Future Financial Wealth Managment LLC Portfolio Holdings

Future Financial Wealth Managment LLC

  • $138 Million
  • Q3 2024

Future Financial Wealth Managment LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $138 Million distributed in 470 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $8.64M, Vanguard Index Fds S&P 500 ETF with a value of $8.64M, Schwab Strategic Tr Us Dividen with a value of $5.53M, Ishares Tr Russell 200 Growth with a value of $4.42M, and Procter & Gamble CO with a value of $4.31M.

Examining the 13F form we can see an increase of $26.4M in the current position value, from $112M to 138M.

Below you can find more details about Future Financial Wealth Managment LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Million
ETFs: $82.9 Million
Financial Services: $15.2 Million
Technology: $6.66 Million
Healthcare: $6.41 Million
Consumer Defensive: $5.93 Million
Communication Services: $5.31 Million
Consumer Cyclical: $4.52 Million
Real Estate: $3.46 Million
Other: $7.17 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$405B
$4.31 Million 3.12% of portfolio
24,902
Q3 2024 Added 0.86%
$3.68T
$2.38 Million 1.73% of portfolio
10,238
Q3 2024 Reduced 1.08%
$1.08T
$1.81 Million 1.31% of portfolio
10,840
Q3 2024 Added 6.43%
$716B
$1.35 Million 0.98% of portfolio
1,528
Q2 2024 Added 6,266.67%
$297B
$1.27 Million 0.92% of portfolio
6,420
Q3 2024 Added 0.08%
$2.07T
$1.14 Million 0.83% of portfolio
6,129
Q3 2024 Reduced 3.33%
$1.27T
$890,000 0.64% of portfolio
1,556
Q3 2024 Reduced 13.84%
$3.1T
$856,000 0.62% of portfolio
1,990
Q3 2024 Added 0.4%
$501B
$808,000 0.59% of portfolio
6,899
Q3 2024 Added 0.01%
$706B
$646,000 0.47% of portfolio
3,067
Q2 2024 Reduced 33.73%
$562B
$620,000 0.45% of portfolio
1,061
Q2 2024 Added 4.95%
$400B
$602,000 0.44% of portfolio
3,718
Q3 2024 Added 0.03%
$364B
$520,000 0.38% of portfolio
4,290
Q3 2024 Added 4.61%
$610B
$447,000 0.32% of portfolio
972
Q1 2024 Reduced 0.31%
$503B
$431,000 0.31% of portfolio
1,570
Q2 2024 Reduced 18.44%
$1T
$377,000 0.27% of portfolio
2,275
Q3 2024 Reduced 18.02%
$208B
$217,000 0.16% of portfolio
2,261
Q3 2024 Added 9.97%
$409B
$222,000 0.16% of portfolio
550
Q3 2024 New
$236B
$219,000 0.16% of portfolio
4,122
Q3 2024 New
$202B
$165,000 0.12% of portfolio
1,362
Q3 2024 New
$219B
$155,000 0.11% of portfolio
916
Q3 2024 New
$272B
$143,000 0.1% of portfolio
1,993
Q3 2024 New
$370B
$132,000 0.1% of portfolio
3,349
Q3 2024 New
$230B
$124,000 0.09% of portfolio
1,175
Q3 2024 New
$238B
$119,000 0.09% of portfolio
1,000
Q3 2024 New
$201B
$124,000 0.09% of portfolio
319
Q3 2024 New
$1.08T
$117,000 0.08% of portfolio
449
Q3 2024 New
$247B
$108,000 0.08% of portfolio
953
Q3 2024 New
$223B
$104,000 0.08% of portfolio
1,000
Q3 2024 New
$514B
$72,000 0.05% of portfolio
425
Q3 2024 New
$316B
$63,000 0.05% of portfolio
434
Q3 2024 New
$214B
$21,000 0.02% of portfolio
70
Q3 2024 New
$203B
$30,000 0.02% of portfolio
268
Q3 2024 New
$236B
$13,000 0.01% of portfolio
200
Q3 2024 New
$393B
$17,000 0.01% of portfolio
25
Q3 2024 New
$222B
$11,000 0.01% of portfolio
70
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 470
  • Current Value $138 Million
  • Prior Value $112 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 349 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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