Portfolio (Quarterly)
Guide ↗
Future Financial Wealth Managment LLC
· CIK 0001801892| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CI | THE CIGNA GROUP | Healthcare | 8,833.0 | $2.5M | 1.58% | NEW | — | $286.29 | -2.6% |
| 2 | PANW | PALO ALTO NETWORKS INC | Technology | 1,219.0 | $397K | 0.25% | NEW | — | $325.63 | +14.1% |
| 3 | AMD | ADVANCED MICRO DEVICES INC | Technology | 600.0 | $324K | 0.20% | NEW | — | $539.69 | -13.7% |
| 4 | — | AMCOR PLC | — | 6,050.0 | $258K | 0.16% | NEW | — | $42.63 | — |
| 5 | QURE | UNIQURE NV | Healthcare | 5,600.0 | $221K | 0.14% | NEW | — | $39.43 | +23.6% |
| 6 | RACE | FERRARI N V | Consumer Cyclical | 600.0 | $216K | 0.13% | NEW | — | $359.44 | +17.0% |
| 7 | MS | MORGAN STANLEY | Financial Services | 1,000.0 | $215K | 0.13% | NEW | — | $215.18 | -0.2% |
| 8 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 200.0 | $215K | 0.13% | NEW | — | $1074.72 | -3.8% |
| 9 | VYM | VANGUARD WHITEHALL FDS | — | 1,295.0 | $209K | 0.13% | NEW | — | $161.28 | +1.8% |
| 10 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,066.0 | $204K | 0.13% | NEW | — | $191.15 | +0.4% |
| 11 | MDT | MEDTRONIC PLC | Healthcare | 2,475.0 | $203K | 0.13% | NEW | — | $82.01 | +11.2% |
| 12 | NOW | SERVICENOW INC | Technology | 2,201.0 | $202K | 0.13% | NEW | — | $91.94 | +57.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
27.0%
Healthcare
19.1%
Technology
16.9%
Consumer Defensive
9.8%
Communication Services
6.4%
Consumer Cyclical
6.1%
Real Estate
6.1%
Industrials
4.3%
Energy
2.6%
Utilities
1.6%