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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
FFord Mtr Co Com
Recent Activity
Increased 4.03%
0.25%
$334,564
33,794 shares@ $9.91 avg price
UBERUber Technologies Inc Com
Recent Activity
Increased 2.2%
0.23%
$308,235
5,110 shares@ $60.32 avg price
XLEEnergy Select Sector Spdr Fund
Recent Activity
Increased 0.04%
0.21%
$283,535
3,310 shares@ $85.67 avg price
DISDisney Walt Co Com
Recent Activity
Increased 0.45%
0.19%
$252,876
2,271 shares@ $111.36 avg price
GEGe Aerospace Com New
Recent Activity
Increased 1%
0.18%
$236,294
1,417 shares@ $166.76 avg price
SKTTanger Inc Com
Recent Activity
Increased 0.24%
0.18%
$234,800
6,880 shares@ $34.13 avg price
KRKroger Co Com
Recent Activity
Increased 0.03%
0.16%
$214,110
3,501 shares@ $61.16 avg price
MOAltria Group Inc Com
Recent Activity
Increased 7.99%
0.16%
$212,193
4,058 shares@ $52.3 avg price
QCOMQualcomm Inc Com
Recent Activity
Increased 0.08%
0.15%
$197,508
1,286 shares@ $153.59 avg price
PYLDPimco Multisector Bond Active Exchange-traded Fund
Recent Activity
Increased 5.7%
0.13%
$171,887
6,631 shares@ $25.93 avg price