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Home > Institutional Investor > Forefront Wealth Management Inc. > Profile

Instuitional Investor - Forefront Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Forefront Wealth Management Inc.
Portfolio Value $108,064,319
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 22,020 $8,266,123 7.65%
2.
J P Morgan Exchange Traded F
 123,554 $7,059,880 6.53%
3.
Apple Inc.
 AAPL 31,236 $6,938,534 6.42%
4.
Amazon Com Inc
 AMZN 36,387 $6,922,991 6.41%
5.
Costco Wholesale Corp W
 COST 5,343 $5,053,065 4.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)