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Future Financial Wealth Managment LLC Buys The Energy Select Sector SPDR Fund, Global X U.S. ...

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·10 min read
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Investment company Future Financial Wealth Managment LLC (Current Portfolio) buys The Energy Select Sector SPDR Fund, Global X U.S. Infrastructure Development ETF, Roundhill Ball Metaverse ETF, Amazon.com Inc, Archer-Daniels Midland Co, sells iShares S&P Global Clean Energy Index Fund, Global X Telemedicine & Digital Health ETF, Intel Corp, Medtronic PLC, Visa Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Future Financial Wealth Managment LLC. As of 2021Q4, Future Financial Wealth Managment LLC owns 574 stocks with a total value of $125 million. These are the details of the buys and sells.

  • New Purchases: XLE, PAVE, META, ADM, BMY, MSM, HBI, GXO, NLOK, TSLA, VTI, LUMN, GOOGL, CVX, UNH, SPY, CCI, MSI, OLP, IYW, FITB, SDY, EPD, IOO, RSP, ABT, OHI, LOW, NVDA, PDI, DIA, KRE, SCHZ, BP, BXMT, NKE, UPS, FLOT, QYLD, SPYD, XLC, CBRL, CCL, PRU, SKT, EOS, LYB, SYF, BKLN, SRLN, XBI, MO, KR, TGT, USB, CLMT, KIO, SQ, IWB, KBWY, ACLS, C, RNP, GM, HASI, THQ, MEDP, KREF, QUAL, KO, GILD, HON, TROW, RVT, IGT, HYI, NOW, FPF, RACE, ELF, ILPT, OEF, SCHH, VGT, CAH, HD, O, WEC, RQI, JPS, FRA, PM, TRIP, TSLX, WLKP, CWB, XLK, YYY, CINF, CUTR, ENB, GE, SWKS, WMB, BTZ, AVGO, DKL, ZTS, COMM, VICI, BSTZ, BIPC, WOOF, VZIO, FLRN, JETS, KBWB, LRGE, PPTY, SPDW, VT, XLV, DKS, M, THG, SMG, HYT, DAL, ARI, NRZ, TWLO, OKTA, SNOW, BETZ, FPE, MGC, XLP, TFC, DLTR, NYCB, NVO, ORCL, RPM, SBUX, TEVA, FFC, STWD, GHY, WES, CFG, CYBR, JGH, THW, PI, CGBD, UBER, ASO, SOFI, SOFI, FDLO, GLD, IGF, IJJ, IWD, IWN, IYLD, NEAR, SCHO, SKYY, SPYG, SPYV, ATVI, AEP, RIOT, BIIB, ED, GLW, ETN, EXPE, FHN, HOG, MCD, PXD, WY, HQL, PFO, JPC, EVT, AWP, CVI, DG, GBDC, SBRA, TCPC, PSX, RVNC, QURE, JD, STOR, DDOG, RBLX, CHK, ASTS, CHPT, CHPT, ESGU, FFTY, IJH, IWP, LIT, SPHD, MMM, ALB, AMT, EAT, FE, GD, HBAN, KSS, MFA, MPW, NOK, RJF, TJX, TSCO, UAL, KTOS, XEL, AWF, CSQ, NFJ, NIE, LULU, MELI, NXPI, ZG, JRI, ARDC, SIEN, ETSY, TDOC, MGP, APLS, BRMK, MTTR, FISR, FNDE, FVD, IBB, INKM, LGLV, LQD, ONEQ, PAWZ, QQQM, SCHP, SLYV, SPSM, TOTL, VO, VONV, XLF, XLU, CB, ACN, AFL, APD, ALL, AMGN, ADI, ADP, BDX, BLK, CMCSA, DLR, DD, EXAS, FDS, GIS, LHX, HRL, ITW, ITRI, LVS, MTW, MRO, MIDD, TAP, MS, NFLX, NSC, ES, PAYX, PBR, PAA, LIN, SMTC, SFL, SCKT, VLO, WPC, WCC, WDC, ZBH, EBAY, HQH, GIM, DIAX, EXG, FGB, WKHS, SUNS, BGH, WDAY, GOGO, KHC, UA, ROKU, NIO, PTON, QS, RMO, DWAC, AGG, BIV, BKCH, EELV, ESGD, ESPO, EWZ, GOVT, HYLD, IDLV, IUSB, IYZ, MDIV, MDYV, MJ, PEJ, PGX, PIO, RDIV, VHT, VIS, VOE, VTV, XLB, XLY, XSLV, AMD, AZN, SAN, BBY, BCRX, BA, CPB, COF, CE, ASXC, CLX, CL, DISCA, GNW, GSK, MNST, HOLX, IMGN, SJM, JBLU, KEY, KMB, LMT, MATW, MU, NEM, NVS, POLY, RFIL, RCL, SLB, SRE, SIRI, SONY, SYY, VFC, WAB, WBA, WWW, PFN, MA, GSAT, DFS, ULTA, BIP, NVCN, MDXG, KDP, BRCN, CHTR, NSPR, MOS, ONVO, SPLK, NCLH, AHH, TWTR, KPTI, AAL, TACO, CGC, ACB, EVFM, TLRY, TLRY, UNIT, KRP, SNAP, SSTI, BKR, SPCE, ZUO, BBIG, VRT, MRNA, FSLY, AMCR, LPRO, GDRX, SKLZ, POSH, APPH, BMBL, CPNG, PSFE, STEM, BLDE, OGN, ME, DNUT, DIDI, BODY, NABL, ACHR, DON, DRIV, HACK, HYS, ICSH, MVP, NUSI, SDIV, SHE, SPMD, STIP, VUG,

  • Added Positions: AMZN, BST, MOAT, IHI, IGSB, VCSH, SPTM, XOM, JHMM, IWR, SCHF, BIZD, EMQQ, PCEF, MINT, AGGY, VOO, PYPL, DKNG, BND, VIG, DGRO, IGIB, CORP, DGRW, ICVT, TDVG, SCHD, CAPE, UTG, XLSR, NUSC, ARKK, ARCC, JPM, ISD, T, PEP, EMR, SPEM, MSFT, QQQ, ONLN, MCI, EVV, IJR, FB, VZ, DNP, FDX, PTY, DUK, UTF, CSCO,

  • Reduced Positions: ICLN, EDOC, INTC, V, MDT, JNJ, KMI, QCOM, LDUR, F, DSL, CONE, AAPL, USMV, SPG, XPO, RTX, IRM, IBM, REM, VTRS, BABA, EFAV, PPT, CI, ET, RDS.B, PACW, SLVM, HTGC, HYG, PFE, MRK, CAT, SCHX,

  • Sold Out: MIC, CDMO, MCF, NAKD, NAKD,


For the details of Future Financial Wealth Managment LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/future+financial+wealth+managment+llc/current-portfolio/portfolio

These are the top 5 holdings of Future Financial Wealth Managment LLC

  1. SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) - 76,879 shares, 3.61% of the total portfolio. Shares added by 7.36%

  2. Procter & Gamble Co (PG) - 23,154 shares, 3.02% of the total portfolio. Shares added by 0.32%

  3. Vanguard S&P 500 ETF (VOO) - 8,370 shares, 2.94% of the total portfolio. Shares added by 3.04%

  4. VanEck Morningstar Wide Moat ETF (MOAT) - 47,364 shares, 2.90% of the total portfolio. Shares added by 12.21%

  5. John Hancock Multifactor Mid Cap ETF (JHMM) - 51,716 shares, 2.29% of the total portfolio. Shares added by 9.18%

New Purchase: The Energy Select Sector SPDR Fund (XLE)

Future Financial Wealth Managment LLC initiated holding in The Energy Select Sector SPDR Fund. The purchase prices were between $53.01 and $58.38, with an estimated average price of $55.93. The stock is now traded at around $61.195000. The impact to a portfolio due to this purchase was 1.09%. The holding were 23,830 shares as of 2021-12-31.

New Purchase: Global X U.S. Infrastructure Development ETF (PAVE)

Future Financial Wealth Managment LLC initiated holding in Global X U.S. Infrastructure Development ETF. The purchase prices were between $25.61 and $28.91, with an estimated average price of $27.74. The stock is now traded at around $28.480000. The impact to a portfolio due to this purchase was 0.85%. The holding were 37,312 shares as of 2021-12-31.

New Purchase: Roundhill Ball Metaverse ETF (META)

Future Financial Wealth Managment LLC initiated holding in Roundhill Ball Metaverse ETF. The purchase prices were between $13.9 and $16.9, with an estimated average price of $15.41. The stock is now traded at around $14.215000. The impact to a portfolio due to this purchase was 0.72%. The holding were 58,771 shares as of 2021-12-31.

New Purchase: Archer-Daniels Midland Co (ADM)

Future Financial Wealth Managment LLC initiated holding in Archer-Daniels Midland Co. The purchase prices were between $61.16 and $67.59, with an estimated average price of $64.69. The stock is now traded at around $69.410000. The impact to a portfolio due to this purchase was 0.34%. The holding were 6,177 shares as of 2021-12-31.

New Purchase: Bristol-Myers Squibb Co (BMY)

Future Financial Wealth Managment LLC initiated holding in Bristol-Myers Squibb Co. The purchase prices were between $53.63 and $62.52, with an estimated average price of $58.67. The stock is now traded at around $62.700000. The impact to a portfolio due to this purchase was 0.33%. The holding were 6,679 shares as of 2021-12-31.

New Purchase: MSC Industrial Direct Co Inc (MSM)

Future Financial Wealth Managment LLC initiated holding in MSC Industrial Direct Co Inc. The purchase prices were between $77.9 and $86.01, with an estimated average price of $83.65. The stock is now traded at around $83.430000. The impact to a portfolio due to this purchase was 0.33%. The holding were 4,883 shares as of 2021-12-31.

Added: Amazon.com Inc (AMZN)

Future Financial Wealth Managment LLC added to a holding in Amazon.com Inc by 86.81%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $3255.520000. The impact to a portfolio due to this purchase was 0.34%. The holding were 269 shares as of 2021-12-31.

Added: BlackRock Science and Technology Trust (BST)

Future Financial Wealth Managment LLC added to a holding in BlackRock Science and Technology Trust by 112.86%. The purchase prices were between $47.3 and $55.87, with an estimated average price of $52.34. The stock is now traded at around $48.610000. The impact to a portfolio due to this purchase was 0.32%. The holding were 14,900 shares as of 2021-12-31.

Added: iShares U.S. Medical Devices ETF (IHI)

Future Financial Wealth Managment LLC added to a holding in iShares U.S. Medical Devices ETF by 500.00%. The purchase prices were between $61.5 and $66.31, with an estimated average price of $63.97. The stock is now traded at around $62.420400. The impact to a portfolio due to this purchase was 0.29%. The holding were 6,726 shares as of 2021-12-31.

Added: iShares 1-3 Year Credit Bond ETF (IGSB)

Future Financial Wealth Managment LLC added to a holding in iShares 1-3 Year Credit Bond ETF by 91.48%. The purchase prices were between $53.7 and $54.33, with an estimated average price of $53.95. The stock is now traded at around $53.605000. The impact to a portfolio due to this purchase was 0.27%. The holding were 13,300 shares as of 2021-12-31.

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Future Financial Wealth Managment LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 64.49%. The purchase prices were between $80.95 and $81.89, with an estimated average price of $81.35. The stock is now traded at around $80.865000. The impact to a portfolio due to this purchase was 0.26%. The holding were 10,356 shares as of 2021-12-31.

Added: Exxon Mobil Corp (XOM)

Future Financial Wealth Managment LLC added to a holding in Exxon Mobil Corp by 33.62%. The purchase prices were between $59.16 and $66.36, with an estimated average price of $62.52. The stock is now traded at around $68.910000. The impact to a portfolio due to this purchase was 0.19%. The holding were 14,514 shares as of 2021-12-31.

Sold Out: Macquarie Infrastructure Holdings LLC (MIC)

Future Financial Wealth Managment LLC sold out a holding in Macquarie Infrastructure Holdings LLC. The sale prices were between $3.56 and $40.7, with an estimated average price of $5.92.

Sold Out: Avid Bioservices Inc (CDMO)

Future Financial Wealth Managment LLC sold out a holding in Avid Bioservices Inc. The sale prices were between $20.7 and $34.18, with an estimated average price of $28.79.

Sold Out: Contango Oil & Gas Co (MCF)

Future Financial Wealth Managment LLC sold out a holding in Contango Oil & Gas Co. The sale prices were between $3.11 and $4.71, with an estimated average price of $4.05.

Sold Out: Naked Brand Group Ltd (NAKD)

Future Financial Wealth Managment LLC sold out a holding in Naked Brand Group Ltd. The sale prices were between $5.01 and $11.26, with an estimated average price of $8.92.

Sold Out: Naked Brand Group Ltd (NAKD)

Future Financial Wealth Managment LLC sold out a holding in Naked Brand Group Ltd. The sale prices were between $5.01 and $11.26, with an estimated average price of $8.92.



Here is the complete portfolio of Future Financial Wealth Managment LLC. Also check out:

1. Future Financial Wealth Managment LLC's Undervalued Stocks

2. Future Financial Wealth Managment LLC's Top Growth Companies, and

3. Future Financial Wealth Managment LLC's High Yield stocks

4. Stocks that Future Financial Wealth Managment LLC keeps buyingThis article first appeared on GuruFocus.