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
Filing Details
13F-HR • 2025-03-31- 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% identified334 identified114 unidentified
Holdings
448 positions • $136.4M total value
Manager:
Search and click to pin securities to the top
Page 22 of 23
78433H576
Shares:15
Value:$732
% of Portfolio:0.0% ($732/$136.4M)
97717W505
Shares:11
Value:$554
% of Portfolio:0.0% ($554/$136.4M)
37954Y624
Shares:20
Value:$423
% of Portfolio:0.0% ($423/$136.4M)
74915M100
Shares:2.0K
Value:$402
% of Portfolio:0.0% ($402/$136.4M)
073463309
Shares:40
Value:$300
% of Portfolio:0.0% ($300/$136.4M)
032108474
Shares:12
Value:$234
% of Portfolio:0.0% ($234/$136.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 25 | All Managers (Combined) | $1.2K | 0.0% ($1.2K/$136.4M) | |||
QuantumScape Corp(QScusip74767V109) | 250 | QoQ 0.00% (-0) | All Managers (Combined) | $1.0K | 0.0% ($1.0K/$136.4M) | |
| 250 | All Managers (Combined) | $953 | 0.0% ($953/$136.4M) | |||
Paysafe Ltd(PSFEcusipG6964L206) | 59 | All Managers (Combined) | $926 | 0.0% ($926/$136.4M) | QoQ -8.22% (-$83)YoY -0.64% (-$6) | |
J M SMUCKER Co(SJMcusip832696405) | 7 | All Managers (Combined) | $863 | 0.0% ($863/$136.4M) | QoQ +8.28% (+$66)YoY -3.35% (-$30) | |
| 37 | All Managers (Combined) | $823 | 0.0% ($823/$136.4M) | |||
(cusip78433H576)✕ | 15 | QoQ NEW(+15) YoY NEW(+15) | All Managers (Combined) | $732 | 0.0% ($732/$136.4M) | QoQ NEW(+$732) YoY NEW(+$732) |
Reddit, Inc.(RDDTcusip75734B100) | 6 | QoQ NEW(+6) YoY NEW(+6) | All Managers (Combined) | $629 | 0.0% ($629/$136.4M) | QoQ NEW(+$629) YoY NEW(+$629) |
| 10 | All Managers (Combined) | $628 | 0.0% ($628/$136.4M) | |||
| 1.0K | All Managers (Combined) | $605 | 0.0% ($605/$136.4M) | |||
(cusip97717W505)✕ | 11 | QoQ -50.00% (-11)YoY -50.00% (-11) | All Managers (Combined) | $554 | 0.0% ($554/$136.4M) | |
General Motors Co(GMcusip37045V100) | 10 | All Managers (Combined) | $470 | 0.0% ($470/$136.4M) | ||
| 100 | All Managers (Combined) | $441 | 0.0% ($441/$136.4M) | |||
(cusip37954Y624)✕ | 20 | All Managers (Combined) | $423 | 0.0% ($423/$136.4M) | ||
| 20 | QoQ NEW(+20) YoY NEW(+20) | All Managers (Combined) | $417 | 0.0% ($417/$136.4M) | QoQ NEW(+$417) YoY NEW(+$417) | |
(cusip74915M100)✕ | 2.0K | All Managers (Combined) | $402 | 0.0% ($402/$136.4M) | ||
| 1 | All Managers (Combined) | $369 | 0.0% ($369/$136.4M) | |||
| 500 | All Managers (Combined) | $329 | 0.0% ($329/$136.4M) | |||
(cusip073463309)✕ | 40 | All Managers (Combined) | $300 | 0.0% ($300/$136.4M) | ||
(cusip032108474)✕ | 12 | QoQ NEW(+12) YoY NEW(+12) | All Managers (Combined) | $234 | 0.0% ($234/$136.4M) | QoQ NEW(+$234) YoY NEW(+$234) |