Future-Financial-Wealth-Managment

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "OI",
  "HYT",
  "SMTC",
  "RXO",
  "SNDR",
  "TROW",
  "NLY",
  "RJF",
  "BEP",
  "FROG",
  "EXAS",
  "HUM",
  null,
  null,
  "ARI",
  null,
  null,
  "NVG",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "BABA",
  "KSS",
  "SKT",
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  null,
  null,
  "APLS",
  null,
  null,
  "ALL",
  "GOOGL",
  "ASO",
  "RUSHA",
  null,
  null,
  "SCHH",
  "T",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "ACLS",
  "ARCC",
  "BTZ",
  "MCI",
  "BST",
  null,
  "CSQ",
  "RQI",
  "UTF",
  "CCI",
  null,
  null,
  "KRP",
  "DUK",
  "ISD",
  "PEBO",
  "EVT",
  "GHY",
  null,
  "M",
  null,
  "EBAY",
  "UTG",
  "PDI",
  "QS",
  "PHK",
  null,
  "THQ",
  "EXPE",
  "MATW",
  null,
  null,
  null,
  "PPT",
  "FRA",
  null,
  "ARDC",
  "FITB",
  null,
  "KIO",
  "TSLX",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "ETHW",
  null,
  "MCD",
  "DKL",
  "EVV",
  null,
  "FFC",
  "QCOM",
  null,
  null,
  null,
  "GOF",
  null,
  null,
  null,
  "IGT",
  "PI",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "MFA",
  "VVR",
  "HEFA",
  "RSI",
  null,
  null,
  null,
  null,
  null,
  "RBOT",
  null,
  "IONQ",
  null,
  "WKHS",
  "RNP",
  "MYI",
  null,
  "KMI",
  "OPP",
  null,
  null,
  "JGH",
  null,
  "TLRY",
  "HYI",
  null,
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  "AESI",
  "MSFT",
  "MS",
  null,
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  "ETSY",
  null,
  "GE",
  "GTLB",
  "HRTX",
  "GXO",
  "TEVA",
  "ADM",
  "SMR",
  "BX",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "EOS",
  "VHT",
  "DOC",
  null,
  null,
  null,
  "IWF",
  null,
  "PYPL",
  "PEP",
  "IRM",
  "DNP",
  "HTGC",
  "GBDC",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "OGN",
  "GEHC",
  "PRU",
  "PFE",
  "SPRY",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  null,
  "JPC",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "SPG",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "RITM",
  "SPYG",
  "BP",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TGT",
  "TJX",
  "TFC",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "PSFE",
  "LTC",
  "SOUN",
  "OLP",
  "VOE",
  "ASTS",
  "SCHW",
  null,
  "TCPC",
  "BGH",
  null,
  "FOF",
  null,
  null,
  "QURE",
  null,
  "TRIP",
  "EFR",
  null,
  "DSL",
  null,
  "VIG",
  null,
  null,
  "AHH",
  "TSCO",
  "BHR-PB",
  "FTHY",
  null,
  "ULTA",
  "XLB",
  "IWN",
  "PATH",
  "GOGO",
  "IEF",
  "WOOF",
  null,
  "OHI",
  "GDRX",
  "GSAT",
  null,
  "CHPT",
  null,
  "VYM",
  null,
  "VRTX",
  "MGC",
  "HASI",
  "MEDP",
  "AMCR",
  "GM",
  "STWD",
  "VFC",
  "EL",
  "SDY",
  "WAB",
  "TAP",
  "IP",
  "F",
  "WEC",
  "IWR",
  "MIDD",
  "NCLH",
  null,
  "CAH",
  "AEP",
  "ILPT",
  "JBLU",
  "KREF",
  "UA",
  "RACE",
  "NVO",
  "AMZN",
  "NEA",
  null,
  "NIO",
  null,
  "SIRI",
  null,
  "HOG",
  "SBRA",
  null,
  "DKS",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  null,
  "DKNG",
  "VGT",
  "USB",
  "VEA",
  null,
  "BND",
  "VBR",
  "VT",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "VKTX",
  null,
  null,
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WLKP",
  "WMB",
  null,
  null,
  "WWW",
  "XEL",
  "ZG",
  "XPO",
  null,
  null,
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "SCHF",
  "JD",
  "DEI",
  "KEY",
  "NOK",
  "NXPI",
  "CVI",
  null,
  "SJM",
  null,
  "OKTA",
  "HQL",
  "THW",
  "PSX",
  "SFL",
  "SWKS",
  "RBLX",
  "RDDT",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  null,
  "LYB",
  "HBI",
  null,
  null,
  null,
  null,
  "GEV",
  "CHWY",
  "MELI",
  "DGRO",
  "SPYV",
  "ESGU",
  null,
  null,
  "SYF",
  "FDX",
  "BAC",
  "BANC",
  "BRK-B",
  "BA",
  "EAT",
  "BMY",
  "CALM",
  "CCL",
  "IGR",
  "CNTY",
  "CVX",
  "CHTR",
  "CINF",
  "CSCO",
  "CIVI",
  "C",
  "YOU",
  "KO",
  "CMCSA",
  "COP",
  "COMM",
  "ED",
  "GLW",
  "CRWD",
  "CVS",
  "CYBR",
  "DDOG",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  "DLR",
  "RSP",
  null,
  "IJJ",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: future-financial-wealth-managment
Manager Name: Future-Financial-Wealth-Managment

Data Enrichment

75% identified

334 identified114 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

448 positions • $136.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Macy's, Inc.

M|55616P104

Shares:2.5K

Value:$31.4K

% of Portfolio:0.0% ($31.4K/$136.4M)

V F CORP

VFC|918204108

Shares:2.0K

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$136.4M)

MFA FINANCIAL, INC.

MFA|55272X607

Shares:3.0K

Value:$30.8K

% of Portfolio:0.0% ($30.8K/$136.4M)

HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

Shares:1.5K

Value:$30.3K

% of Portfolio:0.0% ($30.3K/$136.4M)

78464A698

Shares:531

Value:$30.2K

% of Portfolio:0.0% ($30.2K/$136.4M)

PDD Holdings Inc.

PDD|722304102

Shares:250

Value:$29.6K

% of Portfolio:0.0% ($29.6K/$136.4M)

464287499

IWR|464287499

Shares:343

Value:$29.2K

% of Portfolio:0.0% ($29.2K/$136.4M)

72201R718

Shares:300

Value:$28.8K

% of Portfolio:0.0% ($28.8K/$136.4M)

26922A420

Shares:385

Value:$28.7K

% of Portfolio:0.0% ($28.7K/$136.4M)

BANC OF CALIFORNIA, INC.

BANC|05990K106

Shares:2.0K

Value:$28.4K

% of Portfolio:0.0% ($28.4K/$136.4M)

TripAdvisor, Inc.

TRIP|896945201

Shares:2.0K

Value:$28.3K

% of Portfolio:0.0% ($28.3K/$136.4M)

WOLVERINE WORLD WIDE INC /DE/

WWW|978097103

Shares:2.0K

Value:$27.8K

% of Portfolio:0.0% ($27.8K/$136.4M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:500

Value:$27.6K

% of Portfolio:0.0% ($27.6K/$136.4M)

78463X889

SPDW|78463X889

Shares:745

Value:$27.1K

% of Portfolio:0.0% ($27.1K/$136.4M)

CommScope Holding Company, Inc.

COMM|20337X109

Shares:5.0K

Value:$26.6K

% of Portfolio:0.0% ($26.6K/$136.4M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:185

Value:$26.5K

% of Portfolio:0.0% ($26.5K/$136.4M)

Clear Secure, Inc.

YOU|18467V109

Shares:1.0K

Value:$25.9K

% of Portfolio:0.0% ($25.9K/$136.4M)

46654Q203

Shares:500

Value:$25.9K

% of Portfolio:0.0% ($25.9K/$136.4M)

46138G508

Shares:1.2K

Value:$25.5K

% of Portfolio:0.0% ($25.5K/$136.4M)

abrdn Life Sciences Investors

HQL|87911K100

Shares:2.0K

Value:$25.4K

% of Portfolio:0.0% ($25.4K/$136.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Macy's, Inc.(Mcusip55616P104)	2.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$31.4K	0.0% ($31.4K/$136.4M)	QoQ -25.81% (-$10.9K) YoY -37.16% (-$18.6K)
V F CORP(VFCcusip918204108)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$31.0K	0.0% ($31.0K/$136.4M)	QoQ -27.67% (-$11.9K) YoY +1.17% (+$360)
MFA FINANCIAL, INC.(MFAcusip55272X607)	3.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$30.8K	0.0% ($30.8K/$136.4M)	QoQ +0.68% (+$210) YoY -10.07% (-$3.5K)
HEALTHPEAK PROPERTIES, INC.(DOCcusip42250P103)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$30.3K	0.0% ($30.3K/$136.4M)	QoQ NEW(+$30.3K) YoY NEW(+$30.3K)
(cusip78464A698)✕	531	QoQ 0.00% (-0) YoY -82.64% (-2.5K)	All Managers (Combined)	$30.2K	0.0% ($30.2K/$136.4M)	QoQ -5.80% (-$1.9K) YoY -80.37% (-$123.6K)
PDD Holdings Inc.(PDDcusip722304102)	250	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$29.6K	0.0% ($29.6K/$136.4M)	QoQ +22.02% (+$5.3K) YoY +1.80% (+$525)
(IWRcusip464287499)	343	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$29.2K	0.0% ($29.2K/$136.4M)	QoQ -3.76% (-$1.1K) YoY +1.16% (+$336)
(cusip72201R718)✕	300	QoQ 0.00% (+0) YoY -52.38% (-330)	All Managers (Combined)	$28.8K	0.0% ($28.8K/$136.4M)	QoQ +1.03% (+$296) YoY -51.82% (-$31.0K)
(cusip26922A420)✕	385	QoQ 0.00% (-0) YoY NEW(+385)	All Managers (Combined)	$28.7K	0.0% ($28.7K/$136.4M)	QoQ -8.15% (-$2.5K) YoY NEW(+$28.7K)
BANC OF CALIFORNIA, INC.(BANCcusip05990K106)	2.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$28.4K	0.0% ($28.4K/$136.4M)	QoQ -8.21% (-$2.5K) YoY -6.70% (-$2.0K)
TripAdvisor, Inc.(TRIPcusip896945201)	2.0K	QoQ 0.00% (-0) YoY -33.33% (-1.0K)	All Managers (Combined)	$28.3K	0.0% ($28.3K/$136.4M)	QoQ -4.06% (-$1.2K) YoY -66.00% (-$55.0K)
WOLVERINE WORLD WIDE INC /DE/(WWWcusip978097103)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$27.8K	0.0% ($27.8K/$136.4M)	QoQ -37.34% (-$16.6K) YoY +24.08% (+$5.4K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	500	QoQ 0.00% (+0) YoY +400.00% (+400)	All Managers (Combined)	$27.6K	0.0% ($27.6K/$136.4M)	QoQ +3.84% (+$1.0K) YoY +5.26% (+$1.4K)
(SPDWcusip78463X889)	745	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$27.1K	0.0% ($27.1K/$136.4M)	QoQ +6.67% (+$1.7K) YoY +1.58% (+$424)
CommScope Holding Company, Inc.(COMMcusip20337X109)	5.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$26.6K	0.0% ($26.6K/$136.4M)	QoQ +1.91% (+$500) YoY +305.34% (+$20.0K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	185	QoQ 0.00% (-0) YoY -21.27% (-50)	All Managers (Combined)	$26.5K	0.0% ($26.5K/$136.4M)	QoQ -19.19% (-$6.3K) YoY -21.68% (-$7.3K)
Clear Secure, Inc.(YOUcusip18467V109)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$25.9K	0.0% ($25.9K/$136.4M)	QoQ -2.74% (-$730) YoY +21.81% (+$4.6K)
(cusip46654Q203)✕	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$25.9K	0.0% ($25.9K/$136.4M)	QoQ NEW(+$25.9K) YoY NEW(+$25.9K)
(cusip46138G508)✕	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$25.5K	0.0% ($25.5K/$136.4M)	QoQ -1.75% (-$455) YoY -2.12% (-$554)
abrdn Life Sciences Investors(HQLcusip87911K100)	2.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$25.4K	0.0% ($25.4K/$136.4M)	QoQ -3.27% (-$860) YoY -6.89% (-$1.9K)