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,
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  null,
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  null,
  null,
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  null,
  null,
  "ALL",
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  "ASO",
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  null,
  null,
  "SCHH",
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  null,
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  null,
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  "UTF",
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  null,
  null,
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  "ISD",
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  "EVT",
  "GHY",
  null,
  "M",
  null,
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  "UTG",
  "PDI",
  "QS",
  "PHK",
  null,
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  "EXPE",
  "MATW",
  null,
  null,
  null,
  "PPT",
  "FRA",
  null,
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  "FITB",
  null,
  "KIO",
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  "GILD",
  "GIS",
  "HON",
  "HD",
  "ETHW",
  null,
  "MCD",
  "DKL",
  "EVV",
  null,
  "FFC",
  "QCOM",
  null,
  null,
  null,
  "GOF",
  null,
  null,
  null,
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  "META",
  null,
  null,
  null,
  null,
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  "VVR",
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  "RSI",
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  "MYI",
  null,
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  null,
  null,
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  null,
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  "HYI",
  null,
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  "MS",
  null,
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  null,
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  "GXO",
  "TEVA",
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  "BX",
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  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "EOS",
  "VHT",
  "DOC",
  null,
  null,
  null,
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  null,
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  null,
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  "AAPL",
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  null,
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  "GS",
  "INTC",
  "OGN",
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  "SPRY",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  null,
  "JPC",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
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  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
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  "BP",
  null,
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  "CI",
  "TGT",
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  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "PSFE",
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  "SOUN",
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  "VOE",
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  null,
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  "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",
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  "ILPT",
  "JBLU",
  "KREF",
  "UA",
  "RACE",
  "NVO",
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  "NEA",
  null,
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  null,
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  null,
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  "SBRA",
  null,
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  null,
  null,
  null,
  "HBAN",
  "PDD",
  null,
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  "VGT",
  "USB",
  "VEA",
  null,
  "BND",
  "VBR",
  "VT",
  "VOO",
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  "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",
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  "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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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:561

Value:$293.8K

% of Portfolio:0.2% ($293.8K/$136.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:520

Value:$290.9K

% of Portfolio:0.2% ($290.9K/$136.4M)

FEDEX CORP

FDX|31428X106

Shares:1.2K

Value:$286.4K

% of Portfolio:0.2% ($286.4K/$136.4M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.4K

Value:$283.6K

% of Portfolio:0.2% ($283.6K/$136.4M)

COHEN & STEERS INFRASTRUCTURE FUND INC

UTF|19248A109

Shares:11.1K

Value:$283.6K

% of Portfolio:0.2% ($283.6K/$136.4M)

92189F643

Shares:3.2K

Value:$283.3K

% of Portfolio:0.2% ($283.3K/$136.4M)

KEYCORP /NEW/

KEY|493267108

Shares:17.7K

Value:$283.0K

% of Portfolio:0.2% ($283.0K/$136.4M)

87283Q404

Shares:6.8K

Value:$276.2K

% of Portfolio:0.2% ($276.2K/$136.4M)

Broadcom Inc.

AVGO|11135F101

Shares:1.6K

Value:$260.2K

% of Portfolio:0.2% ($260.2K/$136.4M)

OMEGA HEALTHCARE INVESTORS INC

OHI|681936100

Shares:6.7K

Value:$255.3K

% of Portfolio:0.2% ($255.3K/$136.4M)

NIKE, Inc.

NKE|654106103

Shares:4.0K

Value:$254.9K

% of Portfolio:0.2% ($254.9K/$136.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.1K

Value:$254.4K

% of Portfolio:0.2% ($254.4K/$136.4M)

78464A805

Shares:3.7K

Value:$250.8K

% of Portfolio:0.2% ($250.8K/$136.4M)

3M CO

MMM|88579Y101

Shares:1.7K

Value:$249.7K

% of Portfolio:0.2% ($249.7K/$136.4M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.2K

Value:$246.5K

% of Portfolio:0.2% ($246.5K/$136.4M)

922908769

VTI|922908769

Shares:888

Value:$244.1K

% of Portfolio:0.2% ($244.1K/$136.4M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:4.1K

Value:$243.6K

% of Portfolio:0.2% ($243.6K/$136.4M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:3.5K

Value:$242.9K

% of Portfolio:0.2% ($242.9K/$136.4M)

464288828

Shares:4.5K

Value:$237.6K

% of Portfolio:0.2% ($237.6K/$136.4M)

KROGER CO

KR|501044101

Shares:3.5K

Value:$237.1K

% of Portfolio:0.2% ($237.1K/$136.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	561	QoQ 0.00% (+0) YoY -44.51% (-450)	All Managers (Combined)	$293.8K	0.2% ($293.8K/$136.4M)	QoQ +3.53% (+$10.0K) YoY -41.25% (-$206.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	520	QoQ 0.00% (-0) YoY -0.57% (-3)	All Managers (Combined)	$290.9K	0.2% ($290.9K/$136.4M)	QoQ -4.55% (-$13.9K) YoY +6.33% (-$17.3K)
FEDEX CORP(FDXcusip31428X106)	1.2K	QoQ 0.00% (-0) YoY -34.35% (-615)	All Managers (Combined)	$286.4K	0.2% ($286.4K/$136.4M)	QoQ -13.34% (-$44.1K) YoY -44.77% (-$232.2K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.4K	QoQ 0.00% (+0) YoY +1.06% (+15)	All Managers (Combined)	$283.6K	0.2% ($283.6K/$136.4M)	QoQ +20.03% (+$47.3K) YoY +15.24% (+$37.5K)
COHEN & STEERS INFRASTRUCTURE FUND INC(UTFcusip19248A109)	11.1K	QoQ 0.00% (+0) YoY -11.90% (-1.5K)	All Managers (Combined)	$283.6K	0.2% ($283.6K/$136.4M)	QoQ +6.28% (+$16.8K) YoY -4.50% (-$13.4K)
(cusip92189F643)✕	3.2K	QoQ -92.69% (-40.8K) YoY -92.55% (-40.0K)	All Managers (Combined)	$283.3K	0.2% ($283.3K/$136.4M)	QoQ -93.06% (-$3.8M) YoY -92.71% (-$3.6M)
KEYCORP /NEW/(KEYcusip493267108)	17.7K	QoQ 0.00% (-0) YoY +47.50% (+5.7K)	All Managers (Combined)	$283.0K	0.2% ($283.0K/$136.4M)	QoQ -6.70% (-$20.4K) YoY +49.17% (+$93.3K)
(cusip87283Q404)✕	6.8K	QoQ -7.94% (-590) YoY -56.85% (-9.0K)	All Managers (Combined)	$276.2K	0.2% ($276.2K/$136.4M)	QoQ -6.06% (-$17.8K) YoY -54.12% (-$325.9K)
Broadcom Inc.(AVGOcusip11135F101)	1.6K	QoQ +0.45% (-7) YoY +902.58% (+1.4K)	All Managers (Combined)	$260.2K	0.2% ($260.2K/$136.4M)	QoQ -27.46% (-$98.5K) YoY +26.56% (+$54.6K)
OMEGA HEALTHCARE INVESTORS INC(OHIcusip681936100)	6.7K	QoQ 0.00% (+0) YoY -20.23% (-1.7K)	All Managers (Combined)	$255.3K	0.2% ($255.3K/$136.4M)	QoQ +0.60% (+$1.5K) YoY -4.08% (-$10.9K)
NIKE, Inc.(NKEcusip654106103)	4.0K	QoQ 0.00% (-0) YoY +22.03% (-725)	All Managers (Combined)	$254.9K	0.2% ($254.9K/$136.4M)	QoQ -16.10% (-$48.9K) YoY -17.56% (-$54.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.1K	QoQ 0.00% (+0) YoY -17.90% (-899)	All Managers (Combined)	$254.4K	0.2% ($254.4K/$136.4M)	QoQ +4.24% (+$10.3K) YoY +1.50% (-$3.8K)
(cusip78464A805)✕	3.7K	QoQ -0.72% (-27) YoY -23.41% (-1.1K)	All Managers (Combined)	$250.8K	0.2% ($250.8K/$136.4M)	QoQ -5.48% (-$14.5K) YoY -18.80% (-$58.1K)
3M CO(MMMcusip88579Y101)	1.7K	QoQ -5.55% (-100) YoY +13.33% (+200)	All Managers (Combined)	$249.7K	0.2% ($249.7K/$136.4M)	QoQ +7.44% (-$17.3K) YoY +56.91% (+$90.6K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$246.5K	0.2% ($246.5K/$136.4M)	QoQ +21.30% (+$43.3K) YoY +52.96% (+$85.4K)
(VTIcusip922908769)	888	QoQ 0.00% (-0) YoY -0.11% (-1)	All Managers (Combined)	$244.1K	0.2% ($244.1K/$136.4M)	QoQ -5.16% (-$13.3K) YoY +5.62% (-$13.0K)
ALTRIA GROUP, INC.(MOcusip02209S103)	4.1K	QoQ 0.00% (+0) YoY +6.45% (+246)	All Managers (Combined)	$243.6K	0.2% ($243.6K/$136.4M)	QoQ +14.78% (+$31.4K) YoY +46.47% (+$77.3K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	3.5K	QoQ +130.00% (+1.9K) YoY NEW(+3.5K)	All Managers (Combined)	$242.9K	0.2% ($242.9K/$136.4M)	QoQ +118.01% (+$131.5K) YoY NEW(+$242.9K)
(cusip464288828)✕	4.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$237.6K	0.2% ($237.6K/$136.4M)	QoQ +10.02% (+$21.6K) YoY -3.19% (-$7.8K)
KROGER CO(KRcusip501044101)	3.5K	QoQ +0.05% (+2) YoY +0.20% (+7)	All Managers (Combined)	$237.1K	0.2% ($237.1K/$136.4M)	QoQ +10.74% (+$23.0K) YoY +18.72% (+$37.4K)