The Analysis of Future Financial Wealth Managment LLC's Holdings
Currently, Future Financial Wealth Managment LLC holds 127 types of securities in its portfolio with a total value $148.6M. In the most recent quarter, they have increased their positions in N/A (+4.9K shares, valued at $3.0M), SPMO (+21.9K shares, valued at $2.6M), ITA (+9.8K shares, valued at $2.3M); decreased their positions in EMO (-6.0K shares, valued at $282.6K), SMH (-722 shares, valued at $281.9K), UPS (-2.5K shares, valued at $263.7K); initiated new positions in SPMO (+21.9K shares, valued at $2.6M), N/A (+8.3K shares, valued at $408.0K), CLX (+3.0K shares, valued at $329.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQM INVESCO EXCH TRADED FD TR II60.9K shares13.20%2025-12-312026-01-21
JAAA JANUS DETROIT STR TR133.0K shares10.59%2025-12-312026-01-21 CGDV CAPITAL GROUP DIVIDEND VALUE138.5K shares3.08%2025-12-312026-01-21 IWY ISHARES TR21.6K shares11.54%2025-12-312026-01-21 TSPA T ROWE PRICE ETF INC114.5K shares-0.86%2025-12-312026-01-21 HEFA ISHARES TR112.9K shares-1.00%2025-12-312026-01-21 PFFA ETFIS SER TR I190.5K shares11.96%2025-12-312026-01-21 ALPHABET INC ALPHABET INC11.5K shares0.37%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO24.9K shares0.25%2025-12-312026-01-21 JPIE J P MORGAN EXCHANGE TRADED F76.1K shares11.17%2025-12-312026-01-21 SHYG ISHARES TR76.1K shares8.06%2025-12-312026-01-21 FBND FIDELITY MERRIMACK STR TR68.0K shares3.25%2025-12-312026-01-21 XLV SELECT SECTOR SPDR TR17.4K shares0.32%2025-12-312026-01-21 SMH VANECK ETF TRUST6.8K shares-9.59%2025-12-312026-01-21 SPMO INVESCO EXCH TRADED FD TR II21.9K sharesnew addition2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR17.4K shares89.48%2025-12-312026-01-21 ITA ISHARES TR10.1K shares3273.00%2025-12-312026-01-21 AAPL APPLE INC8.9K shares-3.02%2025-12-312026-01-21 LLY ELI LILLY & CO1.7K shares2.65%2025-12-312026-01-21 AMZN AMAZON COM INC7.0K shares6.84%2025-12-312026-01-21 BIZD VANECK ETF TRUST110.3K shares6.68%2025-12-312026-01-21 ABBV ABBVIE INC5.9K shares0.69%2025-12-312026-01-21 RNP COHEN & STEERS REIT & PFD &57.3K shares387.90%2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC25.7K shares1.78%2025-12-312026-01-21 JEPQ J P MORGAN EXCHANGE TRADED F16.8K shares2.13%2025-12-312026-01-21 MCI BARINGS CORPORATE INVS46.8K shares-2.83%2025-12-312026-01-21 UTG REAVES UTIL INCOME FD25.1K shares-1.77%2025-12-312026-01-21 META META PLATFORMS INC1.5K shares2.96%2025-12-312026-01-21 PCEF INVESCO EXCH TRADED FD TR II46.2K shares-19.73%2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS4.1K shares-1.77%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS3.1K shares-1.64%2025-12-312026-01-21 NVDA NVIDIA CORPORATION5.1K shares19.76%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.3.0K shares-1.00%2025-12-312026-01-21 MSFT MICROSOFT CORP1.9K shares3.49%2025-12-312026-01-21 ALPHABET INC ALPHABET INC2.4K shares0.00%2025-12-312026-01-21 SPG SIMON PPTY GROUP INC NEW4.1K shares0.15%2025-12-312026-01-21 IVV ISHARES TR1.1K shares-0.09%2025-12-312026-01-21 IRM IRON MTN INC DEL8.1K shares-4.08%2025-12-312026-01-21 EMO CLEARBRIDGE ENERGY MIDSTRM O15.8K shares-27.65%2025-12-312026-01-21 STRV EA SERIES TRUST16.1K shares-0.91%2025-12-312026-01-21 UNH UNITEDHEALTH GROUP INC2.1K shares17.04%2025-12-312026-01-21 PHK PIMCO HIGH INCOME FD130.3K shares-1.30%2025-12-312026-01-21 RTX RTX CORPORATION3.3K shares0.00%2025-12-312026-01-21 MLPA GLOBAL X FDS12.0K shares-3.87%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON2.7K shares-0.30%2025-12-312026-01-21 USB US BANCORP DEL10.7K shares0.00%2025-12-312026-01-21 XOM EXXON MOBIL CORP4.4K shares-2.18%2025-12-312026-01-21 T AT&T INC24.3K shares0.16%2025-12-312026-01-21 F FORD MTR CO42.9K shares2.21%2025-12-312026-01-21 PFE PFIZER INC22.2K shares6.25%2025-12-312026-01-21 HTGC HERCULES CAPITAL INC30.2K shares0.00%2025-12-312026-01-21 BST BLACKROCK SCIENCE & TECHNOLO14.0K shares0.00%2025-12-312026-01-21 UPS UNITED PARCEL SERVICE INC5.1K shares-32.67%2025-12-312026-01-21 VVR INVESCO SR INCOME TR161.5K shares-5.34%2025-12-312026-01-21 V VISA INC1.6K shares4.80%2025-12-312026-01-21 PDI PIMCO DYNAMIC INCOME FD28.5K shares-12.76%2025-12-312026-01-21 DGRW WISDOMTREE TR5.6K shares0.02%2025-12-312026-01-21 WMT WALMART INC4.1K shares-0.63%2025-12-312026-01-21 EVV EATON VANCE LIMITED DURATION48.9K shares-1.47%2025-12-312026-01-21 JQC NUVEEN CR STRATEGIES INCOME94.2K shares-1.28%2025-12-312026-01-21 BROADCOM INC BROADCOM INC1.4K shares-2.48%2025-12-312026-01-21 TSLA TESLA INC1.1K shares0.00%2025-12-312026-01-21 VCIT VANGUARD SCOTTSDALE FDS5.4K shares6.60%2025-12-312026-01-21 UBER UBER TECHNOLOGIES INC5.1K shares0.00%2025-12-312026-01-21 ARCC ARES CAPITAL CORP20.3K shares0.00%2025-12-312026-01-21 VCSH VANGUARD SCOTTSDALE FDS5.2K shares1.96%2025-12-312026-01-21 ALPS ETF TR ALPS ETF TR8.3K sharesnew addition2025-12-312026-01-21 DVY ISHARES TR2.7K shares-11.58%2025-12-312026-01-21 VICI VICI PPTYS INC13.4K shares149.05%2025-12-312026-01-21 FRA BLACKROCK FLOATING RATE INCO32.3K shares-4.87%2025-12-312026-01-21 DGRO ISHARES TR5.3K shares-1.48%2025-12-312026-01-21 VNQ VANGUARD INDEX FDS4.1K shares-1.07%2025-12-312026-01-21 SCHD SCHWAB STRATEGIC TR12.7K shares-23.79%2025-12-312026-01-21 FDX FEDEX CORP1.2K shares0.00%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR520 shares0.00%2025-12-312026-01-21 KEY KEYCORP16.7K shares0.00%2025-12-312026-01-21 CLX CLOROX CO DEL3.0K sharesnew addition2025-12-312026-01-21 SYK STRYKER CORPORATION896 shares2.40%2025-12-312026-01-21 EAT BRINKER INTL INC2.0K shares0.00%2025-12-312026-01-21 SOFI SOFI TECHNOLOGIES INC12.5K shares0.00%2025-12-312026-01-21 KMI KINDER MORGAN INC DEL11.4K shares0.30%2025-12-312026-01-21 NKE NIKE INC4.9K shares43.97%2025-12-312026-01-21 IOO ISHARES TR2.5K shares0.00%2025-12-312026-01-21 TDVG T ROWE PRICE ETF INC6.7K shares-1.29%2025-12-312026-01-21 SPTM SPDR SERIES TRUST3.7K shares-0.22%2025-12-312026-01-21 CSCO CISCO SYS INC4.1K shares0.00%2025-12-312026-01-21 OHI OMEGA HEALTHCARE INVS INC6.7K shares0.00%2025-12-312026-01-21 MEDP MEDPACE HLDGS INC500 shares0.00%2025-12-312026-01-21 TCHP T ROWE PRICE ETF INC6.2K sharesnew addition2025-12-312026-01-21 VTI VANGUARD INDEX FDS888 shares0.00%2025-12-312026-01-21 MOAT VANECK ETF TRUST2.7K shares-7.59%2025-12-312026-01-21 GILD GILEAD SCIENCES INC2.2K shares0.00%2025-12-312026-01-21 GE AEROSPACE GE AEROSPACE849 shares-40.13%2025-12-312026-01-21 XLG INVESCO EXCHANGE TRADED FD T4.6K shares-15.88%2025-12-312026-01-21 OEF ISHARES TR760 shares0.00%2025-12-312026-01-21 XLE SELECT SECTOR SPDR TR5.3K shares98.15%2025-12-312026-01-21 MMM 3M CO1.6K shares0.00%2025-12-312026-01-21 ISD PGIM HIGH YIELD BOND FUND IN17.0K shares-5.56%2025-12-312026-01-21 MO ALTRIA GROUP INC4.0K shares-2.46%2025-12-312026-01-21 UTF COHEN & STEERS INFRASTRUCTUR9.6K shares-9.43%2025-12-312026-01-21 SDY SPDR SERIES TRUST1.6K shares0.00%2025-12-312026-01-21 APTIV PLC APTIV PLC3.0K sharesnew addition2025-12-312026-01-21 TFC TRUIST FINL CORP4.7K shares0.00%2025-12-312026-01-21 HD HOME DEPOT INC605 shares10.00%2025-12-312026-01-21 KR KROGER CO3.5K shares0.06%2025-12-312026-01-21 LYB LYONDELLBASELL INDUSTRIES N4.4K shares-44.30%2025-12-312026-01-21 CVX CHEVRON CORP NEW1.3K shares2.90%2025-12-312026-01-21 INTC INTEL CORP4.3K shares-51.69%2025-12-312026-01-21 SKT TANGER INC6.1K shares-11.64%2025-12-312026-01-21 PYLD PIMCO ETF TR7.6K shares26.89%2025-12-312026-01-21 IWF ISHARES TR444 shares0.23%2025-12-312026-01-21 DSL DOUBLELINE INCOME SOLUTIONS18.0K shares6.82%2025-12-312026-01-21 IBIT ISHARES BITCOIN TRUST ETF4.0K shares31.15%2025-12-312026-01-21 DNP DNP SELECT INCOME FD INC18.0K shares0.00%2025-12-312026-01-21 BTZ BLACKROCK CR ALLOCATION INCO17.0K shares0.00%2025-12-312026-01-21 NVG NUVEEN AMT FREE MUN CR INC F11.8K shares0.00%2025-12-312026-01-21 NEA NUVEEN AMT FREE QLTY MUN INC10.0K shares0.00%2025-12-312026-01-21 MYI BLACKROCK MUNIYIELD QUALITY10.0K shares0.00%2025-12-312026-01-21 IMRX IMMUNEERING CORP18.0K shares260.00%2025-12-312026-01-21 JPC NUVEEN PFD & INCOME OPPORTUN10.0K shares0.00%2025-12-312026-01-21 IGR CBRE GBL REAL ESTATE INC FD10.0K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available