Debbie Hall

@Future Financial Wealth Managment Llc

Latest period2024 - Q4

Reported6d 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
EMQQEmqq The Emerging Markets Internet Etf Recent Activity Increased 0.05%	0.06%	$80,531 2,336 shares@ $34.48 avg price	Increased 0.05%
SCHFSchwab International Equity Etf Recent Activity Increased 100%	0.05%	$64,898 3,508 shares@ $18.5 avg price	Increased 100%
SOXQInvesco Phlx Semiconductor Recent Activity Increased 15.35%	0.05%	$64,870 1,654 shares@ $39.23 avg price	Increased 15.35%
CEFSSaba Closed End Funds Etf Recent Activity Increased 47.5%	0.05%	$63,189 2,950 shares@ $21.42 avg price	Increased 47.5%
IBITIshares Bitcoin Trust Etf Recent Activity Increased 2000%	0.05%	$55,703 1,050 shares@ $53.06 avg price	Increased 2000%
GEHCGe Healthcare Technologies Inc Common Stock Recent Activity Increased 26.08%	0.04%	$52,939 677 shares@ $78.2 avg price	Increased 26.08%
SCHOSchwab Short-term Us Treasury Etf Recent Activity Increased 101.83%	0.04%	$50,640 2,105 shares@ $24.06 avg price	Increased 101.83%
AEPAmerican Elec Pwr Co Inc Com Recent Activity Increased 1.02%	0.04%	$45,711 496 shares@ $92.16 avg price	Increased 1.02%
XEVTXEaton Vance Tax Advt Div Incm Com Recent Activity Increased 2.01%	0.04%	$44,111 1,834 shares@ $24.06 avg price	Increased 2.01%
QTUMDefiance Quantum Etf Recent Activity Increased 670%	0.03%	$31,243 385 shares@ $81.16 avg price	Increased 670%