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Future Financial Wealth Managment

Latest statistics and disclosures from Future Financial Wealth Managment's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, QQQM, SCHD, COWZ, MOAT, and represent 21.57% of Future Financial Wealth Managment's stock portfolio.
Added to shares of these 10 stocks: IWY, TSPA, QQQM, VOO, SCHD, COWZ, MOAT, JAAA, IAU, NVDA.
Started 396 new stock positions in AMCR, RACE, SPHD, SWKS, OLP, BANC, IYW, CPNG, THQ, TFC.
Reduced shares in these 10 stocks: IWF, VTV, OEF, VIG, QYLD, UTF, , IGR, DKNG, UNH.
Sold out of its positions in DNP, QYLD.
Future Financial Wealth Managment was a net buyer of stock by $23M.
Future Financial Wealth Managment has $130M in assets under management (AUM), dropping by 29.07%.
Central Index Key (CIK): 0001801892

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Portfolio Holdings for Future Financial Wealth Managment

Future Financial Wealth Managment holds 506 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Future Financial Wealth Managment has 506 total positions. Only the first 250 positions are shown.

Sign up to view all of the Future Financial Wealth Managment March 31, 2024 positions
Download the Future Financial Wealth Managment March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	6.0	$7.8M	+25%	16k	480.69	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	5.8	$7.5M	+27%	41k	182.69	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	3.6	$4.6M	+35%	58k	80.63	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	3.2	$4.2M	+34%	72k	58.11	View chart
Vaneck Vectors MS Wide Moat Etf (MOAT)	3.0	$3.9M	+34%	43k	89.90	View chart
Procter And Gamble Stock (PG)	2.9	$3.7M		23k	162.25	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	2.8	$3.6M	NEW	19k	195.10	View chart
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)	2.7	$3.6M	NEW	108k	32.81	View chart
Schwab International Equity Etf Etf (SCHF)	2.7	$3.5M	+4%	90k	39.02	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	2.2	$2.9M	+4%	165k	17.69	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	2.2	$2.8M		37k	77.31	View chart
Apple Stock (AAPL)	1.5	$1.9M		11k	171.48	View chart
Vanguard Real Estate Etf Etf (VNQ)	1.5	$1.9M	+3%	22k	86.48	View chart
Technology Select Sector Spdr Fund Etf (XLK)	1.5	$1.9M		9.1k	208.27	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.4	$1.8M	+5%	12k	152.26	View chart
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)	1.3	$1.7M		33k	52.87	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	1.3	$1.7M	+2%	26k	67.39	View chart
SPDR Health Care Select Etf (XLV)	1.3	$1.7M	+2%	11k	147.73	View chart
Vaneck Bdc Income Etf Etf (BIZD)	1.3	$1.6M	+10%	97k	16.90	View chart
Iron Mtn Inc Del Reit (IRM)	1.2	$1.6M		20k	80.21	View chart
Global X Mlp Etf Etf (MLPA)	1.1	$1.4M	+3%	29k	48.22	View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)	1.1	$1.4M	+6%	28k	50.45	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.1	$1.4M	-63%	7.5k	182.62	View chart
Amazon Stock (AMZN)	1.1	$1.4M	+7%	7.6k	180.38	View chart
Microsoft Corp Stock (MSFT)	0.9	$1.2M	+3%	2.9k	420.72	View chart
Abbvie Stock (ABBV)	0.9	$1.2M	-3%	6.7k	182.09	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.9	$1.2M		13k	94.66	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.9	$1.2M		13k	89.67	View chart
Ishares Core Intl Agg Bond Etf (IAGG)	0.9	$1.2M		24k	49.95	View chart
Simon Ppty Group Reit (SPG)	0.8	$1.1M		6.7k	156.50	View chart
Invesco Cef Income Composite Etf Etf (PCEF)	0.8	$1.0M	+23%	53k	18.85	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$953k	+5%	2.1k	443.91	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$927k	-2%	4.6k	200.30	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$901k		1.9k	485.58	View chart
Reaves Util Income Fd Com Sh Ben Int Cef (UTG)	0.6	$806k	+62%	30k	26.96	View chart
Barings Corporate Invs Cef (MCI)	0.6	$785k	-4%	46k	17.19	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$748k		6.4k	116.24	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.6	$743k	-3%	9.8k	76.19	View chart
Verizon Communications Stock (VZ)	0.6	$732k	+25%	18k	41.96	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.5	$659k	NEW	13k	50.74	View chart
Duke Energy Corp Stock (DUK)	0.5	$642k		6.6k	96.72	View chart
Cohen & Steers Quality Income Cef (RQI)	0.5	$638k		53k	12.08	View chart
At&t Stock (T)	0.5	$615k	-3%	35k	17.60	View chart
Ishares Core Dividend Growth Etf (DGRO)	0.5	$604k	-3%	10k	58.06	View chart
T Rowe Price Dividend Growth ETF Etf (TDVG)	0.5	$602k	-2%	16k	38.00	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$579k		1.1k	525.73	View chart
Hercules Capital Cef (HTGC)	0.4	$578k		31k	18.45	View chart
Johnson & Johnson Stock (JNJ)	0.4	$571k	+4%	3.6k	158.18	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.4	$563k	-16%	12k	45.41	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.4	$549k	+20%	5.8k	94.62	View chart
Intel Corp Stock (INTC)	0.4	$541k	-9%	12k	44.17	View chart
Blackrock Science & Technology Cef (BST)	0.4	$539k	+37%	15k	36.92	View chart
Visa Inc Com Cl A Stock (V)	0.4	$537k	+6%	1.9k	279.08	View chart
Deere & Co Stock (DE)	0.4	$536k		1.3k	410.74	View chart
Fedex Corp Stock (FDX)	0.4	$519k	+23%	1.8k	289.74	View chart
Unitedhealth Group Stock (UNH)	0.4	$500k	-17%	1.0k	494.70	View chart
Us Bancorp Del Stock (USB)	0.4	$498k		11k	44.70	View chart
Strive 500 Etf Etf (STRV)	0.4	$497k	-10%	15k	33.66	View chart
International Business Machs Stock (IBM)	0.4	$456k		2.4k	190.92	View chart
Ford Mtr Co Del Stock (F)	0.3	$455k	+6%	34k	13.28	View chart
Pfizer Stock (PFE)	0.3	$443k	+32%	16k	27.75	View chart
Putnam Premier Income Tr Sh Ben Int Cef (PPT)	0.3	$439k	-16%	125k	3.52	View chart
Ares Capital Corp Cef (ARCC)	0.3	$433k		21k	20.82	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$419k		2.8k	150.93	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$409k		972.00	420.52	View chart
Cvs Health Corp Stock (CVS)	0.3	$396k		5.0k	79.76	View chart
Ishares Select Dividend Etf Etf (DVY)	0.3	$378k		3.1k	123.18	View chart
Rtx Corporation Stock (RTX)	0.3	$363k	+7%	3.7k	97.53	View chart
Pimco Dynamic Income Cef (PDI)	0.3	$361k	+40%	19k	19.29	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$333k	-5%	18k	18.34	View chart
Blackrock Corpor Hi Yld Cef (HYT)	0.3	$331k	+2%	34k	9.79	View chart
Ishares Gold Trust Etf (IAU)	0.3	$328k	NEW	7.8k	42.01	View chart
Caterpillar Stock (CAT)	0.3	$328k		894.00	366.43	View chart
Nvidia Corporation Stock (NVDA)	0.2	$318k	NEW	352.00	903.56	View chart
Blackrock Floating Rate Income Cef (FRA)	0.2	$314k	+16%	24k	12.92	View chart
Stryker Corporation Stock (SYK)	0.2	$313k		875.00	357.87	View chart
Ishares Mortgage Real Estate Etf Etf (REM)	0.2	$310k		13k	23.24	View chart
Nike Inc Cl B Stock (NKE)	0.2	$309k	-25%	3.3k	93.98	View chart
SPDR S&P 1500 Composite Etf (SPTM)	0.2	$309k		4.8k	64.15	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$308k		3.3k	94.41	View chart
Cohen & Steers Infrastructure Cef (UTF)	0.2	$297k	-44%	13k	23.57	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.2	$286k	NEW	3.0k	95.20	View chart
Nextera Energy Stock (NEE)	0.2	$281k		4.4k	63.91	View chart
Civitas Resources Stock (CIVI)	0.2	$281k		3.7k	75.91	View chart
JP Morgan Equity Premium Income ETF Etf (JEPI)	0.2	$278k	NEW	4.8k	57.86	View chart
Eaton Vance Ltd Duration Incom Cef (EVV)	0.2	$278k	-5%	29k	9.75	View chart
Nuveen Floating Rate Income Cef (JFR)	0.2	$277k	+3%	32k	8.73	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$274k		523.00	523.07	View chart
Omega Healthcare Invs Reit (OHI)	0.2	$266k	+4%	8.4k	31.67	View chart
Walmart Stock (WMT)	0.2	$262k	+200%	4.4k	60.17	View chart
Ishares S&p 100 Etf Etf (OEF)	0.2	$256k	-93%	1.0k	247.41	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.2	$256k		16k	15.73	View chart
Cisco Sys Stock (CSCO)	0.2	$251k	-28%	5.0k	49.91	View chart
Ge Aerospace Stock (GE)	0.2	$246k	NEW	1.4k	175.55	View chart
Ishares U.s. Healthcare Providers Etf Etf (IHF)	0.2	$245k	+400%	4.5k	54.54	View chart
Cohen & Steers Reit & Pfd & In Cef (RNP)	0.2	$239k	NEW	11k	21.03	View chart
Disney Walt Stock (DIS)	0.2	$233k	NEW	1.9k	122.36	View chart
Gxo Logistics Incorporated Stock (GXO)	0.2	$233k		4.3k	53.76	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$233k	-94%	690.00	337.05	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$231k		889.00	259.90	View chart
Ishares Global 100 Etf Etf (IOO)	0.2	$219k	NEW	2.5k	89.41	View chart
Qualcomm Stock (QCOM)	0.2	$217k	-7%	1.3k	169.32	View chart
Fifth Third Bancorp Stock (FITB)	0.2	$216k		5.8k	37.21	View chart
Bank America Corp Stock (BAC)	0.2	$214k	-14%	5.6k	37.92	View chart
Archer Daniels Midland Stock (ADM)	0.2	$212k	NEW	3.4k	62.81	View chart
Doubleline Income Solutions Cef (DSL)	0.2	$212k		17k	12.70	View chart
Home Depot Stock (HD)	0.2	$211k	NEW	550.00	383.60	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.2	$210k	NEW	1.6k	131.24	View chart
Broadcom Stock (AVGO)	0.2	$206k	NEW	155.00	1326.39	View chart
Lowes Cos Stock (LOW)	0.2	$205k	NEW	806.00	254.73	View chart
Vici Pptys Reit (VICI)	0.2	$205k		6.9k	29.79	View chart
Medpace Hldgs Stock (MEDP)	0.2	$202k	NEW	500.00	404.15	View chart
Tanger Reit (SKT)	0.2	$202k	-10%	6.8k	29.53	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$201k	NEW	3.2k	62.06	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.2	$200k	NEW	1.2k	169.37	View chart
The Cigna Group Stock (CI)	0.2	$200k	NEW	550.00	363.19	View chart
Kroger Stock (KR)	0.2	$200k	NEW	3.5k	57.13	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.2	$198k	NEW	3.4k	58.59	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$191k	NEW	3.8k	50.17	View chart
Keycorp Stock (KEY)	0.1	$190k	+4%	12k	15.81	View chart
Chevron Corp Stock (CVX)	0.1	$189k	NEW	1.2k	157.79	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$184k	NEW	2.2k	83.58	View chart
Emqq The Emerging Markets Internet & Ecommerce Etf Etf (EMQQ)	0.1	$183k	NEW	5.8k	31.31	View chart
Blackrock Cr Allocation Income Cef (BTZ)	0.1	$182k		17k	10.69	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$179k	-21%	6.1k	29.18	View chart
Ferrari N V Stock (RACE)	0.1	$174k	NEW	400.00	435.94	View chart
Humana Stock (HUM)	0.1	$173k	NEW	500.00	346.72	View chart
First Tr High Yield Opprt 2027 Cef (FTHY)	0.1	$172k	NEW	12k	14.54	View chart
Altria Group Stock (MO)	0.1	$166k	NEW	3.8k	43.62	View chart
Pgim High Yield Bond Fund Cef (ISD)	0.1	$166k		13k	12.99	View chart
Gilead Sciences Stock (GILD)	0.1	$161k	NEW	2.2k	73.25	View chart
Devon Energy Corp Stock (DVN)	0.1	$161k	NEW	3.2k	50.18	View chart
Pepsico Stock (PEP)	0.1	$160k	-27%	915.00	175.10	View chart
3M Stock (MMM)	0.1	$159k	NEW	1.5k	106.07	View chart
Uber Technologies Stock (UBER)	0.1	$154k	NEW	2.0k	76.99	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$154k	NEW	3.1k	50.28	View chart
Medtronic Stock (MDT)	0.1	$152k	NEW	1.7k	87.15	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.1	$149k	NEW	7.4k	20.16	View chart
Dicks Sporting Goods Stock (DKS)	0.1	$143k	NEW	635.00	224.86	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.1	$142k	NEW	2.8k	51.28	View chart
Nuveen Amt Free Mun Cr Cef (NVG)	0.1	$140k		12k	12.15	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$134k	NEW	1.2k	110.52	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$133k	NEW	333.00	397.76	View chart
Paypal Hldgs Stock (PYPL)	0.1	$131k	NEW	2.0k	66.99	View chart
Chesapeake Energy Corp Stock (CHK)	0.1	$129k	NEW	1.5k	88.83	View chart
Novo-nordisk A S Adr (NVO)	0.1	$128k	NEW	1.0k	128.40	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$127k	NEW	1.1k	120.99	View chart
Coca Cola Stock (KO)	0.1	$126k	NEW	2.1k	61.17	View chart
Viatris Stock (VTRS)	0.1	$126k	+4%	11k	11.94	View chart
Philip Morris Intl Stock (PM)	0.1	$125k	NEW	1.4k	91.62	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Pimco Enhanced Sh Etf (MINT)	0.1	$122k	NEW	1.2k	100.54	View chart
Vanguard Value Etf Etf (VTV)	0.1	$121k	-96%	744.00	162.86	View chart
Calumet Specialty Prods Partne Ut Ltd Partner Stock (CLMT)	0.1	$119k	NEW	8.0k	14.86	View chart
Blackstone Stock (BX)	0.1	$118k	NEW	900.00	131.37	View chart
Peoples Bancorp Stock (PEBO)	0.1	$118k	NEW	4.0k	29.61	View chart
Blackrock Muniyield Quality Cef (MYI)	0.1	$115k		10k	11.46	View chart
Truist Finl Corp Stock (TFC)	0.1	$113k	NEW	2.9k	38.98	View chart
Apollo Global Mgmt Stock (APO)	0.1	$113k	NEW	1.0k	112.45	View chart
Axcelis Technologies Stock (ACLS)	0.1	$112k	NEW	1.0k	111.52	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$111k	NEW	745.00	148.63	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.1	$111k		10k	11.07	View chart
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT)	0.1	$110k	NEW	5.5k	19.91	View chart
Blackstone Secd Lending Cef (BXSL)	0.1	$109k	NEW	3.5k	31.15	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$108k	NEW	4.2k	25.76	View chart
BP Adr (BP)	0.1	$106k	NEW	2.8k	37.67	View chart
Merck & Co Stock (MRK)	0.1	$106k	NEW	803.00	131.95	View chart
Crown Castle Reit (CCI)	0.1	$106k	NEW	1.0k	105.83	View chart
Ishares U.S. Technology ETF Etf (IYW)	0.1	$104k	NEW	770.00	135.06	View chart
Flaherty & Crumrine Pfd Secs I Cef (FFC)	0.1	$104k	NEW	7.0k	14.85	View chart
Innovative Indl Pptys Reit (IIPR)	0.1	$104k	NEW	1.0k	103.54	View chart
Honeywell Intl Stock (HON)	0.1	$101k	NEW	494.00	205.25	View chart
Cohen & Steers Closed-end Oppo Cef (FOF)	0.1	$99k	NEW	8.5k	11.69	View chart
Brinker Intl Stock (EAT)	0.1	$99k	NEW	2.0k	49.68	View chart
Diamondback Energy Stock (FANG)	0.1	$99k	NEW	500.00	198.17	View chart
Expedia Group Stock (EXPE)	0.1	$96k	NEW	700.00	137.75	View chart
Target Corp Stock (TGT)	0.1	$96k	NEW	542.00	177.21	View chart
Citigroup Stock (C)	0.1	$95k	NEW	1.5k	63.24	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$94k	NEW	180.00	524.34	View chart
Ge Healthcare Technologies Stock (GEHC)	0.1	$94k	NEW	1.0k	90.91	View chart
Morgan Stanley Stock (MS)	0.1	$94k	NEW	1.0k	94.16	View chart
Sixth Street Specialty Lending Cef (TSLX)	0.1	$90k	NEW	4.2k	21.43	View chart
Xpo Stock (XPO)	0.1	$89k	NEW	727.00	122.03	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.1	$89k	NEW	2.1k	42.11	View chart
Sabra Health Care Reit Reit (SBRA)	0.1	$89k	NEW	6.0k	14.77	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$87k	NEW	487.00	179.11	View chart
Nuveen Pfd & Income Opportunit Cef (JPC)	0.1	$86k	NEW	12k	7.19	View chart
International Flavors&fragranc Stock (IFF)	0.1	$86k	NEW	1.0k	85.99	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$85k	NEW	1.2k	73.15	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$85k	NEW	1.2k	72.36	View chart
Pimco Mun Income Fd Ii Cef (PML)	0.1	$85k		10k	8.50	View chart
Goldman Sachs Group Stock (GS)	0.1	$84k	NEW	200.00	417.69	View chart
Tripadvisor Stock (TRIP)	0.1	$83k	NEW	3.0k	27.79	View chart
Nextera Energy Partners Lp Com Unit Part In Stock (NEP)	0.1	$83k	NEW	2.8k	30.08	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$83k	NEW	1.5k	54.23	View chart
Western Asset High Yield Defin Cef (HYI)	0.1	$83k	NEW	6.9k	11.96	View chart
Mainstay Mackay Definedterm Mu Cef (MMD)	0.1	$82k	NEW	5.0k	16.35	View chart
Phillips 66 Stock (PSX)	0.1	$82k	NEW	500.00	163.34	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$82k	NEW	1.6k	50.10	View chart
Realty Income Corp Reit (O)	0.1	$81k	NEW	1.5k	54.10	View chart
Clearbridge Large Cap Growth Esg Etf Etf (LRGE)	0.1	$81k	NEW	1.2k	67.09	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$80k	NEW	3.5k	22.77	View chart
Cyberark Software Stock (CYBR)	0.1	$80k	NEW	300.00	265.63	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$79k	NEW	3.9k	20.30	View chart
Tesla Stock (TSLA)	0.1	$79k	NEW	447.00	175.79	View chart
Westlake Chem Partners Lp Com Unit Rp Stock (WLKP)	0.1	$78k	NEW	3.5k	22.20	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$77k	NEW	700.00	110.50	View chart
Royce Value Tr Cef (RVT)	0.1	$76k	NEW	5.0k	15.17	View chart
Rivernorth Doubleline Strate Cef (OPP)	0.1	$73k	NEW	8.5k	8.62	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$73k	NEW	554.00	131.93	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.1	$73k	NEW	1.0k	73.04	View chart
Delta Air Lines Inc Del Stock (DAL)	0.1	$73k	NEW	1.5k	47.87	View chart
Pure Storage Inc Cl A Stock (PSTG)	0.1	$73k	NEW	1.4k	51.99	View chart
Abrdn World Healthcare Fund Ben Int Cef (THW)	0.1	$73k	NEW	5.5k	13.23	View chart
Cracker Barrel Old Ctry Store Stock (CBRL)	0.1	$73k	NEW	1.0k	72.73	View chart
Mercadolibre Stock (MELI)	0.1	$73k	NEW	48.00	1511.96	View chart
Dollar Tree Stock (DLTR)	0.1	$73k	NEW	545.00	133.15	View chart
Uipath Inc Cl A Stock (PATH)	0.1	$73k	NEW	3.2k	22.67	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$72k	NEW	1.0k	72.34	View chart
Wec Energy Group Stock (WEC)	0.1	$72k	NEW	873.00	82.12	View chart
Rithm Capital Corp Reit (RITM)	0.1	$71k	NEW	6.4k	11.16	View chart
Cvr Energy Stock (CVI)	0.1	$71k	NEW	2.0k	35.66	View chart
Block Inc Cl A Stock (SQ)	0.1	$71k	NEW	837.00	84.58	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$69k	NEW	581.00	118.29	View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.1	$68k	NEW	2.2k	30.83	View chart
One Liberty Pptys Reit (OLP)	0.1	$68k	NEW	3.0k	22.59	View chart
Academy Sports & Outdoors Stock (ASO)	0.1	$68k	NEW	1.0k	67.54	View chart
Delek Logistics Partners Lp Com Unt Rp Int Stock (DKL)	0.1	$66k	NEW	1.6k	40.99	View chart
Chewy Inc Cl A Stock (CHWY)	0.1	$65k	NEW	4.1k	15.91	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$65k	NEW	604.00	107.60	View chart
International Paper Stock (IP)	0.0	$65k	NEW	1.7k	39.02	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$63k	NEW	1.0k	63.17	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$63k	NEW	600.00	104.62	View chart
Williams Cos Stock (WMB)	0.0	$62k	NEW	1.6k	38.97	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$62k	NEW	1.5k	42.12	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.0	$61k	NEW	1.0k	60.78	View chart
Eaton Vance Enhanced Equity In Cef (EOS)	0.0	$61k	NEW	3.0k	20.17	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$60k	NEW	1.5k	40.71	View chart
Blackstone Seni Fltn Rat 2027 Cef (BSL)	0.0	$60k	NEW	4.2k	14.33	View chart
Synchrony Financial Stock (SYF)	0.0	$60k	NEW	1.4k	43.12	View chart
Pimco Enhanced Low Duration Active Etf Etf (LDUR)	0.0	$60k	NEW	630.00	94.86	View chart
Ishares Edge MSCI USA Quality Etf (QUAL)	0.0	$59k	NEW	360.00	164.35	View chart
Prudential Finl Stock (PRU)	0.0	$59k	NEW	500.00	117.40	View chart
Gitlab Inc Class A Stock (GTLB)	0.0	$58k	NEW	1.0k	58.32	View chart
Boeing Stock (BA)	0.0	$58k	NEW	301.00	192.99	View chart
Guggenheim Strategic Opportun Com Sbi Cef (GOF)	0.0	$57k	NEW	4.0k	14.32	View chart
Emerson Elec Stock (EMR)	0.0	$57k	NEW	500.00	113.42	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$56k	NEW	1.8k	32.23	View chart
Apollo Coml Real Est Fin Reit (ARI)	0.0	$56k	NEW	5.0k	11.14	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.0	$56k	NEW	1.3k	42.23	View chart
Cardinal Health Stock (CAH)	0.0	$56k	NEW	500.00	111.90	View chart

Past Filings by Future Financial Wealth Managment

SEC 13F filings are viewable for Future Financial Wealth Managment going back to 2020

Future Financial Wealth Managment 2024 Q1 filed April 15, 2024
Future Financial Wealth Managment 2024 Q1 restated filed April 15, 2024
Future Financial Wealth Managment 2023 Q4 filed Jan. 18, 2024
Future Financial Wealth Managment 2023 Q3 filed Oct. 20, 2023
Future Financial Wealth Managment 2023 Q2 filed July 18, 2023
Future Financial Wealth Managment 2023 Q1 filed April 4, 2023
Future Financial Wealth Managment 2022 Q4 filed Jan. 5, 2023
Future Financial Wealth Managment 2022 Q3 filed Oct. 13, 2022
Future Financial Wealth Managment 2022 Q2 filed July 5, 2022
Future Financial Wealth Managment 2022 Q1 filed May 3, 2022
Future Financial Wealth Managment 2021 Q4 filed Jan. 7, 2022
Future Financial Wealth Managment 2021 Q3 filed Oct. 6, 2021
Future Financial Wealth Managment 2021 Q2 filed Aug. 4, 2021
Future Financial Wealth Managment 2021 Q1 filed May 5, 2021
Future Financial Wealth Managment 2020 Q4 filed Feb. 3, 2021

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