Future-Financial-Wealth-Managment

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "OI",
  "HYT",
  "SMTC",
  "RXO",
  "SNDR",
  "TROW",
  "NLY",
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  null,
  null,
  "ARI",
  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  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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  "UTG",
  "PDI",
  "QS",
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  null,
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  "EXPE",
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  null,
  null,
  null,
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  null,
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  "FITB",
  null,
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  "GILD",
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  "HON",
  "HD",
  "ETHW",
  null,
  "MCD",
  "DKL",
  "EVV",
  null,
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  null,
  null,
  null,
  "GOF",
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  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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  "DOC",
  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,
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  null,
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
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  "O",
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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,
  null,
  "QURE",
  null,
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  "EFR",
  null,
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  null,
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  null,
  null,
  "AHH",
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  null,
  "ULTA",
  "XLB",
  "IWN",
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  null,
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  null,
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  null,
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  null,
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  "EL",
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  "WAB",
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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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  "V",
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  null,
  null,
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  null,
  null,
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  "ZG",
  "XPO",
  null,
  null,
  null,
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  "ET",
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  "JD",
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  "CVI",
  null,
  "SJM",
  null,
  "OKTA",
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  "THW",
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  "SFL",
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  "SPOT",
  null,
  null,
  null,
  null,
  "LYB",
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  null,
  null,
  null,
  null,
  "GEV",
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  null,
  null,
  "SYF",
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  "C",
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  null,
  "IJJ",
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  "NEE",
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  "QQQ",
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  "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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Ferrari N.V.

RACE|N3167Y103

Shares:400

Value:$171.2K

% of Portfolio:0.1% ($171.2K/$136.4M)

464287614

IWF|464287614

Shares:443

Value:$160.0K

% of Portfolio:0.1% ($160.0K/$136.4M)

HUMANA INC

HUM|444859102

Shares:600

Value:$158.8K

% of Portfolio:0.1% ($158.8K/$136.4M)

72201R585

Shares:6.0K

Value:$158.6K

% of Portfolio:0.1% ($158.6K/$136.4M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:13.5K

Value:$157.0K

% of Portfolio:0.1% ($157.0K/$136.4M)

Medtronic plc

MDT|G5960L103

Shares:1.7K

Value:$155.5K

% of Portfolio:0.1% ($155.5K/$136.4M)

921946406

VYM|921946406

Shares:1.2K

Value:$154.8K

% of Portfolio:0.1% ($154.8K/$136.4M)

46137V357

RSP|46137V357

Shares:880

Value:$152.4K

% of Portfolio:0.1% ($152.4K/$136.4M)

Medpace Holdings, Inc.

MEDP|58506Q109

Shares:500

Value:$152.3K

% of Portfolio:0.1% ($152.3K/$136.4M)

Energy Transfer LP

ET|29273V100

Shares:8.1K

Value:$151.3K

% of Portfolio:0.1% ($151.3K/$136.4M)

Nuveen AMT-Free Municipal Credit Income Fund

NVG|67071L106

Shares:11.8K

Value:$146.1K

% of Portfolio:0.1% ($146.1K/$136.4M)

464287457

Shares:1.7K

Value:$143.8K

% of Portfolio:0.1% ($143.8K/$136.4M)

46438F101

Shares:3.0K

Value:$142.8K

% of Portfolio:0.1% ($142.8K/$136.4M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:330

Value:$138.6K

% of Portfolio:0.1% ($138.6K/$136.4M)

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

FTHY|33741Q107

Shares:9.4K

Value:$135.8K

% of Portfolio:0.1% ($135.8K/$136.4M)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:635

Value:$128.0K

% of Portfolio:0.1% ($128.0K/$136.4M)

46429B697

USMV|46429B697

Shares:1.4K

Value:$127.9K

% of Portfolio:0.1% ($127.9K/$136.4M)

Blackstone Inc.

BX|09260D107

Shares:900

Value:$125.8K

% of Portfolio:0.1% ($125.8K/$136.4M)

PEOPLES BANCORP INC

PEBO|709789101

Shares:4.2K

Value:$124.0K

% of Portfolio:0.1% ($124.0K/$136.4M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:350

Value:$123.4K

% of Portfolio:0.1% ($123.4K/$136.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Ferrari N.V.(RACEcusipN3167Y103)	400	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$171.2K	0.1% ($171.2K/$136.4M)	QoQ +0.71% (+$1.2K) YoY -1.84% (-$3.2K)
(IWFcusip464287614)	443	QoQ -11.92% (-60) YoY -35.79% (-247)	All Managers (Combined)	$160.0K	0.1% ($160.0K/$136.4M)	QoQ -20.80% (-$42.0K) YoY -31.21% (-$72.6K)
HUMANA INC(HUMcusip444859102)	600	QoQ 0.00% (+0) YoY +20.00% (-100)	All Managers (Combined)	$158.8K	0.1% ($158.8K/$136.4M)	QoQ +4.29% (+$6.5K) YoY -8.42% (-$14.6K)
(cusip72201R585)✕	6.0K	QoQ -9.21% (-611) YoY +43.77% (+1.8K)	All Managers (Combined)	$158.6K	0.1% ($158.6K/$136.4M)	QoQ -7.70% (-$13.3K) YoY +47.09% (+$50.8K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	13.5K	QoQ 0.00% (-0) YoY +164.18% (+8.4K)	All Managers (Combined)	$157.0K	0.1% ($157.0K/$136.4M)	QoQ -24.48% (-$50.9K) YoY +320.89% (+$119.7K)
Medtronic plc(MDTcusipG5960L103)	1.7K	QoQ +0.28% (+5) YoY -0.85% (-15)	All Managers (Combined)	$155.5K	0.1% ($155.5K/$136.4M)	QoQ +12.81% (+$17.7K) YoY +2.22% (-$3.4K)
(VYMcusip921946406)	1.2K	QoQ 0.00% (+0) YoY +14.28% (+150)	All Managers (Combined)	$154.8K	0.1% ($154.8K/$136.4M)	QoQ +1.07% (+$1.6K) YoY +21.81% (+$27.7K)
(RSPcusip46137V357)	880	QoQ 0.00% (-0) YoY -25.42% (-300)	All Managers (Combined)	$152.4K	0.1% ($152.4K/$136.4M)	QoQ -1.14% (-$1.8K) YoY -23.72% (-$47.4K)
Medpace Holdings, Inc.(MEDPcusip58506Q109)	500	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$152.3K	0.1% ($152.3K/$136.4M)	QoQ -8.28% (-$13.8K) YoY -24.60% (-$49.7K)
Energy Transfer LP(ETcusip29273V100)	8.1K	QoQ -4.80% (-411) YoY -49.90% (-8.1K)	All Managers (Combined)	$151.3K	0.1% ($151.3K/$136.4M)	QoQ -9.66% (-$16.2K) YoY -40.79% (-$104.2K)
Nuveen AMT-Free Municipal Credit Income Fund(NVGcusip67071L106)	11.8K	QoQ 0.00% (+0) YoY +2.60% (+300)	All Managers (Combined)	$146.1K	0.1% ($146.1K/$136.4M)	QoQ +0.97% (+$1.4K) YoY +4.55% (+$6.4K)
(cusip464287457)✕	1.7K	QoQ 0.00% (+0) YoY +296.80% (+1.3K)	All Managers (Combined)	$143.8K	0.1% ($143.8K/$136.4M)	QoQ +0.91% (+$1.3K) YoY +301.40% (+$108.0K)
(cusip46438F101)✕	3.0K	QoQ +190.47% (+2.0K) YoY NEW(+3.0K)	All Managers (Combined)	$142.8K	0.1% ($142.8K/$136.4M)	QoQ +156.30% (+$87.1K) YoY NEW(+$142.8K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	330	QoQ 0.00% (-0) YoY -0.90% (-3)	All Managers (Combined)	$138.6K	0.1% ($138.6K/$136.4M)	QoQ -1.32% (-$1.9K) YoY +4.60% (-$6.1K)
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND(FTHYcusip33741Q107)	9.4K	QoQ 0.00% (-0) YoY -20.33% (-2.4K)	All Managers (Combined)	$135.8K	0.1% ($135.8K/$136.4M)	QoQ -0.20% (-$282) YoY -20.83% (-$35.7K)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	635	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$128.0K	0.1% ($128.0K/$136.4M)	QoQ -11.92% (-$17.3K) YoY -10.36% (-$14.8K)
(USMVcusip46429B697)	1.4K	QoQ 0.00% (+0) YoY -37.85% (-832)	All Managers (Combined)	$127.9K	0.1% ($127.9K/$136.4M)	QoQ +5.48% (+$6.7K) YoY -30.35% (-$55.8K)
Blackstone Inc.(BXcusip09260D107)	900	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$125.8K	0.1% ($125.8K/$136.4M)	QoQ -18.93% (-$29.4K) YoY +6.40% (+$7.6K)
PEOPLES BANCORP INC(PEBOcusip709789101)	4.2K	QoQ +1.21% (-50) YoY +5.07% (+202)	All Managers (Combined)	$124.0K	0.1% ($124.0K/$136.4M)	QoQ -5.27% (-$6.9K) YoY +5.24% (+$6.2K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	350	QoQ 0.00% (+0) YoY +250.00% (+250)	All Managers (Combined)	$123.4K	0.1% ($123.4K/$136.4M)	QoQ +3.04% (+$3.6K) YoY +284.92% (+$91.3K)