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",
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  "BABA",
  "KSS",
  "SKT",
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  null,
  null,
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  null,
  null,
  "ALL",
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  "ASO",
  "RUSHA",
  null,
  null,
  "SCHH",
  "T",
  null,
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
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  "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,
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  "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,
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  "AESI",
  "MSFT",
  "MS",
  null,
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  null,
  "GE",
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  "HRTX",
  "GXO",
  "TEVA",
  "ADM",
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  "BX",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "EOS",
  "VHT",
  "DOC",
  null,
  null,
  null,
  "IWF",
  null,
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  "IRM",
  "DNP",
  "HTGC",
  "GBDC",
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  null,
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  "UNH",
  "AAPL",
  "SPY",
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  "BXSL",
  null,
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  "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,
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  "SPYG",
  "BP",
  null,
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  "SBUX",
  "CI",
  "TGT",
  "TJX",
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  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "PSFE",
  "LTC",
  "SOUN",
  "OLP",
  "VOE",
  "ASTS",
  "SCHW",
  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",
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  "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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  "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

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Sabra Health Care REIT, Inc.

SBRA|78573L106

Shares:7.0K

Value:$122.3K

% of Portfolio:0.1% ($122.3K/$136.4M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:3.1K

Value:$122.2K

% of Portfolio:0.1% ($122.2K/$136.4M)

37954Y657

Shares:6.2K

Value:$118.1K

% of Portfolio:0.1% ($118.1K/$136.4M)

MORGAN STANLEY

MS|617446448

Shares:1.0K

Value:$116.7K

% of Portfolio:0.1% ($116.7K/$136.4M)

921943858

VEA|921943858

Shares:2.2K

Value:$112.8K

% of Portfolio:0.1% ($112.8K/$136.4M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:10.0K

Value:$112.0K

% of Portfolio:0.1% ($112.0K/$136.4M)

BLACKROCK MUNIYIELD QUALITY FUND III, INC.

MYI|09254E103

Shares:10.0K

Value:$109.9K

% of Portfolio:0.1% ($109.9K/$136.4M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:200

Value:$109.3K

% of Portfolio:0.1% ($109.3K/$136.4M)

CITIGROUP INC

C|172967424

Shares:1.5K

Value:$106.5K

% of Portfolio:0.1% ($106.5K/$136.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:2.5K

Value:$105.9K

% of Portfolio:0.1% ($105.9K/$136.4M)

CROWN CASTLE INC.

CCI|22822V101

Shares:1.0K

Value:$104.2K

% of Portfolio:0.1% ($104.2K/$136.4M)

464288646

Shares:2.0K

Value:$103.4K

% of Portfolio:0.1% ($103.4K/$136.4M)

72201R833

Shares:1.0K

Value:$103.1K

% of Portfolio:0.1% ($103.1K/$136.4M)

BOEING CO

BA|097023105

Shares:600

Value:$102.3K

% of Portfolio:0.1% ($102.3K/$136.4M)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:300

Value:$101.4K

% of Portfolio:0.1% ($101.4K/$136.4M)

PEPSICO INC

PEP|713448108

Shares:676

Value:$101.4K

% of Portfolio:0.1% ($101.4K/$136.4M)

BP PLC

BP|055622104

Shares:3.0K

Value:$100.0K

% of Portfolio:0.1% ($100.0K/$136.4M)

808524201

SCHX|808524201

Shares:4.5K

Value:$99.4K

% of Portfolio:0.1% ($99.4K/$136.4M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:1.6K

Value:$95.6K

% of Portfolio:0.1% ($95.6K/$136.4M)

CIVITAS RESOURCES, INC.

CIVI|17888H103

Shares:2.7K

Value:$94.2K

% of Portfolio:0.1% ($94.2K/$136.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Sabra Health Care REIT, Inc.(SBRAcusip78573L106)	7.0K	QoQ 0.00% (+0) YoY +16.66% (+1.0K)	All Managers (Combined)	$122.3K	0.1% ($122.3K/$136.4M)	QoQ +0.86% (+$1.1K) YoY +37.99% (+$33.7K)
FIFTH THIRD BANCORP(FITBcusip316773100)	3.1K	QoQ -18.32% (-699) YoY -46.36% (-2.7K)	All Managers (Combined)	$122.2K	0.1% ($122.2K/$136.4M)	QoQ -24.26% (-$39.1K) YoY -43.49% (-$94.0K)
(cusip37954Y657)✕	6.2K	QoQ -1.58% (-100) YoY -16.20% (-1.2K)	All Managers (Combined)	$118.1K	0.1% ($118.1K/$136.4M)	QoQ -3.95% (-$4.9K) YoY -20.86% (-$31.1K)
MORGAN STANLEY(MScusip617446448)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$116.7K	0.1% ($116.7K/$136.4M)	QoQ -7.19% (-$9.1K) YoY +23.90% (+$22.5K)
(VEAcusip921943858)	2.2K	QoQ 0.00% (+0) YoY -41.56% (-1.6K)	All Managers (Combined)	$112.8K	0.1% ($112.8K/$136.4M)	QoQ +6.29% (+$6.7K) YoY -40.79% (-$77.8K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	10.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$112.0K	0.1% ($112.0K/$136.4M)	QoQ -0.70% (-$800) YoY +1.17% (+$1.3K)
BLACKROCK MUNIYIELD QUALITY FUND III, INC.(MYIcusip09254E103)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$109.9K	0.1% ($109.9K/$136.4M)	QoQ -0.45% (-$500) YoY -4.10% (-$4.7K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	200	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$109.3K	0.1% ($109.3K/$136.4M)	QoQ -4.59% (-$5.3K) YoY +30.78% (+$25.7K)
CITIGROUP INC(Ccusip172967424)	1.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$106.5K	0.1% ($106.5K/$136.4M)	QoQ +0.85% (+$900) YoY +12.25% (+$11.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	2.5K	QoQ +0.07% (-2) YoY -55.00% (-3.1K)	All Managers (Combined)	$105.9K	0.1% ($105.9K/$136.4M)	QoQ -4.97% (-$5.5K) YoY -50.49% (-$108.0K)
CROWN CASTLE INC.(CCIcusip22822V101)	1.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$104.2K	0.1% ($104.2K/$136.4M)	QoQ +14.84% (+$13.5K) YoY -1.51% (-$1.6K)
(cusip464288646)✕	2.0K	QoQ 0.00% (+0) YoY -28.83% (-800)	All Managers (Combined)	$103.4K	0.1% ($103.4K/$136.4M)	QoQ +1.29% (+$1.3K) YoY -27.32% (-$38.9K)
(cusip72201R833)✕	1.0K	QoQ 0.00% (+0) YoY -15.63% (-190)	All Managers (Combined)	$103.1K	0.1% ($103.1K/$136.4M)	QoQ +0.27% (+$287) YoY -15.57% (-$19.0K)
BOEING CO(BAcusip097023105)	600	QoQ 0.00% (-0) YoY +99.33% (+299)	All Managers (Combined)	$102.3K	0.1% ($102.3K/$136.4M)	QoQ -3.64% (-$3.9K) YoY +76.15% (+$44.2K)
CyberArk Software Ltd.(CYBRcusipM2682V108)	300	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$101.4K	0.1% ($101.4K/$136.4M)	QoQ +1.45% (+$1.5K) YoY +27.24% (+$21.7K)
PEPSICO INC(PEPcusip713448108)	676	QoQ +7.98% (+50) YoY -26.12% (-239)	All Managers (Combined)	$101.4K	0.1% ($101.4K/$136.4M)	QoQ +6.52% (+$6.2K) YoY -36.72% (-$58.8K)
BP PLC(BPcusip055622104)	3.0K	QoQ +1.02% (+30) YoY +5.07% (-143)	All Managers (Combined)	$100.0K	0.1% ($100.0K/$136.4M)	QoQ +15.48% (+$13.4K) YoY -5.76% (-$6.1K)
(SCHXcusip808524201)	4.5K	QoQ 0.00% (-0) YoY +38.71% (-1.3K)	All Managers (Combined)	$99.4K	0.1% ($99.4K/$136.4M)	QoQ -4.74% (-$5.0K) YoY -50.64% (-$102.0K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$95.6K	0.1% ($95.6K/$136.4M)	QoQ +10.42% (+$9.0K) YoY +53.34% (+$33.3K)
CIVITAS RESOURCES, INC.(CIVIcusip17888H103)	2.7K	QoQ 0.00% (-0) YoY -27.02% (-1.0K)	All Managers (Combined)	$94.2K	0.1% ($94.2K/$136.4M)	QoQ -23.93% (-$29.6K) YoY -66.45% (-$186.7K)