Debbie Hall

@Future Financial Wealth Managment Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$136.745M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BXMTBlackstone Mtg Tr Inc Com Cl A Recent Activity Exited	0%	$95,050 5,000 shares@ $19.01 avg price	Exited
PMLPimco Mun Income Fd Ii Com Recent Activity Exited	0%	$93,900 10,000 shares@ $9.39 avg price	Exited
QUALIshares Edge Msci Usa Quality Recent Activity Exited	0%	$64,548 360 shares@ $179.3 avg price	Exited
SQBlock Inc Cl A Recent Activity Exited	0%	$57,061 850 shares@ $67.14 avg price	Exited
EMREmerson Elec Co Com Recent Activity Exited	0%	$54,685 500 shares@ $109.37 avg price	Exited
GBTCGrayscale Bitcoin Trust Recent Activity Exited	0%	$50,500 1,000 shares@ $50.5 avg price	Exited
CBRLCracker Barrel Old Ctry Store Com Recent Activity Exited	0%	$45,350 1,000 shares@ $45.35 avg price	Exited
VZIOVizio Hldg Corp Cl A Com Recent Activity Exited	0%	$44,781 4,009 shares@ $11.18 avg price	Exited
ROKURoku Inc Com Cl A Recent Activity Exited	0%	$42,930 575 shares@ $74.67 avg price	Exited
PAAPlains All Amern Pipeline L P Unit Ltd Partn Recent Activity Exited	0%	$27,792 1,600 shares@ $17.37 avg price	Exited