Future-Financial-Wealth-Managment

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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]

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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EXACT SCIENCES CORP

EXAS|30063P105

Shares:100

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$136.4M)

Gogo Inc.

GOGO|38046C109

Shares:500

Value:$4.3K

% of Portfolio:0.0% ($4.3K/$136.4M)

Kimbell Royalty Partners, LP

KRP|49435R102

Shares:300

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$136.4M)

KOHLS Corp

KSS|500255104

Shares:500

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$136.4M)

EBAY INC

EBAY|278642103

Shares:60

Value:$4.1K

% of Portfolio:0.0% ($4.1K/$136.4M)

032108540

Shares:198

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$136.4M)

53656F789

Shares:201

Value:$3.8K

% of Portfolio:0.0% ($3.8K/$136.4M)

26922A842

Shares:168

Value:$3.5K

% of Portfolio:0.0% ($3.5K/$136.4M)

SEMTECH CORP

SMTC|816850101

Shares:100

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$136.4M)

Industrial Logistics Properties Trust

ILPT|456237106

Shares:1.0K

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$136.4M)

HA Sustainable Infrastructure Capital, Inc.

HASI|41068X100

Shares:115

Value:$3.4K

% of Portfolio:0.0% ($3.4K/$136.4M)

Rush Street Interactive, Inc.

RSI|782011100

Shares:300

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$136.4M)

Armada Hoffler Properties, Inc.

AHH|04208T108

Shares:400

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$136.4M)

81369Y886

Shares:34

Value:$2.7K

% of Portfolio:0.0% ($2.7K/$136.4M)

46429B747

Shares:25

Value:$2.6K

% of Portfolio:0.0% ($2.6K/$136.4M)

Brookfield Renewable Partners L.P.

BEP|G16258108

Shares:100

Value:$2.2K

% of Portfolio:0.0% ($2.2K/$136.4M)

Amcor plc

AMCR|G0250X107

Shares:200

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$136.4M)

CENTURY CASINOS INC /CO/

CNTY|156492100

Shares:1.0K

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$136.4M)

Vicarious Surgical Inc.

RBOT|92561V208

Shares:210

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$136.4M)

Bitwise Ethereum ETF

ETHW|091955104

Shares:100

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$136.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXACT SCIENCES CORP(EXAScusip30063P105)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$136.4M)	QoQ -22.95% (-$1.3K) YoY -37.31% (-$2.6K)
Gogo Inc.(GOGOcusip38046C109)	500	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$4.3K	0.0% ($4.3K/$136.4M)	QoQ +6.55% (+$265) YoY -1.82% (-$80)
Kimbell Royalty Partners, LP(KRPcusip49435R102)	300	QoQ 0.00% (-0) YoY +200.00% (+200)	All Managers (Combined)	$4.2K	0.0% ($4.2K/$136.4M)	QoQ -13.73% (-$669) YoY +170.61% (+$2.6K)
KOHLS Corp(KSScusip500255104)	500	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$136.4M)	QoQ -41.73% (-$2.9K) YoY -71.93% (-$10.5K)
EBAY INC(EBAYcusip278642103)	60	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$4.1K	0.0% ($4.1K/$136.4M)	QoQ +9.33% (+$347) YoY +28.32% (+$897)
(cusip032108540)✕	198	QoQ NEW(+198) YoY NEW(+198)	All Managers (Combined)	$3.9K	0.0% ($3.9K/$136.4M)	QoQ NEW(+$3.9K) YoY NEW(+$3.9K)
(cusip53656F789)✕	201	QoQ 0.00% (-0) YoY +0.50% (+1)	All Managers (Combined)	$3.8K	0.0% ($3.8K/$136.4M)	QoQ -0.81% (-$31) YoY +6.07% (+$217)
(cusip26922A842)✕	168	QoQ 0.00% (-0) YoY -80.64% (-700)	All Managers (Combined)	$3.5K	0.0% ($3.5K/$136.4M)	QoQ -18.07% (-$770) YoY -80.86% (-$14.7K)
SEMTECH CORP(SMTCcusip816850101)	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.4K	0.0% ($3.4K/$136.4M)	QoQ -44.38% (-$2.7K) YoY +25.13% (+$691)
Industrial Logistics Properties Trust(ILPTcusip456237106)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.4K	0.0% ($3.4K/$136.4M)	QoQ -5.75% (-$210) YoY -19.81% (-$850)
HA Sustainable Infrastructure Capital, Inc.(HASIcusip41068X100)	115	QoQ 0.00% (+0) YoY +18.55% (+18)	All Managers (Combined)	$3.4K	0.0% ($3.4K/$136.4M)	QoQ +9.01% (+$278) YoY +22.06% (+$608)
Rush Street Interactive, Inc.(RSIcusip782011100)	300	QoQ 0.00% (-0) YoY -62.50% (-500)	All Managers (Combined)	$3.2K	0.0% ($3.2K/$136.4M)	QoQ -21.86% (-$900) YoY -38.24% (-$2.0K)
Armada Hoffler Properties, Inc.(AHHcusip04208T108)	400	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.0K	0.0% ($3.0K/$136.4M)	QoQ -26.58% (-$1.1K) YoY -27.78% (-$1.2K)
(cusip81369Y886)✕	34	QoQ 0.00% (+0) YoY +3.03% (+1)	All Managers (Combined)	$2.7K	0.0% ($2.7K/$136.4M)	QoQ +4.90% (+$125) YoY +23.79% (+$514)
(cusip46429B747)✕	25	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.6K	0.0% ($2.6K/$136.4M)	QoQ +2.86% (+$72) YoY +4.06% (+$101)
Brookfield Renewable Partners L.P.(BEPcusipG16258108)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.2K	0.0% ($2.2K/$136.4M)	QoQ -2.76% (-$63) YoY -4.60% (-$107)
Amcor plc(AMCRcusipG0250X107)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$136.4M)	QoQ +3.08% (+$58) YoY +1.99% (+$38)
CENTURY CASINOS INC /CO/(CNTYcusip156492100)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$136.4M)	QoQ -47.83% (-$1.6K) YoY NEW(+$1.7K)
Vicarious Surgical Inc.(RBOTcusip92561V208)	210	QoQ 0.00% (-0) YoY NEW(+210)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$136.4M)	QoQ -50.14% (-$1.4K) YoY NEW(+$1.4K)
Bitwise Ethereum ETF(ETHWcusip091955104)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$136.4M)	QoQ NEW(+$1.3K) YoY NEW(+$1.3K)