FOREFRONT WEALTH MANAGEMENT INC.

2. Key Holdings

The portfolio is top-heavy, with the largest positions commanding significant weight. The top three holdings—JEPI (7.51%), MSFT (7.36%), and AMZN (5.92%)—collectively represent over 20% of the total portfolio value.

• Income Focus via ETFs: The largest single holding is the JPMorgan Equity Premium Income ETF (JEPI) at $10.47M. This is complemented by JEPQ (4.92%) and JPIE (2.43%), all of which are income-oriented ETFs. This cluster suggests a strong emphasis on generating monthly yield while maintaining equity exposure.
• Tech Giants: The firm initiated major positions in the "Magnificent Seven," with Microsoft ($10.25M), Amazon ($8.25M), Taiwan Semiconductor ($7.58M), and Apple ($7.13M) immediately entering the top five. These are high-conviction growth plays.
• Notable Underweight: Interestingly, NVIDIA (NVDA) represents only 0.44% of the portfolio ($613K), and the firm actually reduced this position by 26.0% during the quarter. This is a distinct deviation from the standard overweight position many managers hold in NVDA, suggesting a preference for value or income over pure AI-semiconductor speculation at current valuations.