Future Financial Wealth Managment LLC Portfolio Holdings

Future Financial Wealth Managment LLC

  • $112 Million
  • Q2 2024

Future Financial Wealth Managment LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $112 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $8.06M, Vanguard Index Fds S&P 500 ETF with a value of $7.86M, Schwab Strategic Tr Us Dividen with a value of $4.82M, Ishares Tr Russell 200 Growth with a value of $4.2M, and Procter & Gamble CO with a value of $4.07M.

Examining the 13F form we can see an decrease of $17.1M in the current position value, from $129M to 112M.

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

Portfolio value $112 Million
ETFs: $71.1 Million
Financial Services: $11.3 Million
Technology: $5.24 Million
Communication Services: $4.95 Million
Healthcare: $4.87 Million
Consumer Defensive: $4.37 Million
Consumer Cyclical: $2.46 Million
Real Estate: $2.37 Million
Other: $4.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.06 Million 7.21% of portfolio
40,882
Q2 2024 Reduced 0.61%
$0
$7.86 Million 7.03% of portfolio
15,714
Q2 2024 Reduced 3.49%
$0
$4.82 Million 4.31% of portfolio
61,935
Q2 2024 Added 7.57%
$0
$4.2 Million 3.76% of portfolio
19,582
Q2 2024 Added 4.96%
$413B
$4.07 Million 3.64% of portfolio
24,690
Q2 2024 Added 7.51%
$0
$3.78 Million 3.38% of portfolio
69,362
Q2 2024 Reduced 3.26%
$0
$3.65 Million 3.26% of portfolio
106,075
Q2 2024 Reduced 2.03%
$0
$3.53 Million 3.16% of portfolio
99,208
Q2 2024 New
$0
$3.53 Million 3.16% of portfolio
40,772
Q2 2024 Reduced 5.71%
$0
$2.87 Million 2.57% of portfolio
166,070
Q2 2024 Added 0.7%
$0
$2.87 Million 2.57% of portfolio
37,132
Q2 2024 Added 0.89%
$0
$2.82 Million 2.52% of portfolio
55,411
Q2 2024 Added 326.53%
$3.58T
$2.18 Million 1.95% of portfolio
10,350
Q2 2024 Reduced 8.49%
$0
$2.03 Million 1.81% of portfolio
8,953
Q2 2024 Reduced 1.76%
$964B
$1.87 Million 1.67% of portfolio
10,185
Q2 2024 Reduced 14.12%
$0
$1.74 Million 1.56% of portfolio
101,681
Q2 2024 Added 4.85%
$0
$1.64 Million 1.47% of portfolio
11,253
Q2 2024 Reduced 0.54%
$0
$1.51 Million 1.35% of portfolio
32,830
Q2 2024 New
$0
$1.42 Million 1.27% of portfolio
29,355
Q2 2024 Added 0.38%
$0
$1.39 Million 1.25% of portfolio
27,601
Q2 2024 Reduced 0.78%
$878B
$1.38 Million 1.24% of portfolio
1,528
Q2 2024 Added 6,266.67%
$1.9T
$1.23 Million 1.1% of portfolio
6,340
Q2 2024 Reduced 16.63%
$0
$1.2 Million 1.07% of portfolio
13,566
Q2 2024 Added 1.22%
$0
$1.19 Million 1.06% of portfolio
62,971
Q2 2024 Added 18.38%
$0
$1.18 Million 1.06% of portfolio
23,678
Q2 2024 Added 0.86%
$343B
$1.1 Million 0.98% of portfolio
6,415
Q2 2024 Reduced 4.38%
$53.7B
$943,000 0.84% of portfolio
6,216
Q2 2024 Reduced 7.53%
$34B
$941,000 0.84% of portfolio
10,509
Q2 2024 Reduced 46.99%
$0
$927,000 0.83% of portfolio
5,079
Q2 2024 Reduced 32.41%
$1.18T
$910,000 0.81% of portfolio
1,806
Q2 2024 Reduced 2.69%
$0
$908,000 0.81% of portfolio
48,805
Q2 2024 Added 6.89%
$0
$878,000 0.79% of portfolio
32,159
Q2 2024 Added 7.61%
$3.21T
$885,000 0.79% of portfolio
1,982
Q2 2024 Reduced 31.82%
$187B
$857,000 0.77% of portfolio
20,785
Q2 2024 Added 19.1%
$463B
$794,000 0.71% of portfolio
6,898
Q2 2024 Added 7.23%
$0
$794,000 0.71% of portfolio
184,231
Q2 2024 Added 4,505.78%
$90.3B
$763,000 0.68% of portfolio
7,619
Q2 2024 Added 14.71%
$0
$741,000 0.66% of portfolio
1,547
Q2 2024 Reduced 27.95%
$0
$698,000 0.62% of portfolio
59,784
Q2 2024 Added 13.18%
$2.47B
$640,000 0.57% of portfolio
31,300
Q1 2023 Added 10.6%
$0
$624,000 0.56% of portfolio
6,800
Q2 2024 Added 17.24%
$599B
$620,000 0.55% of portfolio
3,067
Q2 2024 Reduced 33.73%
$154B
$602,000 0.54% of portfolio
31,505
Q2 2024 Reduced 9.85%
$0
$603,000 0.54% of portfolio
1,102
Q2 2023 Added 7.93%
$0
$579,000 0.52% of portfolio
10,218
Q2 2024 Added 112.74%
$433B
$543,000 0.49% of portfolio
3,717
Q2 2024 Added 2.91%
$556B
$540,000 0.48% of portfolio
1,061
Q2 2024 Added 4.95%
$0
$531,000 0.48% of portfolio
14,100
Q2 2024 Reduced 3.42%
$0
$524,000 0.47% of portfolio
54,144
Q2 2024 Added 60.25%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $112 Million
  • Prior Value $129 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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