Frederick Financial Consultants, LLC Purchases in Q3 2025

Frederick Financial Consultants, LLC

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.49K
+ 1.09%
$82.22 - $96.68 $123K - $144K
138K $13.4B
Goldman Sachs ETF Tr
29.9K
New
N/A
29.9K $1.56B
FITE
Spdr S&P Kensho Future Securit

ETFs
559
+ 0.36%
$75.06 - $85.57 $42K - $47.8K
156K $13.3B
AAPL
Apple Inc.

Technology
596
+ 2.7%
$202.38 - $256.87 $121K - $153K
22.7K $5.78B
First Tr Exchng Traded Fd Vi
43.5K
New
N/A
43.5K $1.01B
FV
First Trust Dorsey Wright Focu

ETFs
7.92K
+ 4.34%
$59.23 - $62.14 $469K - $492K
190K $11.8B
RWR
Spdr Dow Jones Reit ETF

ETFs
4.81K
+ 4.93%
$95.17 - $101.62 $458K - $489K
102K $10.3B
RDVY
First Trust Rising Dividend Ac

ETFs
5.35K
+ 5.03%
$62.38 - $67.29 $334K - $360K
112K $7.51B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
10K
+ 3.55%
$31.79 - $33.42 $319K - $335K
292K $9.76B
NVDA
Nvidia Corp

Technology
350
+ 1.69%
$153.3 - $186.58 $53.7K - $65.3K
21K $3.92B
GOOGL
Alphabet Inc.

Communication Services
1.47K
+ 38.35%
$174.36 - $254.72 $257K - $375K
5.31K $1.29B
IWM
Ishares Russell 2000 ETF

ETFs
925
+ 9.03%
$214.92 - $244.84 $199K - $226K
11.2K $2.7B
JHMM
John Hancock Multifactor Mid C

ETFs
3.49K
+ 6.35%
$61.22 - $65.26 $213K - $227K
58.3K $3.77B
FTLS
First Tr Long/Short Equity ETF

ETFs
3.75K
+ 14.14%
$65.78 - $69.95 $246K - $262K
30.2K $2.11B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.97K
+ 28.78%
$87.29 - $93.61 $259K - $278K
13.3K $1.24B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.86K
New
$100.37 - $100.74 $287K - $288K
2.86K $288M
GLDM
World Gold Trust

ETFs
1.96K
+ 15.93%
$64.73 - $76.45 $127K - $150K
14.3K $1.09B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
906
+ 3.81%
$47.02 - $47.71 $42.6K - $43.2K
24.7K $1.41B
JNJ
Johnson & Johnson

Healthcare
1.04K
+ 47.09%
$155.17 - $185.42 $161K - $192K
3.24K $601M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.13K
+ 7.65%
$86.07 - $90.74 $269K - $284K
44K $3.94B
SHOP
Shopify Inc.

Technology
1.67K
New
$112.11 - $157.12 $187K - $262K
1.67K $248M
WMT
Walmart Inc.

Consumer Defensive
2.27K
New
$94.4 - $104.27 $215K - $237K
2.27K $234M
NSC
Norfolk Southern Corp

Industrials
768
New
$259.49 - $300.41 $199K - $231K
768 $231M
KOMP
Spdr S&P Kensho New Economies

ETFs
3.67K
New
$54.38 - $62.69 $199K - $230K
3.67K $228M
MUST
Columbia ETF Tr I Multi Sector

ETFs
8.57K
+ 6.7%
$19.87 - $20.65 $170K - $177K
136K $2.8B
IYW
Ishares Dj Us Tech ETF

ETFs
1.14K
New
$171.38 - $197.01 $195K - $224K
1.14K $223M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
718
New
$224.68 - $282.71 $161K - $203K
718 $201M
HDG
Proshares Trust Proshares He

ETFs
1.46K
+ 2.03%
$48.93 - $51.45 $71.4K - $75.1K
73.3K $3.74B
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.23%
$546.99 - $602.2 $4.38K - $4.82K
3.52K $2.11B
MSFT
Microsoft Corp

Technology
122
+ 2.54%
$491.09 - $535.64 $59.9K - $65.3K
4.93K $2.55B
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.01%
$157.1 - $178.94 $157 - $179
7.84K $1.39B
ABBV
Abb Vie Inc.

Healthcare
68
+ 2.57%
$184.85 - $231.54 $12.6K - $15.7K
2.71K $627M
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 1.33%
$617.65 - $666.84 $19.1K - $20.7K
2.36K $1.57B
LMT
Lockheed Martin Corp

Industrials
10
+ 0.33%
$410.74 - $499.21 $4.11K - $4.99K
3.06K $1.53B
AVGO
Broadcom Inc.

Technology
114
+ 8.58%
$264.74 - $369.57 $30.2K - $42.1K
1.44K $476M
LOW
Lowes Companies Inc

Consumer Cyclical
256
+ 20.78%
$215.01 - $273.02 $55K - $69.9K
1.49K $374M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
201
+ 8.4%
$105.16 - $140.03 $21.1K - $28.1K
2.6K $352M
IDV
Ishares Tr

ETFs
1.17K
+ 11.44%
$34.54 - $37.28 $40.3K - $43.5K
11.4K $416M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
662
+ 4.81%
$35.42 - $38.65 $23.4K - $25.6K
14.4K $548M
LDOS
Leidos Holdings, Inc.

Technology
2
+ 0.14%
$159.2 - $188.96 $318 - $378
1.48K $280M
EMB
Ishares Tr

ETFs
259
+ 3.21%
$91.52 - $95.59 $23.7K - $24.8K
8.33K $793M
BAC
Bank Of America Corp

Financial Services
247
+ 3.29%
$44.92 - $52.42 $11.1K - $12.9K
7.76K $400M
SHW
Sherwin Williams CO

Basic Materials
18
+ 0.14%
$330.88 - $375.23 $5.96K - $6.75K
12.8K $4.44B
MS
Morgan Stanley

Financial Services
68
+ 3.81%
$139.09 - $161.16 $9.46K - $11K
1.85K $294M
AMZN
Amazon Com Inc

Consumer Cyclical
185
+ 3.75%
$211.65 - $238.24 $39.2K - $44.1K
5.12K $1.12B
META
Meta Platforms, Inc.

Communication Services
62
+ 4.5%
$695.21 - $791.73 $43.1K - $49.1K
1.44K $1.06B
ACWI
Ishares Msci Acwi ETF

ETFs
163
+ 9.06%
$128.32 - $138.41 $20.9K - $22.6K
1.96K $271M
EEM
Ishares Msci Emerging Markets

ETFs
143
+ 2.36%
$48.07 - $53.4 $6.87K - $7.64K
6.2K $331M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.28%
$282.78 - $316.06 $1.13K - $1.26K
1.45K $458M
Activity Summary
Buys All Purchases 73 New Holdings 9 Increased Positions 64 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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