Future Financial Wealth Managment LLC Portfolio Holdings by Sector
Future Financial Wealth Managment LLC
- $134 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQM VOO SCHD IWY HEFA TSPA COWZ JAAA 134 stocks |
$83,562
62.39% of portfolio
|
26
|
23
|
3
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
MCI UTG RQI VVR PDI HTGC HYT EVV 49 stocks |
$10,712
8.0% of portfolio
|
16
|
4
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG EL UL ELF 4 stocks |
$4,314
3.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV PFE JNJ GILD BMY MRK BIIB 9 stocks |
$3,902
2.91% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL SPOT ZG 5 stocks |
$3,146
2.35% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,153
1.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T ASTS CMCSA GOGO CHTR 6 stocks |
$1,853
1.38% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI BABA CHWY PDD JD EBAY ETSY 9 stocks |
$1,508
1.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB KEY TFC PEBO FITB BANC HBAN 7 stocks |
$1,223
0.91% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO INTC QCOM NXPI SWKS SMTC 7 stocks |
$1,131
0.84% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX XPO GXO 4 stocks |
$1,121
0.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD CYBR ORCL OKTA PATH 6 stocks |
$1,087
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG SKT O 3 stocks |
$960
0.72% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C BAC 3 stocks |
$942
0.7% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK ED AEP WEC NEE XEL 6 stocks |
$938
0.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM CCI DLR HASI 4 stocks |
$857
0.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI HUM 4 stocks |
$833
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V SOFI PYPL SYF 4 stocks |
$771
0.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ET WMB EPD DKL 5 stocks |
$726
0.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F TSLA RACE NIO GM 5 stocks |
$706
0.53% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM BP CVX SHEL 4 stocks |
$692
0.52% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$596
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA 2 stocks |
$546
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK MDT ABT 3 stocks |
$515
0.38% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$510
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER GTLB FROG YOU SOUN DDOG 6 stocks |
$498
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG IGT RSI 3 stocks |
$481
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT TGT 2 stocks |
$433
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$427
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI SBRA PEAK LTC 4 stocks |
$419
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON MATW 3 stocks |
$331
0.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
EAT MCD SBUX 3 stocks |
$331
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO COMM PI NOK 4 stocks |
$308
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS SCHW RJF 4 stocks |
$299
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WBD NFLX 3 stocks |
$298
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE MIDD SMR 3 stocks |
$297
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE WWW 2 stocks |
$281
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$272
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI OLP AHH 3 stocks |
$256
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CIVI FANG CHK DVN COP KRP 6 stocks |
$250
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VKTX QURE VRTX APLS HRTX SBTX 7 stocks |
$245
0.18% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$242
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$242
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
DKS ASO ULTA TSCO WOOF CHPT 6 stocks |
$242
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$237
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE CCL TRIP NCLH 4 stocks |
$190
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$187
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP EXAS 2 stocks |
$156
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM CALM 2 stocks |
$155
0.12% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
NRZ STWD MFA KREF ARI 5 stocks |
$139
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$134
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS ZTS TEVA TLRY 4 stocks |
$120
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP OI AMCR 3 stocks |
$107
0.08% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG IONQ 2 stocks |
$95
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
HBI VFC UA 3 stocks |
$94
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
WLKP DOW 2 stocks |
$85
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD TAP 2 stocks |
$79
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
CVI PSX 2 stocks |
$76
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$68
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
NEP BEP 2 stocks |
$58
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$55
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
RUSHA 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
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ACLS 1 stocks |
$49
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$45
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
SNDR 1 stocks |
$45
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 |
$35
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS KHC SJM BTTR 4 stocks |
$22
0.02% of portfolio
|
1
|
- | - | - |
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 |
$18
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$16
0.01% of portfolio
|
- | - | - | - |
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 |
$16
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
HOG 1 stocks |
$11
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
ILPT 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
CNTY 1 stocks |
$1
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
|