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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
RVNCRevance Therapeutics Inc Com
Recent Activity
Exited
0%
$10,380
2,000 shares@ $5.19 avg price
DGDollar Gen Corp New Com
Recent Activity
Exited
0%
$8,024
95 shares@ $84.47 avg price
3899⤦Grayscale Bitcoin Mini Trust (btc)
Recent Activity
Exited
0%
$5,630
1,000 shares@ $5.63 avg price
SCKTSocket Mobile Inc Com New
Recent Activity
Exited
0%
$3,450
3,000 shares@ $1.15 avg price
DXCMDexcom Inc Com
Recent Activity
Exited
0%
$3,352
50 shares@ $67.04 avg price
DLTRDollar Tree Inc Com
Recent Activity
Exited
0%
$3,164
45 shares@ $70.32 avg price
TDOCTeladoc Health Inc Com
Recent Activity
Exited
0%
$2,754
300 shares@ $9.18 avg price
VRTVertiv Holdings Co Com Cl A
Recent Activity
Exited
0%
$995
10 shares@ $99.5 avg price
2692⤦Nationwide Nasdaq-100 Risk-managed Income Etf
Recent Activity
Exited
0%
$766
30 shares@ $25.54 avg price
SNAPSnap Inc Cl A
Recent Activity
Exited
0%
$214
20 shares@ $10.7 avg price