Future Financial Wealth Managment LLC Sells in Q4 2024

Future Financial Wealth Managment LLC

  • $135 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-26.2K
- 14.77%
$17.21 - $18.41 $452K - $483K
151K $2.61M
DE
Deere & CO

Industrials
-1.2K
- 92.33%
$389.45 - $466.0 $469K - $561K
100 $42K
UNH
Unitedhealth Group Inc

Healthcare
-500
- 47.13%
$485.52 - $625.25 $243K - $313K
561 $283K
XOM
Exxon Mobil Corp

Energy
-2.11K
- 30.6%
$105.51 - $125.37 $223K - $265K
4.79K $515K
VVR
Invesco Senior Income Trust

Financial Services
-62.8K
- 27.07%
$3.83 - $4.07 $240K - $255K
169K $667K
NEE
Nextera Energy Inc

Utilities
-3.1K
- 91.18%
$69.77 - $85.43 $216K - $265K
300 $21K
PCEF
Invesco Cef Income Composite E

ETFs
-11.8K
- 16.6%
$19.05 - $19.86 $224K - $234K
59.2K $1.13M
ABBV
Abb Vie Inc.

Healthcare
-493
- 7.68%
$164.99 - $203.87 $81.3K - $101K
5.93K $1.05M
DUK
Duke Energy Corp

Utilities
-1.42K
- 18.79%
$105.76 - $120.76 $151K - $172K
6.15K $663K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-13K
- 12.09%
$15.9 - $17.05 $207K - $222K
94.5K $1.57M
JNJ
Johnson & Johnson

Healthcare
-915
- 24.61%
$143.34 - $165.86 $131K - $152K
2.8K $405K
CVS
Cvs Health Corp

Healthcare
-2K
- 40.12%
$43.78 - $67.46 $87.4K - $135K
2.98K $133K
MLPA
Global X Mlp ETF

ETFs
-4.43K
- 14.35%
$47.44 - $52.61 $210K - $233K
26.4K $1.31M
VICI
Vici Properties Inc.

Real Estate
-4K
- 47.72%
$28.27 - $33.19 $113K - $133K
4.38K $127K
INTC
Intel Corp

Technology
-4.7K
- 33.94%
$19.07 - $26.23 $89.6K - $123K
9.15K $183K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.2K
- 85.11%
$113.92 - $127.38 $137K - $153K
210 $24K
T
At&T Inc.

Communication Services
-7.07K
- 21.85%
$21.22 - $23.88 $150K - $169K
25.3K $575K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-526
- 0.87%
$11.91 - $14.14 $6.26K - $7.44K
59.9K $733K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-9.92K
- 17.53%
$9.64 - $10.11 $95.6K - $100K
46.6K $457K
TDVG
T Rowe Price Exchange Traded F

Technology
-2.29K
- 23.57%
$39.51 - $41.92 $90.5K - $96K
7.43K $293K
VIG
Vanguard Dividend Appreciation

ETFs
-538
- 10.93%
N/A
4.39K $798K
ET
Energy Transfer LP

Energy
-7.9K
- 48.03%
$16.05 - $19.86 $127K - $157K
8.55K $167K
EPD
Enterprise Products Partners L.P.

Energy
-3.48K
- 56.77%
$28.66 - $34.43 $99.7K - $120K
2.65K $83K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-3K
- 23.26%
$21.0 - $23.52 $63K - $70.6K
9.9K $211K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-775
- 65.96%
$82.28 - $117.52 $63.8K - $91.1K
400 $33K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-5K
Closed
$14.59 - $16.93 $73K - $84.7K
0 $0
IYW
Ishares Dj Us Tech ETF

ETFs
-565
- 70.19%
$148.14 - $166.23 $83.7K - $93.9K
240 $38K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-832
- 37.85%
$88.59 - $94.57 $73.7K - $78.7K
1.37K $121K
CHK
Chesapeake Energy Corp

Energy
-950
- 65.52%
$81.46 - $87.57 $77.4K - $83.2K
500 $42K
EMB
Ishares Tr

ETFs
-74
- 0.52%
$88.94 - $93.46 $6.58K - $6.92K
14.3K $1.27M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.1K
- 22.85%
$69.3 - $74.3 $76.2K - $81.7K
3.71K $265K
KO
Coca Cola CO

Consumer Defensive
-791
- 39.69%
$61.74 - $71.71 $48.8K - $56.7K
1.2K $74K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-904
- 50.11%
$77.25 - $91.3 $69.8K - $82.5K
900 $76K
CIVI
Civitas Resources, Inc.

Energy
-1K
- 27.03%
$42.79 - $54.92 $42.8K - $54.9K
2.7K $123K
NKE
Nike, Inc.

Consumer Cyclical
-100
- 2.43%
$73.36 - $89.13 $7.34K - $8.91K
4.02K $303K
PEP
Pepsico Inc

Consumer Defensive
-290
- 31.66%
$151.29 - $176.1 $43.9K - $51.1K
626 $95K
PPT
Putnam Premier Income Trust

Financial Services
-9.35K
- 7.0%
$3.49 - $3.73 $32.6K - $34.9K
124K $442K
GXO
Gxo Logistics, Inc.

Industrials
-1K
- 74.91%
$41.93 - $63.02 $41.9K - $63K
335 $14K
UTG
Reaves Utility Income Fund

Financial Services
-638
- 2.4%
$30.81 - $34.99 $19.7K - $22.3K
26K $823K
MRK
Merck & Co., Inc.

Healthcare
-350
- 36.73%
$96.31 - $114.76 $33.7K - $40.2K
603 $59K
RBLX
Roblox Corp

Communication Services
-1.1K
- 80.0%
$39.86 - $61.45 $43.8K - $67.6K
275 $15K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-97
- 0.62%
$20.68 - $23.73 $2.01K - $2.3K
15.6K $327K
VTRS
Viatris Inc

Healthcare
-4K
- 38.0%
$11.32 - $13.37 $45.3K - $53.5K
6.53K $81K
ITA
Ishares Tr

ETFs
-254
- 45.85%
$144.31 - $157.31 $36.7K - $40K
300 $43K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-4.03K
- 84.32%
$8.61 - $9.3 $34.7K - $37.5K
750 $6K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-1.7K
- 24.82%
$15.43 - $16.42 $26.2K - $27.9K
5.15K $79K
CVX
Chevron Corp

Energy
-198
- 45.62%
$141.15 - $162.53 $27.9K - $32.2K
236 $34K
METV
Listed Fds Tr Roundhill Ball M

ETFs
-2K
- 72.36%
$13.21 - $15.35 $26.4K - $30.7K
764 $10K
WEC
Wec Energy Group, Inc.

Utilities
-253
- 38.57%
$92.94 - $101.82 $23.5K - $25.8K
403 $37K
Activity Summary
Buys All Purchases 84 New Holdings 11 Increased Positions 73 Sells All Sells 90 Reductions 88 Sold out 2 Options Calls 0 Puts 0
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