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 |
|---|---|---|---|---|
| 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
Holdings in PHK
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $591,496 | 127,753 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $633,175 | 130,283 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $658,660 | 131,996 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $638,889 | 133,102 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $48,900 | 10,000 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $48,600 | 10,000 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $50,000 | 10,000 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $48,200 | 10,000 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $49,400 | 10,000 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $49,900 | 10,000 | Shares | Sole | 2024-01-18 | |
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