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Future Financial Wealth Managment LLC13F | |
| Future Financial Wealth Managment LLC | |
| Last update 2025-04-09 | 448 Stocks (14 new) |
| Value $136.00 Mil | Turnover 10 % |
Future Financial Wealth Managm... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 20,485 | 10,527.4 | +19.38% | 7.720 | +1.25% | 0.000 | +10.66% | +5.91% | 628,922.7 | ||
QQQM | Invesco NASDAQ 100 ETF | 54,389 | 10,498.1 | +20.45% | 7.700 | +1.31% | 0.030 | +17.68% | +8.11% | 52,236.6 | ||
SCHD | Schwab US Dividend Equity ETF | 217,329 | 6,076.5 | +6.05% | 4.460 | +0.25% | 0.010 | -4.44% | -1.32% | 69,316.2 | ||
IWY | iShares Russell Top 200 Growth ETF | 20,401 | 4,303.4 | -0.77% | 3.160 | -0.03% | 0.040 | +16.78% | +4.82% | 13,915.3 | ||
TSPA |
T. Rowe Price U.S. Equity Research ETF
T. Rowe Price U.S. Equity Research ETF
| 120,888 | 4,250.4 | +1.63% | 3.120 | +0.05% | 0.380 | +10.49% | +5.09% | 1,634.6 | ||
PG | Procter & Gamble Co | 24,867 | 4,237.9 | -0.45% | 3.110 | -0.01% | 0.000 | -6.48% | -4.36% | 371,352.0 | Consumer Packaged Goods | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 116,328 | 4,221.5 | +3.26% | 3.100 | +0.10% | 0.050 | +4.59% | +9.22% | 6,401.7 | ||
COWZ | Pacer US Cash Cows 100 ETF | 76,839 | 4,207.7 | +1.90% | 3.090 | +0.06% | 0.020 | +0.80% | -1.87% | 20,779.0 | ||
JAAA | Janus Henderson AAA CLO ETF | 78,012 | 3,956.0 | +23.67% | 2.900 | +0.56% | 0.020 | +1.51% | +2.36% | 21,742.7 | ||
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 66,924 | 2,845.6 | +6.06% | 2.090 | +0.12% | 0.040 | +3.21% | +4.22% | 6,537.5 |
Future Financial Wealth Managment LLC's Historical Top Holdings Breakdowns
Future Financial Wealth Managment LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Reduce Reduce | -2.77% | 87.69 ($92.02) 96.49 | $93.74 | 1.87% | Reduce -92.69% | 3,219 | -40,841 | |
PFFA |
Virtus InfraCap U.S. Preferred Stock ETF
Virtus InfraCap U.S. Preferred Stock ETF
| 2025-03-31 | Add Add | +1.54% | 21.21 ($21.94) 22.3 | $20.89 | -4.79% | Add 384.03% | 124,424 | 98,718 | |
PFXF |
VanEck Preferred Securities ex Financials ETF
VanEck Preferred Securities ex Financials ETF
| 2025-03-31 | Reduce Reduce | -1.44% | 16.76 ($17.26) 17.69 | $17.14 | -0.70% | Reduce -75.4% | 37,259 | -114,211 | |
JQUA | JPMorgan U.S. Quality Factor ETF | 2025-03-31 | Reduce Reduce | -1.40% | 55.41 ($58.41) 60.74 | $59.88 | 2.52% | Reduce -98.18% | 620 | -33,534 | |
XLB | Materials Select Sector SPDR | 2025-03-31 | Add Add | +1.39% | 83.19 ($87.39) 90.99 | $87.89 | 0.57% | Add 18430% | 22,236 | 22,116 | |
IHAK | iShares Cybersecurity and Tech ETF | 2025-03-31 | Reduce Reduce | -1.33% | 46.77 ($49.72) 52.97 | $52.98 | 6.56% | Reduce -99.73% | 100 | -37,306 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-03-31 | Add Add | +1.31% | 192.82 ($209.18) 222.1 | $226.82 | 8.43% | Add 20.45% | 54,389 | 9,236 | |
IGV |
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
| 2025-03-31 | New Buy New Buy | +1.27% | 88.3 ($98.77) 107.83 | $109.61 | 10.97% | New holding | 19,502 | 19,502 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.25% | 507.05 ($540.58) 563.67 | $566.93 | 4.88% | Add 19.38% | 20,485 | 3,325 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +0.56% | 50.48 ($50.78) 51.04 | $50.77 | -0.03% | Add 23.67% | 78,012 | 14,932 |
Future Financial Wealth Managment LLC Total Holding History ($B)
Future Financial Wealth Managment LLC's Asset Allocation
Future Financial Wealth Managment LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Future Financial Wealth Managment LLC's Hypothetical Growth since 2025-03-31
Future Financial Wealth Managment LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Future Financial Wealth Managment LLC's Holdings Heat Map
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Future Financial Wealth Managment LLC's Holdings Bubble Chart
Future Financial Wealth Managment LLC News
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