Future Financial Wealth Managment LLC Portfolio Holdings by Sector
Future Financial Wealth Managment LLC
- $145 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQM VOO SCHD JAAA IWY TSPA HEFA COWZ 132 stocks |
$87,474
61.85% of portfolio
|
21
|
29
|
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
MCI UTG RQI EMO VVR PHK PDI HTGC 49 stocks |
$11,451
8.1% of portfolio
|
15
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG EL UL 3 stocks |
$4,045
2.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL SPOT ZG SNAP 6 stocks |
$3,737
2.64% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV PFE JNJ GILD BMY MRK BIIB 9 stocks |
$3,707
2.62% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,947
1.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T ASTS CMCSA GOGO CHTR 6 stocks |
$1,928
1.36% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI CHWY BABA PDD JD EBAY ETSY 8 stocks |
$1,744
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO INTC QCOM NXPI SWKS TSM SMTC 8 stocks |
$1,563
1.11% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD CYBR ORCL PATH OKTA 6 stocks |
$1,388
0.98% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB KEY TFC PEBO FITB BANC HBAN 7 stocks |
$1,303
0.92% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C BAC 3 stocks |
$1,112
0.79% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX XPO GXO 4 stocks |
$1,057
0.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI HUM 4 stocks |
$1,002
0.71% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM CCI DLR HASI 4 stocks |
$1,000
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F TSLA RACE NIO GM 5 stocks |
$989
0.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG SKT O 3 stocks |
$922
0.65% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK ED AEP WEC NEE XEL 6 stocks |
$906
0.64% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V SOFI PYPL SYF 4 stocks |
$897
0.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ET WMB EPD DKL 5 stocks |
$731
0.52% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$707
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP SHEL 4 stocks |
$698
0.49% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA 2 stocks |
$621
0.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER GTLB FROG YOU SOUN DDOG 6 stocks |
$618
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG IGT RSI 3 stocks |
$541
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK MDT ABT 3 stocks |
$534
0.38% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$474
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$474
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$448
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI SBRA PEAK LTC 4 stocks |
$415
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
EAT MCD SBUX 3 stocks |
$393
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE SMR MIDD 3 stocks |
$390
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$387
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WBD NFLX 3 stocks |
$385
0.27% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SCHW RJF 4 stocks |
$365
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO COMM PI NOK 4 stocks |
$359
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON MATW 3 stocks |
$348
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE WWW 2 stocks |
$321
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$269
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$268
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$251
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI OLP AHH 3 stocks |
$248
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO QURE VRTX VKTX APLS HRTX SBTX 7 stocks |
$218
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL EXPE TRIP NCLH 4 stocks |
$216
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CIVI FANG CHK DVN COP KRP 6 stocks |
$214
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
DKS ASO TSCO WOOF CHPT 5 stocks |
$201
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$187
0.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM CALM 2 stocks |
$169
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP EXAS 2 stocks |
$161
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$157
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG IONQ 2 stocks |
$144
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
NRZ STWD MFA KREF ARI 5 stocks |
$133
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS ZTS TEVA TLRY 4 stocks |
$120
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP OI AMCR 3 stocks |
$103
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
CVI PSX 2 stocks |
$88
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$84
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD TAP 2 stocks |
$82
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
WLKP DOW 2 stocks |
$80
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
HBI VFC UA 3 stocks |
$74
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ACLS 1 stocks |
$69
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$53
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CINF ALL 2 stocks |
$52
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$52
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
RUSHA 1 stocks |
$51
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
NEP BEP 2 stocks |
$49
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
SNDR 1 stocks |
$48
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL JBLU 2 stocks |
$36
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
M KSS 2 stocks |
$33
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$22
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$19
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS KHC SJM BTTR 4 stocks |
$19
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
SFL 1 stocks |
$16
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
DEI 1 stocks |
$15
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
HOG 1 stocks |
$10
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MTN CNTY 2 stocks |
$9
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$7
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
ILPT 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
QS 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
GDRX 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|