Future Financial Wealth Managment LLC Reduced Holdings in Q1 2025

Future Financial Wealth Managment LLC

  • $134 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-40.8K
- 92.69%
N/A
3.22K $276K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-114K
- 75.4%
$16.8 - $17.69 $1.92M - $2.02M
37.3K $629K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-33.5K
- 98.18%
$55.41 - $60.74 $1.86M - $2.04M
620 $34K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-37.3K
- 99.73%
$46.77 - $52.97 $1.74M - $1.98M
100 $4K
MLPA
Global X Mlp ETF

ETFs
-12.4K
- 46.98%
$49.83 - $54.53 $619K - $677K
14K $749K
IWY
Ishares Tr Russell 200 Growth

ETFs
-158
- 0.77%
$210.19 - $243.33 $33.2K - $38.4K
20.4K $4.29M
GOOG
Alphabet Inc.

Communication Services
-143
- 1.24%
$156.06 - $207.71 $22.3K - $29.7K
11.4K $1.78M
IRM
Iron Mountain Inc

Real Estate
-1.6K
- 15.97%
$82.79 - $111.31 $132K - $178K
8.42K $724K
AAPL
Apple Inc.

Technology
-45
- 0.46%
$209.68 - $247.1 $9.44K - $11.1K
9.69K $2.15M
XLK
Technology Sector Spdr

ETFs
-141
- 1.47%
$206.38 - $242.18 $29.1K - $34.1K
9.43K $1.95M
PCEF
Invesco Cef Income Composite E

ETFs
-4.88K
- 8.24%
$18.8 - $19.89 $91.7K - $97.1K
54.3K $1.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-95
- 6.16%
$468.34 - $539.52 $44.5K - $51.3K
1.45K $678K
IAU
Ishares Gold Trust

ETFs
-2.3K
- 29.49%
$49.74 - $58.96 $114K - $136K
5.5K $324K
OEF
Ishares S&P 100 ETF

ETFs
-168
- 18.1%
N/A
760 $202K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-60
- 11.93%
$360.07 - $417.26 $21.6K - $25K
443 $159K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-375
- 6.23%
$78.0 - $84.37 $29.3K - $31.6K
5.64K $446K
FITB
Fifth Third Bancorp

Financial Services
-699
- 18.32%
$37.48 - $44.96 $26.2K - $31.4K
3.12K $122K
VIG
Vanguard Dividend Appreciation

ETFs
-200
- 4.56%
N/A
4.19K $762K
TFC
Truist Financial Corp

Financial Services
-600
- 11.32%
$39.48 - $48.15 $23.7K - $28.9K
4.7K $193K
FVD
First Tr Value Line Divid Inde

ETFs
-825
- 62.26%
$42.61 - $45.51 $35.2K - $37.5K
500 $22K
DGRO
Ishares Core Dividend Growth E

ETFs
-496
- 8.4%
$60.46 - $64.42 $30K - $32K
5.41K $330K
CAT
Caterpillar Inc

Industrials
-50
- 15.67%
$326.75 - $407.63 $16.3K - $20.4K
269 $88K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1
- 0.01%
$35.29 - $53.49 $35.3 - $53.5
13.4K $472K
HON
Honeywell International Inc

Industrials
-87
- 18.24%
$202.75 - $226.52 $17.6K - $19.7K
390 $82K
TDVG
T Rowe Price Exchange Traded F

Technology
-590
- 7.95%
$39.23 - $42.13 $23.1K - $24.9K
6.84K $273K
XPO
Xpo Logistics, Inc.

Industrials
-4
- 0.55%
$106.12 - $148.16 $424 - $593
723 $77K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-294
- 5.3%
$77.7 - $78.94 $22.8K - $23.2K
5.25K $414K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-27
- 0.73%
$67.03 - $74.61 $1.81K - $2.01K
3.69K $249K
ET
Energy Transfer LP

Energy
-411
- 4.81%
$17.26 - $21.08 $7.09K - $8.66K
8.14K $151K
ADM
Archer Daniels Midland CO

Consumer Defensive
-250
- 13.33%
$45.22 - $52.17 $11.3K - $13K
1.63K $78K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-397
- 21.65%
$22.77 - $24.73 $9.04K - $9.82K
1.44K $33K
MRK
Merck & Co., Inc.

Healthcare
-50
- 8.29%
$83.01 - $101.02 $4.15K - $5.05K
553 $49K
CORP
Pimco Investment Grade Corp Bd

ETFs
-100
- 50.0%
$93.89 - $97.32 $9.39K - $9.73K
100 $9K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-100
- 1.59%
$19.14 - $20.15 $1.91K - $2.01K
6.21K $118K
JPM
Jpmorgan Chase & CO

Financial Services
-85
- 2.77%
$225.19 - $279.95 $19.1K - $23.8K
2.98K $731K
PAVE
Global X Fds Us Infrastructure

ETFs
-65
- 30.23%
$37.31 - $43.82 $2.43K - $2.85K
150 $5K
RXO
Rxo, Inc.
-4
- 1.22%
$17.65 - $26.81 $70.6 - $107
323 $6K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-11
- 50.0%
$48.02 - $53.02 $528 - $583
11 $0
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-150
- 2.91%
$15.63 - $16.23 $2.34K - $2.43K
5K $79K
Pimco Multisector Bond Active Exchange Traded Fund
-611
- 9.21%
N/A
6.02K $0
BMY
Bristol Myers Squibb CO

Healthcare
-50
- 4.0%
$53.9 - $63.11 $2.7K - $3.16K
1.2K $73K
UTG
Reaves Utility Income Fund

Financial Services
-299
- 1.15%
$31.08 - $34.42 $9.29K - $10.3K
25.7K $834K
MMM
3 M CO

Industrials
-100
- 5.56%
$129.7 - $155.12 $13K - $15.5K
1.7K $249K
XOM
Exxon Mobil Corp

Energy
-248
- 5.18%
$105.44 - $118.93 $26.1K - $29.5K
4.54K $539K
V
Visa Inc.

Financial Services
-50
- 3.18%
$306.92 - $362.71 $15.3K - $18.1K
1.52K $532K
RTX
Raytheon Technologies Corp

Industrials
-146
- 4.17%
$114.1 - $135.66 $16.7K - $19.8K
3.36K $444K
JNJ
Johnson & Johnson

Healthcare
-99
- 3.53%
$142.06 - $167.7 $14.1K - $16.6K
2.7K $448K
PG
Procter & Gamble CO

Consumer Defensive
-112
- 0.45%
$158.56 - $176.26 $17.8K - $19.7K
24.9K $4.24M
MCI
Barings Corporate Investors

Financial Services
-1.72K
- 3.46%
$19.89 - $25.0 $34.2K - $42.9K
47.9K $1.09M
Activity Summary
Buys All Purchases 102 New Holdings 17 Increased Positions 85 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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