Future Financial Wealth Managment LLC Purchases in Q3 2024

Future Financial Wealth Managment LLC

  • $138 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
61.5K
New
$41.95 - $43.42 $2.58M - $2.67M
61.5K $2.67M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
6.52K
New
$211.47 - $281.27 $1.38M - $1.84M
6.52K $1.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
663
+ 4.22%
$475.2 - $527.7 $315K - $350K
16.4K $8.64M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.44K
+ 5.55%
$77.02 - $85.06 $265K - $292K
65.4K $5.53M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.7K
+ 46.05%
$50.25 - $50.74 $639K - $645K
40.3K $2.05M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.14K
+ 5.23%
$178.94 - $207.0 $383K - $443K
43K $8.64M
UPS
United Parcel Service Inc

Industrials
3.1K
+ 177.65%
$123.32 - $147.38 $382K - $457K
4.85K $660K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
5.98K
+ 5.64%
$32.44 - $36.11 $194K - $216K
112K $4.05M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.8K
+ 4.03%
$53.41 - $57.9 $149K - $162K
72.2K $4.17M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
11.6K
+ 7.01%
$17.02 - $18.39 $198K - $214K
178K $3.25M
PG
Procter & Gamble CO

Consumer Defensive
212
+ 0.86%
$160.76 - $177.82 $34.1K - $37.7K
24.9K $4.31M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
3.04K
+ 9.27%
$43.42 - $48.95 $132K - $149K
35.9K $1.75M
HEFA
Ishares Currency Hedged Msci E

ETFs
7.11K
+ 7.17%
$32.34 - $35.85 $230K - $255K
106K $3.77M
EAT
Brinker International, Inc

Consumer Cyclical
3K
New
$59.09 - $77.85 $177K - $234K
3K $229K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
6.86K
New
$26.09 - $33.19 $179K - $228K
6.86K $227K
IWY
Ishares Tr Russell 200 Growth

ETFs
520
+ 2.66%
$194.66 - $225.97 $101K - $118K
20.1K $4.42M
HD
Home Depot, Inc.

Consumer Cyclical
550
New
$333.64 - $405.2 $184K - $223K
550 $222K
CSCO
Cisco Systems, Inc.

Technology
4.12K
New
$44.74 - $53.22 $184K - $219K
4.12K $219K
PCEF
Invesco Cef Income Composite E

ETFs
8.04K
+ 12.76%
$18.24 - $19.71 $147K - $158K
71K $1.4M
KR
Kroger CO

Consumer Defensive
3.5K
New
$50.43 - $57.3 $177K - $201K
3.5K $200K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.2K
New
$83.76 - $91.82 $184K - $202K
2.2K $200K
MO
Altria Group, Inc.

Consumer Defensive
3.76K
New
$45.95 - $54.71 $173K - $206K
3.76K $191K
CI
Cigna Corp

Healthcare
550
New
$319.12 - $367.1 $176K - $202K
550 $190K
RACE
Ferrari N.V.

Consumer Cyclical
400
New
$405.92 - $496.79 $162K - $199K
400 $188K
XLV
Select Sector Spdr Fund Health

ETFs
598
+ 5.31%
$143.3 - $157.24 $85.7K - $94K
11.9K $1.83M
GILD
Gilead Sciences, Inc.

Healthcare
2.2K
New
$66.59 - $83.99 $146K - $185K
2.2K $184K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.08K
New
$54.38 - $59.77 $167K - $184K
3.08K $182K
EPD
Enterprise Products Partners L.P.

Energy
6.13K
New
$27.88 - $30.0 $171K - $184K
6.13K $178K
NEP
Nextera Energy Partners, LP

Utilities
6.27K
New
$23.83 - $28.64 $149K - $180K
6.27K $173K
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.08%
$163.84 - $199.33 $819 - $997
6.42K $1.27M
PM
Philip Morris International Inc.

Consumer Defensive
1.36K
New
$101.25 - $127.45 $138K - $174K
1.36K $165K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.41K
New
$105.53 - $118.34 $149K - $167K
1.41K $164K
FITB
Fifth Third Bancorp

Financial Services
3.81K
New
$36.01 - $43.64 $137K - $166K
3.81K $163K
HUM
Humana Inc

Healthcare
500
New
$310.25 - $404.52 $155K - $202K
500 $158K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
652
+ 1.09%
$11.57 - $14.32 $7.54K - $9.34K
60.4K $856K
RSP
Invesco S&P 500 Equal Weight E

ETFs
880
New
$162.83 - $179.16 $143K - $158K
880 $157K
PEP
Pepsico Inc

Consumer Defensive
916
New
$161.9 - $179.3 $148K - $164K
916 $155K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.2K
New
$117.9 - $128.2 $141K - $154K
1.2K $153K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
10.8K
+ 29.47%
$12.6 - $13.59 $136K - $147K
47.4K $624K
VVR
Invesco Senior Income Trust

Financial Services
47.6K
+ 25.84%
$4.02 - $4.41 $191K - $210K
232K $943K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.74K
New
$81.31 - $83.29 $141K - $145K
1.74K $144K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.83K
+ 5.1%
$50.52 - $50.95 $143K - $144K
58.2K $2.96M
EMB
Ishares Tr

ETFs
789
+ 5.82%
$87.75 - $93.74 $69.2K - $74K
14.4K $1.34M
KO
Coca Cola CO

Consumer Defensive
1.99K
New
$62.69 - $73.01 $125K - $146K
1.99K $143K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
445
+ 1.37%
$51.29 - $56.57 $22.8K - $25.2K
32.9K $1.86M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.8K
New
$57.22 - $80.08 $103K - $144K
1.8K $140K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
330
New
$386.81 - $423.12 $128K - $140K
330 $139K
BX
Blackstone Inc.

Financial Services
900
New
$120.77 - $159.66 $109K - $144K
900 $137K
BAC
Bank Of America Corp

Financial Services
3.35K
New
$36.65 - $44.13 $123K - $148K
3.35K $132K
Activity Summary
Buys All Purchases 401 New Holdings 349 Increased Positions 52 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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