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Future Financial Wealth Managment LLC

Q1 2025 Holdings

Filed 2025-04-09 | 448 holdings | $136.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Goldman Sachs Group Inc COM(GS)Stock38141G104$109.3K2000.1%
BlackRock Muniyield Quality FD COM(MYI)CEF09254E103$109.9K10,0000.1%
Nuveen AMT Free Qlty MUN Incme COM(XNEAX)CEF670657105$112.0K10,0000.1%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$112.8K2,2200.1%
Morgan Stanley COM New(MS)Stock617446448$116.7K1,0000.1%
Global X U.S. Preferred ETF(PFFD)ETF37954Y657$118.1K6,2050.1%
Fifth Third Bancorp COM(FITB)Stock316773100$122.2K3,1160.1%
Sabra Health Care REIT Inc COM(SBRA)REIT78573L106$122.3K7,0000.1%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$123.4K3500.1%
Peoples Bancorp Inc COM(PEBO)Stock709789101$124.0K4,1820.1%
Blackstone Inc COM(BX)Stock09260D107$125.8K9000.1%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$127.9K1,3660.1%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$128.0K6350.1%
First TR High Yield Opprt 2027 COM(FTHY)CEF33741Q107$135.8K9,4000.1%
Spdr DOW Jones Industrial Average ETF Trust(DIA)ETF78467X109$138.6K3300.1%
Ishares Bitcoin Trust ETF(IBIT)ETF46438F101$142.8K3,0500.1%
Ishares 1-3 Year Treasury Bond ETF(SHY)ETF464287457$143.8K1,7380.1%
Nuveen AMT Free MUN CR Inc FD COM(NVG)CEF67071L106$146.1K11,8000.1%
Energy Transfer L P COM UT LTD PTN(ET)Stock29273V100$151.3K8,1370.1%
Medpace Hldgs Inc COM(MEDP)Stock58506Q109$152.3K5000.1%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$152.4K8800.1%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$154.8K1,2000.1%
Medtronic PLC SHS(MDT)StockG5960L103$155.5K1,7300.1%
Sofi Technologies Inc COM(SOFI)Stock83406F102$157.0K13,5000.1%
Pimco Multisector Bond Active Exchange-Traded Fund(PYLD)ETF72201R585$158.6K6,0200.1%
Humana Inc COM(HUM)Stock444859102$158.8K6000.1%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$160.0K4430.1%
Ferrari N V COM(RACE)StockN3167Y103$171.2K4000.1%
Vici Pptys Inc COM(VICI)REIT925652109$175.6K5,3820.1%
DNP Select Income FD Inc COM(DNP)CEF23325P104$178.0K18,0000.1%
The Cigna Group COM(CI)Stock125523100$181.0K5500.1%
BlackRock CR Allocation Income COM(BTZ)CEF092508100$182.2K17,0000.1%
Ishares U.S. Medical Devices ETF(IHI)ETF464288810$184.2K3,0600.1%
Philip Morris Intl Inc COM(PM)Stock718172109$184.4K1,1620.1%
Tesla Inc COM(TSLA)Stock88160R101$186.3K7190.1%
Truist Finl Corp COM(TFC)Stock89832Q109$193.4K4,7000.1%
Qualcomm Inc COM(QCOM)Stock747525103$197.6K1,2860.1%
Home Depot Inc COM(HD)Stock437076102$201.6K5500.1%
CVS Health Corp COM(CVS)Stock126650100$202.0K2,9820.1%
Ishares S&P 100 ETF(OEF)ETF464287101$205.8K7600.2%
Intel Corp COM(INTC)Stock458140100$207.8K9,1500.2%
Blackstone Secd Lending FD Common Stock(BXSL)CEF09261X102$210.3K6,5000.2%
Doubleline Income Solutions FD COM(DSL)CEF258622109$212.5K16,8500.2%
Spdr S&P Dividend ETF(SDY)ETF78464A763$217.1K1,6000.2%
Disney Walt Co COM(DIS)Stock254687106$224.6K2,2760.2%
Pgim High Yield Bond Fund Inc COM(ISD)CEF69346H100$228.0K16,0000.2%
Tanger Inc COM(SKT)REIT875465106$233.0K6,8960.2%
Ishares Global 100 ETF(IOO)ETF464287572$236.1K2,4520.2%
Kroger Co COM(KR)Stock501044101$237.1K3,5030.2%
Ishares U.S. Healthcare Providers ETF(IHF)ETF464288828$237.6K4,5000.2%
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