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CIK: 0001801892
Total reported value
$160.4M
$160.4M
506 檔
17.5%
At the close of Q1 2024, Future Financial Wealth Managment LLC disclosed equity holdings valued at approximately $160.4M, spread across 506 reported holdings.
During Q1 2024, Future Financial Wealth Managment LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 506 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.02% | -0.10% | +25.90% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.78% | +0.13% | +27.67% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.57% | +0.01% | +35.66% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.21% | — | +34.72% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.99% | -0.13% | EXIT | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.87% | -0.02% | +0.29% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.80% | -0.10% | — | |
| 8 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 2.73% | -0.05% | — | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.71% | — | +4.20% | |
| 10 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 2.24% | — | +4.09% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.19% | -0.03% | -0.58% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.21% | +1.63% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.46% | — | +3.39% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.46% | -0.03% | +0.44% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | -0.21% | +5.80% | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.34% | — | +1.77% | |
| 17 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.33% | — | +2.82% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-Other | 1.29% | +0.19% | +2.88% | |
| 19 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 1.26% | -0.21% | +10.41% | |
| 20 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.22% | +0.03% | -0.88% | |
| 21 | MLPA | Global X Mlp ETF | ETF-Other | 1.08% | +0.01% | +3.03% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.08% | — | +6.46% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.06% | -0.03% | -63.57% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | -0.05% | +7.86% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | +0.01% | +3.67% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.13% | -3.83% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.94% | — | +1.90% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.92% | — | +1.11% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.90% | — | +1.00% | |
| 30 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.81% | +0.04% | -1.23% | |
| 31 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.77% | -0.07% | +23.49% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.05% | +5.40% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.06% | -2.12% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.08% | — | |
| 35 | UTG | Reaves Utility Income Fund | Stock-Other | 0.62% | -0.08% | +62.42% | |
| 36 | MCI | Barings Corporate Investors | Stock-Other | 0.60% | -0.08% | -4.31% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | — | +0.02% | |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.57% | — | -3.54% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.12% | +25.76% | |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.51% | -0.36% | — | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.49% | -0.01% | +0.36% | |
| 42 | RQI | Cohen & Steers Qual Inc Rlty | Stock-Other | 0.49% | — | +0.62% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.47% | -0.05% | -3.23% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.46% | +0.01% | -3.03% | |
| 45 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.46% | +0.01% | -2.70% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.01% | — | |
| 47 | HTGC | Hercules Capital Inc | Stock-Financials | 0.44% | -0.01% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.01% | +4.63% | |
| 49 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.43% | -0.07% | -16.22% | |
| 50 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.42% | — | +20.83% |
According to official SEC Form 13F filings, Future Financial Wealth Managment LLC reported a total U.S. public equity portfolio value of $160.4M across 506 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQM, SCHD) accounted for 17.5% of total reported equity market value during Q1 2024.
During Q1 2024, Future Financial Wealth Managment LLC's top holdings by market value included VOO (6.0%)、QQQM (5.8%)、SCHD (3.6%). The largest single position, VOO, represented 6.0% of total portfolio value.
In Q1 2024, Future Financial Wealth Managment LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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