Future Financial Wealth Managment LLC Incresed Positions in Q4 2024

Future Financial Wealth Managment LLC

  • $135 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
5
+ 1.02%
$90.91 - $102.21 $455 - $511
496 $45K
HUM
Humana Inc

Healthcare
100
+ 20.0%
$233.89 - $304.18 $23.4K - $30.4K
600 $152K
XLE
Energy Sector Spdr

ETFs
1
+ 0.03%
$83.32 - $97.27 $83.3 - $97.3
3.31K $283K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.75K
+ 100.0%
$18.41 - $40.87 $32.3K - $71.7K
3.51K $64K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
300
+ 2.61%
$12.1 - $13.52 $3.63K - $4.06K
11.8K $144K
F
Ford Motor CO

Consumer Cyclical
1.31K
+ 4.03%
$9.69 - $11.4 $12.7K - $14.9K
33.8K $334K
EMQQ
Emqq Emerging Markets Internet

ETFs
1
+ 0.04%
$34.48 - $41.58 $34.5 - $41.6
2.34K $80K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
710
+ 2.84%
$49.87 - $52.46 $35.4K - $37.2K
25.7K $1.29M
VZ
Verizon Communications Inc

Communication Services
2.25K
+ 10.74%
$39.6 - $45.21 $89.1K - $102K
23.2K $927K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9
+ 0.15%
$80.93 - $85.66 $728 - $771
6.02K $487K
UPS
United Parcel Service Inc

Industrials
255
+ 5.26%
$122.65 - $138.35 $31.3K - $35.3K
5.1K $643K
QCOM
Qualcomm Inc

Technology
1
+ 0.08%
$150.4 - $178.04 $150 - $178
1.29K $197K
VNQ
Vanguard Specialized Funds Van

ETFs
93
+ 2.36%
$87.85 - $98.6 $8.17K - $9.17K
4.03K $358K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
660
+ 1.43%
$9.77 - $10.51 $6.45K - $6.94K
46.9K $458K
GE
General Electric CO

Industrials
14
+ 1.0%
$159.95 - $194.23 $2.24K - $2.72K
1.42K $236K
PDI
Pimco Dynamic Income Fund

Financial Services
84
+ 0.33%
$18.33 - $20.85 $1.54K - $1.75K
25.7K $471K
NEP
Nextera Energy Partners, LP

Utilities
15
+ 0.24%
$15.87 - $26.96 $238 - $404
6.29K $111K
UBER
Uber Technologies, Inc

Technology
110
+ 2.2%
$59.93 - $86.34 $6.59K - $9.5K
5.11K $308K
XLV
Select Sector Spdr Fund Health

ETFs
630
+ 5.32%
$136.28 - $154.74 $85.9K - $97.5K
12.5K $1.72M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.26K
+ 38.89%
$22.4 - $68.28 $28.2K - $86K
4.5K $104K
PG
Procter & Gamble CO

Consumer Defensive
77
+ 0.31%
$161.05 - $179.7 $12.4K - $13.8K
25K $4.19M
IRM
Iron Mountain Inc

Real Estate
3
+ 0.03%
$101.62 - $128.14 $305 - $384
10K $1.05M
Activity Summary
Buys All Purchases 84 New Holdings 11 Increased Positions 73 Sells All Sells 90 Reductions 88 Sold out 2 Options Calls 0 Puts 0
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