Future Financial Wealth Managment LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$136.4M
Holdings
448
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (448 positions)
| Stock | Value |
|---|---|
IOOISHARES GLOBAL 100 ETF | $236K |
SKTTANGER INC COM | $233K |
ISDPGIM HIGH YIELD BOND FUND INC COM | $228K |
DISDISNEY WALT CO COM | $225K |
SDYSPDR S&P DIVIDEND ETF | $217K |
DSLDOUBLELINE INCOME SOLUTIONS FD COM | $212K |
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK | $210K |
INTCINTEL CORP COM | $208K |
OEFISHARES S&P 100 ETF | $206K |
CVSCVS HEALTH CORP COM | $202K |
HDHOME DEPOT INC COM | $202K |
QCOMQUALCOMM INC COM | $198K |
TFCTRUIST FINL CORP COM | $193K |
TSLATESLA INC COM | $186K |
4I1PHILIP MORRIS INTL INC COM | $184K |
IHIISHARES U.S. MEDICAL DEVICES ETF | $184K |
BTZBLACKROCK CR ALLOCATION INCOME COM | $182K |
CITHE CIGNA GROUP COM | $181K |
DNPDNP SELECT INCOME FD INC COM | $178K |
VICIVICI PPTYS INC COM | $176K |
RACEFERRARI N V COM | $171K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $160K |
HUMHUMANA INC COM | $159K |
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $159K |
SOFISOFI TECHNOLOGIES INC COM | $157K |
MDTMEDTRONIC PLC SHS | $155K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $155K |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $152K |
MEDPMEDPACE HLDGS INC COM | $152K |
ETENERGY TRANSFER L P COM UT LTD PTN | $151K |
NVGNUVEEN AMT FREE MUN CR INC FD COM | $146K |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $144K |
IBITISHARES BITCOIN TRUST ETF | $143K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $139K |
FTHYFIRST TR HIGH YIELD OPPRT 2027 COM | $136K |
DKSDICKS SPORTING GOODS INC COM | $128K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $128K |
BXBLACKSTONE INC COM | $126K |
PEBOPEOPLES BANCORP INC COM | $124K |
CRWDCROWDSTRIKE HLDGS INC CL A | $123K |
SBCSABRA HEALTH CARE REIT INC COM | $122K |
FITBFIFTH THIRD BANCORP COM | $122K |
PFFDGLOBAL X U.S. PREFERRED ETF | $118K |
DWDMORGAN STANLEY COM NEW | $117K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $113K |
XNEAXNUVEEN AMT FREE QLTY MUN INCME COM | $112K |
MYIBLACKROCK MUNIYIELD QUALITY FD COM | $110K |
GSGOLDMAN SACHS GROUP INC COM | $109K |
TRVCCITIGROUP INC COM NEW | $106K |
BACBANK AMERICA CORP COM | $106K |
8CWCROWN CASTLE INC COM | $104K |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $103K |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $103K |
BABOEING CO COM | $102K |
CYBRCYBERARK SOFTWARE LTD SHS | $101K |
PEPPEPSICO INC COM | $101K |
BPBP PLC SPONSORED ADR | $100K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $99K |
WMBWILLIAMS COS INC COM | $96K |
CIVICIVITAS RESOURCES INC COM NEW | $94K |
TSLXSIXTH STREET SPECIALTY LENDING COM | $94K |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $93K |
MLB1MERCADOLIBRE INC COM | $92K |
ASTSAST SPACEMOBILE INC COM CL A | $91K |
EPDENTERPRISE PRODS PARTNERS L P COM | $90K |
EMQQEMQQ THE EMERGING MARKETS INTERNET ETF | $89K |
CATCATERPILLAR INC COM | $89K |
SRLNSPDR BLACKSTONE SENIOR LOAN ETF | $87K |
KOCOCA COLA CO COM | $86K |
VTVVANGUARD VALUE ETF | $85K |
EXPEEXPEDIA GROUP INC COM NEW | $84K |
SCHHSCHWAB U.S. REIT ETF | $84K |
LRGECLEARBRIDGE LARGE CAP GROWTH ESG ETF | $84K |
IPINTERNATIONAL PAPER CO COM | $84K |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $83K |
HONHONEYWELL INTL INC COM | $83K |
SPOTSPOTIFY TECHNOLOGY S A SHS | $83K |
VTVANGUARD TOTAL WORLD STOCK ETF | $81K |
WLKPWESTLAKE CHEM PARTNERS LP COM UNIT RP LP | $81K |
FANGDIAMONDBACK ENERGY INC COM | $80K |
XFFCXFlaherty & Crumrine Pfd Secs I Com | $80K |
JPCNUVEEN PFD & INCOME OPPORTUNIT COM | $80K |
OLPONE LIBERTY PPTYS INC COM | $79K |
ADMARCHER DANIELS MIDLAND CO COM | $78K |
XPOXPO INC COM | $78K |
CALMCAL MAINE FOODS INC COM NEW | $77K |
OPPRIVERNORTH DOUBLELINE STRATE COM | $77K |
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $77K |
HYIWESTERN ASSET HIGH YIELD DEFIN COM | $76K |
GEVGE VERNOVA INC COM | $75K |
RITMRITHM CAPITAL CORP COM NEW | $73K |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $73K |
BMYBRISTOL-MYERS SQUIBB CO COM | $73K |
XFOFXCOHEN & STEERS CLOSED-END OPPO COM | $72K |
LOWLOWES COS INC COM | $71K |
RVTROYCE SMALL CAP TRUST INC COM | $71K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $70K |
NVONOVO-NORDISK A S ADR | $69K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $69K |
DKLDELEK LOGISTICS PARTNERS LP COM UNT RP INT | $69K |