Future Financial Wealth Managment LLC Top Holdings and 13F Report (2025) About Future Financial Wealth Managment LLCInvestment ActivityFuture Financial Wealth Managment LLC has $136.74 million in total holdings as of December 31, 2024.Future Financial Wealth Managment LLC owns shares of 449 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 6.02% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Future Financial Wealth Managment LLC has purchased 470 new stocks and bought additional shares in 73 stocks.Future Financial Wealth Managment LLC sold shares of 88 stocks and completely divested from 34 stocks this quarter.Largest Holdings Invesco NASDAQ 100 ETF $9,502,474Vanguard S&P 500 ETF $9,245,909Schwab US Dividend Equity ETF $5,598,753iShares Russell Top 200 Growth ETF $4,836,965T. Rowe Price U.S. Equity Research ETF $4,397,456 Largest New Holdings this Quarter Virtus InfraCap U.S. Preferred Stock ETF $562,961 HoldingLyondellBasell Industries $111,405 HoldingEstée Lauder Companies $74,980 HoldingSchneider National $58,560 HoldingUlta Beauty $43,493 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 139,562 shares (about $3.81M)Virtus InfraCap U.S. Preferred Stock ETF 25,706 shares (about $562.96K)Invesco NASDAQ 100 ETF 2,131 shares (about $448.47K)Vanguard S&P 500 ETF 783 shares (about $421.89K)T. Rowe Price U.S. Equity Research ETF 6,893 shares (about $254.83K) Largest Sales this Quarter Deere & Company 1,204 shares (about $510.13K)VanEck Preferred Securities ex Financials ETF 26,243 shares (about $452.69K)UnitedHealth Group 500 shares (about $252.93K)Invesco Senior Income Trust 62,761 shares (about $247.91K)BlackRock Floating Rate Income Strategies Fund 16,874 shares (about $232.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFuture Financial Wealth Managment LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQMInvesco NASDAQ 100 ETF$9,502,474$448,470 ▲5.0%45,1536.9%ETFVOOVanguard S&P 500 ETF$9,245,909$421,885 ▲4.8%17,1606.8%ETFSCHDSchwab US Dividend Equity ETF$5,598,753$3,812,841 ▲213.5%204,9324.1%ETFIWYiShares Russell Top 200 Growth ETF$4,836,965$107,519 ▲2.3%20,5593.5%ETFTSPAT. Rowe Price U.S. Equity Research ETF$4,397,456$254,833 ▲6.2%118,9473.2%ManufacturingCOWZPacer US Cash Cows 100 ETF$4,258,895$183,391 ▲4.5%75,4053.1%ETFPGProcter & Gamble$4,187,760$12,909 ▲0.3%24,9793.1%Consumer StaplesMOATVanEck Morningstar Wide Moat ETF$4,085,428$174,507 ▲4.5%44,0603.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$3,914,621$220,072 ▲6.0%112,6512.9%ETFJAAAJanus Henderson AAA CLO ETF$3,198,799$245,539 ▲8.3%63,0802.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,688,691$68,091 ▲2.6%63,1002.0%ETFPFXFVanEck Preferred Securities ex Financials ETF$2,612,859$452,692 ▼-14.8%151,4701.9%ETFAAPLApple$2,438,841$124,960 ▼-4.9%9,7391.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,225,724$86,267 ▲4.0%9,5721.6%ETFGOOGAlphabet$2,202,439$138,069 ▲6.7%11,5651.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$2,109,396$78,879 ▲3.9%41,8781.5%ETFJQUAJPMorgan US Quality Factor ETF$1,955,979$73,362 ▲3.9%34,1541.4%ETFIHAKiShares Cybersecurity and Tech ETF$1,825,062$74,845 ▲4.3%37,4061.3%ETFXLVHealth Care Select Sector SPDR Fund$1,716,960$86,667 ▲5.3%12,4811.3%ETFSMHVanEck Semiconductor ETF$1,681,628$101,711 ▲6.4%6,9441.2%ManufacturingBIZDVanEck BDC Income ETF$1,571,402$216,123 ▼-12.1%94,4921.1%ETFAMZNAmazon.com$1,339,157$5,485 ▼-0.4%6,1041.0%Retail/WholesaleMLPAGlobal X MLP ETF$1,306,553$218,887 ▼-14.3%26,4431.0%ETFIAGGiShares Core International Aggregate Bond ETF$1,285,355$35,444 ▲2.8%25,7480.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,271,585$6,589 ▼-0.5%14,2810.9%ETFLLYEli Lilly and Company$1,179,6160.0%1,5280.9%MedicalPCEFInvesco CEF Income Composite ETF$1,134,694$225,782 ▼-16.6%59,2220.8%ETFABBVAbbVie$1,053,213$87,605 ▼-7.7%5,9270.8%MedicalIRMIron Mountain$1,052,716$315 ▲0.0%10,0150.8%Business ServicesMCIBarings Corporate Investors$1,010,889$346 ▼0.0%49,6020.7%FinanceVZVerizon Communications$927,062$89,939 ▲10.7%23,1820.7%Computer and TechnologyMETAMeta Platforms$895,245$15,809 ▼-1.7%1,5290.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$859,007$105,368 ▼-10.9%4,3860.6%ETFMSFTMicrosoft$838,7850.0%1,9900.6%Computer and TechnologyREAVES UTIL INCOME FD COM SH BEN INT$823,908$20,218 ▼-2.4%25,9990.6%CEFQQQInvesco QQQ$787,613$2,556 ▲0.3%1,5410.6%FinanceJPMJPMorgan Chase & Co.$735,2690.0%3,0670.5%FinanceRQICohen & Steers Quality Income Realty Fund$733,298$6,438 ▼-0.9%59,9100.5%Financial ServicesSPGSimon Property Group$693,768$33,233 ▼-4.6%4,0290.5%FinanceSTRVStrive 500 ETF$688,414$42,979 ▲6.7%18,2120.5%ETFVVRInvesco Senior Income Trust$667,846$247,906 ▼-27.1%169,0750.5%Financial ServicesDUKDuke Energy$663,038$153,423 ▼-18.8%6,1540.5%UtilitiesIVViShares Core S&P 500 ETF$648,7250.0%1,1020.5%ETFUPSUnited Parcel Service$643,110$32,156 ▲5.3%5,1000.5%TransportationHTGCHercules Capital$613,750$15,068 ▼-2.4%30,5500.4%FinanceJEPIJPMorgan Equity Premium Income ETF$613,212$3,279 ▼-0.5%10,6590.4%ETFTAT&T$575,753$160,936 ▼-21.8%25,2860.4%Computer and TechnologyPFFAVirtus InfraCap U.S. Preferred Stock ETF$562,961$562,961 ▲New Holding25,7060.4%ETFIBMInternational Business Machines$526,739$440 ▲0.1%2,3960.4%Computer and TechnologyXOMExxon Mobil$515,084$227,097 ▼-30.6%4,7880.4%Oils/EnergyBSTBlackRock Science and Technology Trust$511,8400.0%14,0000.4%Financial ServicesUSBU.S. Bancorp$511,494$29,894 ▼-5.5%10,6940.4%FinanceNVDANVIDIA$506,273$69,831 ▼-12.1%3,7700.4%Computer and TechnologyDKNGDraftKings$498,2570.0%13,3940.4%Consumer DiscretionaryVVisa$496,1830.0%1,5700.4%Business ServicesDGRWWisdomTree U.S. Quality Dividend Growth Fund$487,018$728 ▲0.1%6,0180.4%ManufacturingPDIPIMCO Dynamic Income Fund$471,466$1,541 ▲0.3%25,7070.3%Financial ServicesEATON VANCE LTD DURATION INCOM COM$458,457$6,448 ▲1.4%46,9250.3%CEFHYTBlackRock Corporate High Yield Fund$457,597$97,266 ▼-17.5%46,6460.3%Financial ServicesPPTPutnam Premier Income Trust$442,444$33,279 ▼-7.0%124,2820.3%FinanceBRK.BBerkshire Hathaway$440,5880.0%9720.3%FinanceARCCAres Capital$433,4220.0%19,8000.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$432,3310.0%5,5420.3%ETFGOOGLAlphabet$430,6580.0%2,2750.3%Computer and TechnologyFRABlackRock Floating Rate Income Strategies Fund$419,650$232,018 ▼-35.6%30,5200.3%Financial ServicesJNJJohnson & Johnson$405,360$132,324 ▼-24.6%2,8030.3%MedicalRTXRTX$405,1360.0%3,5010.3%AerospaceDVYiShares Select Dividend ETF$402,4040.0%3,0650.3%ETFWMTWalmart$393,0230.0%4,3500.3%Retail/WholesaleIAUiShares Gold Trust$386,1780.0%7,8000.3%FinancePFEPfizer$374,952$19,977 ▲5.6%14,1330.3%MedicalDGROiShares Core Dividend Growth ETF$362,019$613 ▼-0.2%5,9020.3%ETFAVGOBroadcom$358,729$36,870 ▼-9.3%1,5470.3%Computer and TechnologyVNQVanguard Real Estate ETF$358,725$8,284 ▲2.4%4,0270.3%ETFFFord Motor$334,564$12,949 ▲4.0%33,7940.2%Auto/Tires/TrucksFDXFedEx$330,5630.0%1,1750.2%TransportationRNPCohen & Steers REIT and Preferred Income Fund$327,064$2,027 ▼-0.6%15,6490.2%Financial ServicesSYKStryker$315,0440.0%8750.2%MedicalUBERUber Technologies$308,235$6,635 ▲2.2%5,1100.2%Computer and TechnologyKMIKinder Morgan$307,961$34,799 ▼-10.2%11,2390.2%Oils/EnergySPYSPDR S&P 500 ETF Trust$304,7620.0%5200.2%FinanceNKENIKE$303,815$7,567 ▼-2.4%4,0150.2%Consumer DiscretionaryKEYKeyCorp$303,3780.0%17,7000.2%FinanceTDVGT. Rowe Price Dividend Growth ETF$293,995$90,661 ▼-23.6%7,4260.2%ETFUNHUnitedHealth Group$283,787$252,930 ▼-47.1%5610.2%MedicalXLEEnergy Select Sector SPDR Fund$283,535$86 ▲0.0%3,3100.2%ETFOEFiShares S&P 100 ETF$268,0530.0%9280.2%ETFUTFCohen & Steers Infrastructure Fund$266,8440.0%11,1000.2%Financial ServicesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$265,291$78,573 ▼-22.9%3,7140.2%ETFEATBrinker International$264,580$132,290 ▼-33.3%2,0000.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$257,3510.0%8880.2%ETFOHIOmega Healthcare Investors$253,7240.0%6,7030.2%FinanceDISWalt Disney$252,876$1,114 ▲0.4%2,2710.2%Consumer DiscretionaryIOOiShares Global 100 ETF$247,0880.0%2,4520.2%ETFCSCOCisco Systems$244,0220.0%4,1220.2%Computer and TechnologyGEGeneral Electric$236,294$2,335 ▲1.0%1,4170.2%TransportationSKTTanger$234,800$546 ▲0.2%6,8800.2%FinanceMMM3M$232,3620.0%1,8000.2%Multi-Sector ConglomeratesTFCTruist Financial$229,9140.0%5,3000.2%FinanceISDPGIM High Yield Bond Fund$218,8800.0%16,0000.2%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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