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
VIGVanguard Dividend Appreciation Etf Recent Activity Decreased -10.92%	0.63%	$859,007 4,386 shares@ $195.86 avg price	Decreased -10.92%
UTGReaves Util Income Fd Com Sh Ben Int Recent Activity Decreased -2.39%	0.61%	$823,908 25,999 shares@ $31.69 avg price	Decreased -2.39%
RQICohen & Steers Quality Income Com Recent Activity Decreased -0.87%	0.54%	$733,298 59,910 shares@ $12.24 avg price	Decreased -0.87%
SPGSimon Ppty Group Inc New Com Recent Activity Decreased -4.57%	0.51%	$693,768 4,029 shares@ $172.2 avg price	Decreased -4.57%
VVRInvesco Sr Income Tr Com Recent Activity Decreased -27.07%	0.49%	$667,846 169,075 shares@ $3.95 avg price	Decreased -27.07%
DUKDuke Energy Corp New Com New Recent Activity Decreased -18.79%	0.49%	$663,038 6,154 shares@ $107.75 avg price	Decreased -18.79%
HTGCHercules Capital Inc Com Recent Activity Decreased -2.39%	0.45%	$613,750 30,550 shares@ $20.1 avg price	Decreased -2.39%
JEPIJp Morgan Equity Premium Income Etf Recent Activity Decreased -0.53%	0.45%	$613,212 10,659 shares@ $57.53 avg price	Decreased -0.53%
TAt&t Inc Com Recent Activity Decreased -21.84%	0.43%	$575,753 25,286 shares@ $22.77 avg price	Decreased -21.84%
XOMExxon Mobil Corp Com Recent Activity Decreased -30.59%	0.38%	$515,084 4,788 shares@ $107.58 avg price	Decreased -30.59%