Future Financial Wealth Managment LLC Portfolio Holdings

Future Financial Wealth Managment LLC

  • $138 Million
  • Q3 2024

Future Financial Wealth Managment LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $138 Million distributed in 470 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 $8.64M, Vanguard Index Fds S&P 500 ETF with a value of $8.64M, Schwab Strategic Tr Us Dividen with a value of $5.53M, Ishares Tr Russell 200 Growth with a value of $4.42M, and Procter & Gamble CO with a value of $4.31M.

Examining the 13F form we can see an increase of $26.4M in the current position value, from $112M to 138M.

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

Portfolio value $138 Million
ETFs: $82.9 Million
Financial Services: $15.2 Million
Technology: $6.66 Million
Healthcare: $6.41 Million
Consumer Defensive: $5.93 Million
Communication Services: $5.31 Million
Consumer Cyclical: $4.52 Million
Real Estate: $3.46 Million
Other: $7.17 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.26B
$29,000 0.02% of portfolio
5,000
Q3 2024 New
$23.1B
$29,000 0.02% of portfolio
215
Q3 2024 New
$0
$21,000 0.02% of portfolio
1,450
Q3 2024 New
$126B
$33,000 0.02% of portfolio
250
Q3 2024 New
$136B
$32,000 0.02% of portfolio
500
Q3 2024 New
$56.6B
$24,000 0.02% of portfolio
100
Q3 2024 New
$6.03B
$33,000 0.02% of portfolio
1,650
Q3 2024 New
$4.35B
$29,000 0.02% of portfolio
470
Q3 2024 New
$3.03B
$29,000 0.02% of portfolio
1,000
Q3 2024 New
$52.2B
$22,000 0.02% of portfolio
200
Q3 2024 New
$6.05B
$29,000 0.02% of portfolio
100
Q3 2024 New
$6.12B
$25,000 0.02% of portfolio
2,000
Q3 2024 New
$1.81B
$34,000 0.02% of portfolio
2,000
Q3 2024 New
$12.6B
$26,000 0.02% of portfolio
350
Q3 2024 New
$40.1B
$25,000 0.02% of portfolio
500
Q3 2024 New
$730M
$24,000 0.02% of portfolio
2,000
Q3 2024 New
$2.93B
$23,000 0.02% of portfolio
5,000
Q3 2024 New
$929M
$29,000 0.02% of portfolio
2,000
Q3 2024 New
$0
$24,000 0.02% of portfolio
3,000
Q3 2024 New
$24.9B
$18,000 0.01% of portfolio
1,000
Q3 2024 New
$3.71B
$17,000 0.01% of portfolio
200
Q3 2024 New
$1.41B
$17,000 0.01% of portfolio
1,543
Q3 2024 New
$103B
$14,000 0.01% of portfolio
150
Q3 2024 New
$3.46B
$8,000 0.01% of portfolio
400
Q3 2024 New
$56.9B
$20,000 0.01% of portfolio
500
Q3 2024 New
$3.25B
$11,000 0.01% of portfolio
175
Q3 2024 New
$16.8B
$8,000 0.01% of portfolio
95
Q3 2024 New
$811M
$19,000 0.01% of portfolio
4,000
Q3 2024 New
$143B
$17,000 0.01% of portfolio
150
Q3 2024 New
$1.68B
$10,000 0.01% of portfolio
500
Q3 2024 New
$37.8B
$14,000 0.01% of portfolio
200
Q3 2024 New
$26.4B
$14,000 0.01% of portfolio
135
Q3 2024 New
$1.76B
$16,000 0.01% of portfolio
2,000
Q3 2024 New
$30B
$14,000 0.01% of portfolio
300
Q3 2024 New
$219B
$13,000 0.01% of portfolio
200
Q3 2024 New
$37.5B
$12,000 0.01% of portfolio
353
Q3 2024 New
$21.5B
$12,000 0.01% of portfolio
65
Q3 2024 New
$415B
$17,000 0.01% of portfolio
25
Q3 2024 New
$145B
$12,000 0.01% of portfolio
200
Q3 2024 New
$1.91B
$7,000 0.01% of portfolio
1,250
Q3 2024 New
$37.3B
$8,000 0.01% of portfolio
129
Q3 2024 New
$1.41B
$14,000 0.01% of portfolio
400
Q3 2024 New
$0
$10,000 0.01% of portfolio
800
Q3 2024 New
$11.7B
$17,000 0.01% of portfolio
300
Q3 2024 New
$19.3B
$13,000 0.01% of portfolio
500
Q3 2024 New
$19.3B
$16,000 0.01% of portfolio
250
Q3 2024 New
$0
$11,000 0.01% of portfolio
922
Q3 2024 New
$0
$9,000 0.01% of portfolio
327
Q3 2024 New
$52.8B
$19,000 0.01% of portfolio
103
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 470
  • Current Value $138 Million
  • Prior Value $112 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 349 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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