Future Financial Wealth Managment LLC Reduced Holdings in Q3 2025

Future Financial Wealth Managment LLC

  • $157 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-197K
- 92.19%
$26.38 - $27.95 $5.2M - $5.51M
16.7K $455K
CVS
Cvs Health Corp

Healthcare
-2.2K
- 71.24%
$58.75 - $76.5 $129K - $168K
887 $66K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-300
- 30.74%
$459.11 - $506.91 $138K - $152K
676 $339K
VVR
Invesco Senior Income Trust

Financial Services
-10.9K
- 6.03%
$3.39 - $3.83 $37.1K - $41.9K
171K $590K
CCI
Crown Castle International Corp

Real Estate
-500
- 50.0%
$92.96 - $113.91 $46.5K - $57K
500 $48K
NKE
Nike, Inc.

Consumer Cyclical
-600
- 14.94%
$69.24 - $79.24 $41.5K - $47.5K
3.42K $238K
IGV
Ishares Expanded Tech Software

ETFs
-1.3K
- 6.53%
$105.96 - $117.79 $138K - $153K
18.7K $2.15M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-500
- 4.5%
$24.0 - $27.1 $12K - $13.6K
10.6K $262K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-2K
- 60.51%
$18.82 - $19.8 $37.6K - $39.6K
1.31K $25K
AMZN
Amazon Com Inc

Consumer Cyclical
-170
- 2.51%
$211.65 - $238.24 $36K - $40.5K
6.6K $1.45M
DIS
Walt Disney CO

Communication Services
-99
- 4.17%
$112.25 - $124.0 $11.1K - $12.3K
2.28K $260K
XLE
Energy Sector Spdr

ETFs
-498
- 15.59%
$84.25 - $91.99 $42K - $45.8K
2.7K $240K
PM
Philip Morris International Inc.

Consumer Defensive
-45
- 3.87%
$157.77 - $183.27 $7.1K - $8.25K
1.12K $181K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-2K
- 17.52%
$17.13 - $17.98 $34.3K - $36K
9.42K $167K
WLKP
Westlake Chemical Partners LP

Basic Materials
-1K
- 28.57%
$20.7 - $22.56 $20.7K - $22.6K
2.5K $52K
DLR
Digital Realty Trust, Inc.

Real Estate
-135
- 72.97%
$161.21 - $180.02 $21.8K - $24.3K
50 $8K
PSTG
Pure Storage, Inc.

Technology
-700
- 50.0%
$54.47 - $88.29 $38.1K - $61.8K
700 $58K
T
At&T Inc.

Communication Services
-68
- 0.28%
$26.94 - $29.62 $1.83K - $2.01K
24.3K $685K
META
Meta Platforms, Inc.

Communication Services
-15
- 1.0%
$695.21 - $791.73 $10.4K - $11.9K
1.49K $1.09M
MSFT
Microsoft Corp

Technology
-110
- 5.66%
$491.09 - $535.64 $54K - $58.9K
1.84K $950K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-863
- 13.69%
$51.78 - $57.89 $44.7K - $50K
5.44K $312K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-650
- 21.56%
$13.69 - $15.48 $8.9K - $10.1K
2.37K $32K
DVN
Devon Energy Corp

Energy
-400
- 80.0%
$31.75 - $36.99 $12.7K - $14.8K
100 $3K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-452
- 1.32%
$12.93 - $13.4 $5.84K - $6.06K
33.9K $440K
MMM
3 M CO

Industrials
-100
- 5.88%
$144.41 - $160.2 $14.4K - $16K
1.6K $248K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-145
- 2.76%
$78.96 - $80.04 $11.4K - $11.6K
5.1K $407K
NEE
Nextera Energy Inc

Utilities
-125
- 41.67%
$69.77 - $77.54 $8.72K - $9.69K
175 $13K
IRM
Iron Mountain Inc

Real Estate
-21
- 0.25%
$89.46 - $104.46 $1.88K - $2.19K
8.4K $856K
VIG
Vanguard Dividend Appreciation

ETFs
-27
- 0.64%
N/A
4.17K $759K
EPD
Enterprise Products Partners L.P.

Energy
-100
- 3.77%
$30.74 - $32.14 $3.07K - $3.21K
2.55K $79K
EMQQ
Emqq Emerging Markets Internet

ETFs
-300
- 12.84%
$40.28 - $46.86 $12.1K - $14.1K
2.04K $94K
Atlas Energy Solutions Inc Com New
-500
- 33.33%
N/A
1K $0
Pimco Multisector Bond Active Exchange Traded Fund
-28
- 0.46%
N/A
6K $0
THW
Tekla World Healthcare Fund

Financial Services
-1K
- 18.18%
$10.16 - $12.6 $10.2K - $12.6K
4.5K $56K
QTUM
ETF Ser Solutions Defiance Qua
-35
- 9.09%
N/A
350 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2K
- 40.0%
$10.78 - $19.82 $21.6K - $39.6K
3K $58K
PFE
Pfizer Inc

Healthcare
-996
- 4.56%
$23.29 - $25.88 $23.2K - $25.8K
20.9K $531K
WMT
Walmart Inc.

Consumer Defensive
-200
- 4.6%
$94.4 - $104.27 $18.9K - $20.9K
4.15K $427K
KEY
Keycorp

Financial Services
-1K
- 5.65%
$17.37 - $19.39 $17.4K - $19.4K
16.7K $312K
M
Macy'S, Inc.

Consumer Cyclical
-500
- 20.0%
$11.9 - $18.17 $5.95K - $9.09K
2K $35K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-100
- 6.02%
$43.35 - $50.12 $4.34K - $5.01K
1.56K $78K
VNQ
Vanguard Specialized Funds Van

ETFs
-25
- 0.6%
$88.47 - $93.24 $2.21K - $2.33K
4.11K $375K
TDVG
T Rowe Price Exchange Traded F

Technology
-20
- 0.29%
$42.05 - $43.96 $841 - $879
6.82K $299K
HTGC
Hercules Capital, Inc.

Financial Services
-200
- 0.66%
$18.34 - $19.53 $3.67K - $3.91K
30.2K $570K
CAT
Caterpillar Inc

Industrials
-10
- 3.6%
$390.92 - $477.15 $3.91K - $4.77K
268 $127K
PHK
Pimco High Income Fund

Financial Services
-1.11K
- 0.83%
$4.78 - $5.02 $5.29K - $5.55K
132K $658K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-55
- 0.97%
$84.28 - $89.46 $4.64K - $4.92K
5.59K $497K
DUK
Duke Energy Corp

Utilities
-13
- 0.21%
$116.31 - $125.93 $1.51K - $1.64K
6.19K $766K
AVGO
Broadcom Inc.

Technology
-162
- 10.04%
$264.74 - $369.57 $42.9K - $59.9K
1.45K $478K
Activity Summary
Buys All Purchases 101 New Holdings 24 Increased Positions 77 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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