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Future Financial Wealth Managment LLC

Q2 2025 Holdings

Filed 2025-07-21 | 451 holdings | $146.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Bank America Corp COM(BAC)Stock060505104$120.2K2,5400.1%
Cyberark Software LTD SHSStockM2682V108$122.1K3000.1%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$122.2K1,3190.1%
Mercadolibre Inc COM(MELI)Stock58733R102$122.8K470.1%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$125.6K6350.1%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$126.6K2,2200.1%
Citigroup Inc COM New(C)Stock172967424$127.7K1,5000.1%
Fifth Third Bancorp COM(FITB)Stock316773100$128.2K3,1180.1%
Sabra Health Care REIT Inc COM(SBRA)REIT78573L106$129.1K7,0000.1%
Peoples Bancorp Inc COM(PEBO)Stock709789101$129.4K4,2380.1%
GE Vernova Inc COM(GEV)Stock36828A101$129.6K2450.1%
First TR High Yield Opprt 2027 COM(FTHY)CEF33741Q107$139.6K9,4000.1%
Nuveen AMT Free MUN CR Inc FD COM(NVG)CEF67071L106$140.8K11,8000.1%
Morgan Stanley COM New(MS)Stock617446448$140.9K1,0000.1%
Goldman Sachs Group Inc COM(GS)Stock38141G104$141.6K2000.1%
Spdr DOW Jones Industrial Average ETF Trust(DIA)ETF78467X109$145.4K3300.1%
Boeing Co COM(BA)Stock097023105$146.7K7000.1%
Humana Inc COM(HUM)Stock444859102$146.7K6000.1%
Energy Transfer L P COM UT LTD PTN(ET)Stock29273V100$149.4K8,2390.1%
Blackstone Inc COM(BX)Stock09260D107$149.6K1,0000.1%
QXO Inc COM New(QXO)Stock82846H405$150.8K7,0000.1%
Medtronic PLC SHS(MDT)StockG5960L103$152.4K1,7480.1%
Medpace Hldgs Inc COM(MEDP)Stock58506Q109$156.9K5000.1%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$159.9K8800.1%
Pimco Multisector Bond Active Exchange-Traded Fund(PYLD)ETF72201R585$159.9K6,0270.1%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$160.0K1,2000.1%
Vici Pptys Inc COM(VICI)REIT925652109$175.5K5,3820.1%
DNP Select Income FD Inc COM(DNP)CEF23325P104$176.2K18,0000.1%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$178.3K3500.1%
The Cigna Group COM(CI)Stock125523100$181.8K5500.1%
BlackRock CR Allocation Income COM(BTZ)CEF092508100$185.6K17,0000.1%
Ishares Bitcoin Trust ETF(IBIT)ETF46438F101$186.7K3,0500.1%
AST Spacemobile Inc COM CL A(ASTS)Stock00217D100$186.9K4,0000.1%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$188.1K4430.1%
Ishares U.S. Medical Devices ETF(IHI)ETF464288810$191.7K3,0600.1%
Vaneck Preferred Securities EX Financials ETF(PFXF)ETF92189F429$195.4K11,4150.1%
Ferrari N V COM(RACE)StockN3167Y103$196.3K4000.1%
Blackstone Secd Lending FD Common Stock(BXSL)CEF09261X102$199.9K6,5000.1%
Home Depot Inc COM(HD)Stock437076102$201.7K5500.1%
Truist Finl Corp COM(TFC)Stock89832Q109$202.1K4,7000.1%
Qualcomm Inc COM(QCOM)Stock747525103$204.9K1,2870.1%
Intel Corp COM(INTC)Stock458140100$205.0K9,1500.1%
Doubleline Income Solutions FD COM(DSL)CEF258622109$206.2K16,8500.1%
Tanger Inc COM(SKT)REIT875465106$211.5K6,9160.1%
Philip Morris Intl Inc COM(PM)Stock718172109$211.6K1,1620.1%
CVS Health Corp COM(CVS)Stock126650100$212.8K3,0840.1%
Spdr S&P Dividend ETF(SDY)ETF78464A763$217.2K1,6000.1%
Pgim High Yield Bond Fund Inc COM(ISD)CEF69346H100$226.7K16,0000.2%
Ishares S&P 100 ETF(OEF)ETF464287101$231.3K7600.2%
Altria Group Inc COM(MO)Stock02209S103$237.9K4,0580.2%
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