Future Financial Wealth Managment LLC Top Holdings and 13F Report (2024) → Did You Get Your Free Bitcoin Yet? (From Crypto Swap Profits) (Ad) About Future Financial Wealth Managment LLCInvestment ActivityFuture Financial Wealth Managment LLC has $129.98 million in total holdings as of March 31, 2024.Future Financial Wealth Managment LLC owns shares of 506 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 29.08% of the portfolio was purchased this quarter.About 11.60% of the portfolio was sold this quarter.This quarter, Future Financial Wealth Managment LLC has purchased 112 new stocks and bought additional shares in 54 stocks.Future Financial Wealth Managment LLC sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $7,827,004Invesco NASDAQ 100 ETF $7,514,238Schwab US Dividend Equity ETF $4,642,579Pacer US Cash Cows 100 ETF $4,166,371VanEck Morningstar Wide Moat ETF $3,887,276 Largest New Holdings this Quarter iShares Russell Top 200 Growth ETF $3,639,786 HoldingT. Rowe Price U.S. Equity Research ETF $3,552,601 HoldingJanus Henderson AAA CLO ETF $659,163 HoldingiShares Gold Trust $327,678 HoldingNVIDIA $318,053 Holding Largest Purchases this Quarter iShares Russell Top 200 Growth ETF 18,656 shares (about $3.64M)T. Rowe Price U.S. Equity Research ETF 108,278 shares (about $3.55M)Invesco NASDAQ 100 ETF 8,914 shares (about $1.63M)Vanguard S&P 500 ETF 3,350 shares (about $1.61M)Schwab US Dividend Equity ETF 15,134 shares (about $1.22M) Largest Sales this Quarter iShares Russell 1000 Growth ETF 10,924 shares (about $3.68M)Vanguard Value ETF 21,632 shares (about $3.52M)iShares S&P 100 ETF 14,142 shares (about $3.50M)Vanguard Dividend Appreciation ETF 13,110 shares (about $2.39M)Cohen & Steers Infrastructure Fund 9,956 shares (about $234.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFuture Financial Wealth Managment LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$7,827,004$1,610,297 ▲25.9%16,2836.0%ETFQQQMInvesco NASDAQ 100 ETF$7,514,238$1,628,502 ▲27.7%41,1315.8%ETFSCHDSchwab US Dividend Equity ETF$4,642,579$1,220,250 ▲35.7%57,5793.6%ETFCOWZPacer US Cash Cows 100 ETF$4,166,371$1,073,757 ▲34.7%71,6983.2%ETFMOATVanEck Morningstar Wide Moat ETF$3,887,276$1,000,048 ▲34.6%43,2403.0%ETFPGProcter & Gamble$3,726,247$10,871 ▲0.3%22,9662.9%Consumer StaplesIWYiShares Russell Top 200 Growth ETF$3,639,786$3,639,786 ▲New Holding18,6562.8%ETFTSPAT. Rowe Price U.S. Equity Research ETF$3,552,601$3,552,601 ▲New Holding108,2782.7%ManufacturingSCHFSchwab International Equity ETF$3,528,696$142,150 ▲4.2%90,4332.7%ETFPFXFVanEck Preferred Securities ex Financials ETF$2,917,223$114,543 ▲4.1%164,9082.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,845,395$16,544 ▼-0.6%36,8052.2%ETFAAPLApple$1,939,439$31,038 ▲1.6%11,3101.5%Computer and TechnologyVNQVanguard Real Estate ETF$1,898,409$62,179 ▲3.4%21,9521.5%ETFXLKTechnology Select Sector SPDR Fund$1,897,965$8,331 ▲0.4%9,1131.5%ETFGOOGAlphabet$1,805,804$98,969 ▲5.8%11,8601.4%Computer and TechnologyJQUAJPMorgan US Quality Factor ETF$1,745,820$30,347 ▲1.8%33,0211.3%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$1,733,540$47,510 ▲2.8%25,7241.3%ETFXLVHealth Care Select Sector SPDR Fund$1,671,417$46,830 ▲2.9%11,3141.3%ETFBIZDVanEck BDC Income ETF$1,638,911$154,517 ▲10.4%96,9771.3%ETFIRMIron Mountain$1,590,199$14,117 ▼-0.9%19,8251.2%FinanceMLPAGlobal X MLP ETF$1,410,126$41,420 ▲3.0%29,2441.1%ETFJPSTJPMorgan Ultra-Short Income ETF$1,403,368$85,210 ▲6.5%27,8171.1%ETFVIGVanguard Dividend Appreciation ETF$1,372,202$2,394,140 ▼-63.6%7,5141.1%ETFAMZNAmazon.com$1,371,790$99,931 ▲7.9%7,6051.1%Retail/WholesaleMSFTMicrosoft$1,223,033$43,334 ▲3.7%2,9070.9%Computer and TechnologyABBVAbbVie$1,221,618$48,617 ▼-3.8%6,7090.9%MedicalIEFiShares 7-10 Year Treasury Bond ETF$1,218,464$22,718 ▲1.9%12,8720.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,201,757$13,181 ▲1.1%13,4020.9%ETFIAGGiShares Core International Aggregate Bond ETF$1,172,676$11,638 ▲1.0%23,4770.9%ETFSPGSimon Property Group$1,051,981$13,146 ▼-1.2%6,7220.8%FinancePCEFInvesco CEF Income Composite ETF$1,002,745$190,724 ▲23.5%53,1960.8%ETFQQQInvesco QQQ$953,068$48,830 ▲5.4%2,1470.7%FinanceJPMJPMorgan Chase & Co.$926,988$20,030 ▼-2.1%4,6280.7%FinanceMETAMeta Platforms$901,2360.0%1,8560.7%Computer and TechnologyREAVES UTIL INCOME FD COM SH BEN INT$805,700$309,636 ▲62.4%29,8850.6%CEFMCIBarings Corporate Investors$784,878$35,394 ▼-4.3%45,6590.6%FinanceXOMExxon Mobil$747,764$116 ▲0.0%6,4330.6%Oils/EnergyDGRWWisdomTree U.S. Quality Dividend Growth Fund$742,850$27,276 ▼-3.5%9,7500.6%ManufacturingVZVerizon Communications$732,227$150,004 ▲25.8%17,4510.6%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$659,163$659,163 ▲New Holding12,9910.5%ETFDUKDuke Energy$642,395$2,321 ▲0.4%6,6420.5%UtilitiesRQICohen & Steers Quality Income Realty Fund$638,102$3,926 ▲0.6%52,8230.5%Financial ServicesTAT&T$615,065$20,522 ▼-3.2%34,9470.5%Computer and TechnologyDGROiShares Core Dividend Growth ETF$604,033$18,869 ▼-3.0%10,4040.5%ETFTDVGT. Rowe Price Dividend Growth ETF$602,072$16,720 ▼-2.7%15,8440.5%ETFIVViShares Core S&P 500 ETF$579,3540.0%1,1020.4%ETFHTGCHercules Capital$577,4850.0%31,3000.4%FinanceJNJJohnson & Johnson$571,355$25,309 ▲4.6%3,6120.4%MedicalDKNGDraftKings$562,812$108,984 ▼-16.2%12,3940.4%Consumer DiscretionaryTLTiShares 20+ Year Treasury Bond ETF$548,796$94,620 ▲20.8%5,8000.4%ETFINTCIntel$541,083$59,806 ▼-10.0%12,2500.4%Computer and TechnologyBSTBlackRock Science and Technology Trust$539,032$147,680 ▲37.7%14,6000.4%Financial ServicesVVisa$537,229$30,699 ▲6.1%1,9250.4%Business ServicesDEDeere & Company$535,6050.0%1,3040.4%Industrial ProductsFDXFedEx$518,635$98,512 ▲23.4%1,7900.4%TransportationUNHUnitedHealth Group$500,142$106,361 ▼-17.5%1,0110.4%MedicalUSBU.S. Bancorp$498,428$4,112 ▲0.8%11,1510.4%FinanceSTRVStrive 500 ETF$497,427$56,044 ▼-10.1%14,7780.4%ETFIBMInternational Business Machines$455,927$573 ▲0.1%2,3880.4%Computer and TechnologyFFord Motor$454,545$27,928 ▲6.5%34,2280.3%Auto/Tires/TrucksPFEPfizer$442,795$109,027 ▲32.7%15,9570.3%MedicalPPTPutnam Premier Income Trust$438,627$88,370 ▼-16.8%124,6100.3%FinanceARCCAres Capital$433,056$4,164 ▲1.0%20,8000.3%FinanceGOOGLAlphabet$418,8310.0%2,7750.3%Computer and TechnologyBRK.BBerkshire Hathaway$408,745$1,262 ▼-0.3%9720.3%FinanceCVSCVS Health$396,326$160 ▲0.0%4,9690.3%Retail/WholesaleDVYiShares Select Dividend ETF$377,5470.0%3,0650.3%ETFRTXRTX$363,397$24,870 ▲7.3%3,7260.3%AerospacePDIPIMCO Dynamic Income Fund$360,588$103,992 ▲40.5%18,6930.3%Financial ServicesKMIKinder Morgan$332,671$17,606 ▼-5.0%18,1390.3%Oils/EnergyHYTBlackRock Corporate High Yield Fund$330,775$8,850 ▲2.7%33,7870.3%Financial ServicesIAUiShares Gold Trust$327,678$327,678 ▲New Holding7,8000.3%FinanceCATCaterpillar$327,5880.0%8940.3%Industrial ProductsNVDANVIDIA$318,053$318,053 ▲New Holding3520.2%Computer and TechnologyFRABlackRock Floating Rate Income Strategies Fund$314,305$44,845 ▲16.6%24,3270.2%Financial ServicesSYKStryker$313,1360.0%8750.2%MedicalREMiShares Mortgage Real Estate ETF$310,2540.0%13,3500.2%ETFNKENIKE$309,194$103,848 ▼-25.1%3,2900.2%Consumer DiscretionarySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$308,8180.0%4,8140.2%ETFXLEEnergy Select Sector SPDR Fund$307,682$94 ▲0.0%3,2590.2%ETFUTFCohen & Steers Infrastructure Fund$296,982$234,663 ▼-44.1%12,6000.2%Financial ServicesJNKSPDR Bloomberg High Yield Bond ETF$285,600$285,600 ▲New Holding3,0000.2%FinanceNEENextEra Energy$281,2040.0%4,4000.2%UtilitiesCIVICivitas Resources$280,8670.0%3,7000.2%Oils/EnergyJEPIJPMorgan Equity Premium Income ETF$277,902$277,902 ▲New Holding4,8030.2%ETFEATON VANCE LTD DURATION INCOM COM$277,680$17,131 ▼-5.8%28,4800.2%CEFJFRNuveen Floating Rate Income Fund$277,020$10,109 ▲3.8%31,7320.2%Financial ServicesSPYSPDR S&P 500 ETF Trust$273,5660.0%5230.2%FinanceOHIOmega Healthcare Investors$266,136$12,669 ▲5.0%8,4030.2%FinanceWMTWalmart$261,740$174,493 ▲200.0%4,3500.2%Retail/WholesaleOEFiShares S&P 100 ETF$256,069$3,498,867 ▼-93.2%1,0350.2%ETFETEnergy Transfer$255,487$1,715 ▲0.7%16,2420.2%Oils/EnergyCSCOCisco Systems$250,598$98,672 ▼-28.3%5,0210.2%Computer and TechnologyGEGeneral Electric$246,126$246,126 ▲New Holding1,4020.2%TransportationIHFiShares U.S. Healthcare Providers ETF$245,430$196,344 ▲400.0%4,5000.2%ETFRNPCohen & Steers REIT and Preferred Income Fund$239,237$239,237 ▲New Holding11,3760.2%Financial ServicesDISWalt Disney$233,218$233,218 ▲New Holding1,9060.2%Consumer DiscretionaryGXOGXO Logistics$233,0500.0%4,3350.2%TransportationIWFiShares Russell 1000 Growth ETF$232,565$3,681,942 ▼-94.1%6900.2%ETFVTIVanguard Total Stock Market ETF$231,0510.0%8890.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.