Future Financial Wealth Managment LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Future Financial Wealth Managment LLC

CIK Number: 0001801892

146.77M
Market Value
403
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 21, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 QQQM Invesco NASDAQ ...
249.33
+0.40% 54.45K +0.11% 12.37M 168.38 8.43% Share
2 VOO Vanguard S&P 50...
615.21
+0.10% 20.21K -1.35% 11.48M 418.09 7.82% Share
3 SCHD Schwab U.S. Div...
27.34
-0.67% 213.69K -1.67% 5.66M 25.22 3.86% Share
4 JAAA Janus Henderson...
50.59
-0.01% 105.33K +35.02% 5.35M 50.66 3.64% Share
5 IWY iShares Russell...
275.54
+0.09% 19.89K -2.5% 4.9M 197.82 3.34% Share
6 TSPA T. Rowe Price U...
42.06
+0.07% 115.38K -4.56% 4.49M 33.17 3.06% Share
7 HEFA iShares Currenc...
40.01
+0.38% 111.78K -3.91% 4.24M 35.62 2.89% Share
8 COWZ Pacer US Cash C...
57.69
-0.22% 74.26K -3.35% 4.09M 50.32 2.79% Share
9 PG The Procter & G...
152.07
-0.72% 24.82K -0.21% 3.95M 140.95 2.69% Share
10 PFFA Virtus InfraCap...
21.88
-0.36% 152.69K +22.72% 3.18M 21.26 2.17% Share
11 JPIE JPMorgan Income...
46.27
+0.09% 62.01K +100.00% 2.87M 46.32 1.96% Share
12 SHYG iShares 0-5 Yea...
43.12
-0.03% 61.73K -7.76% 2.66M 43.35 1.81% Share
13 FBND Fidelity Total ...
46.40
+0.12% 58.19K +100.00% 2.66M 45.75 1.81% Share
14 XLK Technology Sele...
286.24
+0.57% 9.45K +0.20% 2.39M 177.94 1.63% Share
15 SMH VanEck Semicond...
338.24
+1.36% 8.29K +3.68% 2.31M 242.17 1.57% Share
16 IGV iShares Expande...
115.78
+0.61% 19.96K +2.36% 2.19M 89.46 1.49% Share
17 XLV Health Care Sel...
143.16
-0.22% 15.61K +8.77% 2.1M 135.79 1.43% Share
18 GOOG Alphabet Inc.
246.43
+0.36% 11.55K +1.09% 2.05M 104.77 1.40% Share
19 XLB Materials Selec...
89.73
+1.18% 22.44K +0.90% 1.97M 86.05 1.34% Share
20 AAPL Apple Inc.
257.13
+0.66% 9.49K -2.08% 1.95M 137.81 1.33% Share
Page 1 of 21