Future Financial Wealth Managment LLC Portfolio Holdings

Future Financial Wealth Managment LLC

  • $134 Million
  • Q1 2025

Future Financial Wealth Managment LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Million distributed in 448 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 $10.5M, Vanguard Index Fds S&P 500 ETF with a value of $10.5M, Schwab Strategic Tr Us Dividen with a value of $5.99M, Ishares Tr Russell 200 Growth with a value of $4.29M, and Ishares Currency Hedged Msci E with a value of $4.25M.

Examining the 13F form we can see an decrease of $509K in the current position value, from $135M to 134M.

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

Portfolio value $134 Million
ETFs: $83.8 Million
Financial Services: $14.6 Million
Technology: $5.96 Million
Healthcare: $5.86 Million
Consumer Defensive: $5.85 Million
Communication Services: $5.31 Million
Consumer Cyclical: $4.33 Million
Real Estate: $2.65 Million
Other: $5.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$229M
$7,000 0.01% of portfolio
3,500
Q3 2024 New
$71M
$0 0.0% of portfolio
2,000
Q3 2024 New
$204M
$0 0.0% of portfolio
1,000
Q3 2024 New
$50.2M
$0 0.0% of portfolio
12
Q3 2024 New
$300M
$0 0.0% of portfolio
500
Q3 2024 New
$176M
$3,000 0.0% of portfolio
1,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 448
  • Current Value $134 Million
  • Prior Value $135 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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