Future Financial Wealth Managment LLC New Holdings in Q3 2024

Future Financial Wealth Managment LLC

  • $138 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
604
New
$106.13 - $108.7 $64.1K - $65.7K
604 $65K
QUAL
Ishares Msci Usa Quality Facto

ETFs
360
New
$162.64 - $179.3 $58.6K - $64.5K
360 $64K
CVX
Chevron Corp

Energy
434
New
$137.88 - $161.97 $59.8K - $70.3K
434 $63K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
4K
New
$14.94 - $15.76 $59.8K - $63K
4K $63K
O
Realty Income Corp

Real Estate
1K
New
$52.36 - $63.42 $52.4K - $63.4K
1K $63K
WEC
Wec Energy Group, Inc.

Utilities
656
New
$77.68 - $96.19 $51K - $63.1K
656 $63K
CHWY
Chewy, Inc.

Consumer Cyclical
2.1K
New
$22.22 - $32.67 $46.7K - $68.6K
2.1K $61K
FVD
First Tr Value Line Divid Inde

ETFs
1.33K
New
$40.45 - $45.49 $53.6K - $60.3K
1.33K $60K
RBLX
Roblox Corp

Communication Services
1.38K
New
$36.18 - $47.64 $49.7K - $65.5K
1.38K $60K
PRU
Prudential Financial Inc

Financial Services
500
New
$105.53 - $127.32 $52.8K - $63.7K
500 $60K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
1.43K
New
$34.84 - $46.54 $50K - $66.7K
1.43K $58K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.03K
New
$47.94 - $59.23 $49.4K - $61.1K
1.03K $58K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
1K
New
$47.78 - $62.75 $47.8K - $62.8K
1K $58K
IEF
Ishares Barclays

ETFs
600
New
$92.67 - $99.14 $55.6K - $59.5K
600 $58K
ZTS
Zoetis Inc.

Healthcare
300
New
$172.58 - $196.48 $51.8K - $58.9K
300 $58K
SQ
Block, Inc.

Technology
850
New
$57.21 - $72.07 $48.6K - $61.3K
850 $57K
IWD
Ishares Russell 1000 Val ETF

ETFs
300
New
$173.36 - $189.8 $52K - $56.9K
300 $56K
ED
Consolidated Edison Inc

Utilities
532
New
$88.42 - $104.97 $47K - $55.8K
532 $55K
CAH
Cardinal Health Inc

Healthcare
500
New
$93.74 - $114.66 $46.9K - $57.3K
500 $55K
SPOT
Spotify Technology S.A.

Communication Services
150
New
$290.16 - $384.01 $43.5K - $57.6K
150 $55K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.1K
New
$44.07 - $50.57 $48.6K - $55.7K
1.1K $55K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
4.5K
New
$10.79 - $12.29 $48.6K - $55.3K
4.5K $54K
LQD
Ishares Iboxx $ Investment Gra

ETFs
486
New
$106.11 - $113.72 $51.6K - $55.3K
486 $54K
PI
Impinj Inc

Technology
250
New
$137.66 - $217.83 $34.4K - $54.5K
250 $54K
EMR
Emerson Electric CO

Industrials
500
New
$98.19 - $118.87 $49.1K - $59.4K
500 $54K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
1K
New
$41.17 - $54.85 $41.2K - $54.9K
1K $52K
IFF
International Flavors & Fragrances Inc

Basic Materials
500
New
$93.14 - $105.12 $46.6K - $52.6K
500 $52K
GTLB
Gitlab Inc.

Technology
1K
New
$40.84 - $56.2 $40.8K - $56.2K
1K $51K
SCHO
Schwab Short Term Us Treasury

ETFs
1.04K
New
$47.93 - $49.06 $50K - $51.2K
1.04K $51K
DNP
Dnp Select Income Fund Inc

Financial Services
5K
New
$8.21 - $10.03 $41.1K - $50.2K
5K $50K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1K
New
$42.59 - $60.56 $42.6K - $60.6K
1K $50K
AEP
American Electric Power CO Inc

Utilities
491
New
$87.11 - $104.95 $42.8K - $51.5K
491 $50K
IWN
Ishares Russell2000 Val ETF

ETFs
300
New
$150.05 - $171.34 $45K - $51.4K
300 $50K
HSY
Hershey CO

Consumer Defensive
250
New
$182.45 - $203.25 $45.6K - $50.8K
250 $47K
BND
Vanguard Bd Index Fd Inc Total

ETFs
613
New
$71.45 - $75.64 $43.8K - $46.4K
613 $46K
CVI
Cvr Energy Inc

Energy
2K
New
$21.22 - $28.73 $42.4K - $57.5K
2K $46K
NRZ
New Residential Investment Corp.

Real Estate
6.4K
New
N/A
6.4K $46K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
100
New
$460.0 - $505.78 $46K - $50.6K
100 $46K
VGT
Vanguard Information Technolog

ETFs
80
New
$514.43 - $606.85 $41.2K - $48.5K
80 $46K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
1K
New
$36.06 - $46.56 $36.1K - $46.6K
1K $45K
GLW
Corning Inc

Technology
1K
New
$37.76 - $46.2 $37.8K - $46.2K
1K $45K
VZIO
Vizio Holding Corp.

Technology
4.01K
New
$10.68 - $11.29 $42.8K - $45.3K
4.01K $44K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
2K
New
$20.56 - $22.25 $41.1K - $44.5K
2K $44K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
2K
New
$20.25 - $22.07 $40.5K - $44.1K
2K $44K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
1.8K
New
$22.96 - $24.67 $41.3K - $44.4K
1.8K $44K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
4.78K
New
$9.19 - $11.08 $44K - $53K
4.78K $43K
LIT
Global X Fds Global X Lithium

ETFs
1K
New
$35.01 - $43.59 $35K - $43.6K
1K $43K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
3K
New
$13.23 - $18.2 $39.7K - $54.6K
3K $43K
ROKU
Roku, Inc

Communication Services
575
New
$51.67 - $77.48 $29.7K - $44.6K
575 $42K
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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