Future Financial Wealth Managment

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

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Positions held by Future Financial Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Future Financial Wealth Managment

Future Financial Wealth Managment holds 130 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR S&P 1500 Composite Etf (SPTM) 4.8 $5.0M 89k 55.58
Vaneck Vectors MS Wide Moat Etf (MOAT) 4.1 $4.2M 56k 74.69
Procter And Gamble Stock (PG) 3.5 $3.5M 23k 152.80
Vanguard S&p 500 Etf Etf (VOO) 3.1 $3.2M 7.7k 415.15
Schwab International Equity Etf Etf (SCHF) 3.0 $3.1M 85k 36.72
Pimco Investment Grade Corporate Bond Index Exchange-traded Fund Etf (CORP) 2.0 $2.1M 20k 104.14
Wisdomtree Yield Enh US Agg Bond Etf (AGGY) 2.0 $2.0M 43k 47.86
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 2.0 $2.0M 38k 52.54
Vanguard Dividend Appreciation Index Fund Etf (VIG) 1.8 $1.9M 11k 162.15
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF) 1.8 $1.8M 89k 20.54
Ishares Russell Mid-Cap ETF Etf (IWR) 1.8 $1.8M 23k 78.04
Apple Stock (AAPL) 1.7 $1.8M 10k 174.66
Ishares Convertible Bond ETF Etf (ICVT) 1.7 $1.7M 21k 83.32
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.6 $1.6M 571.00 2793.34

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SPDR SSGA US Sector Rotation ETF Etf (XLSR) 1.5 $1.6M 35k 45.27
Energy Select Sector Spdr Fund Etf (XLE) 1.5 $1.5M 20k 76.45
Barclays ETN Shiller CAPE ETN Etf (CAPD) 1.4 $1.4M 64k 22.29
Vaneck Bdc Income Etf Etf (BIZD) 1.4 $1.4M 80k 17.91
Abbvie Stock (ABBV) 1.4 $1.4M 8.7k 162.06
Nuveen Esg Small-cap Etf Etf (NUSC) 1.4 $1.4M 35k 39.84
Global X Mlp Etf Etf (MLPA) 1.4 $1.4M 35k 40.29
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.3 $1.4M 35k 38.63
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 1.3 $1.3M 13k 100.14
Iron Mtn Reit (IRM) 1.3 $1.3M 23k 55.41
Ishares S&p Small-cap Fund Etf (IJR) 1.3 $1.3M 12k 107.90
Emqq The Emerging Markets Internet And Ecommerce Etf Etf (EMQQ) 1.2 $1.2M 36k 32.77
Intel Corp Stock (INTC) 1.1 $1.1M 23k 49.55
Ishares Core Dividend Growth Etf (DGRO) 1.1 $1.1M 20k 53.41
Schwab Us Dividend Equity Etf Etf (SCHD) 1.1 $1.1M 14k 78.88
Exxon Mobil Corp Stock (XOM) 1.1 $1.1M 13k 82.58
Global X U.s. Infrastructure Development Etf Etf (PAVE) 1.0 $1.1M 38k 28.27
Cvs Health Corp Stock (CVS) 1.0 $1.1M 11k 101.21
Invesco PHLX Semiconductor Etf (SOXQ) 1.0 $1.1M 39k 27.04
T Rowe Price Dividend Growth ETF Etf (TDVG) 1.0 $1.0M 30k 33.58
Roundhill Ball Metaverse ETF Etf (METV) 1.0 $1.0M 84k 11.96
Invesco Cef Income Composite Etf Etf (PCEF) 0.9 $958k 43k 22.07
Global X U.s. Preferred Etf Etf (PFFD) 0.9 $956k 41k 23.50
Johnson & Johnson Stock (JNJ) 0.9 $917k 5.2k 177.20
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.9 $914k 14k 63.65
Emerson Elec Stock (EMR) 0.9 $886k 9.0k 98.06
Amazon Stock (AMZN) 0.9 $877k 269.00 3260.22
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.8 $863k 11k 78.06
Simon Ppty Group Reit (SPG) 0.8 $857k 6.5k 131.50
Ishares Core Intl Agg Bond Etf (IAGG) 0.8 $850k 16k 52.16
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.8 $818k 8.4k 97.72
Barings Corporate Invs Cef (MCI) 0.8 $816k 54k 15.23
Pimco Enhanced Low Duration Active Exchange-traded Fund Etf (LDUR) 0.8 $815k 8.4k 97.57
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.8 $812k 24k 34.56
Duke Energy Corp Stock (DUK) 0.8 $806k 7.2k 111.63
Verizon Communications Stock (VZ) 0.8 $781k 15k 50.97
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.7 $688k 13k 51.73
Vanguard Real Estate Etf Etf (VNQ) 0.7 $674k 6.2k 108.41
Ford Mtr Co Del Stock (F) 0.6 $661k 39k 16.90
Hercules Capital Cef (HTGC) 0.6 $656k 36k 18.07
Blackrock Science & Technology Cef (BST) 0.6 $645k 15k 43.29
Microsoft Corp Stock (MSFT) 0.6 $639k 2.1k 308.25
Putnam Premier Income Tr Sh Ben Int Cef (PPT) 0.6 $633k 159k 3.99
Jpmorgan Chase & Co Stock (JPM) 0.6 $614k 4.5k 136.41
Archer Daniels Midland Stock (ADM) 0.6 $606k 6.7k 90.23
At&t Stock (T) 0.5 $552k 23k 23.62
Cohen & Steers Infrastructure Cef (UTF) 0.5 $545k 19k 28.97
Deere & Co Stock (DE) 0.5 $542k 1.3k 415.64
Bristol-myers Squibb Stock (BMY) 0.5 $533k 7.3k 73.05
Pfizer Stock (PFE) 0.5 $532k 10k 51.81
Ishares Mortgage Real Estate Etf Etf (REM) 0.5 $505k 15k 32.69
Pepsico Stock (PEP) 0.5 $489k 2.9k 167.24
Ishares Core S&p 500 Etf Etf (IVV) 0.5 $463k 1.0k 453.48
Vanguard High Dividend Yield Etf Etf (VYM) 0.4 $455k 4.1k 112.35
Doubleline Income Solutions Cef (DSL) 0.4 $454k 31k 14.53
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.4 $413k 9.2k 44.99
Ishares U.s. Medical Devices Etf Etf (IHI) 0.4 $412k 6.8k 60.95
Goldman Sachs Group Stock (GS) 0.4 $410k 1.2k 330.11
Kinder Morgan Inc Del Stock (KMI) 0.4 $409k 22k 18.92
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $408k 1.2k 353.25
Meta Platforms Inc Cl A Stock (META) 0.4 $407k 1.8k 222.16
Ishares Select Dividend Etf Etf (DVY) 0.4 $402k 3.1k 128.07
Ares Capital Corp Cef (ARCC) 0.4 $394k 19k 20.96
Visa Inc Com Cl A Stock (V) 0.4 $389k 1.8k 221.65
Nortonlifelock Stock (NLOK) 0.4 $389k 15k 26.52
Dnp Select Income Cef (DNP) 0.4 $382k 32k 11.82
Home Depot Stock (HD) 0.4 $379k 1.3k 299.13
Nextera Energy Stock (NEE) 0.4 $373k 4.4k 84.77
Disney Walt Stock (DIS) 0.4 $363k 2.6k 137.19
Ishares Preferred And Income Securities Etf Etf (PFF) 0.3 $355k 9.8k 36.41
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.3 $332k 3.5k 94.86
Raytheon Technologies Corp Stock (RTX) 0.3 $322k 3.2k 99.20
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.3 $318k 4.1k 77.54
Cisco Sys Stock (CSCO) 0.3 $313k 5.6k 55.75
International Business Machs Stock (IBM) 0.3 $307k 2.4k 130.20
Draftkings Inc New Com Cl A Stock (DKNG) 0.3 $291k NEW 15k 19.49
Caterpillar Stock (CAT) 0.3 $291k 1.3k 222.48
Tesla Stock (TSLA) 0.3 $291k 270.00 1077.78
Invesco Qqq Trust Etf (QQQ) 0.3 $285k 785.00 363.06
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.3 $283k 2.6k 110.81
Gxo Logistics Incorporated Stock (GXO) 0.3 $281k 3.9k 71.41
Vanguard Total Stock Market Index Fund Etf (VTI) 0.3 $277k 1.2k 227.98
Bk Of America Corp Stock (BAC) 0.3 $274k 6.7k 41.17
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $264k 95.00 2778.95
Paypal Hldgs Stock (PYPL) 0.2 $256k 2.2k 115.89
International Paper Stock (IP) 0.2 $255k 5.5k 46.12
Ishares U.s. Healthcare Providers Etf Etf (IHF) 0.2 $255k 900.00 283.33
Nuveen Amt Free Mun Cr Cef (NVG) 0.2 $251k 17k 14.76
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.2 $250k 3.5k 71.43
Preferred Apt Cmntys Reit 0.2 $249k 10k 24.90
Apollo Global Mgmt Stock (APO) 0.2 $248k 4.0k 62.00
Lumen Technologies Stock (LUMN) 0.2 $242k 22k 11.26
Qualcomm Stock (QCOM) 0.2 $240k 1.6k 153.06
Pgim High Yield Bond Fund Cef (ISD) 0.2 $238k 17k 14.34
Merck & Co Stock (MRK) 0.2 $235k 2.9k 82.17
Stryker Corporation Stock (SYK) 0.2 $234k 875.00 267.43
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $233k 4.3k 53.76
Eaton Vance Enhanced Equity In Cef (EOS) 0.2 $233k 11k 20.99
Unitedhealth Group Stock (UNH) 0.2 $230k 450.00 511.11
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.2 $225k 11k 20.94
Pimco Dynamic Income Cef (PDI) 0.2 $219k 9.0k 24.33
Enterprise Prods Partners Stock (EPD) 0.2 $218k 8.5k 25.77
Fedex Corp Stock (FDX) 0.2 $216k 935.00 231.02
Spdr S&p 500 Etf Etf (SPY) 0.2 $207k 458.00 451.97
Guggenheim Strategic Opportun Com Sbi Cef (GOF) 0.2 $205k 11k 19.00
Spdr S&p Dividend Etf Etf (SDY) 0.2 $205k 1.6k 128.12
Medtronic Stock (MDT) 0.2 $205k 1.8k 111.11
Eaton Vance Ltd Duration Incom Cef (EVV) 0.2 $204k 18k 11.68
Shell Plc Spon Ads Adr (SHEL) 0.2 $203k 3.7k 54.86
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $203k 4.2k 48.06
Pimco Corporate & Income Oppor Cef (PTY) 0.2 $184k 12k 15.33
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.2 $172k 15k 11.16
Cohen & Steers Closed-end Oppo Cef (FOF) 0.1 $140k 11k 12.96
Nuveen Pfd & Incm Securties Cef (JPS) 0.1 $124k 15k 8.42
First Tr Mlp & Energy Incom Cef (FEI) 0.1 $87k 11k 8.29
Western Asset High Income Oppo Cef (HIO) 0.0 $47k 11k 4.48

Past Filings by Future Financial Wealth Managment

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