Future You Wealth LLC Portfolio Holdings by Sector

Future You Wealth LLC

$141 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV SHV DLN VEA SHY VBR SPY DFAC 27 stocks	$114 Million 82.08% of portfolio	27	-	27	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$13 Million 9.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.6 Million 1.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2.01 Million 1.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$1.96 Million 1.41% of portfolio	3	-	3	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1.22 Million 0.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$888,328 0.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$847,065 0.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG 1 stocks	$535,809 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$387,029 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Publishing \| Communication Services RELX 1 stocks	$302,315 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$267,569 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$261,284 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$242,458 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$222,664 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA 1 stocks	$221,130 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts

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