Future Financial Wealth Managment LLC Purchases in Q2 2025

Future Financial Wealth Managment LLC

  • $145 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
62K
New
$45.12 - $46.32 $2.8M - $2.87M
62K $2.87M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
58.2K
New
$44.68 - $45.96 $2.6M - $2.67M
58.2K $2.66M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
60
+ 0.11%
$171.4 - $227.1 $10.3K - $13.6K
54.4K $12.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
27.3K
+ 35.02%
$49.79 - $50.75 $1.36M - $1.39M
105K $5.35M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
16.2K
New
$41.09 - $50.61 $667K - $821K
16.2K $778K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.5K
+ 2307.8%
$45.88 - $54.4 $529K - $628K
12K $654K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
294
+ 3.68%
$179.95 - $278.88 $52.9K - $82K
8.29K $2.31M
PHK
Pimco High Income Fund

Financial Services
123K
+ 1231.02%
$4.43 - $4.88 $545K - $601K
133K $638K
PFFA
Etfis Ser Tr I

ETFs
28.3K
+ 22.72%
$19.49 - $21.31 $551K - $602K
153K $3.18M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
91.5K
New
$4.83 - $5.39 $442K - $493K
91.5K $493K
IGV
Ishares Expanded Tech Software

ETFs
460
+ 2.36%
$80.15 - $109.5 $36.9K - $50.4K
20K $2.19M
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.3K
New
$40.94 - $52.1 $258K - $328K
6.3K $328K
GOOG
Alphabet Inc.

Communication Services
124
+ 1.09%
$146.58 - $180.01 $18.2K - $22.3K
11.5K $2.05M
NVDA
Nvidia Corp

Technology
177
+ 4.43%
$94.31 - $157.99 $16.7K - $28K
4.17K $659K
AMZN
Amazon Com Inc

Consumer Cyclical
57
+ 0.85%
$167.32 - $223.3 $9.54K - $12.7K
6.77K $1.48M
AVGO
Broadcom Inc.

Technology
59
+ 3.8%
$146.29 - $275.65 $8.63K - $16.3K
1.61K $444K
UNH
Unitedhealth Group Inc

Healthcare
925
+ 164.88%
$274.35 - $599.47 $254K - $555K
1.49K $463K
TSLA
Tesla, Inc.

Consumer Cyclical
370
+ 51.46%
$221.86 - $362.89 $82.1K - $134K
1.09K $345K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.25K
+ 94.2%
$53.23 - $70.65 $173K - $230K
6.7K $387K
IRM
Iron Mountain Inc

Real Estate
4
+ 0.05%
$76.93 - $105.25 $308 - $421
8.42K $863K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.13%
$210.28 - $289.91 $841 - $1.16K
2.99K $865K
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.35%
$416.06 - $551.64 $2.08K - $2.76K
1.45K $800K
UTG
Reaves Utility Income Fund

Financial Services
470
+ 1.83%
$29.08 - $36.18 $13.7K - $17K
26.2K $946K
IBM
International Business Machines Corp

Technology
2
+ 0.08%
$221.03 - $294.78 $442 - $590
2.4K $707K
SOFI
So Fi Technologies, Inc.

Financial Services
1K
+ 7.41%
$9.5 - $18.21 $9.5K - $18.2K
14.5K $264K
F
Ford Motor CO

Consumer Cyclical
6.46K
+ 18.55%
$8.69 - $10.85 $56.2K - $70.1K
41.3K $448K
GE
General Electric CO

Industrials
1
+ 0.07%
$166.81 - $257.39 $167 - $257
1.42K $364K
XLB
Select Sector Spdr Fd Material

ETFs
200
+ 0.9%
$74.27 - $88.92 $14.9K - $17.8K
22.4K $1.97M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.45%
$498.8 - $620.9 $2.49K - $3.1K
1.11K $687K
DIS
Walt Disney CO

Communication Services
100
+ 4.39%
$81.72 - $124.01 $8.17K - $12.4K
2.38K $294K
CVX
Chevron Corp

Energy
503
+ 211.34%
$133.73 - $168.51 $67.3K - $84.8K
741 $106K
VVR
Invesco Senior Income Trust

Financial Services
11.9K
+ 6.98%
$3.31 - $3.8 $39.2K - $45K
182K $689K
PCEF
Invesco Cef Income Composite E

ETFs
1.01K
+ 1.85%
$16.85 - $19.54 $17K - $19.7K
55.3K $1.08M
BA
Boeing CO

Industrials
100
+ 16.67%
$136.59 - $217.51 $13.7K - $21.8K
700 $146K
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.02%
$53.27 - $72.04 $53.3 - $72
4.02K $285K
XLV
Select Sector Spdr Fund Health

ETFs
1.26K
+ 8.77%
$128.77 - $144.3 $162K - $182K
15.6K $2.1M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
1.4K
+ 4.26%
$11.29 - $13.14 $15.8K - $18.4K
34.4K $451K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.58K
+ 3.31%
$9.25 - $10.26 $14.6K - $16.2K
49.4K $507K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1
+ 0.02%
$71.28 - $83.74 $71.3 - $83.7
5.64K $472K
BX
Blackstone Inc.

Financial Services
100
+ 11.11%
$120.07 - $151.11 $12K - $15.1K
1K $149K
LLY
Eli Lilly & CO

Healthcare
120
+ 7.6%
$713.71 - $898.95 $85.6K - $108K
1.7K $1.32M
CAT
Caterpillar Inc

Industrials
9
+ 3.35%
$273.94 - $388.21 $2.47K - $3.49K
278 $107K
SNAP
Snap Inc

Communication Services
2K
New
$7.23 - $9.21 $14.5K - $18.4K
2K $17K
T
At&T Inc.

Communication Services
33
+ 0.14%
$26.33 - $28.94 $869 - $955
24.4K $704K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
1.59K
+ 2.5%
$10.82 - $12.71 $17.2K - $20.2K
65.1K $810K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
2
+ 0.12%
$28.07 - $43.66 $56.1 - $87.3
1.66K $72K
BAC
Bank Of America Corp

Financial Services
2
+ 0.08%
$34.39 - $47.46 $68.8 - $94.9
2.54K $120K
KR
Kroger CO

Consumer Defensive
2
+ 0.06%
$64.62 - $74.0 $129 - $148
3.51K $251K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
New
$141.37 - $228.57 $7.07K - $11.4K
50 $11K
Activity Summary
Buys All Purchases 94 New Holdings 13 Increased Positions 81 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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