Frederick Financial Consultants, LLC Reduced Holdings in Q3 2025

Frederick Financial Consultants, LLC

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TAXF
American Centy ETF Tr Diversif

ETFs
-3.98K
- 26.09%
$48.42 - $50.27 $192K - $200K
11.3K $566M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.22K
- 30.38%
$26.38 - $27.95 $111K - $118K
9.67K $264M
IBM
International Business Machines Corp

Technology
-12
- 0.19%
$234.77 - $292.47 $2.82K - $3.51K
6.41K $1.81B
MKC
Mccormick & CO Inc

Consumer Defensive
-5
- 0.06%
$64.3 - $77.17 $322 - $386
7.7K $515M
DE
Deere & CO

Industrials
-3
- 0.3%
$457.26 - $524.37 $1.37K - $1.57K
995 $455M
MAR
Marriott International Inc

Consumer Cyclical
-18
- 0.51%
$255.35 - $282.87 $4.6K - $5.09K
3.5K $912M
MARB
First Tr Exchange Traded Fd Ii

ETFs
-1.63K
- 2.39%
$20.1 - $20.8 $32.8K - $33.9K
66.6K $1.35B
T
At&T Inc.

Communication Services
-1.15K
- 8.07%
$26.94 - $29.62 $31K - $34.1K
13.1K $370M
KO
Coca Cola CO

Consumer Defensive
-14
- 0.36%
$65.67 - $71.67 $919 - $1K
3.92K $260M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-149
- 9.39%
$181.56 - $190.33 $27.1K - $28.4K
1.44K $273M
Columbia ETF Tr I
-1.87K
- 5.4%
N/A
32.7K $915M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-48
- 3.01%
$135.0 - $146.02 $6.48K - $7.01K
1.55K $225M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-163
- 5.91%
$148.97 - $165.88 $24.3K - $27K
2.59K $427M
HD
Home Depot, Inc.

Consumer Cyclical
-14
- 1.97%
$357.4 - $423.42 $5K - $5.93K
695 $282M
AOA
Ishares Tr Core Aggressive All

ETFs
-14
- 0.27%
$82.71 - $88.14 $1.16K - $1.23K
5.14K $453M
GOOG
Alphabet Inc.

Communication Services
-1.29K
- 25.0%
$175.16 - $255.24 $227K - $330K
3.88K $944M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-15
- 0.37%
$185.88 - $207.44 $2.79K - $3.11K
4.03K $810M
IWD
Ishares Russell 1000 Val ETF

ETFs
-24
- 0.36%
$192.76 - $203.86 $4.63K - $4.89K
6.72K $1.37B
IVV
Ishares Core S&P 500 ETF

ETFs
-21
- 0.96%
$620.67 - $670.08 $13K - $14.1K
2.16K $1.44B
GLD
Spdr Gold Trust

ETFs
-45
- 1.79%
$300.96 - $355.47 $13.5K - $16K
2.47K $879M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-274
- 0.75%
$49.43 - $54.52 $13.5K - $14.9K
36.3K $1.97B
VIG
Vanguard Dividend Appreciation

ETFs
-379
- 1.32%
N/A
28.3K $6.1B
TSLA
Tesla, Inc.

Consumer Cyclical
-197
- 4.46%
$293.94 - $444.72 $57.9K - $87.6K
4.22K $1.88B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-44
- 0.21%
$420.11 - $472.68 $18.5K - $20.8K
20.5K $9.6B
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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