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Size ($ in 1000's)
At 03/31/2024: $129,972
At 12/31/2023: $100,709
Future Financial Wealth Managment LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Future Financial Wealth Managment LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Future Financial Wealth Managment LLC top holdings by largest position size, as per the latest 13f filing made by Future Financial Wealth Managment LLC.
In the Future Financial Wealth Managment LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Future Financial Wealth Managment LLC in that top holding, then the share count change between reporting periods, and finally the Future Financial Wealth Managment LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD S&P 500 ETF (VOO) |
16,283 |
+3,350 |
$7,827 | | VOO | 16,283 | +3,350 | $7,827 | | INVESCO NASDAQ 100 ETF (QQQM) |
41,131 |
+8,914 |
$7,514 | | QQQM | 41,131 | +8,914 | $7,514 | | SCHWAB US DIVIDEND EQUITY ETF (SCHD) |
57,579 |
+15,134 |
$4,643 | | SCHD | 57,579 | +15,134 | $4,643 | | PACER US CASH COWS 100 ETF (COWZ) |
71,698 |
+18,478 |
$4,166 | | COWZ | 71,698 | +18,478 | $4,166 | | Vaneck Vectors MS Wide Moat |
43,240 |
+11,124 |
$3,887 | | MOAT | 43,240 | +11,124 | $3,887 | | PROCTER AND GAMBLE CO COM |
22,966 |
+67 |
$3,726 | | PG | 22,966 | +67 | $3,726 | | ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) |
18,656 |
+18,656 |
$3,640 | | IWY | 18,656 | +18,656 | $3,640 | | T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA) |
108,278 |
+108,278 |
$3,553 | | TSPA | 108,278 | +108,278 | $3,553 | | SCHWAB INTERNATIONAL EQUITY ETF (SCHF) |
90,433 |
+3,643 |
$3,529 | | SCHF | 90,433 | +3,643 | $3,529 | | VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF) |
164,908 |
+6,475 |
$2,917 | | PFXF | 164,908 | +6,475 | $2,917 | | VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) |
36,805 |
-214 |
$2,845 | | VCSH | 36,805 | -214 | $2,845 | | APPLE INC COM |
11,310 |
+181 |
$1,939 | | AAPL | 11,310 | +181 | $1,939 | | VANGUARD REAL ESTATE ETF (VNQ) |
21,952 |
+719 |
$1,898 | | VNQ | 21,952 | +719 | $1,898 | | TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) |
9,113 |
+40 |
$1,898 | | XLK | 9,113 | +40 | $1,898 | | ALPHABET INC CAP STK CL C |
11,860 |
+650 |
$1,806 | | GOOG | 11,860 | +650 | $1,806 | | JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND (JQUA) |
33,021 |
+574 |
$1,746 | | JQUA | 33,021 | +574 | $1,746 | | SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF (FNDX) |
25,724 |
+705 |
$1,734 | | FNDX | 25,724 | +705 | $1,734 | | SPDR Health Care Select (XLV) |
11,314 |
+317 |
$1,671 | | XLV | 11,314 | +317 | $1,671 | | VANECK BDC INCOME ETF (BIZD) |
96,977 |
+9,143 |
$1,639 | | BIZD | 96,977 | +9,143 | $1,639 | | IRON MTN INC DEL COM |
19,825 |
-176 |
$1,590 | | IRM | 19,825 | -176 | $1,590 | | GLOBAL X MLP ETF (MLPA) |
29,244 |
+859 |
$1,410 | | MLPA | 29,244 | +859 | $1,410 | | JPMORGAN ULTRA SHORT INCOME ETF ULTRA SHORT INCOME FUND (JPST) |
27,817 |
+1,689 |
$1,403 | | JPST | 27,817 | +1,689 | $1,403 | | AMAZON COM INC COM |
7,605 |
+554 |
$1,372 | | AMZN | 7,605 | +554 | $1,372 | | VANGUARD DIVIDEND APPRECIATION ETF (VIG) |
7,514 |
-13,110 |
$1,372 | | VIG | 7,514 | -13,110 | $1,372 | | MICROSOFT CORP COM |
2,907 |
+103 |
$1,223 | | MSFT | 2,907 | +103 | $1,223 | | ABBVIE INC COM |
6,709 |
-267 |
$1,222 | | ABBV | 6,709 | -267 | $1,222 | | ISHARES 7 10 YEAR TREASURY BOND ETF (IEF) |
12,872 |
+240 |
$1,218 | | IEF | 12,872 | +240 | $1,218 | | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (EMB) |
13,402 |
+147 |
$1,202 | | EMB | 13,402 | +147 | $1,202 | | Ishares Core Intl Agg Bond (IAGG) |
23,477 |
+233 |
$1,173 | | IAGG | 23,477 | +233 | $1,173 | | SIMON PPTY GROUP INC NEW COM |
6,722 |
-84 |
$1,052 | | SPG | 6,722 | -84 | $1,052 | | INVESCO CEF INCOME COMPOSITE ETF (PCEF) |
53,196 |
+10,118 |
$1,003 | | PCEF | 53,196 | +10,118 | $1,003 | | INVESCO QQQ TRUST SERIES I |
2,147 |
+110 |
$953 | | QQQ | 2,147 | +110 | $953 | | JPMORGAN CHASE & CO COM |
4,628 |
-100 |
$927 | | JPM | 4,628 | -100 | $927 | | META PLATFORMS INC CL A |
1,856 |
UNCH |
$901 | | META | 1,856 | UNCH | $901 | | REAVES UTIL INCOME FD COM SH BEN INT |
29,885 |
+11,485 |
$806 | | UTG | 29,885 | +11,485 | $806 | | BARINGS CORPORATE INVS COM |
45,659 |
-2,059 |
$785 | | MCI | 45,659 | -2,059 | $785 | | EXXON MOBIL CORP COM |
6,433 |
+1 |
$748 | | XOM | 6,433 | +1 | $748 | | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) |
9,750 |
-358 |
$743 | | DGRW | 9,750 | -358 | $743 | | VERIZON COMMUNICATIONS INC COM |
17,451 |
+3,575 |
$732 | | VZ | 17,451 | +3,575 | $732 | | JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF (JAAA) |
12,991 |
+12,991 |
$659 | | JAAA | 12,991 | +12,991 | $659 | | DUKE ENERGY CORP NEW COM NEW |
6,642 |
+24 |
$642 | | DUK | 6,642 | +24 | $642 | | COHEN & STEERS QUALITY INCOME COM |
52,823 |
+325 |
$638 | | RQI | 52,823 | +325 | $638 | | AT&T INC COM |
34,947 |
-1,166 |
$615 | | T | 34,947 | -1,166 | $615 | | Ishares Core Dividend Growth (DGRO) |
10,404 |
-325 |
$604 | | DGRO | 10,404 | -325 | $604 | | T Rowe Price Dividend Growth ETF (TDVG) |
15,844 |
-440 |
$602 | | TDVG | 15,844 | -440 | $602 | | ISHARES CORE S&P 500 ETF (IVV) |
1,102 |
UNCH |
$579 | | IVV | 1,102 | UNCH | $579 | | HERCULES CAPITAL INC COM |
31,300 |
UNCH |
$577 | | HTGC | 31,300 | UNCH | $577 | | JOHNSON & JOHNSON COM |
3,612 |
+160 |
$571 | | JNJ | 3,612 | +160 | $571 | | DRAFTKINGS INC NEW COM CL A |
12,394 |
-2,400 |
$563 | | DKNG | 12,394 | -2,400 | $563 | | ISHARES 20 YEAR TREASURY BOND ETF (TLT) |
5,800 |
+1,000 |
$549 | | TLT | 5,800 | +1,000 | $549 |
See Full List: All Stocks Held By Future Financial Wealth Managment LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Future Financial Wealth Managment LLC
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