FOREFRONT WEALTH MANAGEMENT INC.

13F Filings History

Latest 13F report
Q3 2023 - Nov 6, 2023
Value $
$71.3M
Signature - Title
Anthony R. Cottone - President & CCO
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 39 stock holdings with total value $71.3M as of Q3 2023. Top holdings included MSFT, AAPL, AMZN, HDV, and UNH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 39 $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 -$9.76M -$3.9M MSFT, AAPL, AMZN, HDV, UNH 13F-HR 8/7/2023, 12:23 PM
Q1 2023 42 $76.5M +$10.5M -$11.5M -$1.04M HDV, MSFT, AAPL, AMZN, UNH 13F-HR 5/9/2023, 04:49 PM
Q4 2022 42 $73.5M +$3.63M -$4.86M -$1.23M HDV, MSFT, AAPL, UNH, REGN 13F-HR 2/14/2023, 02:09 PM
Q3 2022 44 $71.8M +$12.8M -$10.8M +$2.03M AAPL, MSFT, HDV, AMZN, UNH 13F-HR 11/1/2022, 10:19 AM
Q2 2022 46 $74.2M +$12.8M -$23.2M -$10.4M MSFT, HDV, AAPL, UNH, AMZN 13F-HR 7/28/2022, 10:17 AM
Q1 2022 49 $101M +$22.3M -$22M +$331K AAPL, MSFT, AMZN, HDV, UNH 13F-HR 5/9/2022, 10:20 AM
Q4 2021 55 $105M $0 $0 AAPL, AMZN, MSFT, NVDA, ABT 13F-HR 2/4/2022, 02:11 PM