Frederick Financial Consultants, LLC Purchases in Q1 2025

Frederick Financial Consultants, LLC

  • $139 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FV
First Trust Dorsey Wright Focu

ETFs
160K
New
$53.91 - $63.03 $8.65M - $10.1M
160K $8.8B
RWR
Spdr Dow Jones Reit ETF

ETFs
73.4K
+ 455.13%
$95.15 - $104.06 $6.98M - $7.63M
89.5K $8.87B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
45.5K
+ 53.47%
$67.24 - $84.27 $3.06M - $3.83M
131K $8.91B
FTLS
First Tr Long/Short Equity ETF

ETFs
23K
New
$63.42 - $68.17 $1.46M - $1.57M
23K $1.47B
MARB
First Tr Exchange Traded Fd Ii

ETFs
71.5K
New
$19.75 - $20.03 $1.41M - $1.43M
71.5K $1.43B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
21K
New
$46.45 - $47.26 $974K - $991K
21K $990M
GLDM
World Gold Trust

ETFs
8.55K
New
$52.19 - $61.89 $446K - $529K
8.55K $529M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.85K
+ 8.02%
$78.97 - $85.82 $225K - $245K
38.4K $3.19B
MCD
Mcdonalds Corp

Consumer Cyclical
780
New
$279.74 - $321.29 $218K - $251K
780 $244M
PGR
Progressive Corp

Financial Services
818
New
$235.61 - $291.22 $193K - $238K
818 $232M
CVX
Chevron Corp

Energy
1.26K
New
$146.71 - $167.97 $185K - $212K
1.26K $211M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.66K
New
$120.29 - $134.6 $199K - $223K
1.66K $202M
WFC
Wells Fargo & Company

Financial Services
2.79K
New
$66.78 - $81.42 $186K - $227K
2.79K $200M
ABBV
Abb Vie Inc.

Healthcare
667
+ 35.98%
$169.2 - $216.66 $113K - $145K
2.52K $528M
IBM
International Business Machines Corp

Technology
44
+ 0.69%
$217.4 - $264.74 $9.57K - $11.6K
6.42K $1.6B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.1K
+ 59.81%
$32.49 - $37.99 $166K - $194K
13.6K $457M
META
Meta Platforms, Inc.

Communication Services
255
+ 25.25%
$576.36 - $736.67 $147K - $188K
1.27K $729M
SHW
Sherwin Williams CO

Basic Materials
45
+ 0.35%
$330.16 - $365.55 $14.9K - $16.4K
12.8K $4.47B
MSFT
Microsoft Corp

Technology
775
+ 21.68%
$375.39 - $447.2 $291K - $347K
4.35K $1.63B
XOM
Exxon Mobil Corp

Energy
729
+ 21.96%
$105.44 - $118.93 $76.9K - $86.7K
4.05K $482M
MA
Mastercard Inc

Financial Services
187
+ 18.83%
$504.67 - $576.31 $94.4K - $108K
1.18K $647M
GLD
Spdr Gold Trust

ETFs
7
+ 0.27%
$243.19 - $288.14 $1.7K - $2.02K
2.62K $754M
UNH
Unitedhealth Group Inc

Healthcare
209
+ 38.99%
$461.52 - $548.18 $96.5K - $115K
745 $390M
HDG
Proshares Trust Proshares He

ETFs
3.23K
+ 4.82%
$48.76 - $50.4 $157K - $163K
70.1K $3.42B
QQQ
Invesco Qqq Trust, Series 1

ETFs
308
+ 26.46%
$468.34 - $539.52 $144K - $166K
1.47K $690M
AAPL
Apple Inc.

Technology
2.9K
+ 14.85%
$209.68 - $247.1 $609K - $718K
22.5K $4.99B
T
At&T Inc.

Communication Services
59
+ 0.37%
$21.56 - $28.28 $1.27K - $1.67K
16K $452M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.86K
+ 4.2%
$56.17 - $59.71 $104K - $111K
46.2K $2.64B
V
Visa Inc.

Financial Services
78
+ 5.22%
$306.92 - $362.71 $23.9K - $28.3K
1.57K $551M
IWM
Ishares Russell 2000 ETF

ETFs
1.19K
+ 16.05%
$198.1 - $229.79 $237K - $274K
8.63K $1.72B
JPM
Jpmorgan Chase & CO

Financial Services
259
+ 23.13%
$225.19 - $279.95 $58.3K - $72.5K
1.38K $338M
LOW
Lowes Companies Inc

Consumer Cyclical
323
+ 38.5%
$222.66 - $268.42 $71.9K - $86.7K
1.16K $271M
JNJ
Johnson & Johnson

Healthcare
82
+ 3.81%
$142.06 - $167.7 $11.6K - $13.8K
2.23K $370M
KO
Coca Cola CO

Consumer Defensive
291
+ 7.87%
$60.81 - $72.32 $17.7K - $21K
3.99K $286M
IVV
Ishares Core S&P 500 ETF

ETFs
179
+ 8.96%
$554.06 - $615.85 $99.2K - $110K
2.18K $1.22B
EMB
Ishares Tr

ETFs
366
+ 4.8%
$88.64 - $92.03 $32.4K - $33.7K
7.98K $723M
NSC
Norfolk Southern Corp

Industrials
180
+ 17.48%
$227.69 - $259.76 $41K - $46.8K
1.21K $287M
RDVY
First Trust Rising Dividend Ac

ETFs
1.82K
+ 1.77%
$57.22 - $63.39 $104K - $115K
105K $6.13B
AMZN
Amazon Com Inc

Consumer Cyclical
788
+ 21.64%
$190.26 - $242.06 $150K - $191K
4.43K $843M
FSK
Fs Kkr Capital Corp

Financial Services
2.47K
+ 15.66%
$20.47 - $24.06 $50.5K - $59.4K
18.2K $382M
BAC
Bank Of America Corp

Financial Services
1.18K
+ 22.8%
$39.61 - $47.74 $46.8K - $56.4K
6.37K $266M
PEP
Pepsico Inc

Consumer Defensive
268
+ 17.07%
$142.64 - $156.42 $38.2K - $41.9K
1.84K $276M
NEE
Nextera Energy Inc

Utilities
552
+ 14.4%
$66.96 - $76.16 $37K - $42K
4.39K $311M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.79K
+ 12.26%
$51.45 - $58.51 $92.1K - $105K
16.4K $849M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.01%
$182.82 - $196.21 $183 - $196
6.74K $1.27B
RSP
Invesco S&P 500 Equal Weight E

ETFs
98
+ 6.11%
$169.43 - $182.84 $16.6K - $17.9K
1.7K $295M
COF
Capital One Financial Corp

Financial Services
43
+ 2.43%
$163.87 - $209.82 $7.05K - $9.02K
1.82K $325M
HSY
Hershey CO

Consumer Defensive
12
+ 0.83%
$144.74 - $186.36 $1.74K - $2.24K
1.47K $251M
MTB
M&T Bank Corp

Financial Services
29
+ 2.44%
$170.47 - $201.98 $4.94K - $5.86K
1.22K $218M
Activity Summary
Buys All Purchases 67 New Holdings 11 Increased Positions 56 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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