Forefront Analytics, LLC Top Holdings and 13F Report (2025) About Forefront Analytics, LLCInvestment ActivityForefront Analytics, LLC has $86.93 million in total holdings as of March 31, 2025.Forefront Analytics, LLC owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 8.25% of the portfolio was purchased this quarter.About 158.37% of the portfolio was sold this quarter.This quarter, Forefront Analytics, LLC has purchased 64 new stocks and bought additional shares in 24 stocks.Forefront Analytics, LLC sold shares of 15 stocks and completely divested from 21 stocks this quarter.Largest Holdings Nuveen ESG Large-Cap Value ETF $22,472,416SPDR S&P Fossil Fuel Reserves Free ETF $9,326,565iShares MSCI USA Momentum Factor ETF $8,443,399Vanguard FTSE Emerging Markets ETF $7,100,511Vanguard FTSE Developed Markets ETF $5,555,134 Largest New Holdings this Quarter 718172109 - Philip Morris International $222,000 Holding52490G102 - Legend Biotech $218,564 Holding Largest Purchases this Quarter SPDR S&P Fossil Fuel Reserves Free ETF 79,632 shares (about $3.64M)iShares Core High Dividend ETF 8,670 shares (about $1.05M)iShares MSCI USA Momentum Factor ETF 2,826 shares (about $571.23K)Vanguard FTSE Emerging Markets ETF 8,475 shares (about $383.58K)Xtrackers MSCI EAFE Hedged Equity ETF 8,521 shares (about $368.99K) Largest Sales this Quarter PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund 167,311 shares (about $9.16M)iPath Bloomberg Commodity Index Total Return ETN 217,812 shares (about $7.69M)First Trust North American Energy Infrastructure Fund 202,719 shares (about $7.60M)Invesco Senior Loan ETF 294,960 shares (about $6.12M)iShares TIPS Bond ETF 54,355 shares (about $6.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofForefront Analytics, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNULVNuveen ESG Large-Cap Value ETF$22,472,416$3,393,504 ▼-13.1%555,01225.9%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$9,326,565$3,643,170 ▲64.1%203,85910.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$8,443,399$571,235 ▲7.3%41,7719.7%ETFVWOVanguard FTSE Emerging Markets ETF$7,100,511$383,575 ▲5.7%156,8848.2%ETFVEAVanguard FTSE Developed Markets ETF$5,555,134$25,669 ▲0.5%109,2886.4%ETFHDViShares Core High Dividend ETF$5,220,976$1,050,057 ▲25.2%43,1086.0%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$4,640,202$368,990 ▲8.6%107,1555.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,237,971$5,526 ▼-0.1%45,2494.9%ETFIVViShares Core S&P 500 ETF$2,573,959$16,856 ▼-0.7%4,5813.0%ETFVTVVanguard Value ETF$2,475,891$203,820 ▲9.0%14,3342.8%ETFHEEMiShares Currency Hedged MSCI Emerging Markets ETF$1,802,790$33,215 ▲1.9%64,2092.1%ETFNVDANVIDIA$1,624,526$2,819 ▲0.2%14,9851.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,531,182$5,035 ▲0.3%2,7371.8%FinanceEESWisdomTree U.S. SmallCap Fund$1,269,883$16,651 ▲1.3%26,0061.5%FinanceVBVanguard Small-Cap ETF$943,592$3,770 ▲0.4%4,2551.1%ETFJPMJPMorgan Chase & Co.$824,328$3,680 ▲0.4%3,3600.9%FinanceDEDeere & Company$527,000$1,879 ▲0.4%1,1220.6%IndustrialsEMLPFirst Trust North American Energy Infrastructure Fund$498,000$7,600,818 ▼-93.9%13,2820.6%ETFUNHUnitedHealth Group$429,813$17,297 ▲4.2%8200.5%MedicalLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$405,000$9,164,316 ▼-95.8%7,3940.5%ETFINDAiShares MSCI India ETF$382,3060.0%7,4260.4%ETFIGFiShares Global Infrastructure ETF$372,000$3,985,066 ▼-91.5%6,8080.4%ManufacturingEWEdwards Lifesciences$359,915$126,343 ▲54.1%4,9710.4%MedicalSSOProShares Ultra S&P500$334,6220.0%4,0420.4%ETFTIPiShares TIPS Bond ETF$330,000$6,031,321 ▼-94.8%2,9740.4%ETFMDTMedtronic$269,946$6,836 ▼-2.5%3,0010.3%MedicalUWMProShares Ultra Russell 2000$263,7470.0%7,8870.3%ETFTMOThermo Fisher Scientific$261,596$55,414 ▲26.9%5240.3%MedicalPMPhilip Morris International$222,000$222,000 ▲New Holding1,4010.3%Consumer StaplesIEIiShares 3-7 Year Treasury Bond ETF$219,000$2,588,246 ▼-92.2%1,8510.3%ETFPFEPfizer$218,783$158,113 ▼-42.0%8,6510.3%MedicalLEGNLegend Biotech$218,564$218,564 ▲New Holding6,4290.3%MedicalDJPiPath Bloomberg Commodity Index Total Return ETN$216,000$7,687,482 ▼-97.3%6,1200.2%FinanceIEFiShares 7-10 Year Treasury Bond ETF$209,000$1,607,663 ▼-88.5%2,1960.2%ETFINCYIncyte$203,643$89,252 ▼-30.5%3,3700.2%MedicalBKLNInvesco Senior Loan ETF$203,000$6,118,627 ▼-96.8%9,7860.2%ETFZURAZura Bio$139,801$70,443 ▲101.6%108,3080.2%MedicalMREOMereo BioPharma Group$107,272$29,002 ▲37.1%47,6300.1%MedicalGERNGeron$99,951$69,758 ▲231.0%62,9730.1%MedicalCOGTCogent Biosciences$83,487$1,519 ▲1.9%14,0150.1%MedicalIMTXImmatics$71,766$270 ▲0.4%15,9710.1%MedicalITOSiTeos Therapeutics$66,3660.0%11,0610.1%MedicalCTMXCytomX Therapeutics$63,141$22,596 ▲55.7%100,0700.1%MedicalANNXAnnexon$55,326$23,527 ▲74.0%28,5910.1%MedicalNKTXNkarta$54,063$1,583 ▼-2.8%29,1910.1%MedicalBNDXVanguard Total International Bond ETF$0$15,603,646 ▼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$13,124,488 ▼-100.0%00.0%ETFAOKiShares Core 30/70 Conservative Allocation ETF$0$12,953,433 ▼-100.0%00.0%ETFWIPSPDR FTSE International Government Inflation-Protected Bond ETF$0$7,873,077 ▼-100.0%00.0%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$0$7,861,477 ▼-100.0%00.0%ETFEDVVanguard Extended Duration Treasury ETF$0$7,434,425 ▼-100.0%00.0%ETFMBBiShares MBS ETF$0$6,634,090 ▼-100.0%00.0%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$0$4,917,051 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$3,868,082 ▼-100.0%00.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$0$2,504,662 ▼-100.0%00.0%ETFSHViShares Short Treasury Bond ETF$0$1,348,627 ▼-100.0%00.0%ETFFLOTiShares Floating Rate Bond ETF$0$1,273,713 ▼-100.0%00.0%ETFJNKSPDR Bloomberg High Yield Bond ETF$0$1,228,890 ▼-100.0%00.0%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$527,563 ▼-100.0%00.0%ETFXLREReal Estate Select Sector SPDR Fund$0$517,942 ▼-100.0%00.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$494,523 ▼-100.0%00.0%FinanceABTAbbott Laboratories$0$303,732 ▼-100.0%00.0%MedicalREGNRegeneron Pharmaceuticals$0$262,139 ▼-100.0%00.0%MedicalRPARRPAR Risk Parity ETF$0$218,621 ▼-100.0%00.0%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$0$173,461 ▼-100.0%00.0%ManufacturingKRONKronos Bio$0$88,531 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
