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Home > Institutional Investor > Forefront Wealth Partners, Llc > 13F Holdings

Instuitional Investor - Forefront Wealth Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 27,578 $16,319,818 11.2%
2.
Ishares Trust
 IEF 104,487 $10,129,424 6.95%
3.
Spdr Series Trust
 140,642 $9,704,780 6.66%
4.
First Tr Exchange-Traded Fd - CAP STRENGTH ETF
 58,966 $5,223,596 3.58%
5.
Ishares Trust
 IEF 50,069 $4,635,888 3.18%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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