Future Financial Wealth Managment LLC
Top Portfolio Positions
81 positions ·
$43,994,120 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
24,890 | $3,595,111 | 8.17% | |
| AAPL |
Apple Inc.
Technology
|
8,799 | $2,233,098 | 5.08% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,753 | $1,612,356 | 3.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,842 | $1,424,983 | 3.24% | |
| ABBV |
AbbVie Inc.
Healthcare
|
5,951 | $1,294,282 | 2.94% | |
| VZ |
Verizon Communications Inc
Communication Services
|
25,554 | $1,282,810 | 2.92% | |
| RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
Financial Services
|
57,270 | $1,131,655 | 2.57% | |
| NVDA |
Nvidia Corp
Technology
|
5,619 | $979,953 | 2.23% | |
| UTG |
Reaves Utility Income Fund
Financial Services
|
24,202 | $950,654 | 2.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,956 | $869,536 | 1.98% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ISD
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,720 | 17,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $245,990 | 17,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $258,840 | 18,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $226,720 | 16,000 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $228,000 | 16,000 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $218,880 | 16,000 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $223,040 | 16,000 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $206,080 | 16,000 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $166,272 | 12,800 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $157,696 | 12,800 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $148,428 | 12,600 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $156,492 | 12,600 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $153,720 | 12,600 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $197,042 | 16,600 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $191,564 | 16,600 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $204,346 | 16,600 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $238,210 | 16,600 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $282,480 | 17,600 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $253,344 | 15,600 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $253,812 | 15,600 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $244,296 | 15,600 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $234,000 | 15,600 | Shares | Sole | 2021-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||