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 Market Cap. of $2 Billions to $10 Billions
