Future Financial Wealth Managment LLC Portfolio Holdings

Future Financial Wealth Managment LLC

  • $138 Million
  • Q3 2024

Future Financial Wealth Managment LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $138 Million distributed in 470 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 $8.64M, Vanguard Index Fds S&P 500 ETF with a value of $8.64M, Schwab Strategic Tr Us Dividen with a value of $5.53M, Ishares Tr Russell 200 Growth with a value of $4.42M, and Procter & Gamble CO with a value of $4.31M.

Examining the 13F form we can see an increase of $26.4M in the current position value, from $112M to 138M.

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

Portfolio value $138 Million
ETFs: $82.9 Million
Financial Services: $15.2 Million
Technology: $6.66 Million
Healthcare: $6.41 Million
Consumer Defensive: $5.93 Million
Communication Services: $5.31 Million
Consumer Cyclical: $4.52 Million
Real Estate: $3.46 Million
Other: $7.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.64 Million 6.26% of portfolio
43,022
Q3 2024 Added 5.23%
$0
$8.64 Million 6.26% of portfolio
16,377
Q3 2024 Added 4.22%
$0
$5.53 Million 4.0% of portfolio
65,370
Q3 2024 Added 5.55%
$0
$4.42 Million 3.2% of portfolio
20,102
Q3 2024 Added 2.66%
$405B
$4.31 Million 3.12% of portfolio
24,902
Q3 2024 Added 0.86%
$0
$4.17 Million 3.02% of portfolio
72,158
Q3 2024 Added 4.03%
$0
$4.05 Million 2.93% of portfolio
112,054
Q3 2024 Added 5.64%
$0
$3.77 Million 2.73% of portfolio
106,318
Q3 2024 Added 7.17%
$0
$3.62 Million 2.62% of portfolio
42,178
Q3 2024 Added 3.45%
$0
$3.25 Million 2.35% of portfolio
177,713
Q3 2024 Added 7.01%
$0
$2.96 Million 2.15% of portfolio
58,238
Q3 2024 Added 5.1%
$0
$2.67 Million 1.93% of portfolio
61,502
Q3 2024 New
$3.68T
$2.38 Million 1.73% of portfolio
10,238
Q3 2024 Reduced 1.08%
$0
$2.08 Million 1.5% of portfolio
9,201
Q3 2024 Added 2.77%
$0
$2.05 Million 1.48% of portfolio
40,312
Q3 2024 Added 46.05%
$0
$1.86 Million 1.35% of portfolio
32,873
Q3 2024 Added 1.37%
$1.08T
$1.81 Million 1.31% of portfolio
10,840
Q3 2024 Added 6.43%
$0
$1.78 Million 1.29% of portfolio
107,488
Q3 2024 Added 5.71%
$0
$1.75 Million 1.27% of portfolio
35,872
Q3 2024 Added 9.27%
$0
$1.6 Million 1.16% of portfolio
6,524
Q3 2024 New
$0
$1.48 Million 1.07% of portfolio
30,873
Q3 2024 Added 5.17%
$0
$1.4 Million 1.01% of portfolio
71,006
Q3 2024 Added 12.76%
$716B
$1.35 Million 0.98% of portfolio
1,528
Q2 2024 Added 6,266.67%
$0
$1.34 Million 0.97% of portfolio
14,355
Q3 2024 Added 5.82%
$0
$1.3 Million 0.94% of portfolio
25,038
Q3 2024 Added 5.74%
$297B
$1.27 Million 0.92% of portfolio
6,420
Q3 2024 Added 0.08%
$33.8B
$1.19 Million 0.86% of portfolio
10,012
Q3 2024 Reduced 4.73%
$2.07T
$1.14 Million 0.83% of portfolio
6,129
Q3 2024 Reduced 3.33%
$0
$988,000 0.72% of portfolio
49,619
Q3 2024 Added 1.67%
$0
$943,000 0.68% of portfolio
231,836
Q3 2024 Added 25.84%
$177B
$940,000 0.68% of portfolio
20,933
Q3 2024 Added 0.71%
$0
$896,000 0.65% of portfolio
4,924
Q3 2024 Reduced 3.05%
$1.26T
$890,000 0.64% of portfolio
1,556
Q3 2024 Reduced 13.84%
$87.6B
$873,000 0.63% of portfolio
7,578
Q3 2024 Reduced 0.54%
$0
$873,000 0.63% of portfolio
26,637
Q3 2024 Reduced 17.17%
$3.1T
$856,000 0.62% of portfolio
1,990
Q3 2024 Added 0.4%
$0
$856,000 0.62% of portfolio
60,436
Q3 2024 Added 1.09%
$501B
$808,000 0.59% of portfolio
6,899
Q3 2024 Added 0.01%
$0
$749,000 0.54% of portfolio
1,536
Q3 2024 Reduced 0.71%
$59.2B
$713,000 0.52% of portfolio
4,222
Q3 2024 Reduced 32.08%
$163B
$711,000 0.51% of portfolio
32,354
Q3 2024 Added 2.69%
$96.4B
$660,000 0.48% of portfolio
4,845
Q3 2024 Added 177.65%
$706B
$646,000 0.47% of portfolio
3,067
Q2 2024 Reduced 33.73%
$0
$635,000 0.46% of portfolio
1,102
Q2 2023 Added 7.93%
$0
$637,000 0.46% of portfolio
10,716
Q3 2024 Added 4.87%
$562B
$620,000 0.45% of portfolio
1,061
Q2 2024 Added 4.95%
$0
$624,000 0.45% of portfolio
47,394
Q3 2024 Added 29.47%
$2.39B
$615,000 0.45% of portfolio
31,300
Q1 2023 Added 10.6%
$400B
$602,000 0.44% of portfolio
3,718
Q3 2024 Added 0.03%

Summary

  • Portfolio
  • No. of Stocks 470
  • Current Value $138 Million
  • Prior Value $112 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 349 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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