Future Financial Wealth Managment LLC Purchases in Q1 2025

Future Financial Wealth Managment LLC

  • $134 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFFA
Etfis Ser Tr I

ETFs
98.7K
+ 384.03%
$21.36 - $22.3 $2.11M - $2.2M
124K $2.66M
XLB
Select Sector Spdr Fd Material

ETFs
22.1K
+ 18430.0%
$83.19 - $90.99 $1.84M - $2.01M
22.2K $1.89M
IGV
Ishares Expanded Tech Software

ETFs
19.5K
New
$88.3 - $107.83 $1.72M - $2.1M
19.5K $1.75M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.33K
+ 19.38%
$507.05 - $563.67 $1.69M - $1.87M
20.5K $10.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.24K
+ 20.45%
$192.82 - $222.1 $1.78M - $2.05M
54.4K $10.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.9K
+ 23.67%
$50.48 - $51.04 $754K - $762K
78K $3.95M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.9K
New
$48.65 - $53.06 $677K - $738K
13.9K $723K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.4K
+ 6.05%
$27.01 - $28.54 $335K - $354K
217K $5.99M
XLV
Select Sector Spdr Fund Health

ETFs
1.87K
+ 15.01%
$137.61 - $149.68 $258K - $280K
14.4K $2.07M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.68K
+ 3.26%
$34.83 - $37.52 $128K - $138K
116K $4.25M
PFE
Pfizer Inc

Healthcare
7.33K
+ 51.86%
$25.01 - $27.13 $183K - $199K
21.5K $543K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.82K
+ 6.06%
$42.38 - $43.28 $162K - $166K
66.9K $2.85M
PDI
Pimco Dynamic Income Fund

Financial Services
5.6K
+ 21.78%
$18.51 - $20.05 $104K - $112K
31.3K $618K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.95K
+ 130.0%
$69.82 - $78.67 $136K - $153K
3.45K $242K
LLY
Eli Lilly & CO

Healthcare
50
+ 3.27%
$725.72 - $929.72 $36.3K - $46.5K
1.58K $1.3M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
11.7K
+ 25.15%
$9.49 - $9.97 $111K - $117K
58.4K $561K
UPS
United Parcel Service Inc

Industrials
1.68K
+ 32.84%
$109.66 - $136.26 $184K - $228K
6.78K $745K
BXSL
Blackstone Secured Lending Fund

Financial Services
3K
+ 85.71%
$31.3 - $34.5 $93.9K - $104K
6.5K $214K
DUK
Duke Energy Corp

Utilities
25
+ 0.41%
$105.87 - $121.97 $2.65K - $3.05K
6.18K $753K
CALM
Cal Maine Foods Inc

Consumer Defensive
850
New
$80.87 - $115.8 $68.7K - $98.4K
850 $77K
IBM
International Business Machines Corp

Technology
2
+ 0.08%
$217.4 - $264.74 $435 - $529
2.4K $596K
CVS
Cvs Health Corp

Healthcare
3
+ 0.1%
$44.22 - $68.64 $133 - $206
2.98K $202K
EMB
Ishares Tr

ETFs
516
+ 3.61%
$88.64 - $92.03 $45.7K - $47.5K
14.8K $1.34M
DNP
Dnp Select Income Fund Inc

Financial Services
5K
+ 38.46%
$8.93 - $9.92 $44.7K - $49.6K
18K $178K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3.59K
+ 5.99%
$12.04 - $13.32 $43.2K - $47.8K
63.5K $793K
VKTX
Viking Therapeutics, Inc.

Healthcare
2.18K
+ 1242.86%
$25.65 - $42.89 $55.8K - $93.3K
2.35K $60K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.67K
+ 1.77%
$16.18 - $17.82 $27.1K - $29.8K
96.2K $1.62M
VICI
Vici Properties Inc.

Real Estate
1K
+ 22.82%
$28.21 - $32.68 $28.2K - $32.7K
5.38K $175K
CMCSA
Comcast Corp

Communication Services
1K
+ 5000.0%
$33.19 - $38.23 $33.2K - $38.2K
1.02K $37K
PPT
Putnam Premier Income Trust

Financial Services
8.56K
+ 6.89%
$3.54 - $3.65 $30.3K - $31.3K
133K $478K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
551
+ 2.14%
$49.42 - $50.43 $27.2K - $27.8K
26.3K $1.31M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
594
+ 3.8%
$20.29 - $22.36 $12.1K - $13.3K
16.2K $356K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.5K
New
N/A
1.5K $28K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.69K
+ 130.0%
$14.46 - $15.96 $24.4K - $27K
2.99K $45K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
500
New
$51.45 - $58.51 $25.7K - $29.3K
500 $25K
KR
Kroger CO

Consumer Defensive
2
+ 0.06%
$58.36 - $67.72 $117 - $135
3.5K $237K
OI
O I Glass, Inc.

Consumer Cyclical
2K
New
$10.17 - $12.26 $20.3K - $24.5K
2K $23K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
912
+ 1.94%
$9.83 - $10.34 $8.96K - $9.43K
47.8K $480K
MDT
Medtronic PLC

Healthcare
5
+ 0.29%
$79.84 - $94.5 $399 - $473
1.73K $155K
TSLA
Tesla, Inc.

Consumer Cyclical
300
+ 71.6%
$222.15 - $428.22 $66.6K - $128K
719 $186K
ARCC
Ares Capital Corp

Financial Services
500
+ 2.53%
$21.28 - $23.81 $10.6K - $11.9K
20.3K $449K
F
Ford Motor CO

Consumer Cyclical
1.05K
+ 3.11%
$9.12 - $10.43 $9.58K - $11K
34.8K $349K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.05K
+ 15.11%
$212.17 - $267.17 $223K - $280K
7.99K $1.7M
KMI
Kinder Morgan, Inc.

Energy
28
+ 0.25%
$26.1 - $31.22 $731 - $874
11.3K $321K
BP
Bp PLC

Energy
30
+ 1.02%
$29.93 - $35.31 $898 - $1.06K
2.96K $100K
AEP
American Electric Power CO Inc

Utilities
4
+ 0.81%
$90.32 - $109.27 $361 - $437
500 $54K
SMR
Nuscale Power Corp

Industrials
500
New
$14.67 - $29.08 $7.34K - $14.5K
500 $7K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
500
+ 5.88%
$8.31 - $8.77 $4.16K - $4.39K
9K $77K
VNQ
Vanguard Specialized Funds Van

ETFs
50
+ 1.24%
$85.55 - $94.34 $4.28K - $4.72K
4.08K $365K
Activity Summary
Buys All Purchases 102 New Holdings 17 Increased Positions 85 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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