Future Financial Wealth Managment LLC Top Holdings and 13F Report (2025) About Future Financial Wealth Managment LLCInvestment ActivityFuture Financial Wealth Managment LLC has $136.37 million in total holdings as of March 31, 2025.Future Financial Wealth Managment LLC owns shares of 448 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 10.46% of the portfolio was purchased this quarter.About 8.44% of the portfolio was sold this quarter.This quarter, Future Financial Wealth Managment LLC has purchased 449 new stocks and bought additional shares in 85 stocks.Future Financial Wealth Managment LLC sold shares of 53 stocks and completely divested from 18 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $10,527,440Invesco NASDAQ 100 ETF $10,498,089Schwab US Dividend Equity ETF $6,076,513iShares Russell Top 200 Growth ETF $4,303,368T. Rowe Price U.S. Equity Research ETF $4,250,408 Largest New Holdings this Quarter 464287515 - iShares Expanded Tech-Software Sector ETF $1,735,483 Holding00162Q452 - Alerian MLP ETF $722,537 Holding128030202 - Cal-Maine Foods $77,265 Holding42250P103 - Healthpeak Properties $30,330 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $25,890 Holding Largest Purchases this Quarter Virtus InfraCap U.S. Preferred Stock ETF 98,718 shares (about $2.09M)Materials Select Sector SPDR Fund 22,116 shares (about $1.90M)Invesco NASDAQ 100 ETF 9,236 shares (about $1.78M)iShares Expanded Tech-Software Sector ETF 19,502 shares (about $1.74M)Vanguard S&P 500 ETF 3,325 shares (about $1.71M) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 40,841 shares (about $3.59M)VanEck Preferred Securities ex Financials ETF 114,211 shares (about $1.91M)JPMorgan US Quality Factor ETF 33,534 shares (about $1.89M)iShares Cybersecurity and Tech ETF 37,306 shares (about $1.75M)Global X MLP ETF 12,423 shares (about $661.28K) 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 PortfolioSectorVOOVanguard S&P 500 ETF$10,527,440$1,708,750 ▲19.4%20,4857.7%ETFQQQMInvesco NASDAQ 100 ETF$10,498,089$1,782,720 ▲20.5%54,3897.7%ETFSCHDSchwab US Dividend Equity ETF$6,076,513$346,620 ▲6.0%217,3294.5%ETFIWYiShares Russell Top 200 Growth ETF$4,303,368$33,328 ▼-0.8%20,4013.2%ETFTSPAT. Rowe Price U.S. Equity Research ETF$4,250,408$68,245 ▲1.6%120,8883.1%ManufacturingPGProcter & Gamble$4,237,911$19,087 ▼-0.4%24,8673.1%Consumer StaplesHEFAiShares Currency Hedged MSCI EAFE ETF$4,221,541$133,438 ▲3.3%116,3283.1%ETFCOWZPacer US Cash Cows 100 ETF$4,207,679$78,525 ▲1.9%76,8393.1%ETFJAAAJanus Henderson AAA CLO ETF$3,955,971$757,198 ▲23.7%78,0122.9%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,845,609$162,597 ▲6.1%66,9242.1%ETFPFFAVirtus InfraCap U.S. Preferred Stock ETF$2,639,033$2,093,809 ▲384.0%124,4241.9%ETFJPSTJPMorgan Ultra-Short Income ETF$2,299,531$179,232 ▲8.5%45,4181.7%ETFAAPLApple$2,153,329$9,996 ▼-0.5%9,6941.6%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$2,095,819$273,476 ▲15.0%14,3541.5%ETFXLKTechnology Select Sector SPDR Fund$1,947,370$29,115 ▼-1.5%9,4311.4%ETFXLBMaterials Select Sector SPDR Fund$1,911,851$1,901,533 ▲18,430.0%22,2361.4%ETFGOOGAlphabet$1,784,459$22,341 ▼-1.2%11,4221.3%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$1,735,483$1,735,483 ▲New Holding19,5021.3%ETFSMHVanEck Semiconductor ETF$1,690,280$221,832 ▲15.1%7,9931.2%ManufacturingBIZDVanEck BDC Income ETF$1,611,742$28,056 ▲1.8%96,1661.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,340,423$46,743 ▲3.6%14,7971.0%ETFIAGGiShares Core International Aggregate Bond ETF$1,314,702$27,545 ▲2.1%26,2991.0%ETFLLYEli Lilly and Company$1,303,286$41,296 ▲3.3%1,5781.0%MedicalAMZNAmazon.com$1,276,835$115,488 ▲9.9%6,7110.9%Retail/WholesaleABBVAbbVie$1,232,562$9,219 ▼-0.7%5,8830.9%MedicalMCIBarings Corporate Investors$1,122,424$40,246 ▼-3.5%47,8850.8%FinanceVZVerizon Communications$1,029,544$22,000 ▼-2.1%22,6970.8%Computer and TechnologyPCEFInvesco CEF Income Composite ETF$1,024,347$91,988 ▼-8.2%54,3420.8%ETFMETAMeta Platforms$882,984$1,729 ▲0.2%1,5320.6%Computer and TechnologyREAVES UTIL INCOME FD COM SH BEN INT$836,278$9,729 ▼-1.2%25,7000.6%CEFVIGVanguard Dividend Appreciation ETF$812,059$38,799 ▼-4.6%4,1860.6%ETFRQICohen & Steers Quality Income Realty Fund$797,535$45,065 ▲6.0%63,4980.6%Financial ServicesSTRVStrive 500 ETF$795,880$139,155 ▲21.2%22,0710.6%ETFDUKDuke Energy$753,629$3,049 ▲0.4%6,1790.6%UtilitiesMSFTMicrosoft$748,213$1,126 ▲0.2%1,9930.5%Computer and TechnologyMLPAGlobal X MLP ETF$746,285$661,277 ▼-47.0%14,0200.5%ETFUPSUnited Parcel Service$745,182$184,233 ▲32.8%6,7750.5%TransportationJPMJPMorgan Chase & Co.$731,600$20,854 ▼-2.8%2,9820.5%FinanceIRMIron Mountain$724,117$137,579 ▼-16.0%8,4160.5%Business ServicesAMLPAlerian MLP ETF$722,537$722,537 ▲New Holding13,9110.5%ETFTAT&T$687,943$27,149 ▼-3.8%24,3260.5%Computer and TechnologyQQQInvesco QQQ$677,882$44,536 ▼-6.2%1,4460.5%FinanceSPGSimon Property Group$675,176$5,979 ▲0.9%4,0650.5%FinanceVVRInvesco Senior Income Trust$636,439$2,408 ▲0.4%169,7170.5%Financial ServicesPFXFVanEck Preferred Securities ex Financials ETF$624,462$1,914,180 ▼-75.4%37,2590.5%ETFPDIPIMCO Dynamic Income Fund$619,879$110,880 ▲21.8%31,3070.5%Financial ServicesIVViShares Core S&P 500 ETF$619,2140.0%1,1020.5%ETFJEPIJPMorgan Equity Premium Income ETF$615,569$6,514 ▲1.1%10,7730.5%ETFIBMInternational Business Machines$596,363$497 ▲0.1%2,3980.4%Computer and TechnologyHTGCHercules Capital$586,8660.0%30,5500.4%FinanceHYTBlackRock Corporate High Yield Fund$559,252$112,383 ▲25.1%58,3770.4%Financial ServicesPFEPfizer$543,836$185,713 ▲51.9%21,4620.4%MedicalXOMExxon Mobil$539,891$29,492 ▼-5.2%4,5400.4%EnergyVVisa$532,699$17,523 ▼-3.2%1,5200.4%Business ServicesBRK.BBerkshire Hathaway$517,6680.0%9720.4%FinancePPTPutnam Premier Income Trust$479,574$30,916 ▲6.9%132,8460.4%FinanceEATON VANCE LIMITED DURATION I COM$477,413$9,102 ▲1.9%47,8370.4%CEFBSTBlackRock Science and Technology Trust$461,8600.0%14,0000.3%Financial ServicesUSBU.S. Bancorp$451,5010.0%10,6940.3%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$450,640$29,947 ▼-6.2%5,6430.3%ManufacturingARCCAres Capital$449,848$11,080 ▲2.5%20,3000.3%FinanceJNJJohnson & Johnson$448,412$16,417 ▼-3.5%2,7040.3%MedicalDKNGDraftKings$444,782$33 ▼0.0%13,3930.3%Consumer DiscretionaryRTXRTX$444,403$19,339 ▼-4.2%3,3550.3%AerospaceNVDANVIDIA$432,978$24,385 ▲6.0%3,9950.3%Computer and TechnologyFRABlackRock Floating Rate Income Strategies Fund$425,766$31,447 ▲8.0%32,9540.3%Financial ServicesVCSHVanguard Short-Term Corporate Bond ETF$414,277$23,208 ▼-5.3%5,2480.3%ETFDVYiShares Select Dividend ETF$411,5990.0%3,0650.3%ETFWMTWalmart$381,8870.0%4,3500.3%Retail/WholesaleUBERUber Technologies$372,3150.0%5,1100.3%Computer and TechnologyVNQVanguard Real Estate ETF$369,132$4,527 ▲1.2%4,0770.3%ETFGOOGLAlphabet$367,270$15,464 ▲4.4%2,3750.3%Computer and TechnologyRNPCohen & Steers REIT and Preferred Income Fund$358,483$13,110 ▲3.8%16,2430.3%Financial ServicesFFord Motor$349,484$10,531 ▲3.1%34,8440.3%Auto/Tires/TrucksDGROiShares Core Dividend Growth ETF$333,960$30,641 ▼-8.4%5,4060.2%ETFSYKStryker$325,7190.0%8750.2%MedicalIAUiShares Gold Trust$324,280$135,608 ▼-29.5%5,5000.2%FinanceKMIKinder Morgan$321,440$799 ▲0.2%11,2670.2%EnergyXLEEnergy Select Sector SPDR Fund$309,3200.0%3,3100.2%ETFEATBrinker International$298,1000.0%2,0000.2%Retail/WholesaleUNHUnitedHealth Group$293,8240.0%5610.2%MedicalSPYSPDR S&P 500 ETF Trust$290,8830.0%5200.2%FinanceFDXFedEx$286,4420.0%1,1750.2%TransportationGEGeneral Electric$283,6430.0%1,4170.2%TransportationUTFCohen & Steers Infrastructure Fund$283,6050.0%11,1000.2%Financial ServicesMOATVanEck Morningstar Wide Moat ETF$283,272$3,594,008 ▼-92.7%3,2190.2%ETFKEYKeyCorp$283,0230.0%17,7000.2%FinanceTDVGT. Rowe Price Dividend Growth ETF$276,174$23,836 ▼-7.9%6,8360.2%ETFAVGOBroadcom$260,212$1,172 ▲0.5%1,5540.2%Computer and TechnologyOHIOmega Healthcare Investors$255,2660.0%6,7030.2%FinanceNKENIKE$254,8720.0%4,0150.2%Consumer DiscretionaryCSCOCisco Systems$254,3690.0%4,1220.2%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$250,753$1,836 ▼-0.7%3,6870.2%ETFMMM3M$249,662$14,686 ▼-5.6%1,7000.2%Multi-Sector ConglomeratesGILDGilead Sciences$246,5100.0%2,2000.2%MedicalVTIVanguard Total Stock Market ETF$244,0580.0%8880.2%ETFMOAltria Group$243,5610.0%4,0580.2%Consumer StaplesLYBLyondellBasell Industries$242,880$137,280 ▲130.0%3,4500.2%Basic MaterialsIHFiShares U.S. Healthcare Providers ETF$237,6000.0%4,5000.2%ETFKRKroger$237,119$135 ▲0.1%3,5030.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. 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