.26% | +820.0 | +15.2% | $97.91 | +17.1% |
| 70 | SHOP | SHOPIFY INC | Technology | 4,991.0 | $592K | 0.25% | +3K | +131.0% | $118.62 | -1.5% |
| 71 | DDOG | DATADOG INC | Technology | 4,482.0 | $529K | 0.22% | +2K | +111.9% | $118.05 | +103.1% |
| 72 | SNOW | SNOWFLAKE INC | Technology | 3,449.0 | $520K | 0.22% | +2K | +166.1% | $150.82 | +65.1% |
| 73 | KKR | KKR & CO INC | Financial Services | 5,342.0 | $494K | 0.21% | +2K | +50.4% | $92.51 | -2.6% |
| 74 | COWZ | PACER FDS TR | — | 7,655.0 | $479K | 0.20% | +1K | +22.1% | $62.56 | +0.7% |
| 75 | DT | DYNATRACE INC | Technology | 11,391.0 | $421K | 0.18% | +7K | +143.4% | $36.98 | +17.3% |
| 76 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 6,499.0 | $408K | 0.17% | +4K | +192.1% | $62.75 | -29.5% |
| 77 | VWO | VANGUARD INTL EQUITY INDEX F | — | 7,506.0 | $406K | 0.17% | +691.0 | +10.1% | $54.05 | +8.4% |
| 78 | GLW | CORNING INC | Technology | 2,969.0 | $404K | 0.17% | +25.0 | +0.8% | $135.99 | +64.0% |
| 79 | EMB | ISHARES TR | — | 4,260.0 | $400K | 0.17% | +299.0 | +7.5% | $93.93 | +2.8% |
| 80 | BNDX | VANGUARD CHARLOTTE FDS | — | 6,440.0 | $309K | 0.13% | +388.0 | +6.4% | $48.05 | +1.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
52.0%
Financial Services
12.0%
Consumer Cyclical
11.6%
Communication Services
8.7%
Industrials
7.0%
Healthcare
4.8%
Utilities
2.4%
Consumer Defensive
0.7%
Energy
0.4%
Basic Materials
0.4%