• 13F History

FOREFRONT WEALTH MANAGEMENT INC.

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$108M
Signature - Title
Arthur Romano - CHIEF COMPLIANCE OFFICER
Location
Malvern, PA
Summary
This page shows a list of all the recent 13F filings made by FOREFRONT WEALTH MANAGEMENT INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FOREFRONT WEALTH MANAGEMENT INC. reported 48 stock holdings with total value $108M as of Q1 2025. Top holdings included MSFT, JEPI, AAPL, AMZN, and COST.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 48 $108M +$6.23M -$3.23M +$3.01M MSFT, JEPI, AAPL, AMZN, COST 13F-HR 4/17/2025, 11:54 AM
Q4 2024 49 $109M $0 $0 MSFT, AMZN, AAPL, JEPI, TSM 13F-HR 2/11/2025, 12:05 PM
Q3 2023 45 $71.3M +$3.83M -$6.27M -$2.44M MSFT, AAPL, AMZN, HDV, UNH 13F-HR 11/6/2023, 01:47 PM
Q2 2023 40 $75.7M +$5.86M -$3.62M +$2.24M MSFT, AAPL, AMZN, HDV, UNH 13F-HR 8/7/2023, 12:23 PM
Q1 2023 42 $76.5M +$10.5M -$4M +$6.49M HDV, MSFT, AAPL, AMZN, UNH 13F-HR 5/9/2023, 04:49 PM
Q4 2022 40 $73.5M +$3.63M -$1.57M +$2.07M HDV, MSFT, AAPL, UNH, REGN 13F-HR 2/14/2023, 01:09 PM
Q3 2022 44 $71.8M +$12.8M -$3.21M +$9.59M AAPL, MSFT, HDV, AMZN, UNH 13F-HR 11/1/2022, 10:19 AM
Q2 2022 46 $73.6M +$12.8M -$5.1M +$7.74M MSFT, HDV, AAPL, UNH, AMZN 13F-HR 7/28/2022, 10:17 AM
Q1 2022 49 $101M +$22.3M -$7.09M +$15.2M AAPL, MSFT, AMZN, HDV, UNH 13F-HR 5/9/2022, 10:20 AM
Q4 2021 55 $105M AAPL, AMZN, MSFT, NVDA, ABT 13F-HR 2/4/2022, 01:11 PM