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
KMI
Kinder Morgan, Inc.

Energy
33
+ 0.29%
$25.21 - $29.4 $832 - $970
11.3K $332K
NFLX
Netflix Inc

Communication Services
1
+ 4.0%
$855.86 - $1339.13 $856 - $1.34K
26 $34K
CVS
Cvs Health Corp

Healthcare
102
+ 3.42%
$60.04 - $70.18 $6.12K - $7.16K
3.08K $212K
QCOM
Qualcomm Inc

Technology
1
+ 0.08%
$124.66 - $159.48 $125 - $159
1.29K $204K
MTN
Vail Resorts Inc

Consumer Cyclical
50
New
$131.42 - $164.64 $6.57K - $8.23K
50 $7K
FITB
Fifth Third Bancorp

Financial Services
2
+ 0.06%
$33.32 - $41.51 $66.6 - $83
3.12K $128K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
400
+ 13.33%
$11.4 - $13.51 $4.56K - $5.4K
3.4K $45K
PEBO
Peoples Bancorp Inc

Financial Services
56
+ 1.34%
$26.85 - $31.02 $1.5K - $1.74K
4.24K $129K
VNQ
Vanguard Specialized Funds Van

ETFs
60
+ 1.47%
$79.79 - $91.42 $4.79K - $5.49K
4.14K $368K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
31
+ 2.16%
$20.31 - $24.1 $630 - $747
1.47K $35K
INKM
Ssga Active ETF Tr

ETFs
10
+ 1.62%
$30.13 - $32.66 $301 - $327
628 $20K
TROW
Price T Rowe Group Inc

Financial Services
1
+ 0.74%
$80.27 - $98.06 $80.3 - $98.1
137 $13K
ABT
Abbott Laboratories

Healthcare
1
+ 0.37%
$123.95 - $138.08 $124 - $138
271 $36K
PEP
Pepsico Inc

Consumer Defensive
100
+ 14.79%
$128.02 - $151.37 $12.8K - $15.1K
776 $102K
Venture Global Inc Com Cl A
3K
New
N/A
3K $0
RDIV
Invesco Exchange Traded Fd Tr

ETFs
2
+ 1.5%
$42.44 - $49.08 $84.9 - $98.2
135 $6K
SCHO
Schwab Short Term Us Treasury

ETFs
14
+ 0.66%
$24.19 - $24.45 $339 - $342
2.13K $51K
Etfmg Travel Tech ETF
1
+ 0.51%
N/A
199 $0
Qxo Inc Com New
7K
New
N/A
7K $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
New
$63.54 - $68.5 $63.5 - $68.5
1 $0
Atlas Energy Solutions Inc Com New
1K
+ 200.0%
N/A
1.5K $0
Qvc Group Inc Com Ser A New
40
New
N/A
40 $0
Pimco Multisector Bond Active Exchange Traded Fund
7
+ 0.12%
N/A
6.03K $0
Allbirds Inc Cl A New
500
New
N/A
500 $0
GBDC
Golub Capital Bdc, Inc.

Financial Services
25
+ 0.84%
$13.03 - $15.28 $326 - $382
3.02K $44K
KO
Coca Cola CO

Consumer Defensive
4
+ 0.33%
$68.37 - $73.9 $273 - $296
1.21K $85K
HOG
Harley Davidson, Inc.

Consumer Cyclical
3
+ 0.66%
$20.82 - $25.94 $62.5 - $77.8
459 $10K
KHC
Kraft Heinz CO

Consumer Defensive
6
+ 1.66%
$25.61 - $30.81 $154 - $185
368 $9K
ET
Energy Transfer LP

Energy
102
+ 1.25%
$15.65 - $18.93 $1.6K - $1.93K
8.24K $149K
AEP
American Electric Power CO Inc

Utilities
4
+ 0.8%
$98.59 - $109.11 $394 - $436
504 $52K
PDI
Pimco Dynamic Income Fund

Financial Services
1.16K
+ 3.71%
$17.02 - $19.87 $19.8K - $23.1K
32.5K $615K
MDT
Medtronic PLC

Healthcare
18
+ 1.04%
$80.68 - $88.86 $1.45K - $1.6K
1.75K $152K
IP
International Paper CO

Consumer Cyclical
5
+ 0.32%
$43.89 - $54.46 $219 - $272
1.57K $73K
BP
Bp PLC

Energy
34
+ 1.15%
$26.11 - $33.81 $888 - $1.15K
3K $89K
PFE
Pfizer Inc

Healthcare
388
+ 1.81%
$21.59 - $24.84 $8.38K - $9.64K
21.9K $529K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
20
+ 0.29%
$28.81 - $34.65 $576 - $693
6.92K $211K
SPG
Simon Property Group Inc

Real Estate
7
+ 0.17%
$140.37 - $171.44 $983 - $1.2K
4.07K $654K
DUK
Duke Energy Corp

Utilities
26
+ 0.42%
$112.46 - $124.05 $2.92K - $3.23K
6.21K $732K
VZ
Verizon Communications Inc

Communication Services
321
+ 1.41%
$41.67 - $45.62 $13.4K - $14.6K
23K $995K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$146.36 - $159.82 $146 - $160
2.71K $413K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.41%
$483.48 - $539.8 $1.93K - $2.16K
976 $474K
MCI
Barings Corporate Investors

Financial Services
160
+ 0.33%
$18.92 - $22.71 $3.03K - $3.63K
48K $1.04M
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.1%
$170.16 - $206.27 $1.02K - $1.24K
5.89K $1.09M
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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