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
ABTAbbott Labs Com Recent Activity Increased 0.38%	0.03%	$30,411 269 shares@ $113.06 avg price	Increased 0.38%
TSCOTractor Supply Co Com Recent Activity Increased 400%	0.02%	$26,530 500 shares@ $53.06 avg price	Increased 400%
SIRISiriusxm Holdings Inc Common Stock Recent Activity Increased 66.56%	0.02%	$22,823 1,001 shares@ $22.81 avg price	Increased 66.56%
SFLSfl Corporation Ltd Shs Recent Activity Increased 29.62%	0.02%	$20,440 2,000 shares@ $10.22 avg price	Increased 29.62%
INKMSpdr Ssga Income Allocation Etf Recent Activity Increased 1.5%	0.02%	$19,182 613 shares@ $31.3 avg price	Increased 1.5%
TJXTjx Cos Inc New Com Recent Activity Increased 2.67%	0.02%	$18,605 154 shares@ $120.82 avg price	Increased 2.67%
HOGHarley Davidson Inc Com Recent Activity Increased 0.67%	0.01%	$13,636 453 shares@ $30.11 avg price	Increased 0.67%
KHCKraft Heinz Co Com Recent Activity Increased 1.14%	0.01%	$10,969 357 shares@ $30.73 avg price	Increased 1.14%
RDIVInvesco S&p Ultra Dividend Revenue Etf Recent Activity Increased 0.77%	0.01%	$6,369 132 shares@ $48.25 avg price	Increased 0.77%
BETZRoundhill Sports Betting & Igaming Etf Recent Activity Increased 0.5%	0.01%	$3,818 201 shares@ $19.0 avg price	Increased 0.5%