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Debbie Hall

@Future Financial Wealth Managment Llc

Latest period2024 - Q4ReportedManaged Assets$136.745MTotal holdings449
Assets growth rate-2.37%Assets growth rate (2-Q avg)10.38%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Future Financial Wealth Managment Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 449 positions.

Assets under management

The assets under management (AUM) of Future Financial Wealth Managment Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 136.745M in assets, with a quarterly growth rate of -2.37% and a 2-quarter average growth rate of 10.38%. The portfolio is managed by Debbie Hall, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PFXFVaneck Preferred Securities Ex Financials Etf
Recent Activity
Decreased -14.76%
1.92%
$2.613M
151,470 shares@ $17.26 avg price
AAPLApple Inc Com
Recent Activity
Decreased -4.87%
1.79%
$2.439M
9,739 shares@ $250.43 avg price
BIZDVaneck Bdc Income Etf
Recent Activity
Decreased -12.09%
1.15%
$1.571M
94,492 shares@ $16.64 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -0.4%
0.98%
$1.339M
6,104 shares@ $219.4 avg price
MLPAGlobal X Mlp Etf
Recent Activity
Decreased -14.34%
0.96%
$1.307M
26,443 shares@ $49.42 avg price
EMBIshares Jp Morgan Usd Emerging Markets Bond Etf
Recent Activity
Decreased -0.51%
0.93%
$1.272M
14,281 shares@ $89.05 avg price
PCEFInvesco Cef Income Composite Etf
Recent Activity
Decreased -16.59%
0.83%
$1.135M
59,222 shares@ $19.17 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -7.67%
0.78%
$1.053M
5,927 shares@ $177.7 avg price
MCIBarings Corporate Invs Com
Recent Activity
Decreased -0.03%
0.74%
$1.011M
49,602 shares@ $20.39 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -1.73%
0.66%
$895,245
1,529 shares@ $585.52 avg price