Future-Financial-Wealth-Managment

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-09
Total Holdings
448
Total Value
136367169
Accession Number
0001801892-25-000002
Form Type
13F-HR
Manager Name
Future-Financial-Wealth-Managment
Data Enrichment
75% identified
334 identified114 unidentified

Holdings

448 positions • $136.4M total value
Manager:
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Viatris Inc
Shares:6.5K
Value:$56.8K
% of Portfolio:0.0% ($56.8K/$136.4M)
Viking Therapeutics, Inc.
Shares:2.4K
Value:$56.8K
% of Portfolio:0.0% ($56.8K/$136.4M)
464287598
Shares:300
Value:$56.4K
% of Portfolio:0.0% ($56.4K/$136.4M)
46138G615
Shares:1.7K
Value:$55.9K
% of Portfolio:0.0% ($55.9K/$136.4M)
PRUDENTIAL FINANCIAL INC
Shares:500
Value:$55.8K
% of Portfolio:0.0% ($55.8K/$136.4M)
165167735
Shares:500
Value:$55.7K
% of Portfolio:0.0% ($55.7K/$136.4M)
46138E362
Shares:1.1K
Value:$55.4K
% of Portfolio:0.0% ($55.4K/$136.4M)
GE HealthCare Technologies Inc.
Shares:678
Value:$54.7K
% of Portfolio:0.0% ($54.7K/$136.4M)
AMERICAN ELECTRIC POWER CO INC
Shares:500
Value:$54.6K
% of Portfolio:0.0% ($54.6K/$136.4M)
Warner Bros. Discovery, Inc.
Shares:5.0K
Value:$53.6K
% of Portfolio:0.0% ($53.6K/$136.4M)
RUSH ENTERPRISES INC \TX\
Shares:1.0K
Value:$53.4K
% of Portfolio:0.0% ($53.4K/$136.4M)
Alibaba Group Holding Ltd
Shares:400
Value:$52.9K
% of Portfolio:0.0% ($52.9K/$136.4M)
464287242
Shares:486
Value:$52.8K
% of Portfolio:0.0% ($52.8K/$136.4M)
TARGET CORP
Shares:500
Value:$52.2K
% of Portfolio:0.0% ($52.2K/$136.4M)
CBRE GLOBAL REAL ESTATE INCOME FUND
Shares:10.0K
Value:$51.6K
% of Portfolio:0.0% ($51.6K/$136.4M)
33740F276
Shares:2.5K
Value:$51.6K
% of Portfolio:0.0% ($51.6K/$136.4M)
808524862
Shares:2.1K
Value:$51.5K
% of Portfolio:0.0% ($51.5K/$136.4M)
AXCELIS TECHNOLOGIES INC
Shares:1.0K
Value:$49.7K
% of Portfolio:0.0% ($49.7K/$136.4M)
Merck & Co., Inc.
Shares:553
Value:$49.6K
% of Portfolio:0.0% ($49.6K/$136.4M)
Zoetis Inc.
Shares:300
Value:$49.4K
% of Portfolio:0.0% ($49.4K/$136.4M)