Portfolio (Quarterly)
Guide ↗
Forefront Wealth Partners, LLC
· CIK 0002068112| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,137.0 | $375K | 0.18% | NEW | — | $330.21 | +29.6% |
| 102 | BSV | VANGUARD BD INDEX FDS | — | 4,667.0 | $368K | 0.17% | NEW | — | $78.81 | -1.0% |
| 103 | VWO | VANGUARD INTL EQUITY INDEX F | — | 6,815.0 | $366K | 0.17% | NEW | — | $53.76 | +9.0% |
| 104 | GLD | SPDR GOLD TR | Financial Services | 902.0 | $357K | 0.17% | NEW | — | $396.31 | -5.7% |
| 105 | SHOP | SHOPIFY INC | Technology | 2,161.0 | $348K | 0.17% | NEW | — | $160.97 | -27.4% |
| 106 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 6,886.0 | $342K | 0.16% | NEW | — | $49.65 | -31.8% |
| 107 | BA | BOEING CO | Industrials | 1,507.0 | $327K | 0.15% | NEW | — | $217.12 | +0.1% |
| 108 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,824.0 | $324K | 0.15% | NEW | — | $177.75 | -36.5% |
| 109 | IBLC | ISHARES TR | — | 7,870.0 | $322K | 0.15% | NEW | — | $40.91 | +20.6% |
| 110 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 654.0 | $307K | 0.14% | NEW | — | $468.76 | +49.6% |
| 111 | TTD | THE TRADE DESK INC | Technology | 7,794.0 | $296K | 0.14% | NEW | — | $37.96 | -51.6% |
| 112 | BNDX | VANGUARD CHARLOTTE FDS | — | 6,052.0 | $292K | 0.14% | NEW | — | $48.32 | +0.4% |
| 113 | DDOG | DATADOG INC | Technology | 2,115.0 | $288K | 0.14% | NEW | — | $135.99 | +76.3% |
| 114 | SNOW | SNOWFLAKE INC | Technology | 1,296.0 | $284K | 0.14% | NEW | — | $219.36 | +13.5% |
| 115 | DE | DEERE & CO | Industrials | 591.0 | $275K | 0.13% | NEW | — | $465.68 | +31.7% |
| 116 | IUSG | ISHARES TR | — | 1,638.0 | $275K | 0.13% | NEW | — | $167.94 | +8.3% |
| 117 | XME | SPDR SERIES TRUST | — | 2,582.0 | $268K | 0.13% | NEW | — | $103.63 | +4.2% |
| 118 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 876.0 | $266K | 0.13% | NEW | — | $303.89 | +42.3% |
| 119 | EWX | SPDR INDEX SHS FDS | — | 4,013.0 | $263K | 0.12% | NEW | — | $65.66 | +11.0% |
| 120 | GLW | CORNING INC | Technology | 2,944.0 | $258K | 0.12% | NEW | — | $87.57 | +154.7% |
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
52.8%
Financial Services
12.3%
Consumer Cyclical
11.5%
Communication Services
7.4%
Industrials
6.8%
Healthcare
5.6%
Utilities
2.1%
Basic Materials
1.1%
Consumer Defensive
0.4%