Future Financial Wealth Managment LLC Reduced Holdings in Q4 2025

Future Financial Wealth Managment LLC

  • $148 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-6.05K
- 27.65%
$41.93 - $44.81 $254K - $271K
15.8K $681K
PCEF
Invesco Cef Income Composite E

ETFs
-11.3K
- 19.73%
$19.72 - $20.2 $224K - $229K
46.2K $913K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.5K
- 44.3%
$42.38 - $49.47 $148K - $173K
4.4K $199K
GE
General Electric CO

Industrials
-569
- 40.13%
$291.49 - $314.28 $166K - $179K
849 $254K
UPS
United Parcel Service Inc

Industrials
-2.48K
- 32.67%
$82.87 - $97.4 $205K - $241K
5.1K $480K
INTC
Intel Corp

Technology
-4.6K
- 51.69%
$34.71 - $41.53 $160K - $191K
4.3K $149K
PDI
Pimco Dynamic Income Fund

Financial Services
-4.18K
- 12.76%
$18.04 - $19.91 $75.3K - $83.1K
28.5K $515K
IRM
Iron Mountain Inc

Real Estate
-343
- 4.08%
$91.37 - $106.46 $31.3K - $36.5K
8.06K $736K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-722
- 9.59%
$325.34 - $368.61 $235K - $266K
6.81K $2.35M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.97K
- 23.79%
$26.44 - $27.53 $105K - $109K
12.7K $346K
DVY
Ishares Tr

ETFs
-355
- 11.58%
$138.1 - $143.11 $49K - $50.8K
2.71K $381K
JPM
Jpmorgan Chase & CO

Financial Services
-30
- 1.0%
$294.11 - $320.41 $8.82K - $9.61K
2.96K $887K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-1.65K
- 4.87%
$12.11 - $12.99 $20K - $21.4K
32.3K $390K
VVR
Invesco Senior Income Trust

Financial Services
-9.11K
- 5.34%
$3.25 - $3.41 $29.6K - $31K
162K $544K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-864
- 15.88%
$56.5 - $60.52 $48.8K - $52.3K
4.58K $268K
MO
Altria Group, Inc.

Consumer Defensive
-100
- 2.46%
$56.38 - $66.65 $5.64K - $6.67K
3.96K $230K
PHK
Pimco High Income Fund

Financial Services
-1.71K
- 1.3%
$4.77 - $4.99 $8.17K - $8.55K
130K $622K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1K
- 9.43%
$23.57 - $24.85 $23.6K - $24.9K
9.6K $231K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-1.22K
- 1.28%
$4.97 - $5.35 $6.06K - $6.53K
94.2K $475K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-807
- 11.64%
$31.85 - $34.76 $25.7K - $28.1K
6.13K $207K
MLPA
Global X Mlp ETF

ETFs
-485
- 3.87%
$46.39 - $48.6 $22.5K - $23.6K
12K $584K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-220
- 7.59%
N/A
2.68K $229K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-731
- 1.47%
$9.88 - $10.22 $7.22K - $7.47K
48.9K $488K
MCI
Barings Corporate Investors

Financial Services
-1.36K
- 2.83%
$19.62 - $21.29 $26.8K - $29K
46.8K $985K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-1K
- 5.56%
$14.13 - $14.62 $14.1K - $14.6K
17K $243K
VIG
Vanguard Dividend Appreciation

ETFs
-74
- 1.77%
N/A
4.1K $746K
VNQ
Vanguard Specialized Funds Van

ETFs
-44
- 1.07%
$88.13 - $92.69 $3.88K - $4.08K
4.07K $364K
WMT
Walmart Inc.

Consumer Defensive
-26
- 0.63%
$101.18 - $109.03 $2.63K - $2.83K
4.12K $424K
DGRO
Ishares Core Dividend Growth E

ETFs
-80
- 1.48%
$66.93 - $69.17 $5.35K - $5.53K
5.32K $364K
TDVG
T Rowe Price Exchange Traded F

Technology
-88
- 1.29%
$43.17 - $44.88 $3.8K - $3.95K
6.73K $297K
STRV
Ea Ser Tr Strive 500 ETF
-148
- 0.91%
N/A
16.1K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-8
- 0.22%
$78.97 - $83.03 $632 - $664
3.68K $298K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-989
- 0.86%
$41.11 - $43.35 $40.7K - $42.9K
115K $4.84M
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.09%
$656.2 - $690.71 $656 - $691
1.11K $746K
AVGO
Broadcom Inc.

Technology
-36
- 2.48%
$324.63 - $385.98 $11.7K - $13.9K
1.42K $484K
XOM
Exxon Mobil Corp

Energy
-99
- 2.18%
$110.64 - $119.78 $11K - $11.9K
4.44K $522K
IBM
International Business Machines Corp

Technology
-52
- 1.64%
$275.97 - $314.98 $14.4K - $16.4K
3.12K $926K
JNJ
Johnson & Johnson

Healthcare
-8
- 0.3%
$185.98 - $199.58 $1.49K - $1.6K
2.7K $538K
AAPL
Apple Inc.

Technology
-279
- 3.02%
$245.27 - $275.25 $68.4K - $76.8K
8.95K $2.39M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.14K
- 1.0%
$39.63 - $41.86 $45.1K - $47.7K
113K $4.65M
Activity Summary
Buys All Purchases 55 New Holdings 5 Increased Positions 50 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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