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

Companies in the Future Financial Wealth Managment portfolio as of the December 2021 quarterly 13F filing

Future Financial Wealth Managment has 576 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR S&P 1500 Composite Etf (SPTM) 3.6 $4.5M +7% 77k 58.77
Procter And Gamble Stock (PG) 3.0 $3.8M 23k 162.91
Vanguard S&p 500 Etf Etf (VOO) 2.9 $3.7M +3% 8.4k 439.31
Vaneck Vectors MS Wide Moat Etf (MOAT) 2.9 $3.6M +12% 47k 76.53
John Hancock Multifactor Mid Cap Etf Etf (JHMM) 2.3 $2.9M +9% 52k 55.42
Ishares Russell Mid-Cap ETF Etf (IWR) 2.2 $2.8M +8% 34k 82.69
Schwab International Equity Etf Etf (SCHF) 2.2 $2.7M +8% 70k 39.12
Wisdomtree Yield Enh US Agg Bond Etf (AGGY) 1.6 $2.0M +6% 39k 51.32
Vanguard Total Bond Market Index Etf (BND) 1.6 $2.0M +5% 23k 84.18
Pimco Investment Grade Corporate Bond Index Exchange-traded Fund Etf (CORP) 1.6 $1.9M +4% 17k 112.05
Apple Stock (AAPL) 1.5 $1.9M -7% 11k 182.04
Vanguard Dividend Appreciation Index Fund Etf (VIG) 1.5 $1.9M +5% 11k 171.15
SPDR SSGA US Sector Rotation ETF Etf (XLSR) 1.5 $1.9M +3% 40k 47.27
SPDR Portfolio Emerging Markets ETF Etf (SPEM) 1.4 $1.8M 42k 41.74

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Nuveen Esg Small-cap Etf Etf (NUSC) 1.4 $1.7M +3% 40k 42.47
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 1.4 $1.7M +5% 29k 58.91
Ishares S&p Small-cap Fund Etf (IJR) 1.3 $1.7M 14k 115.80
Barclays ETN Shiller CAPE ETN Etf (CAPE) 1.3 $1.6M +4% 71k 22.66
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.2 $1.5M 531.00 2902.07
Ishares Convertible Bond ETF Etf (ICVT) 1.2 $1.5M +5% 17k 89.28
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 1.2 $1.5M +10% 15k 101.52
Vaneck Bdc Income Etf Etf (BIZD) 1.1 $1.4M +12% 83k 17.32
Energy Select Sector Spdr Fund Etf (XLE) 1.1 $1.4M NEW 24k 57.24
Global X Mlp Etf Etf (MLPA) 1.0 $1.3M 36k 36.07
Iron Mtn Reit (IRM) 1.0 $1.2M -7% 23k 51.31
Abbvie Stock (ABBV) 1.0 $1.2M 8.8k 135.39
Microsoft Corp Stock (MSFT) 0.9 $1.2M +2% 3.5k 334.76
Global X U.s. Preferred Etf Etf (PFFD) 0.9 $1.1M 44k 25.62
Jpmorgan Chase & Co Stock (JPM) 0.9 $1.1M +2% 6.9k 161.65
Ishares Core Dividend Growth Etf (DGRO) 0.9 $1.1M +8% 20k 55.63
Cvs Health Corp Stock (CVS) 0.9 $1.1M 11k 104.18
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.9 $1.1M NEW 37k 28.49
Simon Ppty Group Reit (SPG) 0.8 $1.0M -11% 6.5k 160.35
Invesco Cef Income Composite Etf Etf (PCEF) 0.8 $1.0M +18% 43k 24.19
Schwab Us Dividend Equity Etf Etf (SCHD) 0.8 $1.0M +9% 13k 80.81
T Rowe Price Dividend Growth ETF Etf (TDVG) 0.8 $1.0M +9% 29k 35.18
Ark Innovation Etf Etf (ARKK) 0.8 $947k +4% 9.8k 97.03
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.8 $940k +10% 14k 65.86
Pimco Enhanced Low Duration Active Exchange-traded Fund Etf (LDUR) 0.7 $931k -18% 9.2k 100.66
Exxon Mobil Corp Stock (XOM) 0.7 $922k +33% 15k 63.52
Amazon Stock (AMZN) 0.7 $917k +86% 269.00 3408.92
Ford Mtr Co Del Stock (F) 0.7 $904k -24% 42k 21.76
Roundhill Ball Metaverse ETF Etf (META) 0.7 $896k NEW 59k 15.25
Johnson & Johnson Stock (JNJ) 0.7 $857k -25% 5.0k 171.50
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.7 $840k +64% 10k 81.11
Barings Corporate Invs Cef (MCI) 0.7 $837k +3% 53k 15.83
Intel Corp Stock (INTC) 0.6 $793k -31% 15k 53.21
Emerson Elec Stock (EMR) 0.6 $789k +3% 8.6k 91.79
Proshares Online Retail Etf Etf (ONLN) 0.6 $781k +2% 14k 57.35
Reaves Util Income Fd Com Sh Ben Int Cef (UTG) 0.6 $781k +9% 22k 35.23
Blackrock Science & Technology Cef (BST) 0.6 $760k +112% 15k 51.01
At&t Stock (T) 0.6 $749k +5% 30k 25.42
Vanguard Real Estate Etf Etf (VNQ) 0.6 $743k 6.5k 115.07
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.6 $716k +91% 13k 53.83
Putnam Premier Income Tr Sh Ben Int Cef (PPT) 0.5 $653k -8% 153k 4.27
Duke Energy Corp Stock (DUK) 0.5 $639k 6.2k 103.57
Hercules Capital Cef (HTGC) 0.5 $602k -2% 36k 16.61
Pfizer Stock (PFE) 0.5 $579k 10k 56.63
Vanguard High Dividend Yield Etf Etf (VYM) 0.5 $569k 5.1k 112.67
Meta Platforms Inc Cl A Stock (FB) 0.4 $554k +4% 1.6k 338.63
Ishares Mortgage Real Estate Etf Etf (REM) 0.4 $544k -12% 15k 35.22
Doubleline Income Solutions Cef (DSL) 0.4 $508k -22% 31k 16.26
Pepsico Stock (PEP) 0.4 $507k +5% 2.9k 172.98
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $490k 1.0k 479.92
Deere & Co Stock (DE) 0.4 $457k 1.3k 350.46
Draftkings Inc Com Cl A Stock (DKNG) 0.4 $453k +33% 16k 27.74
Emqq The Emerging Markets Internet And Ecommerce Etf Etf (EMQQ) 0.4 $446k +54% 10k 42.84
Ishares U.s. Medical Devices Etf Etf (IHI) 0.4 $440k +500% 6.7k 65.42
Cohen & Steers Infrastructure Cef (UTF) 0.3 $421k 15k 28.94
Archer Daniels Midland Stock (ADM) 0.3 $419k NEW 6.2k 67.83
Nextera Energy Stock (NEE) 0.3 $419k 4.6k 91.64
Bristol-myers Squibb Stock (BMY) 0.3 $413k NEW 6.7k 61.84
Msc Indl Direct Inc Cl A Stock (MSM) 0.3 $410k NEW 4.9k 83.96
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.3 $397k -22% 4.9k 80.46
Disney Walt Stock (DIS) 0.3 $395k 2.5k 156.81
Ares Capital Corp Cef (ARCC) 0.3 $395k +11% 19k 21.01
Visa Inc Com Cl A Stock (V) 0.3 $389k -41% 1.8k 221.65
Ishares Select Dividend Etf Etf (DVY) 0.3 $389k 3.2k 123.18
Ishares Preferred And Income Securities Etf Etf (PFF) 0.3 $382k 9.8k 39.18
Cisco Sys Stock (CSCO) 0.3 $363k 5.7k 63.24
Verizon Communications Stock (VZ) 0.3 $360k +4% 6.9k 52.41
Gxo Logistics Incorporated Stock (GXO) 0.3 $356k NEW 4.0k 89.33
Kinder Morgan Inc Del Stock (KMI) 0.3 $347k -38% 21k 16.34
Hanesbrands Stock (HBI) 0.3 $345k NEW 20k 16.92
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $344k 1.1k 300.44
Invesco Qqq Trust Etf (QQQ) 0.3 $344k +5% 855.00 402.34
Nortonlifelock Stock (NLOK) 0.3 $342k NEW 13k 26.33
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.3 $342k 3.5k 97.71
International Business Machs Stock (IBM) 0.3 $320k -21% 2.4k 135.94
Tesla Stock (TSLA) 0.3 $318k NEW 265.00 1200.00
Paypal Hldgs Stock (PYPL) 0.3 $313k +60% 1.6k 195.14
Bk Of America Corp Stock (BAC) 0.2 $307k 6.7k 46.17
Nuveen Amt Free Mun Cr Cef (NVG) 0.2 $302k 17k 17.76
Vanguard Total Stock Market Index Fund Etf (VTI) 0.2 $295k NEW 1.2k 242.80
Dnp Select Income Cef (DNP) 0.2 $294k +3% 27k 10.94
Qualcomm Stock (QCOM) 0.2 $292k -51% 1.6k 186.22
Apollo Global Mgmt Stock (APO) 0.2 $286k 4.0k 71.50
Pgim High Yield Bond Fund Cef (ISD) 0.2 $283k +12% 18k 16.08
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $275k NEW 95.00 2894.74
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.2 $272k -19% 3.5k 76.77
Lumen Technologies Stock (LUMN) 0.2 $270k NEW 21k 12.68
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $265k 2.6k 103.76
Ishares U.s. Healthcare Providers Etf Etf (IHF) 0.2 $262k 900.00 291.11
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.2 $257k 3.5k 73.43
Raytheon Technologies Corp Stock (RTX) 0.2 $251k -25% 2.9k 86.88
Schwab U.s. Large-cap Etf Etf (SCHX) 0.2 $248k 2.2k 114.44
Chevron Corp Stock (CVX) 0.2 $245k NEW 2.1k 119.16
Fedex Corp Stock (FDX) 0.2 $239k +5% 925.00 258.38
Unitedhealth Group Stock (UNH) 0.2 $237k NEW 472.00 502.12
Stryker Corporation Stock (SYK) 0.2 $235k 875.00 268.57
Spdr S&p 500 Etf Etf (SPY) 0.2 $232k NEW 486.00 477.37
Cohen & Steers Closed-end Oppo Cef (FOF) 0.2 $223k 15k 14.81
Merck & Co Stock (MRK) 0.2 $217k -2% 2.8k 76.92
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $217k 4.2k 51.37
Motorola Solutions Stock (MSI) 0.2 $214k NEW 800.00 267.50
Ishares U.S. Technology ETF Etf (IYW) 0.2 $214k NEW 1.9k 115.24
One Liberty Pptys Reit (OLP) 0.2 $213k NEW 6.0k 35.32
Alibaba Group Hldg Adr (BABA) 0.2 $212k -15% 1.8k 120.52
Pacwest Bancorp Del Stock (PACW) 0.2 $210k -9% 4.5k 46.35
Crown Castle Intl Corp Reit (CCI) 0.2 $208k NEW 1.0k 208.00
Spdr S&p Dividend Etf Etf (SDY) 0.2 $206k NEW 1.6k 128.75
Walmart Stock (WMT) 0.2 $206k 1.4k 144.56
Fifth Third Bancorp Stock (FITB) 0.2 $205k NEW 4.6k 44.57
Medtronic Stock (MDT) 0.2 $204k -54% 1.9k 105.97
International Paper Stock (IP) 0.2 $202k 4.3k 46.69
Pimco Corporate & Income Oppor Cef (PTY) 0.2 $201k +4% 12k 16.75
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.2 $196k -3% 2.3k 87.11
Ishares Global 100 Etf Etf (IOO) 0.2 $193k NEW 2.5k 78.71
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $192k NEW 1.2k 162.71
Enterprise Prods Partners Stock (EPD) 0.2 $191k NEW 8.4k 22.64
Preferred Apt Cmntys Reit (APTS) 0.2 $188k 10k 18.80
Caterpillar Stock (CAT) 0.1 $185k -6% 895.00 206.70
Omega Healthcare Invs Reit (OHI) 0.1 $181k NEW 6.0k 30.15
Eaton Vance Ltd Duration Incom Cef (EVV) 0.1 $178k +15% 14k 13.19
Abbott Labs Stock (ABT) 0.1 $171k NEW 1.2k 139.14
Nvidia Corporation Stock (NVDA) 0.1 $166k NEW 552.00 300.72
Royal Dutch Shell Plc Spon Adr B Adr (RDS.B) 0.1 $165k -28% 3.7k 44.59
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.1 $163k NEW 3.0k 53.65
Spdr Dow Jones Industrial Average Etf Etf (DIA) 0.1 $161k NEW 440.00 365.91
Cyrusone Reit (CONE) 0.1 $161k -53% 1.8k 89.44
Lowes Cos Stock (LOW) 0.1 $159k NEW 623.00 255.22
Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $158k NEW 2.2k 72.31
Pimco Dynamic Income Cef (PDI) 0.1 $157k NEW 6.0k 26.17
Global X Nasdaq 100 Covered Call Etf Etf (QYLD) 0.1 $156k NEW 7.0k 22.34
Communication Services Select Sector Spdra Fund Etf (XLC) 0.1 $156k NEW 2.0k 78.00
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT) 0.1 $154k NEW 5.0k 31.05
BP Adr (BP) 0.1 $154k NEW 5.6k 27.29
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $152k NEW 3.0k 50.67
Nike Inc Cl B Stock (NKE) 0.1 $150k NEW 912.00 164.47
United Parcel Service Inc Cl B Stock (UPS) 0.1 $149k NEW 700.00 212.86
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.1 $148k NEW 3.5k 42.53
Invesco Senior Loan Etf Etf (BKLN) 0.1 $143k NEW 6.5k 22.10
Prudential Finl Stock (PRU) 0.1 $143k NEW 1.3k 110.00
Cigna Corp Stock (CI) 0.1 $142k -31% 606.00 234.32
Tanger Factory Outlet Ctrs Reit (SKT) 0.1 $140k NEW 7.4k 18.99
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $140k NEW 1.5k 93.33
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.1 $139k NEW 3.1k 45.56
Eaton Vance Enhanced Equity In Cef (EOS) 0.1 $137k NEW 5.6k 24.46
Spdr S&p Biotech Etf Etf (XBI) 0.1 $136k NEW 1.2k 115.74
Global X Superincome Preferred Etf Etf (SPFF) 0.1 $135k 12k 11.71
Carnival Corp Stock (CCL) 0.1 $135k NEW 6.3k 21.43
Viatris Stock (VTRS) 0.1 $133k -35% 9.3k 14.23
Synchrony Financial Stock (SYF) 0.1 $133k NEW 2.8k 47.05
Cracker Barrel Old Ctry Store Stock (CBRL) 0.1 $132k NEW 1.0k 132.00
Block Inc Cl A Stock (SQ) 0.1 $131k NEW 800.00 163.75
Kroger Stock (KR) 0.1 $130k NEW 2.9k 45.31
Xpo Logistics Stock (XPO) 0.1 $128k -30% 1.7k 75.78
Target Corp Stock (TGT) 0.1 $127k NEW 546.00 232.60
Kkr Income Opportunities Cef (KIO) 0.1 $125k NEW 7.5k 16.67
Invesco Kbw Premium Yield Equity Reit Etf Etf (KBWY) 0.1 $124k NEW 4.8k 25.85
Altria Group Stock (MO) 0.1 $121k NEW 2.5k 48.02
Ishares Russell 1000 Etf Etf (IWB) 0.1 $120k NEW 450.00 266.67
Calumet Specialty Prods Partne Ut Ltd Partner Stock (CLMT) 0.1 $120k NEW 8.0k 15.00
Us Bancorp Del Stock (USB) 0.1 $120k NEW 2.1k 57.22
Kkr Real Estate Fin Tr Reit (KREF) 0.1 $117k NEW 5.5k 21.27
Axcelis Technologies Stock (ACLS) 0.1 $116k NEW 1.5k 76.67
Cohen & Steers Reit & Pfd & In Cef (RNP) 0.1 $116k NEW 4.0k 29.00
Hannon Armstrong Sust Infr Cap Reit (HASI) 0.1 $115k NEW 2.1k 53.89
Tekla Healthcare Opportunities Cef (THQ) 0.1 $113k NEW 4.5k 25.32
Citigroup Stock (C) 0.1 $112k NEW 1.8k 63.10
General Mtrs Stock (GM) 0.1 $111k NEW 1.8k 61.33
Ishares Edge MSCI USA Quality Etf (QUAL) 0.1 $108k NEW 745.00 144.97
Medpace Hldgs Stock (MEDP) 0.1 $107k NEW 500.00 214.00
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $107k -32% 12k 8.67
Gilead Sciences Stock (GILD) 0.1 $106k NEW 1.5k 72.35
Ferrari N V Stock (RACE) 0.1 $104k NEW 400.00 260.00
Price T Rowe Group Stock (TROW) 0.1 $104k NEW 535.00 194.39
E L F Beauty Stock (ELF) 0.1 $100k NEW 3.0k 33.22
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $100k NEW 216.00 462.96
Industrial Logistics Pptys Tr Com Shs Ben Int Reit (ILPT) 0.1 $100k NEW 4.0k 25.00
Schwab U.s. Reit Etf Etf (SCHH) 0.1 $99k NEW 1.9k 52.11
First Tr Inter Dur Pfd & In Cef (FPF) 0.1 $99k NEW 4.0k 24.65
Honeywell Intl Stock (HON) 0.1 $99k NEW 481.00 205.82
International Game Technology Shs Usd Stock (IGT) 0.1 $99k NEW 3.4k 29.12
Servicenow Stock (NOW) 0.1 $98k NEW 155.00 632.26
Royce Value Tr Cef (RVT) 0.1 $98k NEW 5.0k 19.60
Ishares S&p 100 Etf Etf (OEF) 0.1 $96k NEW 434.00 221.20
Western Asset High Yield Defin Cef (HYI) 0.1 $96k NEW 6.1k 15.74
Coca Cola Stock (KO) 0.1 $94k NEW 1.6k 59.27
Amplify High Income Etf Etf (YYY) 0.1 $93k NEW 5.6k 16.64
Sixth Street Specialty Lendnin Cef (TSLX) 0.1 $92k NEW 3.9k 23.59
Westlake Chem Partners Lp Com Unit Rp Stock (WLKP) 0.1 $90k NEW 3.5k 25.71
Philip Morris Intl Stock (PM) 0.1 $90k NEW 935.00 96.26
Home Depot Stock (HD) 0.1 $90k NEW 220.00 409.09
Nuveen Pfd & Incm Securties Cef (JPS) 0.1 $89k NEW 9.2k 9.68
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $88k NEW 500.00 176.00
Wec Energy Group Stock (WEC) 0.1 $87k NEW 904.00 96.24
Realty Income Corp Reit (O) 0.1 $85k NEW 1.2k 70.83
Blackrock Floating Rate Income Cef (FRA) 0.1 $85k NEW 6.4k 13.29
Tripadvisor Stock (TRIP) 0.1 $85k NEW 3.0k 28.33
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.1 $83k NEW 1.0k 83.00
Cardinal Health Stock (CAH) 0.1 $82k NEW 1.6k 51.73
Cohen & Steers Quality Income Cef (RQI) 0.1 $82k NEW 4.5k 18.22
Vici Pptys Reit (VICI) 0.1 $81k NEW 2.7k 30.00
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $81k NEW 2.2k 36.63
SPDR Health Care Select Etf (XLV) 0.1 $80k NEW 576.00 138.89
Cutera Stock (CUTR) 0.1 $80k NEW 2.0k 40.00
Blackrock Science & Technology Shs Ben Int Cef (BSTZ) 0.1 $78k NEW 2.0k 39.00
Vizio Hldg Corp Cl A Stock (VZIO) 0.1 $78k NEW 4.0k 19.46
Invesco Kbw Bank Etf Etf (KBWB) 0.1 $77k NEW 1.1k 69.87
First Tr Mlp & Energy Incom Cef (FEI) 0.1 $77k 11k 7.33
Vanguard Total World Stock Index Fund Etf (VT) 0.1 $76k NEW 700.00 108.57
Blackrock Cr Allocation Income Cef (BTZ) 0.1 $74k NEW 5.0k 14.80
Clearbridge Large Cap Growth Esg Etf Etf (LRGE) 0.1 $73k NEW 1.2k 60.83
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.1 $73k NEW 2.4k 30.54
Enbridge Stock (ENB) 0.1 $72k NEW 1.8k 39.41
Cincinnati Finl Corp Stock (CINF) 0.1 $71k NEW 625.00 113.60
General Electric Stock (GE) 0.1 $71k NEW 733.00 96.86
Commscope Hldg Stock (COMM) 0.1 $70k NEW 6.0k 11.67
Skyworks Solutions Stock (SWKS) 0.1 $70k NEW 441.00 158.73
Delek Logistics Partners Lp Com Unt Rp Int Stock (DKL) 0.1 $70k NEW 1.6k 43.75
Brookfield Infrastructure Corp Com Sb Vtg Shs A Stock (BIPC) 0.1 $70k NEW 1.0k 70.00
Petco Health & Wellness Stock (WOOF) 0.1 $70k NEW 3.5k 20.00
Zoetis Inc Cl A Stock (ZTS) 0.1 $70k NEW 300.00 233.33
U.s. Global Jets Etf Etf (JETS) 0.1 $69k NEW 3.2k 21.64
Williams Cos Stock (WMB) 0.1 $69k NEW 2.6k 26.54
Broadcom Stock (AVGO) 0.1 $69k NEW 104.00 663.46
U.S. Diversified Real Estate ETF Etf (PPTY) 0.1 $69k NEW 1.8k 39.16
Macys Stock (M) 0.1 $68k NEW 2.5k 27.20
Roundhill Sports Betting & Igaming Etf Etf (BETZ) 0.1 $68k NEW 2.7k 25.00
Okta Inc Cl A Stock (OKTA) 0.1 $67k NEW 300.00 223.33
Scotts Miracle-gro Co Cl A Stock (SMG) 0.1 $66k NEW 400.00 165.00
New Residential Invt Corp Reit (NRZ) 0.1 $66k NEW 6.0k 11.00
Twilio Inc Cl A Stock (TWLO) 0.1 $66k NEW 250.00 264.00
Snowflake Inc Cl A Stock (SNOW) 0.1 $66k NEW 200.00 330.00
Delta Air Lines Inc Del Stock (DAL) 0.1 $65k NEW 1.6k 40.60
Ishares S&p Global Clean Energy Index Fund Etf (ICLN) 0.1 $65k -93% 3.0k 21.39
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $64k NEW 827.00 77.39
Apollo Coml Real Est Fin Reit (ARI) 0.0 $62k NEW 4.7k 13.29
Blackrock Corpor Hi Yld Cef (HYT) 0.0 $61k NEW 5.0k 12.20

Past Filings by Future Financial Wealth Managment

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