Future Financial Wealth Managment LLC Portfolio Holdings

Future Financial Wealth Managment LLC

  • $135 Million
  • Q4 2024

Future Financial Wealth Managment LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $135 Million distributed in 449 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 $9.5M, Vanguard Index Fds S&P 500 ETF with a value of $9.25M, Schwab Strategic Tr Us Dividen with a value of $5.6M, Ishares Tr Russell 200 Growth with a value of $4.84M, and T Rowe Price ETF Inc Us Equity with a value of $4.4M.

Examining the 13F form we can see an decrease of $3.26M in the current position value, from $138M to 135M. Also it can be appreciated an additional of 11 stocks purchases and 2 closed positions.

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

Portfolio value $135 Million
ETFs: $84.4 Million
Financial Services: $14.3 Million
Technology: $6.48 Million
Consumer Defensive: $5.73 Million
Communication Services: $5.57 Million
Healthcare: $5.18 Million
Consumer Cyclical: $4.5 Million
Real Estate: $2.93 Million
Other: $5.38 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.5 Million 7.05% of portfolio
45,153
Q4 2024 Added 4.95%
$0
$9.25 Million 6.86% of portfolio
17,160
Q4 2024 Added 4.78%
$0
$5.6 Million 4.15% of portfolio
204,932
Q4 2024 Added 213.5%
$0
$4.84 Million 3.59% of portfolio
20,559
Q4 2024 Added 2.27%
$0
$4.4 Million 3.26% of portfolio
118,947
Q4 2024 Added 6.15%
$0
$4.26 Million 3.16% of portfolio
75,405
Q4 2024 Added 4.5%
$394B
$4.19 Million 3.1% of portfolio
24,979
Q4 2024 Added 0.31%
$0
$3.91 Million 2.9% of portfolio
112,651
Q4 2024 Added 5.96%
$0
$3.78 Million 2.8% of portfolio
44,060
Q4 2024 Added 4.46%
$0
$3.2 Million 2.37% of portfolio
63,080
Q4 2024 Added 8.31%
$0
$2.69 Million 1.99% of portfolio
63,100
Q4 2024 Added 2.6%
$0
$2.61 Million 1.94% of portfolio
151,470
Q4 2024 Reduced 14.77%
$3.59T
$2.44 Million 1.81% of portfolio
9,739
Q4 2024 Reduced 4.87%
$0
$2.23 Million 1.65% of portfolio
9,572
Q4 2024 Added 4.03%
$1.21T
$2.2 Million 1.63% of portfolio
11,565
Q4 2024 Added 6.69%
$0
$2.11 Million 1.56% of portfolio
41,878
Q4 2024 Added 3.88%
$0
$1.83 Million 1.35% of portfolio
37,406
Q4 2024 Added 4.28%
$0
$1.72 Million 1.27% of portfolio
12,481
Q4 2024 Added 5.32%
$0
$1.68 Million 1.25% of portfolio
6,944
Q4 2024 Added 6.44%
$0
$1.57 Million 1.16% of portfolio
94,492
Q4 2024 Reduced 12.09%
$2.4T
$1.34 Million 0.99% of portfolio
6,104
Q4 2024 Reduced 0.41%
$0
$1.31 Million 0.97% of portfolio
26,443
Q4 2024 Reduced 14.35%
$0
$1.29 Million 0.95% of portfolio
25,748
Q4 2024 Added 2.84%
$0
$1.27 Million 0.94% of portfolio
14,281
Q4 2024 Reduced 0.52%
$728B
$1.18 Million 0.87% of portfolio
1,528
Q2 2024 Added 6,266.67%
$0
$1.13 Million 0.84% of portfolio
59,222
Q4 2024 Reduced 16.6%
$302B
$1.05 Million 0.78% of portfolio
5,927
Q4 2024 Reduced 7.68%
$32.4B
$1.05 Million 0.78% of portfolio
10,015
Q4 2024 Added 0.03%
$0
$1.01 Million 0.75% of portfolio
49,602
Q4 2024 Reduced 0.03%
$165B
$927,000 0.69% of portfolio
23,182
Q4 2024 Added 10.74%
$1.43T
$901,000 0.67% of portfolio
1,529
Q4 2024 Reduced 1.74%
$3.33T
$838,000 0.62% of portfolio
1,990
Q3 2024 Added 0.4%
$0
$823,000 0.61% of portfolio
25,999
Q4 2024 Reduced 2.4%
$0
$798,000 0.59% of portfolio
4,386
Q4 2024 Reduced 10.93%
$0
$787,000 0.58% of portfolio
1,541
Q4 2024 Added 0.33%
$780B
$735,000 0.55% of portfolio
3,067
Q2 2024 Reduced 33.73%
$0
$733,000 0.54% of portfolio
59,910
Q4 2024 Reduced 0.87%
$57.2B
$693,000 0.51% of portfolio
4,029
Q4 2024 Reduced 4.57%
$84.2B
$663,000 0.49% of portfolio
6,154
Q4 2024 Reduced 18.79%
$0
$667,000 0.49% of portfolio
169,075
Q4 2024 Reduced 27.07%
$0
$648,000 0.48% of portfolio
1,102
Q2 2023 Added 7.93%
$97.5B
$643,000 0.48% of portfolio
5,100
Q4 2024 Added 5.26%
$0
$613,000 0.45% of portfolio
10,659
Q4 2024 Reduced 0.53%
$2.66B
$613,000 0.45% of portfolio
30,550
Q4 2024 Reduced 2.4%
$161B
$575,000 0.43% of portfolio
25,286
Q4 2024 Reduced 21.85%
$0
$562,000 0.42% of portfolio
25,706
Q4 2024 New
$203B
$526,000 0.39% of portfolio
2,396
Q4 2024 Added 0.08%
$0
$511,000 0.38% of portfolio
14,000
Q3 2024 Reduced 0.71%
$459B
$515,000 0.38% of portfolio
4,788
Q4 2024 Reduced 30.6%

Summary

  • Portfolio
  • No. of Stocks 449
  • Current Value $135 Million
  • Prior Value $138 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 73 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 88 stocks
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