Future Financial Wealth Managment LLC Incresed Positions in Q3 2024

Future Financial Wealth Managment LLC

  • $138 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
IWY
Ishares Tr Russell 200 Growth

ETFs
520
+ 2.66%
$194.66 - $225.97 $101K - $118K
20.1K $4.42M
PCEF
Invesco Cef Income Composite E

ETFs
8.04K
+ 12.76%
$18.24 - $19.71 $147K - $158K
71K $1.4M
XLV
Select Sector Spdr Fund Health

ETFs
598
+ 5.31%
$143.3 - $157.24 $85.7K - $94K
11.9K $1.83M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.08%
$163.84 - $199.33 $819 - $997
6.42K $1.27M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
652
+ 1.09%
$11.57 - $14.32 $7.54K - $9.34K
60.4K $856K
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
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
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
IBM
International Business Machines Corp

Technology
3
+ 0.13%
$175.1 - $223.38 $525 - $670
2.39K $529K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.36K
+ 5.74%
$49.77 - $51.95 $67.7K - $70.7K
25K $1.3M
T
At&T Inc.

Communication Services
849
+ 2.69%
$18.21 - $22.28 $15.5K - $18.9K
32.4K $711K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.41K
+ 3.45%
$85.84 - $85.84 $121K - $121K
42.2K $3.62M
NKE
Nike, Inc.

Consumer Cyclical
420
+ 11.37%
$71.09 - $89.44 $29.9K - $37.6K
4.12K $363K
VZ
Verizon Communications Inc

Communication Services
148
+ 0.71%
$38.89 - $45.0 $5.76K - $6.66K
20.9K $940K
MCI
Barings Corporate Investors

Financial Services
814
+ 1.67%
$17.17 - $19.93 $14K - $16.2K
49.6K $988K
VNQ
Vanguard Specialized Funds Van

ETFs
294
+ 8.08%
$82.97 - $98.97 $24.4K - $29.1K
3.93K $383K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
964
+ 6.52%
$20.51 - $24.25 $19.8K - $23.4K
15.7K $372K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
2.82K
+ 6.5%
$9.67 - $10.51 $27.3K - $29.7K
46.3K $486K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.03%
$145.48 - $167.38 $145 - $167
3.72K $602K
MLPA
Global X Mlp ETF

ETFs
1.52K
+ 5.17%
$45.78 - $49.84 $69.5K - $75.7K
30.9K $1.48M
JEPI
J P Morgan Exchange Traded Fd

ETFs
498
+ 4.87%
$54.98 - $59.51 $27.4K - $29.6K
10.7K $637K
PDI
Pimco Dynamic Income Fund

Financial Services
1.11K
+ 4.51%
$18.7 - $20.25 $20.7K - $22.4K
25.6K $518K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.1K
+ 8.95%
$29.85 - $41.1 $32.8K - $45.2K
13.4K $525K
XLK
Technology Sector Spdr

ETFs
248
+ 2.77%
$197.34 - $237.68 $48.9K - $58.9K
9.2K $2.08M
UBER
Uber Technologies, Inc

Technology
500
+ 11.11%
$58.48 - $77.47 $29.2K - $38.7K
5K $375K
PPT
Putnam Premier Income Trust

Financial Services
7.38K
+ 5.85%
$3.55 - $3.73 $26.2K - $27.5K
134K $498K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
2.42K
+ 4.46%
$9.59 - $10.12 $23.2K - $24.5K
56.6K $568K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
5.81K
+ 5.71%
$15.5 - $16.99 $90K - $98.7K
107K $1.78M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
41
+ 0.69%
$75.88 - $83.21 $3.11K - $3.41K
6.01K $500K
AVGO
Broadcom Inc.

Technology
1.54K
+ 909.47%
$136.27 - $1745.86 $209K - $2.68M
1.71K $294K
CVS
Cvs Health Corp

Healthcare
3
+ 0.06%
$55.81 - $63.18 $167 - $190
4.98K $312K
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$109.72 - $119.0 $110 - $119
6.9K $808K
NVDA
Nvidia Corp

Technology
189
+ 4.61%
$98.91 - $134.91 $18.7K - $25.5K
4.29K $520K
DIS
Walt Disney CO

Communication Services
205
+ 9.97%
$85.6 - $98.61 $17.5K - $20.2K
2.26K $217K
STRV
Ea Ser Tr Strive 500 ETF
2.1K
+ 14.04%
N/A
17.1K $0
ET
Energy Transfer LP

Energy
104
+ 0.64%
$15.43 - $16.44 $1.6K - $1.71K
16.4K $264K
MSFT
Microsoft Corp

Technology
8
+ 0.4%
$395.15 - $467.56 $3.16K - $3.74K
1.99K $856K
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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