test

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
FITBFifth Third Bancorp Com
Recent Activity
Increased 0.06%
0.12%
$161,291
3,815 shares@ $42.28 avg price
HUMHumana Inc Com
Recent Activity
Increased 20%
0.12%
$152,226
600 shares@ $253.71 avg price
NVGNuveen Amt Free Mun Cr Inc Fd Com
Recent Activity
Increased 2.61%
0.11%
$144,668
11,800 shares@ $12.26 avg price
MDTMedtronic Plc Shs
Recent Activity
Increased 21.06%
0.11%
$137,793
1,725 shares@ $79.88 avg price
PEBOPeoples Bancorp Inc Com
Recent Activity
Increased 1.13%
0.1%
$130,946
4,132 shares@ $31.7 avg price
DNPDnp Select Income Fd Inc Com
Recent Activity
Increased 160%
0.09%
$114,660
13,000 shares@ $8.82 avg price
NEPNextera Energy Partners Lp Com Unit Part In
Recent Activity
Increased 0.24%
0.09%
$111,865
6,285 shares@ $17.8 avg price
SCHXSchwab U.s. Large-cap Etf
Recent Activity
Increased 38.89%
0.08%
$104,310
4,500 shares@ $23.18 avg price
BPBp Plc Sponsored Adr
Recent Activity
Increased 1.25%
0.07%
$86,627
2,931 shares@ $29.56 avg price
IPInternational Paper Co Com
Recent Activity
Increased 0.2%
0.07%
$84,196
1,564 shares@ $53.84 avg price