Portfolio (Quarterly)
Guide ↗
Forefront Wealth Partners, LLC
· CIK 0002068112| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 8,175 | $526K | 0.25% | SOLD |
| 2 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,137 | $375K | 0.18% | SOLD |
| 3 | BA | BOEING CO | Industrials | 1,507 | $327K | 0.15% | SOLD |
| 4 | TTD | THE TRADE DESK INC | Technology | 7,794 | $296K | 0.14% | SOLD |
| 5 | EWX | SPDR INDEX SHS FDS | — | 4,013 | $263K | 0.12% | SOLD |
| 6 | JPM | JPMORGAN CHASE & CO. | Financial Services | 696 | $224K | 0.11% | SOLD |
| 7 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 4,156 | $224K | 0.11% | SOLD |
| 8 | ROK | ROCKWELL AUTOMATION INC | Industrials | 550 | $214K | 0.10% | SOLD |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | — | 4,452 | $210K | 0.10% | SOLD |
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%