BST β€” BLACKROCK SCIENCE & TECHNOLOGY SHS

Ownership history in Future Financial Wealth Managment LLC  Β·  21 quarters on record

This page tracks every 13F SEC filing in which Future Financial Wealth Managment LLC reported a position in BLACKROCK SCIENCE & TECHNOLOGY SHS (BST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.63% (2022 Q2)
πŸ“Š Avg. % of fund
0.42%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
21

Position Intelligence

Future Financial Wealth Managment LLC Γ— BST AI Analytics

πŸ“‰ Future Financial Wealth Managment LLC underperformed the S&P 500 by –1.6% annually on this BST position. Timing score: 70% (7/10 decisions correct). Average cost basis: $32.61. Maximum drawdown during holding period: –45.1%.

πŸ“ˆ Position Alpha vs SPY
-1.6%
annualised excess return

⚠️ Trailed SPY by 1.6% ann. on this position.
11 quarters analyzed

⏱️ Timing Score
70%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct

πŸ’° Entry Quality
$32.61
+22.0% vs current ($39.79)

Best entry: $24.89 (2023 Q3)  Β·  Worst: $33.98 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–45.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

5 adds Β· 5 trims. Bought during 1 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.38% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BST price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 14,000 β€” 0% 0.38% $560K $39.79
2025 Q3 UNCHANGED 14,000 β€” 0% 0.36% $579K $38.69
2025 Q2 UNCHANGED 14,000 β€” 0% 0.36% $534K $35.03
2025 Q1 UNCHANGED 14,000 β€” 0% 0.34% $462K $29.64
2024 Q4 UNCHANGED 14,000 β€” 0% 0.37% $512K $32.18
2024 Q3 REDUCED 14,000 -100 -0.7% 0.35% $496K $30.57
2024 Q2 REDUCED 14,100 -500 -3.4% 0.47% $531K $31.80
2024 Q1 ADDED 14,600 +4,000 +37.7% 0.41% $539K $30.55
2023 Q4 ADDED 10,600 +1,000 +10.4% 0.35% $357K $27.28
2023 Q3 ADDED 9,600 +100 +1.1% 0.33% $302K $24.89
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BST

As of 2025 Q4 β€” sorted by position size

1607 Capital Partners, LLC 3Y 7Y 1.04% David J Yvars Group 3Y 0.68% Mission Hills Financial Advisory, LLC 0.49% Anchor Capital Management Group Inc 0.38% NWF Advisory Services Inc. 0.33% Harbour Wealth Management Group, Inc. 0.25% Aurora Private Wealth, Inc. 3Y 0.24% Stolper Co 3Y 0.22% WEALTH EFFECTS LLC 3Y 0.21% SFG Wealth Management, LLC. 3Y 0.16%
← Back to Future Financial Wealth Managment LLC Holdings