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Home > Institutional Investor > Forefront Wealth Partners, Llc > Profile

Instuitional Investor - Forefront Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Forefront Wealth Partners, Llc
Portfolio Value $146,883,930
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 21,993 $12,357,789 8.41%
2.
Ishares Trust
 IEF 112,401 $11,118,664 7.57%
3.
Spdr Series Trust
 165,060 $10,854,344 7.39%
4.
Schwab Strategic Trust
 FNDF 139,426 $5,038,856 3.43%
5.
Ishares Trust
 IEF 49,383 $4,557,557 3.1%
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)