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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$266M
$19,000 0.01% of portfolio
4,000
Q3 2024 New
$135M
$1,000 0.0% of portfolio
2,000
Q3 2024 New
$52.3M
$0 0.0% of portfolio
12
Q3 2024 New
$240M
$4,000 0.0% of portfolio
1,000
Q3 2024 New
$212M
$5,000 0.0% of portfolio
2,000
Q3 2024 New
$133M
$6,000 0.0% of portfolio
3,500
Q3 2024 New
$129M
$2,000 0.0% of portfolio
1,000
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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