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 ... | 217.77 | -1.01% | 45.15K | +4.95% | 9.5M | 163.27 | 6.95% |
| 2 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 17.16K | +4.78% | 9.25M | 399.52 | 6.76% |
| 3 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 204.93K | +213.50% | 5.6M | 25.06 | 4.09% |
| 4 | IWY | iShares Russell... | 236.07 | -0.98% | 20.56K | +2.27% | 4.84M | 197.82 | 3.54% |
| 5 | TSPA | T. Rowe Price U... | 37.50 | -0.92% | 118.95K | +6.15% | 4.4M | 33.14 | 3.22% |
| 6 | COWZ | Pacer US Cash C... | 54.70 | -0.92% | 75.41K | +4.50% | 4.26M | 50.23 | 3.11% |
| 7 | PG | The Procter & G... | 158.46 | -1.5% | 24.98K | +0.31% | 4.19M | 140.95 | 3.06% |
| 8 | MOAT | VanEck Mornings... | 91.00 | -1.29% | 44.06K | +4.46% | 4.09M | 79.35 | 2.99% |
| 9 | HEFA | iShares Currenc... | 37.59 | -0.71% | 112.65K | +5.96% | 3.91M | 35.59 | 2.86% |
| 10 | JAAA | Janus Henderson... | 50.66 | +0.01% | 63.08K | +8.31% | 3.2M | 50.61 | 2.34% |
| 11 | SHYG | iShares 0-5 Yea... | 42.59 | -0.1% | 63.1K | +2.60% | 2.69M | 43.4 | 1.97% |
| 12 | PFXF | VanEck Preferre... | 16.77 | -0.5% | 151.47K | -14.77% | 2.61M | 19.01 | 1.91% |
| 13 | AAPL | Apple Inc. | 195.57 | -1.44% | 9.74K | -4.87% | 2.44M | 137.81 | 1.78% |
| 14 | XLK | Technology Sele... | 241.22 | -0.75% | 9.57K | +4.03% | 2.23M | 177.79 | 1.63% |
| 15 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 11.56K | +6.69% | 2.2M | 103.98 | 1.61% |
| 16 | JPST | JPMorgan Ultra-... | 50.53 | +0.01% | 41.88K | +3.88% | 2.11M | 50.34 | 1.54% |
| 17 | JQUA | JPMorgan U.S. Q... | 58.91 | -0.68% | 34.15K | +3.90% | 1.96M | 45.06 | 1.43% |
| 18 | IHAK | iShares Cyberse... | 51.72 | -0.08% | 37.41K | +4.28% | 1.83M | 46.21 | 1.33% |
| 19 | XLV | Health Care Sel... | 133.47 | -1.65% | 12.48K | +5.32% | 1.72M | 134.36 | 1.26% |
| 20 | SMH | VanEck Semicond... | 261.58 | -0.68% | 6.94K | +6.44% | 1.68M | 245.25 | 1.23% |
| 21 | BIZD | VanEck BDC Inco... | 15.97 | -0.47% | 94.49K | -12.09% | 1.57M | 14.96 | 1.15% |
| 22 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 6.1K | -0.41% | 1.34M | 116.45 | 0.98% |
| 23 | MLPA | Global X MLP ET... | 50.12 | -0.65% | 26.44K | -14.35% | 1.31M | 31.87 | 0.96% |
| 24 | IAGG | iShares Core In... | 50.95 | +0.08% | 25.75K | +2.84% | 1.29M | 50.82 | 0.94% |
| 25 | EMB | iShares J.P. Mo... | 91.06 | +0.05% | 14.28K | -0.52% | 1.27M | 92.59 | 0.93% |
| 26 | LLY | Eli Lilly and C... | 791.46 | -2% | 1.53K | 0.00% | 1.18M | 911.95 | 0.86% |
| 27 | PCEF | Invesco CEF Inc... | 19.23 | -0.41% | 59.22K | -16.6% | 1.13M | 20.82 | 0.83% |
| 28 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 5.93K | -7.68% | 1.05M | 108.91 | 0.77% |
| 29 | IRM | Iron Mountain I... | 102.66 | +0.58% | 10.02K | +0.03% | 1.05M | 29.71 | 0.77% |
| 30 | MCI | Barings Corpora... | 20.91 | -0.72% | 49.6K | -0.03% | 1.01M | 14.37 | 0.74% |
| 31 | VZ | Verizon Communi... | 41.85 | -1.52% | 23.18K | +10.74% | 927.06K | 44.22 | 0.68% |
| 32 | META | Meta Platforms,... | 697.17 | -0.7% | 1.53K | -1.74% | 895.25K | 268.25 | 0.65% |
| 33 | VIG | Vanguard Divide... | 199.44 | -0.85% | 4.39K | -10.93% | 859.01K | 150.47 | 0.63% |
| 34 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 1.99K | 0.00% | 838.78K | 246.35 | 0.61% |
| 35 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 1.54K | +0.33% | 787.61K | 322 | 0.58% |
| 36 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 3.07K | 0.00% | 735.27K | 128.55 | 0.54% |
| 37 | RQI | Cohen & Steers ... | 12.27 | -0.16% | 59.91K | -0.87% | 733.3K | 10.56 | 0.54% |
| 38 | SPG | Simon Property ... | 157.00 | -0.55% | 4.03K | -4.57% | 693.77K | 96.93 | 0.51% |
| 39 | STRV | Strive 500 ETF | 38.67 | -0.67% | 18.21K | +6.66% | 688.41K | 31.79 | 0.50% |
| 40 | DUK | Duke Energy Cor... | 114.77 | -0.55% | 6.15K | -18.79% | 663.04K | 94.91 | 0.48% |
| 41 | IVV | iShares Core S&... | 598.51 | -0.87% | 1.1K | 0.00% | 648.73K | 380.56 | 0.47% |
| 42 | UPS | United Parcel S... | 99.72 | -1.36% | 5.1K | +5.26% | 643.11K | 137.4 | 0.47% |
| 43 | HTGC | Hercules Capita... | 17.79 | -0.45% | 30.55K | -2.4% | 613.75K | 14.28 | 0.45% |
| 44 | JEPI | JPMorgan Equity... | 55.86 | -0.72% | 10.66K | -0.53% | 613.21K | 56.79 | 0.45% |
| 45 | T | AT&T Inc. | 27.64 | -1.16% | 25.29K | -21.85% | 575.75K | 18.69 | 0.42% |
| 46 | PFFA | Virtus InfraCap... | 20.80 | +0.27% | 25.71K | +100.00% | 562.96K | 21.9 | 0.41% |
| 47 | IBM | International B... | 283.06 | +0.44% | 2.4K | +0.08% | 526.74K | 120.85 | 0.39% |
| 48 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 4.79K | -30.6% | 515.08K | 51.01 | 0.38% |
| 49 | USB | U.S. Bancorp | 42.69 | -1.08% | 10.69K | -5.52% | 511.49K | 36.02 | 0.37% |
| 50 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 3.77K | -12.12% | 506.27K | 96.33 | 0.37% |
| 51 | DKNG | DraftKings Inc. | 38.13 | +0.70% | 13.39K | 0.00% | 498.26K | 14 | 0.36% |
| 52 | V | Visa Inc. | 357.69 | +0.62% | 1.57K | 0.00% | 496.18K | 222.21 | 0.36% |
| 53 | DGRW | WisdomTree U.S.... | 81.78 | -0.76% | 6.02K | +0.15% | 487.02K | 56.96 | 0.36% |
| 54 | HYT | BlackRock Corpo... | 9.62 | -0.26% | 46.65K | -17.53% | 457.6K | 9.15 | 0.33% |
| 55 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 972 | 0.00% | 440.59K | 244.59 | 0.32% |
| 56 | ARCC | Ares Capital Co... | 21.31 | -0.05% | 19.8K | 0.00% | 433.42K | 17.46 | 0.32% |
| 57 | VCSH | Vanguard Short-... | 78.91 | +0.04% | 5.54K | 0.00% | 432.33K | 76.45 | 0.32% |
| 58 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 2.27K | 0.00% | 430.66K | 106.56 | 0.31% |
| 59 | FRA | BlackRock Float... | 12.83 | +0.08% | 30.52K | -35.6% | 419.65K | 12.3 | 0.31% |
| 60 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 2.8K | -24.61% | 405.36K | 160.38 | 0.30% |
| 61 | RTX | RTX Corporation | 148.49 | +1.39% | 3.5K | 0.00% | 405.14K | 76.14 | 0.30% |
| 62 | DVY | iShares Select ... | 129.58 | -0.84% | 3.06K | 0.00% | 402.4K | 96.18 | 0.29% |
| 63 | WMT | Walmart Inc. | 94.21 | -0.08% | 4.35K | 0.00% | 393.02K | 52.39 | 0.29% |
| 64 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 7.8K | 0.00% | 386.18K | 42.46 | 0.28% |
| 65 | PFE | Pfizer Inc. | 24.00 | -1.64% | 14.13K | +5.63% | 374.95K | 34 | 0.27% |
| 66 | DGRO | iShares Core Di... | 62.20 | -0.9% | 5.9K | -0.17% | 362.02K | 47.79 | 0.26% |
| 67 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 1.55K | -9.32% | 358.73K | 137.76 | 0.26% |
| 68 | VNQ | Vanguard Real E... | 89.56 | -0.38% | 4.03K | +2.36% | 358.73K | 79.38 | 0.26% |
| 69 | F | Ford Motor Comp... | 10.41 | -1.93% | 33.79K | +4.03% | 334.56K | 9.88 | 0.24% |
| 70 | FDX | FedEx Corporati... | 222.45 | -1.91% | 1.18K | 0.00% | 330.56K | 241.01 | 0.24% |
| 71 | SYK | Stryker Corpora... | 373.25 | -1.02% | 875 | 0.00% | 315.04K | 244.49 | 0.23% |
| 72 | UBER | Uber Technologi... | 84.70 | -0.49% | 5.11K | +2.20% | 308.24K | 73.34 | 0.23% |
| 73 | KMI | Kinder Morgan, ... | 27.46 | -0.7% | 11.24K | -10.15% | 307.96K | 15.86 | 0.23% |
| 74 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 520 | 0.00% | 304.76K | 475.31 | 0.22% |
| 75 | NKE | NIKE, Inc. | 59.99 | -3.08% | 4.01K | -2.43% | 303.81K | 103.48 | 0.22% |
| 76 | KEY | KeyCorp | 15.72 | -1.32% | 17.7K | 0.00% | 303.38K | 14.36 | 0.22% |
| 77 | TDVG | T. Rowe Price D... | 41.28 | -0.79% | 7.43K | -23.57% | 294K | 30.61 | 0.21% |
| 78 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 561 | -47.13% | 283.79K | 508.34 | 0.21% |
| 79 | XLE | Energy Select S... | 88.69 | +0.97% | 3.31K | +0.03% | 283.54K | 56.06 | 0.21% |
| 80 | OEF | iShares S&P 100... | 292.61 | -0.97% | 928 | 0.00% | 268.05K | 206.94 | 0.20% |
| 81 | UTF | Cohen & Steers ... | 25.87 | -0.54% | 11.1K | 0.00% | 266.84K | 26.29 | 0.20% |
| 82 | SPTM | SPDR Portfolio ... | 72.45 | -0.88% | 3.71K | -22.85% | 265.29K | 48.96 | 0.19% |
| 83 | EAT | Brinker Interna... | 178.87 | -1.32% | 2K | -33.33% | 264.58K | 76.53 | 0.19% |
| 84 | VTI | Vanguard Total ... | 293.93 | -0.86% | 888 | 0.00% | 257.35K | 230.63 | 0.19% |
| 85 | OHI | Omega Healthcar... | 36.89 | +2.27% | 6.7K | 0.00% | 253.72K | 29.67 | 0.19% |
| 86 | DIS | The Walt Disney... | 118.14 | -1.12% | 2.27K | +0.44% | 252.88K | 117.65 | 0.18% |
| 87 | IOO | iShares Global ... | 103.86 | -0.76% | 2.45K | 0.00% | 247.09K | 89.46 | 0.18% |
| 88 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 4.12K | 0.00% | 244.02K | 53.22 | 0.18% |
| 89 | GE | General Electri... | 235.63 | -0.38% | 1.42K | +1.00% | 236.29K | 140.14 | 0.17% |
| 90 | SKT | Tanger Inc. | 29.70 | -1.07% | 6.88K | +0.23% | 234.8K | 33.18 | 0.17% |
| 91 | MMM | 3M Company | 142.13 | -2.02% | 1.8K | 0.00% | 232.36K | 136.7 | 0.17% |
| 92 | TFC | Truist Financia... | 39.01 | -0.98% | 5.3K | 0.00% | 229.91K | 38.77 | 0.17% |
| 93 | ISD | PGIM High Yield... | 13.78 | -0.46% | 16K | 0.00% | 218.88K | 14.65 | 0.16% |
| 94 | IHF | iShares U.S. He... | 47.59 | -0.14% | 4.5K | 0.00% | 215.96K | 48.88 | 0.16% |
| 95 | KR | The Kroger Co. | 65.95 | -0.08% | 3.5K | +0.03% | 214.11K | 57.3 | 0.16% |
| 96 | HD | The Home Depot,... | 348.70 | -1.37% | 550 | 0.00% | 213.94K | 405.2 | 0.16% |
| 97 | MO | Altria Group, I... | 58.95 | +0.26% | 4.06K | +7.98% | 212.19K | 51.13 | 0.16% |
| 98 | REM | iShares Mortgag... | 20.73 | -1.47% | 9.9K | -23.26% | 211.37K | 32.73 | 0.15% |
| 99 | SDY | SPDR S&P Divide... | 134.04 | -0.86% | 1.6K | 0.00% | 211.36K | 130.64 | 0.15% |
| 100 | SOFI | SoFi Technologi... | 14.41 | -3.29% | 13.5K | -10.66% | 207.9K | 7.86 | 0.15% |
| 101 | GILD | Gilead Sciences... | 108.12 | -2.45% | 2.2K | 0.00% | 203.21K | 83.84 | 0.15% |
| 102 | IWF | iShares Russell... | 406.54 | -0.88% | 503 | 0.00% | 202K | 275.31 | 0.15% |
| 103 | QCOM | QUALCOMM Incorp... | 154.54 | -1.49% | 1.29K | +0.08% | 197.51K | 144.68 | 0.14% |
| 104 | INTC | Intel Corporati... | 20.79 | +0.24% | 9.15K | -33.94% | 183.46K | 43.48 | 0.13% |
| 105 | IHI | iShares U.S. Me... | 60.29 | -1.29% | 3.06K | -0.65% | 178.55K | 59.22 | 0.13% |
| 106 | PYLD | PIMCO ETF Trust... | 26.25 | +0.25% | 6.63K | +5.69% | 171.89K | 26.61 | 0.13% |
| 107 | RACE | Ferrari N.V. | 460.02 | -1.03% | 400 | 0.00% | 169.94K | 470.11 | 0.12% |
| 108 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 419 | -6.68% | 169.21K | 261.63 | 0.12% |
| 109 | ET | Energy Transfer... | 17.91 | -1.29% | 8.55K | -48.03% | 167.45K | 7.61 | 0.12% |
| 110 | MEDP | Medpace Holding... | 297.59 | -1.13% | 500 | 0.00% | 166.12K | 397.99 | 0.12% |
| 111 | APO | Apollo Global M... | 132.39 | -1.28% | 1K | 0.00% | 165.16K | 124.91 | 0.12% |
| 112 | FITB | Fifth Third Ban... | 38.09 | -0.59% | 3.81K | +0.05% | 161.29K | 42.84 | 0.12% |
| 113 | BX | Blackstone Inc. | 135.67 | -1.87% | 900 | 0.00% | 155.18K | 153.13 | 0.11% |
| 114 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 880 | 0.00% | 154.2K | 179.16 | 0.11% |
| 115 | VYM | Vanguard High D... | 130.07 | -0.9% | 1.2K | 0.00% | 153.11K | 128.2 | 0.11% |
| 116 | HUM | Humana Inc. | 241.59 | +2.63% | 600 | +20.00% | 152.23K | 306.24 | 0.11% |
| 117 | CI | Cigna Corporati... | 312.35 | -0.66% | 550 | 0.00% | 151.88K | 346.44 | 0.11% |
| 118 | DKS | DICK'S Sporting... | 174.89 | -2.09% | 635 | 0.00% | 145.31K | 208.7 | 0.11% |
| 119 | SHY | iShares 1-3 Yea... | 82.44 | +0.05% | 1.74K | 0.00% | 142.48K | 83.15 | 0.10% |
| 120 | DIA | SPDR Dow Jones ... | 423.07 | -0.75% | 330 | 0.00% | 140.41K | 423.12 | 0.10% |
| 121 | PM | Philip Morris I... | 183.44 | +0.08% | 1.16K | -14.68% | 139.85K | 121.4 | 0.10% |
| 122 | MDT | Medtronic plc | 86.20 | -1.96% | 1.73K | +21.05% | 137.79K | 88.26 | 0.10% |
| 123 | CVS | CVS Health Corp... | 67.13 | -0.86% | 2.98K | -40.12% | 133.71K | 68.41 | 0.10% |
| 124 | PEBO | Peoples Bancorp... | 28.88 | -0.59% | 4.13K | +1.13% | 130.95K | 30.11 | 0.10% |
| 125 | VICI | VICI Properties... | 32.28 | +0.45% | 4.38K | -47.72% | 128K | 31.17 | 0.09% |
| 126 | MS | Morgan Stanley | 130.09 | -0.61% | 1K | 0.00% | 125.72K | 104.24 | 0.09% |
| 127 | CIVI | Civitas Resourc... | 33.09 | +0.41% | 2.7K | -27.03% | 123.85K | 68.38 | 0.09% |
| 128 | PFFD | Global X U.S. P... | 18.56 | +0.03% | 6.3K | 0.00% | 123.01K | 20.78 | 0.09% |
| 129 | USMV | iShares MSCI US... | 92.09 | -0.69% | 1.37K | -37.85% | 121.29K | 91.31 | 0.09% |
| 130 | SBRA | Sabra Health Ca... | 18.13 | +1.26% | 7K | 0.00% | 121.24K | 18.61 | 0.09% |
| 131 | CRWD | CrowdStrike Hol... | 491.76 | +2.58% | 350 | 0.00% | 119.76K | 280.47 | 0.09% |
| 132 | CAT | Caterpillar Inc... | 357.72 | -1.3% | 319 | 0.00% | 115.72K | 391.12 | 0.08% |
| 133 | GS | The Goldman Sac... | 624.29 | -0.57% | 200 | 0.00% | 114.52K | 495.11 | 0.08% |
| 134 | BAC | Bank of America... | 44.23 | -0.41% | 2.54K | -24.28% | 111.44K | 39.68 | 0.08% |
| 135 | LYB | LyondellBasell ... | 59.59 | -2.67% | 1.5K | +100.00% | 111.41K | 74.27 | 0.08% |
| 136 | HON | Honeywell Inter... | 221.84 | -1% | 477 | -4.22% | 107.75K | 206.71 | 0.08% |
| 137 | BA | The Boeing Comp... | 200.30 | -0.69% | 600 | 0.00% | 106.2K | 152.04 | 0.08% |
| 138 | VEA | Vanguard Develo... | 55.73 | -1.28% | 2.22K | 0.00% | 106.16K | 52.81 | 0.08% |
| 139 | C | Citigroup Inc. | 77.36 | -0.91% | 1.5K | 0.00% | 105.58K | 62.6 | 0.08% |
| 140 | SCHX | Schwab U.S. Lar... | 23.65 | -0.88% | 4.5K | +38.89% | 104.31K | 20.66 | 0.08% |
| 141 | MINT | PIMCO Enhanced ... | 100.35 | +0.01% | 1.02K | -13.5% | 102.85K | 100.69 | 0.08% |
| 142 | SPYG | SPDR Portfolio ... | 91.36 | -0.84% | 1.16K | 0.00% | 102.23K | 82.94 | 0.07% |
| 143 | IGSB | iShares 1-5 Yea... | 52.34 | +0.05% | 1.97K | 0.00% | 102.06K | 52.66 | 0.07% |
| 144 | CYBR | CyberArk Softwa... | 390.04 | +0.18% | 300 | 0.00% | 99.94K | 291.61 | 0.07% |
| 145 | XPO | XPO Logistics, ... | 119.80 | -2.25% | 727 | 0.00% | 95.35K | 107.51 | 0.07% |
| 146 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 626 | -31.66% | 95.16K | 170.05 | 0.07% |
| 147 | ADM | Archer-Daniels-... | 54.15 | -0.03% | 1.88K | 0.00% | 94.72K | 59.74 | 0.07% |
| 148 | EXPE | Expedia Group, ... | 162.06 | -1.55% | 500 | 0.00% | 93.17K | 148.02 | 0.07% |
| 149 | CCI | Crown Castle In... | 98.72 | -0.28% | 1K | 0.00% | 90.76K | 118.63 | 0.07% |
| 150 | LRGE | ClearBridge Lar... | 76.60 | -0.76% | 1.2K | 0.00% | 90.31K | 73.02 | 0.07% |