Future Financial Wealth Managment LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$140M
Signature - Title
Debbie Hall - Operations Mgr
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Future Financial Wealth Managment LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Future Financial Wealth Managment LLC reported 469 stock holdings with total value $140M as of Q3 2024. Top holdings included VOO, QQQM, SCHD, IWY, and PG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 469 $140M +$27M -$6.05M +$20.9M VOO, QQQM, SCHD, IWY, PG 13F-HR 10/8/2024, 03:39 PM
Q2 2024 122 $114M +$14.7M -$32.6M -$17.8M QQQM, VOO, SCHD, IWY, PG 13F-HR 7/16/2024, 11:13 AM
Q1 2024 505 $130M +$37.8M -$15.1M +$22.7M VOO, QQQM, SCHD, COWZ, MOAT Restatement 4/15/2024, 03:15 PM
Q4 2023 112 $101M +$5.66M -$2.93M +$2.73M VOO, QQQM, IWF, VIG, OEF 13F-HR 1/18/2024, 03:01 PM
Q3 2023 101 $90.2M +$4.52M -$7M -$2.47M VOO, QQQM, PG, VIG, VTV 13F-HR 10/20/2023, 11:24 AM
Q2 2023 111 $95M +$22.2M -$20.5M +$1.73M VOO, QQQM, VCSH, PG, VIG 13F-HR 7/18/2023, 12:14 PM
Q1 2023 108 $90.7M +$25.4M -$24.9M +$527K VOO, VIG, SCHD, VCSH, SCHF 13F-HR 4/4/2023, 04:50 PM
Q4 2022 117 $87.8M +$12M -$11M +$1.02M SPTM, SPHD, MOAT, PG, VOO 13F-HR 1/5/2023, 05:16 PM
Q3 2022 121 $81.7M +$11.4M -$13.7M -$2.31M SPTM, SPHD, MOAT, PG, SCHF 13F-HR 10/13/2022, 10:49 AM
Q2 2022 130 $92.8M +$291K -$18.4M -$18.1M SPTM, MOAT, PG, VOO, SCHF 13F-HR 7/5/2022, 09:05 AM
Q1 2022 506 $121M +$13.6M -$12.7M +$889K SPTM, MOAT, PG, VOO, SCHF 13F-HR 5/3/2022, 04:07 PM
Q4 2021 518 $125M +$32.4M -$6.96M +$25.4M SPTM, PG, VOO, MOAT, JHMM 13F-HR 1/7/2022, 09:43 AM
Q3 2021 124 $96.1M $0 $0 SPTM, VOO, MOAT, PG, SCHF 13F-HR 10/6/2021, 04:00 PM
Q2 2021 124 $97.2M +$19.7M -$11.4M +$8.25M SPTM, VOO, MOAT, PG, SCHF 13F-HR 8/4/2021, 01:07 PM
Q1 2021 114 $87M +$13.2M -$17.2M -$4.01M USMV, VOO, SPTM, CAPD, XLSR 13F-HR 5/5/2021, 09:44 AM
Q4 2020 122 $86.7M $0 $0 AAPL, USMV, VOO, PG, SPTM 13F-HR 2/3/2021, 11:58 AM