Future Financial Wealth Managment LLC Portfolio Holdings

Future Financial Wealth Managment LLC

  • $129 Million
  • Q1 2024

Future Financial Wealth Managment LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $129 Million distributed in 506 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $7.83M, Invesco Exchange Traded Fd Tr with a value of $7.51M, Schwab Strategic Tr Us Dividen with a value of $4.64M, Pacer Fds Tr Us Cash Cows 100 with a value of $4.17M, and Vaneck Morningstar Wide Moat E with a value of $3.89M.

Below you can find more details about Future Financial Wealth Managment LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
ETFs: $77.1 Million
Financial Services: $13.2 Million
Technology: $6.23 Million
Consumer Defensive: $5.27 Million
Healthcare: $5.07 Million
Communication Services: $4.92 Million
Consumer Cyclical: $4.71 Million
Real Estate: $4.19 Million
Other: $7.41 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.83 Million 6.07% of portfolio
16,283
Q1 2024 Added 25.9%
$0
$7.51 Million 5.83% of portfolio
41,131
Q1 2024 Added 27.67%
$0
$4.64 Million 3.6% of portfolio
57,579
Q1 2024 Added 35.66%
$0
$4.17 Million 3.23% of portfolio
71,698
Q1 2024 Added 34.72%
$0
$3.89 Million 3.02% of portfolio
43,240
Q1 2024 Added 34.64%
$390B
$3.73 Million 2.89% of portfolio
22,966
Q1 2024 Added 0.29%
$0
$3.64 Million 2.82% of portfolio
18,656
Q1 2024 New
$0
$3.55 Million 2.76% of portfolio
108,278
Q1 2024 New
$0
$3.53 Million 2.74% of portfolio
90,433
Q1 2024 Added 4.2%
$0
$2.92 Million 2.26% of portfolio
164,908
Q1 2024 Added 4.09%
$0
$2.85 Million 2.21% of portfolio
36,805
Q1 2024 Reduced 0.58%
$3.09T
$1.94 Million 1.5% of portfolio
11,310
Q1 2024 Added 1.63%
$0
$1.9 Million 1.47% of portfolio
21,952
Q1 2024 Added 3.39%
$0
$1.9 Million 1.47% of portfolio
9,113
Q1 2024 Added 0.44%
$1.06T
$1.81 Million 1.4% of portfolio
11,860
Q1 2024 Added 5.8%
$0
$1.75 Million 1.35% of portfolio
33,021
Q1 2024 Added 1.77%
$0
$1.67 Million 1.3% of portfolio
11,314
Q1 2024 Added 2.88%
$0
$1.64 Million 1.27% of portfolio
96,977
Q1 2024 Added 10.41%
$23.5B
$1.59 Million 1.23% of portfolio
19,825
Q1 2024 Reduced 0.88%
$0
$1.4 Million 1.09% of portfolio
27,817
Q1 2024 Added 6.46%
$0
$1.41 Million 1.09% of portfolio
29,244
Q1 2024 Added 3.03%
$0
$1.37 Million 1.06% of portfolio
7,514
Q1 2024 Reduced 63.57%
$1.8T
$1.37 Million 1.06% of portfolio
7,605
Q1 2024 Added 7.86%
$285B
$1.22 Million 0.95% of portfolio
6,709
Q1 2024 Reduced 3.83%
$3.09T
$1.22 Million 0.95% of portfolio
2,907
Q1 2024 Added 3.67%
$0
$1.22 Million 0.95% of portfolio
12,872
Q1 2024 Added 1.9%
$0
$1.2 Million 0.93% of portfolio
13,402
Q1 2024 Added 1.11%
$0
$1.17 Million 0.91% of portfolio
23,477
Q1 2024 Added 1.0%
$49.5B
$1.05 Million 0.82% of portfolio
6,722
Q1 2024 Reduced 1.23%
$0
$1 Million 0.78% of portfolio
53,196
Q1 2024 Added 23.49%
$0
$953,000 0.74% of portfolio
2,147
Q1 2024 Added 5.4%
$594B
$926,000 0.72% of portfolio
4,628
Q1 2024 Reduced 2.12%
$1.05T
$901,000 0.7% of portfolio
1,856
Q4 2023 Reduced 5.11%
$0
$805,000 0.62% of portfolio
29,885
Q1 2024 Added 62.42%
$0
$784,000 0.61% of portfolio
45,659
Q1 2024 Reduced 4.31%
$489B
$747,000 0.58% of portfolio
6,433
Q1 2024 Added 0.02%
$0
$742,000 0.58% of portfolio
9,750
Q1 2024 Reduced 3.54%
$173B
$732,000 0.57% of portfolio
17,451
Q1 2024 Added 25.76%
$0
$659,000 0.51% of portfolio
12,991
Q1 2024 New
$0
$638,000 0.5% of portfolio
52,823
Q1 2024 Added 0.62%
$79.7B
$642,000 0.5% of portfolio
6,642
Q1 2024 Added 0.36%
$130B
$615,000 0.48% of portfolio
34,947
Q1 2024 Reduced 3.23%
$0
$604,000 0.47% of portfolio
10,404
Q1 2024 Reduced 3.03%
$0
$602,000 0.47% of portfolio
15,844
Q1 2024 Reduced 2.7%
$0
$579,000 0.45% of portfolio
1,102
Q2 2023 Added 7.93%
$2.51B
$577,000 0.45% of portfolio
31,300
Q1 2023 Added 10.6%
$15.8B
$562,000 0.44% of portfolio
12,394
Q1 2024 Reduced 16.22%
$383B
$571,000 0.44% of portfolio
3,612
Q1 2024 Added 4.63%
$0
$548,000 0.43% of portfolio
5,800
Q1 2024 Added 20.83%

Summary

  • Portfolio
  • No. of Stocks 506
  • Current Value $129 Million
  • Prior Value $129 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR/A
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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