Future Financial Wealth Managment LLC Purchases in Q3 2025

Future Financial Wealth Managment LLC

  • $157 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
134K
New
$39.59 - $42.21 $5.32M - $5.67M
134K $5.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 0.1%
$567.77 - $614.76 $11.4K - $12.3K
20.2K $12.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15K
+ 14.2%
$50.53 - $50.82 $756K - $760K
120K $6.11M
PFFA
Etfis Ser Tr I

ETFs
17.4K
+ 11.42%
$20.94 - $22.43 $365K - $391K
170K $3.69M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.06K
New
$81.75 - $84.54 $414K - $428K
5.06K $425K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.65K
+ 14.01%
$42.75 - $43.37 $370K - $375K
70.4K $3.05M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.69K
+ 13.21%
$45.26 - $46.63 $348K - $358K
65.9K $3.05M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
135
+ 0.12%
$38.85 - $41.97 $5.24K - $5.67K
116K $4.84M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.63K
+ 3.54%
$55.15 - $58.11 $145K - $153K
76.9K $4.42M
XLV
Select Sector Spdr Fund Health

ETFs
1.72K
+ 11.03%
$129.01 - $139.72 $222K - $241K
17.3K $2.41M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.38K
+ 36.35%
$53.81 - $57.52 $235K - $252K
16.4K $944K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.29K
+ 2.05%
$37.2 - $39.61 $85.3K - $90.8K
114K $4.52M
ABBV
Abb Vie Inc.

Healthcare
16
+ 0.27%
$184.85 - $231.54 $2.96K - $3.7K
5.91K $1.37M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
11.8K
New
$21.86 - $22.98 $257K - $270K
11.8K $264K
KHC
Kraft Heinz CO

Consumer Defensive
8.61K
+ 2338.32%
$25.63 - $28.94 $221K - $249K
8.97K $233K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
5.65K
+ 34.82%
$44.3 - $49.24 $250K - $278K
21.9K $982K
IBM
International Business Machines Corp

Technology
770
+ 32.08%
$234.77 - $292.47 $181K - $225K
3.17K $894K
CAG
Conagra Brands Inc.

Consumer Defensive
10K
New
$18.04 - $21.14 $180K - $211K
10K $183K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
17.6K
+ 20.52%
$14.94 - $16.82 $263K - $296K
103K $1.54M
UNH
Unitedhealth Group Inc

Healthcare
275
+ 18.51%
$237.77 - $353.61 $65.4K - $97.2K
1.76K $608K
NVDA
Nvidia Corp

Technology
53
+ 1.27%
$153.3 - $186.58 $8.12K - $9.89K
4.23K $788K
VZ
Verizon Communications Inc

Communication Services
2.27K
+ 9.87%
$40.84 - $45.06 $92.8K - $102K
25.3K $1.11M
SPG
Simon Property Group Inc

Real Estate
7
+ 0.17%
$159.93 - $187.67 $1.12K - $1.31K
4.08K $765K
PEAK
Healthpeak Properties, Inc.

Real Estate
5.5K
+ 366.67%
N/A
7K $132K
AMD
Advanced Micro Devices Inc

Technology
600
New
$134.8 - $184.42 $80.9K - $111K
600 $97K
NVO
Novo Nordisk A S

Healthcare
2K
+ 200.0%
$45.38 - $71.7 $90.8K - $143K
3K $166K
XLB
Select Sector Spdr Fd Material

ETFs
617
+ 2.75%
$86.72 - $92.61 $53.5K - $57.1K
23.1K $2.07M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$155.17 - $185.42 $155 - $185
2.71K $501K
CVX
Chevron Corp

Energy
501
+ 67.61%
$145.57 - $161.83 $72.9K - $81.1K
1.24K $192K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1K
New
$84.77 - $103.36 $84.8K - $103K
1K $85K
PCEF
Invesco Cef Income Composite E

ETFs
2.15K
+ 3.88%
$19.5 - $20.24 $41.9K - $43.5K
57.5K $1.15M
OPCH
Option Care Health, Inc.

Healthcare
2K
New
$26.82 - $31.95 $53.6K - $63.9K
2K $55K
F
Ford Motor CO

Consumer Cyclical
691
+ 1.67%
$10.82 - $12.09 $7.48K - $8.35K
42K $502K
VST
Vistra Corp.

Utilities
245
New
$182.0 - $217.92 $44.6K - $53.4K
245 $48K
JEPI
J P Morgan Exchange Traded Fd

ETFs
682
+ 68.2%
$55.61 - $57.37 $37.9K - $39.1K
1.68K $96K
PANW
Palo Alto Networks Inc

Technology
200
New
$167.06 - $208.19 $33.4K - $41.6K
200 $40K
KSS
Kohls Corp

Consumer Cyclical
2K
+ 400.0%
$9.02 - $17.38 $18K - $34.8K
2.5K $38K
IMRX
Immuneering Corp

Healthcare
5K
New
$3.04 - $9.26 $15.2K - $46.3K
5K $32K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
2K
+ 12.5%
$14.01 - $14.68 $28K - $29.4K
18K $258K
PDI
Pimco Dynamic Income Fund

Financial Services
251
+ 0.77%
$18.85 - $20.07 $4.73K - $5.04K
32.7K $647K
KBA
Kraneshares Bosera Msci China

ETFs
1K
New
$24.26 - $30.07 $24.3K - $30.1K
1K $30K
AXGN
Axogen, Inc.

Healthcare
1.5K
New
$10.77 - $17.84 $16.2K - $26.8K
1.5K $26K
FITB
Fifth Third Bancorp

Financial Services
301
+ 9.65%
$40.91 - $46.28 $12.3K - $13.9K
3.42K $152K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
19
+ 0.27%
$29.52 - $34.78 $561 - $661
6.94K $234K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
95
+ 7.92%
$132.9 - $142.03 $12.6K - $13.5K
1.3K $182K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
1.73K
+ 2.66%
$12.09 - $12.69 $21K - $22K
66.8K $833K
DGRO
Ishares Core Dividend Growth E

ETFs
7
+ 0.13%
$64.12 - $68.08 $449 - $477
5.4K $367K
XOM
Exxon Mobil Corp

Energy
1
+ 0.02%
$105.83 - $117.22 $106 - $117
4.54K $511K
MDT
Medtronic PLC

Healthcare
37
+ 2.12%
$87.67 - $95.74 $3.24K - $3.54K
1.79K $170K
Activity Summary
Buys All Purchases 101 New Holdings 24 Increased Positions 77 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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