Sponsored

The Analysis of Future Financial Wealth Managment LLC's Holdings & P&L

Currently, Future Financial Wealth Managment LLC holds 128 types of securities in its portfolio with a total value $155.2M. In the most recent quarter, they have increased their positions in IDEQ (+75.7K shares, valued at $2.6M), IGV (+27.8K shares, valued at $2.3M), QQQM (+3.7K shares, valued at $981.7K); decreased their positions in XLK (-15.0K shares, valued at $2.3M), HEFA (-50.3K shares, valued at $2.2M), UPS (-2.7K shares, valued at $279.6K); initiated new positions in IDEQ (+75.7K shares, valued at $2.6M), IGV (+27.8K shares, valued at $2.3M), KKR-PD (+7.3K shares, valued at $320.5K).

1M P&L

+5.5M+4.47%

3M P&L

+6.5M+5.39%

HY P&L

+10.0M+8.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A97.5M

75.1%

2Drug Manufacturers - General4.5M

3.4%

3Household & Personal Products3.9M

3.0%

Top Industries by Stock Count

1N/A66 stocks

55.9%

2Drug Manufacturers - General5 stocks

4.2%

3Semiconductors3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQM INVESCO EXCH TRADED FD TR II64.6K shares6.15%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS26.3K shares4.64%2026-03-312026-04-16

JAAA JANUS DETROIT STR TR147.5K shares10.85%2026-03-312026-04-16

CGDV CAPITAL GROUP DIVIDEND VALUE143.4K shares3.50%2026-03-312026-04-16

IWY ISHARES TR22.6K shares4.58%2026-03-312026-04-16

TSPA T ROWE PRICE ETF INC119.7K shares4.54%2026-03-312026-04-16

PFFA ETFIS SER TR I189.1K shares-0.72%2026-03-312026-04-16

ALPHABET INC ALPHABET INC11.4K shares-0.87%2026-03-312026-04-16

Sponsored

PG PROCTER & GAMBLE CO24.9K shares0.03%2026-03-312026-04-16

JPIE J P MORGAN EXCHANGE TRADED F73.5K shares-3.40%2026-03-312026-04-16

SHYG ISHARES TR74.2K shares-2.41%2026-03-312026-04-16

SMH VANECK ETF TRUST6.9K shares1.63%2026-03-312026-04-16

SPMO INVESCO EXCH TRADED FD TR II23.8K shares8.89%2026-03-312026-04-16

FBND FIDELITY MERRIMACK STR TR65.5K shares-3.63%2026-03-312026-04-16

HEFA ISHARES TR62.6K shares-44.53%2026-03-312026-04-16

XLV SELECT SECTOR SPDR TR18.0K shares3.41%2026-03-312026-04-16

Sponsored

IDEQ LAZARD ACTIVE ETF TR75.7K sharesnew addition2026-03-312026-04-16

ITA ISHARES TR10.5K shares3.59%2026-03-312026-04-16

AAPL APPLE INC8.8K shares-1.65%2026-03-312026-04-16

IGV ISHARES TR27.8K sharesnew addition2026-03-312026-04-16

AMZN AMAZON COM INC6.8K shares-2.94%2026-03-312026-04-16

BIZD VANECK ETF TRUST123.2K shares11.74%2026-03-312026-04-16

LLY ELI LILLY & CO1.8K shares0.57%2026-03-312026-04-16

ABBV ABBVIE INC6.0K shares0.08%2026-03-312026-04-16

Sponsored

RNP COHEN & STEERS REIT & PFD &57.3K shares-0.10%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC25.6K shares-0.73%2026-03-312026-04-16

NVDA NVIDIA CORPORATION5.6K shares11.05%2026-03-312026-04-16

UTG REAVES UTIL INCOME FD24.2K shares-3.74%2026-03-312026-04-16

JEPQ J P MORGAN EXCHANGE TRADED F16.7K shares-0.39%2026-03-312026-04-16

META META PLATFORMS INC1.4K shares-6.87%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS4.1K shares0.15%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR1.4K shares0.00%2026-03-312026-04-16

Sponsored

PCEF INVESCO EXCH TRADED FD TR II45.9K shares-0.46%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO3.0K shares0.00%2026-03-312026-04-16

MSFT MICROSOFT CORP2.2K shares14.32%2026-03-312026-04-16

IRM IRON MTN INC DEL7.6K shares-5.09%2026-03-312026-04-16

MCI BARINGS CORPORATE INVS47.0K shares0.40%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.3K shares0.38%2026-03-312026-04-16

SPG SIMON PPTY GROUP INC NEW4.0K shares-1.66%2026-03-312026-04-16

ALPHABET INC ALPHABET INC2.4K shares0.00%2026-03-312026-04-16

Sponsored

IVV ISHARES TR1.1K shares0.00%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS3.1K shares0.06%2026-03-312026-04-16

EMO CLEARBRIDGE ENERGY MIDSTREAM15.4K shares-2.49%2026-03-312026-04-16

PFE PFIZER INC25.2K shares13.56%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC2.1K shares3.64%2026-03-312026-04-16

XOM EXXON MOBIL CORP4.4K shares0.02%2026-03-312026-04-16

RTX RTX CORPORATION3.3K shares0.00%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON2.7K shares0.00%2026-03-312026-04-16

Sponsored

STRV EA SERIES TRUST13.9K shares-13.50%2026-03-312026-04-16

MLPA GLOBAL X FDS11.7K shares-2.75%2026-03-312026-04-16

T AT&T INC24.0K shares-1.54%2026-03-312026-04-16

USB US BANCORP10.7K shares0.09%2026-03-312026-04-16

PHK PIMCO HIGH INCOME FD127.8K shares-1.94%2026-03-312026-04-16

BST BLACKROCK SCIENCE & TECHNOLO14.0K shares0.00%2026-03-312026-04-16

BROADCOM INC BROADCOM INC1.4K shares0.99%2026-03-312026-04-16

DGRW WISDOMTREE TR5.6K shares0.02%2026-03-312026-04-16

Sponsored

WMT WALMART INC4.1K shares0.00%2026-03-312026-04-16

V VISA INC1.6K shares0.00%2026-03-312026-04-16

F FORD MTR CO39.1K shares-8.97%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR5.5K shares0.00%2026-03-312026-04-16

PDI PIMCO DYNAMIC INCOME FD28.0K shares-1.77%2026-03-312026-04-16

VVR INVESCO SR INCOME TR154.5K shares-4.35%2026-03-312026-04-16

EVV EATON VANCE LIMITED DURATION48.2K shares-1.51%2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS5.4K shares0.00%2026-03-312026-04-16

Sponsored

JQC NUVEEN CR STRATEGIES INCOME92.1K shares-2.23%2026-03-312026-04-16

HTGC HERCULES CAPITAL INC28.2K shares-6.63%2026-03-312026-04-16

ALPS ETF TR ALPS ETF TR8.4K shares1.18%2026-03-312026-04-16

FDX FEDEX CORP1.2K shares0.00%2026-03-312026-04-16

TSLA TESLA INC1.1K shares0.00%2026-03-312026-04-16

VCSH VANGUARD SCOTTSDALE FDS5.2K shares0.00%2026-03-312026-04-16

DVY ISHARES TR2.7K shares0.00%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR13.0K shares2.25%2026-03-312026-04-16

Sponsored

UBER UBER TECHNOLOGIES INC5.1K shares0.00%2026-03-312026-04-16

VICI VICI PPTYS INC14.0K shares4.45%2026-03-312026-04-16

DGRO ISHARES TR5.3K shares0.04%2026-03-312026-04-16

VNQ VANGUARD INDEX FDS4.1K shares0.00%2026-03-312026-04-16

ARCC ARES CAPITAL CORP19.6K shares-3.20%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T520 shares0.00%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR2.4K shares-86.13%2026-03-312026-04-16

KMI KINDER MORGAN INC DEL11.4K shares0.26%2026-03-312026-04-16

Sponsored

KEY KEYCORP16.7K shares0.00%2026-03-312026-04-16

FRA BLACKROCK FLOATING RATE INCO31.7K shares-1.58%2026-03-312026-04-16

DRAFTKINGS INC NEW DRAFTKINGS INC NEW13.7K shares2.24%2026-03-312026-04-16

CSCO CISCO SYS INC3.9K shares-4.80%2026-03-312026-04-16

IOO ISHARES TR2.5K shares0.00%2026-03-312026-04-16

KKR-PD KKR & CO INC7.3K sharesnew addition2026-03-312026-04-16

EAT BRINKER INTL INC2.0K shares0.00%2026-03-312026-04-16

TDVG T ROWE PRICE ETF INC6.7K shares0.15%2026-03-312026-04-16

Sponsored

SPTM SPDR SERIES TRUST3.7K shares0.00%2026-03-312026-04-16

OHI OMEGA HEALTHCARE INVS INC6.7K shares0.00%2026-03-312026-04-16

XLG INVESCO EXCHANGE TRADED FD T5.2K shares14.16%2026-03-312026-04-16

CLX CLOROX CO DEL3.0K shares0.00%2026-03-312026-04-16

GILD GILEAD SCIENCES INC2.2K shares0.00%2026-03-312026-04-16

VTI VANGUARD INDEX FDS888 shares0.00%2026-03-312026-04-16

SYK STRYKER CORPORATION896 shares0.00%2026-03-312026-04-16

TCHP T ROWE PRICE ETF INC6.2K shares-0.03%2026-03-312026-04-16

Sponsored

XLE SELECT SECTOR SPDR TR5.3K shares0.00%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE850 shares0.12%2026-03-312026-04-16

UTF COHEN & STEERS INFRASTRUCTUR10.0K shares4.17%2026-03-312026-04-16

OEF ISHARES TR760 shares0.00%2026-03-312026-04-16

MEDP MEDPACE HLDGS INC500 shares0.00%2026-03-312026-04-16

INTC INTEL CORP3.9K shares-9.30%2026-03-312026-04-16

MO ALTRIA GROUP INC3.9K shares-1.26%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC2.4K shares-52.94%2026-03-312026-04-16

Sponsored

MMM 3M CO1.6K shares0.00%2026-03-312026-04-16

CVX CHEVRON CORPORATION1.3K shares0.00%2026-03-312026-04-16

SDY SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-04-16

KR KROGER CO3.5K shares0.06%2026-03-312026-04-16

QCOM QUALCOMM INC1.7K sharesnew addition2026-03-312026-04-16

ISD PGIM HIGH YIELD BOND FUND IN17.0K shares0.00%2026-03-312026-04-16

SKT TANGER INC6.1K shares0.29%2026-03-312026-04-16

CAT CATERPILLAR INC288 sharesnew addition2026-03-312026-04-16

Sponsored

NKE NIKE INC4.8K shares-2.38%2026-03-312026-04-16

SOFI SOFI TECHNOLOGIES INC11.5K shares-8.00%2026-03-312026-04-16

IWF ISHARES TR444 shares0.00%2026-03-312026-04-16

HD HOME DEPOT INC605 shares0.00%2026-03-312026-04-16

O REALTY INCOME CORP3.2K sharesnew addition2026-03-312026-04-16

PYLD PIMCO ETF TR7.6K shares0.16%2026-03-312026-04-16

MOAT VANECK ETF TRUST2.0K shares-25.91%2026-03-312026-04-16

DSL DOUBLELINE INCOME SOLUTIONS18.0K shares0.00%2026-03-312026-04-16

Sponsored

DNP DNP SELECT INCOME FD INC18.0K shares0.00%2026-03-312026-04-16

BTZ BLACKROCK CR ALLOCATION17.0K shares0.00%2026-03-312026-04-16

NVG NUVEEN AMT FREE MUN CR INC F11.8K shares0.00%2026-03-312026-04-16

NEA NUVEEN AMT FREE QLTY MUN INC10.0K shares0.00%2026-03-312026-04-16

MYI BLACKROCK MUNIYIELD QUALITY10.0K shares0.00%2026-03-312026-04-16

IMRX IMMUNEERING CORP18.0K shares0.00%2026-03-312026-04-16

JPC NUVEEN PFD & INCOME OPPORTUN10.0K shares0.00%2026-03-312026-04-16

IGR CBRE GBL REAL ESTATE INC FD10.0K shares0.00%2026-03-312026-04-16

Sponsored

QQQM

INVESCO EXCH TRADED FD TR II

6.15%

Shares64.6K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

4.64%

Shares26.3K

Event2026-03-31

Filed2026-04-16

JAAA

JANUS DETROIT STR TR

10.85%

Shares147.5K

Event2026-03-31

Filed2026-04-16

CGDV

CAPITAL GROUP DIVIDEND VALUE

3.50%

Shares143.4K

Event2026-03-31

Filed2026-04-16

IWY

ISHARES TR

4.58%

Shares22.6K

Event2026-03-31

Filed2026-04-16

TSPA

T ROWE PRICE ETF INC

4.54%

Shares119.7K

Event2026-03-31

Filed2026-04-16

PFFA

ETFIS SER TR I

-0.72%

Shares189.1K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-0.87%

Shares11.4K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

0.03%

Shares24.9K

Event2026-03-31

Filed2026-04-16

JPIE

J P MORGAN EXCHANGE TRADED F

-3.40%

Shares73.5K

Event2026-03-31

Filed2026-04-16

SHYG

ISHARES TR

-2.41%

Shares74.2K

Event2026-03-31

Filed2026-04-16

SMH

VANECK ETF TRUST

1.63%

Shares6.9K

Event2026-03-31

Filed2026-04-16

SPMO

INVESCO EXCH TRADED FD TR II

8.89%

Shares23.8K

Event2026-03-31

Filed2026-04-16

FBND

FIDELITY MERRIMACK STR TR

-3.63%

Shares65.5K

Event2026-03-31

Filed2026-04-16

HEFA

ISHARES TR

-44.53%

Shares62.6K

Event2026-03-31

Filed2026-04-16

XLV

SELECT SECTOR SPDR TR

3.41%

Shares18.0K

Event2026-03-31

Filed2026-04-16

IDEQ

LAZARD ACTIVE ETF TR

New

Shares75.7K

Event2026-03-31

Filed2026-04-16

ITA

ISHARES TR

3.59%

Shares10.5K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-1.65%

Shares8.8K

Event2026-03-31

Filed2026-04-16

IGV

ISHARES TR

New

Shares27.8K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-2.94%

Shares6.8K

Event2026-03-31

Filed2026-04-16

BIZD

VANECK ETF TRUST

11.74%

Shares123.2K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

0.57%

Shares1.8K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

0.08%

Shares6.0K

Event2026-03-31

Filed2026-04-16

RNP

COHEN & STEERS REIT & PFD &

-0.10%

Shares57.3K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

-0.73%

Shares25.6K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

11.05%

Shares5.6K

Event2026-03-31

Filed2026-04-16

UTG

REAVES UTIL INCOME FD

-3.74%

Shares24.2K

Event2026-03-31

Filed2026-04-16

JEPQ

J P MORGAN EXCHANGE TRADED F

-0.39%

Shares16.7K

Event2026-03-31

Filed2026-04-16