Future You Wealth LLC Portfolio Holdings by Sector
Future You Wealth LLC
- $156 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV DLN SHV VEA SHY VBR SPY VWO 28 stocks |
$128 Million
85.38% of portfolio
|
  17  
|
  4  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$11.2 Million
7.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.23 Million
1.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$2.06 Million
1.38% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.77 Million
1.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1.26 Million
0.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$911,155
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$546,344
0.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
PKG 1 stocks |
$463,367
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$389,186
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Publishing | Communication Services
RELX 1 stocks |
$335,529
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$257,164
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$235,159
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$232,245
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|