Future Financial Wealth Managment LLC
CIK Number: 0001801892
136.37M
Market Value
398
# of Holdings
6 months
Avg. Holding Period
36.68%
Win Rate
13.92%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco NASDAQ ... | 219.63 | +0.19% | 45.15K | +4.95% | 9.5M | 163.27 | 6.95% |
| 2 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 17.16K | +4.78% | 9.25M | 399.52 | 6.76% |
| 3 | SCHD | Schwab U.S. Div... | 27.00 | +0.52% | 204.93K | +213.50% | 5.6M | 25.06 | 4.09% |
| 4 | IWY | iShares Russell... | 238.68 | +0.40% | 20.56K | +2.27% | 4.84M | 197.82 | 3.54% |
| 5 | TSPA | T. Rowe Price U... | 37.90 | +0.37% | 118.95K | +6.15% | 4.4M | 33.14 | 3.22% |
| 6 | COWZ | Pacer US Cash C... | 55.27 | +0.24% | 75.41K | +4.50% | 4.26M | 50.23 | 3.11% |
| 7 | PG | The Procter & G... | 163.05 | +0.58% | 24.98K | +0.31% | 4.19M | 140.95 | 3.06% |
| 8 | MOAT | VanEck Mornings... | 92.60 | +0.05% | 44.06K | +4.46% | 4.09M | 79.35 | 2.99% |
| 9 | HEFA | iShares Currenc... | 38.05 | +0.03% | 112.65K | +5.96% | 3.91M | 35.59 | 2.86% |
| 10 | JAAA | Janus Henderson... | 50.66 | +0.05% | 63.08K | +8.31% | 3.2M | 50.61 | 2.34% |
| 11 | SHYG | iShares 0-5 Yea... | 42.64 | +0.12% | 63.1K | +2.60% | 2.69M | 43.4 | 1.97% |
| 12 | PFXF | VanEck Preferre... | 16.93 | -0.62% | 151.47K | -14.77% | 2.61M | 19.01 | 1.91% |
| 13 | AAPL | Apple Inc. | 198.98 | +0.10% | 9.74K | -4.87% | 2.44M | 137.81 | 1.78% |
| 14 | XLK | Technology Sele... | 242.47 | +0.89% | 9.57K | +4.03% | 2.23M | 177.79 | 1.63% |
| 15 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 11.56K | +6.69% | 2.2M | 103.98 | 1.61% |
| 16 | JPST | JPMorgan Ultra-... | 50.51 | +0.05% | 41.88K | +3.88% | 2.11M | 50.34 | 1.54% |
| 17 | JQUA | JPMorgan U.S. Q... | 59.68 | +0.21% | 34.15K | +3.90% | 1.96M | 45.06 | 1.43% |
| 18 | IHAK | iShares Cyberse... | 51.89 | +0.10% | 37.41K | +4.28% | 1.83M | 46.21 | 1.33% |
| 19 | XLV | Health Care Sel... | 136.74 | +0.73% | 12.48K | +5.32% | 1.72M | 134.36 | 1.26% |
| 20 | SMH | VanEck Semicond... | 263.06 | +0.45% | 6.94K | +6.44% | 1.68M | 245.25 | 1.23% |
| 21 | BIZD | VanEck BDC Inco... | 16.25 | +0.22% | 94.49K | -12.09% | 1.57M | 14.96 | 1.15% |
| 22 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 6.1K | -0.41% | 1.34M | 116.45 | 0.98% |
| 23 | MLPA | Global X MLP ET... | 50.80 | +0.32% | 26.44K | -14.35% | 1.31M | 31.87 | 0.96% |
| 24 | IAGG | iShares Core In... | 51.05 | +0.17% | 25.75K | +2.84% | 1.29M | 50.82 | 0.94% |
| 25 | EMB | iShares J.P. Mo... | 91.46 | +0.14% | 14.28K | -0.52% | 1.27M | 92.59 | 0.93% |
| 26 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 1.53K | 0.00% | 1.18M | 911.95 | 0.86% |
| 27 | PCEF | Invesco CEF Inc... | 19.33 | +0.16% | 59.22K | -16.6% | 1.13M | 20.82 | 0.83% |
| 28 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 5.93K | -7.68% | 1.05M | 108.91 | 0.77% |
| 29 | IRM | Iron Mountain I... | 102.55 | +1.55% | 10.02K | +0.03% | 1.05M | 29.71 | 0.77% |
| 30 | MCI | Barings Corpora... | 20.82 | +6.69% | 49.6K | -0.03% | 1.01M | 14.37 | 0.74% |
| 31 | VZ | Verizon Communi... | 43.13 | -1.38% | 23.18K | +10.74% | 927.06K | 44.22 | 0.68% |
| 32 | META | Meta Platforms,... | 693.11 | -0.15% | 1.53K | -1.74% | 895.25K | 268.25 | 0.65% |
| 33 | VIG | Vanguard Divide... | 202.54 | +0.63% | 4.39K | -10.93% | 859.01K | 150.47 | 0.63% |
| 34 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 1.99K | 0.00% | 838.78K | 246.35 | 0.61% |
| 35 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 1.54K | +0.33% | 787.61K | 322 | 0.58% |
| 36 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 3.07K | 0.00% | 735.27K | 128.55 | 0.54% |
| 37 | RQI | Cohen & Steers ... | 12.41 | +0.38% | 59.91K | -0.87% | 733.3K | 10.56 | 0.54% |
| 38 | SPG | Simon Property ... | 158.60 | -0.69% | 4.03K | -4.57% | 693.77K | 96.93 | 0.51% |
| 39 | STRV | Strive 500 ETF | 39.02 | +0.27% | 18.21K | +6.66% | 688.41K | 31.79 | 0.50% |
| 40 | DUK | Duke Energy Cor... | 117.22 | +0.75% | 6.15K | -18.79% | 663.04K | 94.91 | 0.48% |
| 41 | IVV | iShares Core S&... | 606.23 | +0.32% | 1.1K | 0.00% | 648.73K | 380.56 | 0.47% |
| 42 | UPS | United Parcel S... | 100.82 | -0.34% | 5.1K | +5.26% | 643.11K | 137.4 | 0.47% |
| 43 | HTGC | Hercules Capita... | 18.12 | +0.22% | 30.55K | -2.4% | 613.75K | 14.28 | 0.45% |
| 44 | JEPI | JPMorgan Equity... | 56.41 | +0.40% | 10.66K | -0.53% | 613.21K | 56.79 | 0.45% |
| 45 | T | AT&T Inc. | 28.23 | -0.39% | 25.29K | -21.85% | 575.75K | 18.69 | 0.42% |
| 46 | PFFA | Virtus InfraCap... | 20.83 | +0.05% | 25.71K | +100.00% | 562.96K | 21.9 | 0.41% |
| 47 | IBM | International B... | 280.79 | -0.26% | 2.4K | +0.08% | 526.74K | 120.85 | 0.39% |
| 48 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 4.79K | -30.6% | 515.08K | 51.01 | 0.38% |
| 49 | USB | U.S. Bancorp | 44.13 | -0.15% | 10.69K | -5.52% | 511.49K | 36.02 | 0.37% |
| 50 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 3.77K | -12.12% | 506.27K | 96.33 | 0.37% |
| 51 | DKNG | DraftKings Inc. | 37.97 | +0.24% | 13.39K | 0.00% | 498.26K | 14 | 0.36% |
| 52 | V | Visa Inc. | 371.03 | -0.61% | 1.57K | 0.00% | 496.18K | 222.21 | 0.36% |
| 53 | DGRW | WisdomTree U.S.... | 82.67 | +0.52% | 6.02K | +0.15% | 487.02K | 56.96 | 0.36% |
| 54 | HYT | BlackRock Corpo... | 9.77 | +0.46% | 46.65K | -17.53% | 457.6K | 9.15 | 0.33% |
| 55 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 972 | 0.00% | 440.59K | 244.59 | 0.32% |
| 56 | ARCC | Ares Capital Co... | 22.27 | -0.74% | 19.8K | 0.00% | 433.42K | 17.46 | 0.32% |
| 57 | VCSH | Vanguard Short-... | 78.96 | +0.13% | 5.54K | 0.00% | 432.33K | 76.45 | 0.32% |
| 58 | GOOGL | Alphabet Inc. | 175.57 | -1% | 2.27K | 0.00% | 430.66K | 106.56 | 0.31% |
| 59 | FRA | BlackRock Float... | 13.02 | +0.46% | 30.52K | -35.6% | 419.65K | 12.3 | 0.31% |
| 60 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 2.8K | -24.61% | 405.36K | 160.38 | 0.30% |
| 61 | RTX | RTX Corporation | 141.01 | -0.56% | 3.5K | 0.00% | 405.14K | 76.14 | 0.30% |
| 62 | DVY | iShares Select ... | 132.54 | +0.21% | 3.06K | 0.00% | 402.4K | 96.18 | 0.29% |
| 63 | WMT | Walmart Inc. | 94.83 | -1.01% | 4.35K | 0.00% | 393.02K | 52.39 | 0.29% |
| 64 | IAU | iShares Gold Tr... | 63.89 | +1.22% | 7.8K | 0.00% | 386.18K | 42.46 | 0.28% |
| 65 | PFE | Pfizer Inc. | 24.83 | +1.44% | 14.13K | +5.63% | 374.95K | 34 | 0.27% |
| 66 | DGRO | iShares Core Di... | 63.42 | +0.59% | 5.9K | -0.17% | 362.02K | 47.79 | 0.26% |
| 67 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 1.55K | -9.32% | 358.73K | 137.76 | 0.26% |
| 68 | VNQ | Vanguard Real E... | 90.68 | +0.45% | 4.03K | +2.36% | 358.73K | 79.38 | 0.26% |
| 69 | F | Ford Motor Comp... | 10.54 | -1.08% | 33.79K | +4.03% | 334.56K | 9.88 | 0.24% |
| 70 | FDX | FedEx Corporati... | 224.91 | +0.41% | 1.18K | 0.00% | 330.56K | 241.01 | 0.24% |
| 71 | SYK | Stryker Corpora... | 380.13 | -0.25% | 875 | 0.00% | 315.04K | 244.49 | 0.23% |
| 72 | UBER | Uber Technologi... | 85.66 | -1.06% | 5.11K | +2.20% | 308.24K | 73.34 | 0.23% |
| 73 | KMI | Kinder Morgan, ... | 27.63 | +0.40% | 11.24K | -10.15% | 307.96K | 15.86 | 0.23% |
| 74 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 520 | 0.00% | 304.76K | 475.31 | 0.22% |
| 75 | NKE | NIKE, Inc. | 62.82 | -0.46% | 4.01K | -2.43% | 303.81K | 103.48 | 0.22% |
| 76 | KEY | KeyCorp | 16.08 | -0.92% | 17.7K | 0.00% | 303.38K | 14.36 | 0.22% |
| 77 | TDVG | T. Rowe Price D... | 41.91 | +0.23% | 7.43K | -23.57% | 294K | 30.61 | 0.21% |
| 78 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 561 | -47.13% | 283.79K | 508.34 | 0.21% |
| 79 | XLE | Energy Select S... | 86.58 | +0.34% | 3.31K | +0.03% | 283.54K | 56.06 | 0.21% |
| 80 | OEF | iShares S&P 100... | 295.94 | +0.33% | 928 | 0.00% | 268.05K | 206.94 | 0.20% |
| 81 | UTF | Cohen & Steers ... | 26.28 | +0.42% | 11.1K | 0.00% | 266.84K | 26.29 | 0.20% |
| 82 | SPTM | SPDR Portfolio ... | 73.20 | +0.33% | 3.71K | -22.85% | 265.29K | 48.96 | 0.19% |
| 83 | EAT | Brinker Interna... | 175.98 | +0.10% | 2K | -33.33% | 264.58K | 76.53 | 0.19% |
| 84 | VTI | Vanguard Total ... | 296.95 | +0.28% | 888 | 0.00% | 257.35K | 230.63 | 0.19% |
| 85 | OHI | Omega Healthcar... | 36.95 | -0.18% | 6.7K | 0.00% | 253.72K | 29.67 | 0.19% |
| 86 | DIS | The Walt Disney... | 118.50 | -0.85% | 2.27K | +0.44% | 252.88K | 117.65 | 0.18% |
| 87 | IOO | iShares Global ... | 105.88 | +0.49% | 2.45K | 0.00% | 247.09K | 89.46 | 0.18% |
| 88 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 4.12K | 0.00% | 244.02K | 53.22 | 0.18% |
| 89 | GE | General Electri... | 239.60 | -2.41% | 1.42K | +1.00% | 236.29K | 140.14 | 0.17% |
| 90 | SKT | Tanger Inc. | 30.04 | -1.05% | 6.88K | +0.23% | 234.8K | 33.18 | 0.17% |
| 91 | MMM | 3M Company | 144.60 | -1.75% | 1.8K | 0.00% | 232.36K | 136.7 | 0.17% |
| 92 | TFC | Truist Financia... | 39.91 | -0.86% | 5.3K | 0.00% | 229.91K | 38.77 | 0.17% |
| 93 | ISD | PGIM High Yield... | 13.80 | -0.14% | 16K | 0.00% | 218.88K | 14.65 | 0.16% |
| 94 | IHF | iShares U.S. He... | 48.06 | +0.65% | 4.5K | 0.00% | 215.96K | 48.88 | 0.16% |
| 95 | KR | The Kroger Co. | 65.10 | +0.74% | 3.5K | +0.03% | 214.11K | 57.3 | 0.16% |
| 96 | HD | The Home Depot,... | 362.78 | +0.64% | 550 | 0.00% | 213.94K | 405.2 | 0.16% |
| 97 | MO | Altria Group, I... | 59.94 | +0.04% | 4.06K | +7.98% | 212.19K | 51.13 | 0.16% |
| 98 | REM | iShares Mortgag... | 21.91 | +0.57% | 9.9K | -23.26% | 211.37K | 32.73 | 0.15% |
| 99 | SDY | SPDR S&P Divide... | 136.38 | +0.35% | 1.6K | 0.00% | 211.36K | 130.64 | 0.15% |
| 100 | SOFI | SoFi Technologi... | 14.90 | -1.03% | 13.5K | -10.66% | 207.9K | 7.86 | 0.15% |
| 101 | GILD | Gilead Sciences... | 111.94 | +2.42% | 2.2K | 0.00% | 203.21K | 83.84 | 0.15% |
| 102 | IWF | iShares Russell... | 410.56 | +0.34% | 503 | 0.00% | 202K | 275.31 | 0.15% |
| 103 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 1.29K | +0.08% | 197.51K | 144.68 | 0.14% |
| 104 | INTC | Intel Corporati... | 20.75 | +0.36% | 9.15K | -33.94% | 183.46K | 43.48 | 0.13% |
| 105 | IHI | iShares U.S. Me... | 61.17 | -0.23% | 3.06K | -0.65% | 178.55K | 59.22 | 0.13% |
| 106 | PYLD | PIMCO ETF Trust... | 26.28 | +0.19% | 6.63K | +5.69% | 171.89K | 26.61 | 0.13% |
| 107 | RACE | Ferrari N.V. | 473.39 | -1.87% | 400 | 0.00% | 169.94K | 470.11 | 0.12% |
| 108 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 419 | -6.68% | 169.21K | 261.63 | 0.12% |
| 109 | ET | Energy Transfer... | 18.43 | +0.96% | 8.55K | -48.03% | 167.45K | 7.61 | 0.12% |
| 110 | MEDP | Medpace Holding... | 304.35 | +0.67% | 500 | 0.00% | 166.12K | 397.99 | 0.12% |
| 111 | APO | Apollo Global M... | 138.19 | +0.12% | 1K | 0.00% | 165.16K | 124.91 | 0.12% |
| 112 | FITB | Fifth Third Ban... | 38.97 | -0.43% | 3.81K | +0.05% | 161.29K | 42.84 | 0.12% |
| 113 | BX | Blackstone Inc. | 140.69 | -0.49% | 900 | 0.00% | 155.18K | 153.13 | 0.11% |
| 114 | RSP | Invesco S&P 500... | 179.44 | +0.19% | 880 | 0.00% | 154.2K | 179.16 | 0.11% |
| 115 | VYM | Vanguard High D... | 131.86 | +0.45% | 1.2K | 0.00% | 153.11K | 128.2 | 0.11% |
| 116 | HUM | Humana Inc. | 234.61 | +1.24% | 600 | +20.00% | 152.23K | 306.24 | 0.11% |
| 117 | CI | Cigna Corporati... | 314.96 | +1.53% | 550 | 0.00% | 151.88K | 346.44 | 0.11% |
| 118 | DKS | DICK'S Sporting... | 184.31 | -0.27% | 635 | 0.00% | 145.31K | 208.7 | 0.11% |
| 119 | SHY | iShares 1-3 Yea... | 82.47 | +0.08% | 1.74K | 0.00% | 142.48K | 83.15 | 0.10% |
| 120 | DIA | SPDR Dow Jones ... | 430.26 | +0.15% | 330 | 0.00% | 140.41K | 423.12 | 0.10% |
| 121 | PM | Philip Morris I... | 183.84 | +0.25% | 1.16K | -14.68% | 139.85K | 121.4 | 0.10% |
| 122 | MDT | Medtronic plc | 88.44 | +0.44% | 1.73K | +21.05% | 137.79K | 88.26 | 0.10% |
| 123 | CVS | CVS Health Corp... | 66.32 | +0.91% | 2.98K | -40.12% | 133.71K | 68.41 | 0.10% |
| 124 | PEBO | Peoples Bancorp... | 29.95 | -0.2% | 4.13K | +1.13% | 130.95K | 30.11 | 0.10% |
| 125 | VICI | VICI Properties... | 32.59 | +0.35% | 4.38K | -47.72% | 128K | 31.17 | 0.09% |
| 126 | MS | Morgan Stanley | 131.82 | +0.01% | 1K | 0.00% | 125.72K | 104.24 | 0.09% |
| 127 | CIVI | Civitas Resourc... | 31.36 | -0.21% | 2.7K | -27.03% | 123.85K | 68.38 | 0.09% |
| 128 | PFFD | Global X U.S. P... | 18.69 | -0.37% | 6.3K | 0.00% | 123.01K | 20.78 | 0.09% |
| 129 | USMV | iShares MSCI US... | 93.77 | +0.75% | 1.37K | -37.85% | 121.29K | 91.31 | 0.09% |
| 130 | SBRA | Sabra Health Ca... | 18.34 | +0.47% | 7K | 0.00% | 121.24K | 18.61 | 0.09% |
| 131 | CRWD | CrowdStrike Hol... | 481.50 | +0.95% | 350 | 0.00% | 119.76K | 280.47 | 0.09% |
| 132 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 319 | 0.00% | 115.72K | 391.12 | 0.08% |
| 133 | GS | The Goldman Sac... | 625.32 | +0.18% | 200 | 0.00% | 114.52K | 495.11 | 0.08% |
| 134 | BAC | Bank of America... | 44.56 | -0.37% | 2.54K | -24.28% | 111.44K | 39.68 | 0.08% |
| 135 | LYB | LyondellBasell ... | 60.15 | -1.6% | 1.5K | +100.00% | 111.41K | 74.27 | 0.08% |
| 136 | HON | Honeywell Inter... | 225.98 | +0.07% | 477 | -4.22% | 107.75K | 206.71 | 0.08% |
| 137 | BA | The Boeing Comp... | 203.87 | -4.73% | 600 | 0.00% | 106.2K | 152.04 | 0.08% |
| 138 | VEA | Vanguard Develo... | 56.86 | +0.78% | 2.22K | 0.00% | 106.16K | 52.81 | 0.08% |
| 139 | C | Citigroup Inc. | 78.19 | -0.24% | 1.5K | 0.00% | 105.58K | 62.6 | 0.08% |
| 140 | SCHX | Schwab U.S. Lar... | 23.88 | +0.27% | 4.5K | +38.89% | 104.31K | 20.66 | 0.08% |
| 141 | MINT | PIMCO Enhanced ... | 100.28 | +0.01% | 1.02K | -13.5% | 102.85K | 100.69 | 0.08% |
| 142 | SPYG | SPDR Portfolio ... | 92.11 | +0.35% | 1.16K | 0.00% | 102.23K | 82.94 | 0.07% |
| 143 | IGSB | iShares 1-5 Yea... | 52.38 | +0.12% | 1.97K | 0.00% | 102.06K | 52.66 | 0.07% |
| 144 | CYBR | CyberArk Softwa... | 392.37 | -0.82% | 300 | 0.00% | 99.94K | 291.61 | 0.07% |
| 145 | XPO | XPO Logistics, ... | 122.11 | +1.26% | 727 | 0.00% | 95.35K | 107.51 | 0.07% |
| 146 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 626 | -31.66% | 95.16K | 170.05 | 0.07% |
| 147 | ADM | Archer-Daniels-... | 49.69 | +2.09% | 1.88K | 0.00% | 94.72K | 59.74 | 0.07% |
| 148 | EXPE | Expedia Group, ... | 171.59 | -1% | 500 | 0.00% | 93.17K | 148.02 | 0.07% |
| 149 | CCI | Crown Castle In... | 99.92 | +0.49% | 1K | 0.00% | 90.76K | 118.63 | 0.07% |
| 150 | LRGE | ClearBridge Lar... | 77.41 | +0.17% | 1.2K | 0.00% | 90.31K | 73.02 | 0.07% |