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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
RBOTVicarious Surgical Inc Com Cl A New
Recent Activity
Increased 218.19%
0.01%
$2,764
210 shares@ $13.17 avg price
XLUSpdr Select Utilities Sector
Recent Activity
Increased 3.04%
0.01%
$2,549
34 shares@ $74.98 avg price
CGCCanopy Growth Corp Com New
Recent Activity
Increased 1200%
0.01%
$36
13 shares@ $2.77 avg price