Forefront Wealth Partners, LLC
Top Portfolio Positions
83 positions ·
$59,835,623 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
12,770 | $4,727,070 | 7.90% | |
| NVDA |
Nvidia Corp
Technology
|
26,677 | $4,652,468 | 7.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,761 | $3,907,353 | 6.53% | |
| AAPL |
Apple Inc.
Technology
|
10,904 | $2,767,326 | 4.62% | |
| AVGO |
Broadcom Inc.
Technology
|
7,991 | $2,473,294 | 4.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,478 | $1,989,868 | 3.33% | |
| MU |
Micron Technology Inc
Technology
|
5,750 | $1,942,580 | 3.25% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
8,121 | $1,652,055 | 2.76% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,282 | $1,220,083 | 2.04% | |
| ASML |
Asml Holding NV
Technology
|
910 | $1,201,955 | 2.01% |
Portfolio Trend
Holdings in INVZ
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,675 | 34,243 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $29,209 | 34,243 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||