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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
PTONPeloton Interactive Inc Cl A Com
Recent Activity
Exited
0%
$23,400
5,000 shares@ $4.68 avg price
SNOWSnowflake Inc Cl A
Recent Activity
Exited
0%
$22,972
200 shares@ $114.86 avg price
ENBEnbridge Inc Com
Recent Activity
Exited
0%
$19,980
492 shares@ $40.61 avg price
AAPAdvance Auto Parts Inc Com
Recent Activity
Exited
0%
$19,495
500 shares@ $38.99 avg price
SMGScotts Miracle-gro Co Cl A
Recent Activity
Exited
0%
$17,340
200 shares@ $86.7 avg price
TWLOTwilio Inc Cl A
Recent Activity
Exited
0%
$16,305
250 shares@ $65.22 avg price
RIOTRiot Platforms Inc Com
Recent Activity
Exited
0%
$14,840
2,000 shares@ $7.42 avg price
MROMarathon Oil Corp Com
Recent Activity
Exited
0%
$13,315
500 shares@ $26.63 avg price
JRINuveen Real Asset Income & Gro Com
Recent Activity
Exited
0%
$12,604
922 shares@ $13.68 avg price
AMDAdvanced Micro Devices Inc Com
Recent Activity
Exited
0%
$11,486
70 shares@ $164.09 avg price