Future Financial Wealth Managment LLC Top Holdings and 13F Report (2025) About Future Financial Wealth Managment LLCInvestment ActivityFuture Financial Wealth Managment LLC has $146.77 million in total holdings as of June 30, 2025.Future Financial Wealth Managment LLC owns shares of 451 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 8.28% of the portfolio was purchased this quarter.About 6.81% of the portfolio was sold this quarter.This quarter, Future Financial Wealth Managment LLC has purchased 448 new stocks and bought additional shares in 81 stocks.Future Financial Wealth Managment LLC sold shares of 43 stocks and completely divested from 10 stocks this quarter.Largest Holdings Invesco NASDAQ 100 ETF $12,365,435Vanguard S&P 500 ETF $11,478,490Schwab US Dividend Equity ETF $5,662,788Janus Henderson AAA CLO ETF $5,345,745iShares Russell Top 200 Growth ETF $4,903,184 Largest New Holdings this Quarter 46641Q159 - JPMorgan Income ETF $2,872,188 Holding316188309 - Fidelity Total Bond ETF $2,662,238 Holding18469P209 - ClearBridge Energy Midstream Opportunity Fund $778,121 Holding67073D102 - Nuveen Credit Strategies Income Fund $493,056 Holding46137V233 - Invesco S&P 500 Top 50 ETF $328,386 Holding Largest Purchases this Quarter JPMorgan Income ETF 62,008 shares (about $2.87M)Fidelity Total Bond ETF 58,191 shares (about $2.66M)Janus Henderson AAA CLO ETF 27,323 shares (about $1.39M)ClearBridge Energy Midstream Opportunity Fund 16,221 shares (about $778.12K)JPMorgan Nasdaq Equity Premium Income ETF 11,539 shares (about $627.72K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 40,418 shares (about $2.05M)iShares Core International Aggregate Bond ETF 24,441 shares (about $1.25M)iShares J.P. Morgan USD Emerging Markets Bond ETF 13,478 shares (about $1.25M)JPMorgan Equity Premium Income ETF 9,773 shares (about $555.60K)Putnam Premier Income Trust 127,846 shares (about $469.19K) 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$12,365,435$13,626 ▲0.1%54,4498.4%ETFVOOVanguard S&P 500 ETF$11,478,490$157,341 ▼-1.4%20,2087.8%ETFSCHDSchwab US Dividend Equity ETF$5,662,788$96,434 ▼-1.7%213,6903.9%ETFJAAAJanus Henderson AAA CLO ETF$5,345,745$1,386,641 ▲35.0%105,3353.6%ETFIWYiShares Russell Top 200 Growth ETF$4,903,184$125,969 ▼-2.5%19,8903.3%ETFTSPAT. Rowe Price U.S. Equity Research ETF$4,487,074$214,244 ▼-4.6%115,3793.1%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$4,243,319$172,490 ▼-3.9%111,7842.9%ETFCOWZPacer US Cash Cows 100 ETF$4,091,964$141,883 ▼-3.4%74,2642.8%ETFPGProcter & Gamble$3,953,572$8,285 ▼-0.2%24,8152.7%Consumer StaplesPFFAVirtus InfraCap U.S. Preferred Stock ETF$3,180,551$588,801 ▲22.7%152,6912.2%ETFJPIEJPMorgan Income ETF$2,872,188$2,872,188 ▲New Holding62,0082.0%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,663,003$224,113 ▼-7.8%61,7291.8%ETFFBNDFidelity Total Bond ETF$2,662,238$2,662,238 ▲New Holding58,1911.8%ETFXLKTechnology Select Sector SPDR Fund$2,393,123$4,812 ▲0.2%9,4501.6%ETFSMHVanEck Semiconductor ETF$2,311,079$81,991 ▲3.7%8,2871.6%ManufacturingIGViShares Expanded Tech-Software Sector ETF$2,185,839$50,370 ▲2.4%19,9621.5%ETFXLVHealth Care Select Sector SPDR Fund$2,104,535$169,705 ▲8.8%15,6131.4%ETFGOOGAlphabet$2,048,145$21,996 ▲1.1%11,5461.4%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$1,970,072$17,562 ▲0.9%22,4361.3%ETFAAPLApple$1,947,479$41,444 ▼-2.1%9,4921.3%Computer and TechnologyAMZNAmazon.com$1,484,832$12,505 ▲0.8%6,7681.0%Retail/WholesaleBIZDVanEck BDC Income ETF$1,396,401$169,182 ▼-10.8%85,7741.0%ETFLLYEli Lilly and Company$1,323,642$93,544 ▲7.6%1,6980.9%MedicalMETAMeta Platforms$1,107,136$23,619 ▼-2.1%1,5000.8%Computer and TechnologyABBVAbbVie$1,093,167$1,114 ▲0.1%5,8890.7%MedicalPCEFInvesco CEF Income Composite ETF$1,081,519$19,677 ▲1.9%55,3490.7%ETFMCIBarings Corporate Investors$1,040,655$3,466 ▲0.3%48,0450.7%FinanceVZVerizon Communications$995,994$13,890 ▲1.4%23,0180.7%Computer and TechnologyMSFTMicrosoft$967,609$23,879 ▼-2.4%1,9450.7%Computer and TechnologyREAVES UTIL INCOME FD COM SH BEN INT$946,831$17,005 ▲1.8%26,1700.6%CEFJPMJPMorgan Chase & Co.$865,720$1,160 ▲0.1%2,9860.6%FinanceIRMIron Mountain$863,660$410 ▲0.0%8,4200.6%Business ServicesVIGVanguard Dividend Appreciation ETF$859,222$2,456 ▲0.3%4,1980.6%ETFRQICohen & Steers Quality Income Realty Fund$810,321$19,771 ▲2.5%65,0860.6%Financial ServicesQQQInvesco QQQ$800,239$2,758 ▲0.3%1,4510.5%FinanceEMOClearBridge Energy Midstream Opportunity Fund$778,121$778,121 ▲New Holding16,2210.5%Financial ServicesDUKDuke Energy$732,162$3,068 ▲0.4%6,2050.5%UtilitiesIBMInternational Business Machines$707,598$590 ▲0.1%2,4000.5%Computer and TechnologyTAT&T$704,939$955 ▲0.1%24,3590.5%Computer and TechnologyVVRInvesco Senior Income Trust$689,966$45,041 ▲7.0%181,5700.5%Financial ServicesIVViShares Core S&P 500 ETF$687,336$3,104 ▲0.5%1,1070.5%ETFUPSUnited Parcel Service$683,8690.0%6,7750.5%TransportationNVDANVIDIA$659,134$27,964 ▲4.4%4,1720.4%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$654,922$627,722 ▲2,307.8%12,0390.4%ETFSPGSimon Property Group$654,693$1,125 ▲0.2%4,0720.4%FinanceSTRVStrive 500 ETF$647,770$236,394 ▼-26.7%16,1700.4%ETFPHKPIMCO High Income Fund$638,890$590,890 ▲1,231.0%133,1020.4%FinanceMLPAGlobal X MLP ETF$628,504$75,300 ▼-10.7%12,5200.4%ETFPDIPIMCO Dynamic Income Fund$615,956$22,062 ▲3.7%32,4700.4%Financial ServicesHTGCHercules Capital$555,255$3,199 ▼-0.6%30,3750.4%FinanceVVisa$539,6760.0%1,5200.4%Business ServicesBSTBlackRock Science and Technology Trust$534,3800.0%14,0000.4%Financial ServicesDKNGDraftKings$531,364$43,062 ▼-7.5%12,3890.4%Consumer DiscretionaryPFEPfizer$529,652$9,405 ▲1.8%21,8500.4%MedicalEATON VANCE LIMITED DURATION I COM$507,039$16,231 ▲3.3%49,4190.3%CEFJQCNuveen Credit Strategies Income Fund$493,056$493,056 ▲New Holding91,4760.3%Financial ServicesXOMExxon Mobil$489,071$323 ▼-0.1%4,5370.3%EnergyUSBU.S. Bancorp$483,9040.0%10,6940.3%FinanceUBERUber Technologies$476,7630.0%5,1100.3%Computer and TechnologyRTXRTX$475,295$14,602 ▼-3.0%3,2550.3%AerospaceBRK.BBerkshire Hathaway$474,112$1,943 ▲0.4%9760.3%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$472,635$84 ▲0.0%5,6440.3%ManufacturingUNHUnitedHealth Group$463,587$288,572 ▲164.9%1,4860.3%MedicalFRABlackRock Floating Rate Income Strategies Fund$451,451$18,435 ▲4.3%34,3570.3%Financial ServicesFFord Motor$448,181$70,124 ▲18.5%41,3070.3%Auto/Tires/TrucksARCCAres Capital$445,7880.0%20,3000.3%FinanceAVGOBroadcom$444,692$16,266 ▲3.8%1,6130.3%Computer and TechnologyWMTWalmart$425,3430.0%4,3500.3%Retail/WholesaleGOOGLAlphabet$418,5460.0%2,3750.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$416,978$239 ▼-0.1%5,2450.3%ETFJNJJohnson & Johnson$413,184$153 ▲0.0%2,7050.3%MedicalDVYiShares Select Dividend ETF$407,0630.0%3,0650.3%ETFLYBLyondellBasell Industries$387,662$188,045 ▲94.2%6,7000.3%Basic MaterialsVNQVanguard Real Estate ETF$368,441$5,344 ▲1.5%4,1370.3%ETFGEGE Aerospace$364,904$257 ▲0.1%1,4180.2%AerospaceEATBrinker International$360,6600.0%2,0000.2%Retail/WholesaleSYKStryker$346,1760.0%8750.2%MedicalTSLATesla$345,932$117,534 ▲51.5%1,0890.2%Auto/Tires/TrucksDGROiShares Core Dividend Growth ETF$344,980$703 ▼-0.2%5,3950.2%ETFIAUiShares Gold Trust$342,9800.0%5,5000.2%FinanceKMIKinder Morgan$332,220$970 ▲0.3%11,3000.2%EnergyXLGInvesco S&P 500 Top 50 ETF$328,386$328,386 ▲New Holding6,3030.2%ETFSPYSPDR S&P 500 ETF Trust$321,2820.0%5200.2%FinanceKEYKeyCorp$308,3340.0%17,7000.2%FinanceUTFCohen & Steers Infrastructure Fund$299,1450.0%11,1000.2%Financial ServicesDISWalt Disney$294,651$12,401 ▲4.4%2,3760.2%Consumer DiscretionaryTDVGT. Rowe Price Dividend Growth ETF$289,7100.0%6,8360.2%ETFCSCOCisco Systems$285,9840.0%4,1220.2%Computer and TechnologyNKENIKE$285,277$71 ▲0.0%4,0160.2%Consumer DiscretionarySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$276,1190.0%3,6870.2%ETFMOATVanEck Morningstar Wide Moat ETF$271,897$30,013 ▼-9.9%2,8990.2%ETFXLEEnergy Select Sector SPDR Fund$270,968$9,753 ▼-3.5%3,1950.2%ETFVTIVanguard Total Stock Market ETF$269,8900.0%8880.2%ETFFDXFedEx$267,0890.0%1,1750.2%TransportationIOOiShares Global 100 ETF$264,3500.0%2,4520.2%ETFSOFISoFi Technologies$264,045$18,210 ▲7.4%14,5000.2%FinanceMMM3M$258,8080.0%1,7000.2%Multi-Sector ConglomeratesJPSTJPMorgan Ultra-Short Income ETF$253,400$2,048,384 ▼-89.0%5,0000.2%ETFKRKroger$251,381$143 ▲0.1%3,5050.2%Retail/WholesaleOHIOmega Healthcare Investors$245,6800.0%6,7030.2%FinanceShowing 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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