Future Financial Wealth Managment LLC Sells in Q2 2025

Future Financial Wealth Managment LLC

  • $145 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-40.4K
- 88.99%
$50.36 - $50.68 $2.04M - $2.05M
5K $253K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-24.4K
- 92.94%
$50.09 - $51.09 $1.22M - $1.25M
1.86K $94K
EMB
Ishares Tr

ETFs
-13.5K
- 91.09%
$86.54 - $92.62 $1.17M - $1.25M
1.32K $122K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.77K
- 90.72%
$51.14 - $57.0 $500K - $557K
1K $56K
PPT
Putnam Premier Income Trust

Financial Services
-128K
- 96.24%
$3.45 - $3.71 $441K - $474K
5K $18K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-25.8K
- 69.36%
$15.52 - $17.13 $401K - $443K
11.4K $195K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.64K
- 1.67%
$24.32 - $27.87 $88.5K - $101K
214K $5.66M
PG
Procter & Gamble CO

Consumer Defensive
-52
- 0.21%
$157.66 - $172.39 $8.2K - $8.96K
24.8K $3.95M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-10.4K
- 10.81%
$13.96 - $16.51 $145K - $172K
85.8K $1.4M
AAPL
Apple Inc.

Technology
-202
- 2.08%
$172.42 - $223.89 $34.8K - $45.2K
9.49K $1.95M
IHF
Ishares Tr

ETFs
-2.5K
- 55.56%
$46.2 - $54.6 $116K - $137K
2K $97K
MLPA
Global X Mlp ETF

ETFs
-1.5K
- 10.7%
$46.47 - $54.16 $69.7K - $81.2K
12.5K $628K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.3K
- 74.8%
$82.21 - $83.12 $107K - $108K
438 $36K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.58K
- 3.35%
$47.46 - $55.3 $122K - $142K
74.3K $4.09M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-2.9K
- 46.74%
$18.11 - $18.97 $52.5K - $55K
3.31K $62K
XOM
Exxon Mobil Corp

Energy
-3
- 0.07%
$99.93 - $119.04 $300 - $357
4.54K $489K
XLE
Energy Sector Spdr

ETFs
-115
- 3.47%
$76.44 - $94.13 $8.79K - $10.8K
3.2K $270K
HTGC
Hercules Capital, Inc.

Financial Services
-175
- 0.57%
$16.24 - $19.1 $2.84K - $3.34K
30.4K $555K
OKTA
Okta, Inc.

Technology
-300
- 85.71%
$91.24 - $127.3 $27.4K - $38.2K
50 $4K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-300
- 29.27%
$100.04 - $100.54 $30K - $30.2K
725 $72K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-320
- 9.94%
N/A
2.9K $248K
VKTX
Viking Therapeutics, Inc.

Healthcare
-1K
- 42.55%
$19.98 - $29.49 $20K - $29.5K
1.35K $35K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-180
- 85.71%
$90.56 - $109.49 $16.3K - $19.7K
30 $3K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-169
- 12.37%
$85.42 - $94.39 $14.4K - $16K
1.2K $112K
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.54K
- 3.91%
$32.11 - $38.21 $146K - $174K
112K $4.24M
NEP
Nextera Energy Partners, LP

Utilities
-1K
- 15.91%
N/A
5.29K $47K
RBLX
Roblox Corp

Communication Services
-200
- 72.73%
$51.22 - $105.59 $10.2K - $21.1K
75 $7K
METV
Listed Fds Tr Roundhill Ball M

ETFs
-500
- 65.45%
$11.59 - $17.03 $5.8K - $8.52K
264 $4K
FV
First Trust Dorsey Wright Focu

ETFs
-50
- 33.33%
$48.43 - $59.26 $2.42K - $2.96K
100 $5K
SPYG
Spdr Portfolio

ETFs
-190
- 16.34%
$71.83 - $95.32 $13.6K - $18.1K
973 $92K
STRV
Ea Ser Tr Strive 500 ETF
-5.9K
- 26.74%
N/A
16.2K $0
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1
- 0.21%
$34.72 - $42.74 $34.7 - $42.7
483 $20K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3
- 0.06%
$77.94 - $79.5 $234 - $239
5.25K $416K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-16
- 0.46%
$17.76 - $22.1 $284 - $354
3.49K $77K
DGRO
Ishares Core Dividend Growth E

ETFs
-11
- 0.2%
$55.22 - $63.94 $607 - $703
5.4K $344K
RTX
Raytheon Technologies Corp

Industrials
-100
- 2.98%
$113.75 - $148.48 $11.4K - $14.8K
3.26K $475K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1K
- 7.5%
$31.67 - $42.89 $31.8K - $43.1K
12.4K $531K
MSFT
Microsoft Corp

Technology
-48
- 2.41%
$354.56 - $497.45 $17K - $23.9K
1.95K $967K
META
Meta Platforms, Inc.

Communication Services
-32
- 2.09%
$484.66 - $738.09 $15.5K - $23.6K
1.5K $1.11M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-5.51K
- 4.56%
$31.29 - $38.89 $172K - $214K
115K $4.49M
IWY
Ishares Tr Russell 200 Growth

ETFs
-511
- 2.5%
$187.5 - $246.51 $95.8K - $126K
19.9K $4.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-277
- 1.35%
$456.74 - $568.03 $127K - $157K
20.2K $11.5M
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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