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 $2 Billions to $10 Billions
