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
VZVerizon Communications Inc Com Recent Activity Increased 10.75%	0.68%	$927,062 23,182 shares@ $40.0 avg price	Increased 10.75%
QQQInvesco Qqq Trust Series I Recent Activity Increased 0.33%	0.58%	$787,613 1,541 shares@ $511.11 avg price	Increased 0.33%
STRVStrive 500 Etf Recent Activity Increased 6.66%	0.51%	$688,414 18,212 shares@ $37.81 avg price	Increased 6.66%
UPSUnited Parcel Service Inc Cl B Recent Activity Increased 5.27%	0.48%	$643,110 5,100 shares@ $126.1 avg price	Increased 5.27%
IBMInternational Business Machs Com Recent Activity Increased 0.09%	0.39%	$526,739 2,396 shares@ $219.85 avg price	Increased 0.09%
DGRWWisdomtree Us Quality Dividend Growth Fund Recent Activity Increased 0.15%	0.36%	$487,018 6,018 shares@ $80.93 avg price	Increased 0.15%
PDIPimco Dynamic Income Fd Shs Recent Activity Increased 0.33%	0.35%	$471,466 25,707 shares@ $18.34 avg price	Increased 0.33%
XEVVXEaton Vance Ltd Duration Incom Com Recent Activity Increased 1.43%	0.34%	$458,457 46,925 shares@ $9.77 avg price	Increased 1.43%
PFEPfizer Inc Com Recent Activity Increased 5.63%	0.28%	$374,952 14,133 shares@ $26.54 avg price	Increased 5.63%
VNQVanguard Real Estate Etf Recent Activity Increased 2.37%	0.27%	$358,725 4,027 shares@ $89.08 avg price	Increased 2.37%