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",
  "RVT",
  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,
  "MDT",
  "AESI",
  "MSFT",
  "MS",
  null,
  "ELF",
  "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

Page 20 of 23

Sort by:

464288620

Shares:159

Value:$8.1K

% of Portfolio:0.0% ($8.1K/$136.4M)

HERON THERAPEUTICS, INC. /DE/

HRTX|427746102

Shares:3.5K

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$136.4M)

67092P607

Shares:199

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$136.4M)

MIDDLEBY Corp

MIDD|596278101

Shares:50

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$136.4M)

032108664

Shares:100

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$136.4M)

NUSCALE POWER Corp

SMR|67079K100

Shares:500

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$136.4M)

NOKIA CORP

NOK|654902204

Shares:1.3K

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$136.4M)

46138G656

Shares:133

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$136.4M)

International Game Technology PLC

IGT|G4863A108

Shares:400

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$136.4M)

Petco Health & Wellness Company, Inc.

WOOF|71601V105

Shares:2.0K

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$136.4M)

RXO, Inc.

RXO|74982T103

Shares:323

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$136.4M)

46434V878

Shares:120

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$136.4M)

Under Armour, Inc.

UA|904311206

Shares:1.0K

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$136.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:20

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$136.4M)

37954Y673

Shares:150

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$136.4M)

74348A145

Shares:100

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$136.4M)

DOW INC.

DOW|260557103

Shares:150

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$136.4M)

Datadog, Inc.

DDOG|23804L103

Shares:50

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$136.4M)

46435U135

Shares:100

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$136.4M)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:24

Value:$4.4K

% of Portfolio:0.0% ($4.4K/$136.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288620)✕	159	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.1K	0.0% ($8.1K/$136.4M)	QoQ +1.58% (+$127) YoY +0.61% (+$50)
HERON THERAPEUTICS, INC. /DE/(HRTXcusip427746102)	3.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$136.4M)	QoQ +43.79% (+$2.3K) YoY -20.57% (-$2.0K)
(cusip67092P607)✕	199	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$136.4M)	QoQ -8.45% (-$705) YoY -7.80% (-$646)
MIDDLEBY Corp(MIDDcusip596278101)	50	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$7.6K	0.0% ($7.6K/$136.4M)	QoQ +12.19% (+$826) YoY -5.48% (-$441)
(cusip032108664)✕	100	QoQ 0.00% (-0) YoY NEW(+100)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$136.4M)	QoQ -3.61% (-$269) YoY NEW(+$7.2K)
NUSCALE POWER Corp(SMRcusip67079K100)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$136.4M)	QoQ NEW(+$7.1K) YoY NEW(+$7.1K)
NOKIA CORP(NOKcusip654902204)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$136.4M)	QoQ +18.96% (+$1.1K) YoY +48.87% (+$2.2K)
(cusip46138G656)✕	133	QoQ +0.75% (+1) YoY +3.90% (+5)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$136.4M)	QoQ +2.21% (+$141) YoY +10.94% (+$642)
International Game Technology PLC(IGTcusipG4863A108)	400	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$136.4M)	QoQ -7.92% (-$560) YoY -28.02% (-$2.5K)
Petco Health & Wellness Company, Inc.(WOOFcusip71601V105)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$136.4M)	QoQ -19.94% (-$1.5K) YoY +33.76% (+$1.6K)
RXO, Inc.(RXOcusip74982T103)	323	QoQ -1.22% (-4) YoY -1.22% (-4)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$136.4M)	QoQ -20.86% (-$1.6K) YoY -13.73% (-$982)
(cusip46434V878)✕	120	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$136.4M)	QoQ +0.52% (+$32) YoY +0.28% (+$17)
Under Armour, Inc.(UAcusip904311206)	1.0K	QoQ 0.00% (-0) YoY -50.00% (-1.0K)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$136.4M)	QoQ -20.24% (-$1.5K) YoY -58.33% (-$8.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	20	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$136.4M)	QoQ +18.99% (+$920) YoY +40.08% (+$1.6K)
(cusip37954Y673)✕	150	QoQ -30.23% (-65) YoY -30.23% (-65)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$136.4M)	QoQ -34.85% (-$3.0K) YoY -33.87% (-$2.9K)
(cusip74348A145)✕	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$136.4M)	QoQ -4.02% (-$220) YoY +5.19% (+$259)
DOW INC.(DOWcusip260557103)	150	QoQ 0.00% (-0) YoY NEW(+150)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$136.4M)	QoQ -12.99% (-$782) YoY NEW(+$5.2K)
Datadog, Inc.(DDOGcusip23804L103)	50	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$136.4M)	QoQ -30.56% (-$2.2K) YoY -19.72% (-$1.2K)
(cusip46435U135)✕	100	QoQ -99.73% (-37.3K) YoY NEW(+100)	All Managers (Combined)	$4.7K	0.0% ($4.7K/$136.4M)	QoQ -99.74% (-$1.8M) YoY NEW(+$4.7K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	24	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.4K	0.0% ($4.4K/$136.4M)	QoQ -4.35% (-$198) YoY +24.48% (+$856)