Frederick Financial Consultants, LLC Purchases in Q2 2025

Frederick Financial Consultants, LLC

  • $161 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FITE
Spdr S&P Kensho Future Securit

ETFs
3.54K
+ 2.33%
$56.51 - $75.96 $200K - $269K
155K $11.8B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.29K
+ 4.82%
$61.92 - $81.5 $390K - $513K
137K $11.1B
FV
First Trust Dorsey Wright Focu

ETFs
22K
+ 13.68%
$48.43 - $59.26 $1.06M - $1.3M
182K $10.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.04K
+ 138.32%
$416.06 - $551.64 $847K - $1.12M
3.51K $1.94B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.81K
+ 350.78%
$496.48 - $617.85 $899K - $1.12M
2.33K $1.44B
NVDA
Nvidia Corp

Technology
970
+ 4.92%
$94.31 - $157.99 $91.5K - $153K
20.7K $3.27B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.91K
+ 2.51%
$27.3 - $31.8 $189K - $220K
282K $8.97B
MSFT
Microsoft Corp

Technology
457
+ 10.51%
$354.56 - $497.45 $162K - $227K
4.81K $2.39B
RWR
Spdr Dow Jones Reit ETF

ETFs
8.14K
+ 9.1%
$86.33 - $99.71 $703K - $812K
97.6K $9.41B
RDVY
First Trust Rising Dividend Ac

ETFs
1.58K
+ 1.51%
$51.6 - $62.74 $81.5K - $99.1K
106K $6.67B
IWM
Ishares Russell 2000 ETF

ETFs
1.61K
+ 18.6%
$174.82 - $215.79 $281K - $347K
10.2K $2.21B
VIG
Vanguard Dividend Appreciation

ETFs
908
+ 3.27%
N/A
28.6K $5.86B
JHMM
John Hancock Multifactor Mid C

ETFs
3.59K
+ 7.01%
$50.32 - $61.13 $181K - $220K
54.9K $3.35B
AVGO
Broadcom Inc.

Technology
1.33K
New
$146.29 - $275.65 $194K - $366K
1.33K $366M
META
Meta Platforms, Inc.

Communication Services
112
+ 8.85%
$484.66 - $738.09 $54.3K - $82.7K
1.38K $1.02B
COF
Capital One Financial Corp

Financial Services
1.05K
+ 57.85%
$150.57 - $212.76 $158K - $223K
2.87K $610M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.48K
+ 15.12%
$60.06 - $66.28 $209K - $231K
26.5K $1.76B
GLDM
World Gold Trust

ETFs
3.76K
+ 43.98%
$58.96 - $67.97 $222K - $256K
12.3K $807M
TSLA
Tesla, Inc.

Consumer Cyclical
38
+ 0.87%
$221.86 - $362.89 $8.43K - $13.8K
4.42K $1.4B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.39K
New
$66.89 - $111.18 $160K - $266K
2.39K $266M
MS
Morgan Stanley

Financial Services
1.78K
New
$99.83 - $140.86 $178K - $251K
1.78K $251M
NFLX
Netflix Inc

Communication Services
183
New
$855.86 - $1339.13 $157K - $245K
183 $245M
AMZN
Amazon Com Inc

Consumer Cyclical
502
+ 11.33%
$167.32 - $223.3 $84K - $112K
4.93K $1.08B
LDOS
Leidos Holdings, Inc.

Technology
1.48K
New
$132.9 - $160.3 $197K - $237K
1.48K $234M
ACWI
Ishares Msci Acwi ETF

ETFs
1.8K
New
$103.59 - $128.6 $186K - $231K
1.8K $231M
TXN
Texas Instruments Inc

Technology
1.09K
New
N/A
1.09K $226M
AXP
American Express CO

Financial Services
706
New
$231.39 - $318.98 $163K - $225K
706 $225M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.86K
New
$91.62 - $116.16 $171K - $217K
1.86K $217M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.89K
New
$89.63 - $111.92 $169K - $211K
1.89K $211M
PM
Philip Morris International Inc.

Consumer Defensive
1.16K
New
$149.23 - $184.95 $173K - $214K
1.16K $211M
Linde PLC
445
New
N/A
445 $209M
ETN
Eaton Corp PLC

Industrials
578
New
$246.52 - $356.99 $142K - $206K
578 $206M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.52K
New
$108.06 - $135.3 $164K - $206K
1.52K $206M
HDG
Proshares Trust Proshares He

ETFs
1.68K
+ 2.4%
$46.49 - $49.78 $78.3K - $83.8K
71.8K $3.56B
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
2.8K
+ 13.33%
$46.46 - $47.44 $130K - $133K
23.8K $1.13B
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.05%
$498.8 - $620.9 $499 - $621
2.18K $1.35B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.52K
+ 9.24%
$45.88 - $54.4 $69.5K - $82.4K
17.9K $975M
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.06%
$211.12 - $274.14 $422 - $548
3.52K $962M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.13K
+ 4.61%
$51.14 - $57.0 $109K - $121K
48.3K $2.75B
AOA
Ishares Tr Core Aggressive All

ETFs
778
+ 17.78%
$69.46 - $83.4 $54K - $64.9K
5.15K $430M
BAC
Bank Of America Corp

Financial Services
1.15K
+ 18.03%
$34.39 - $47.46 $39.5K - $54.5K
7.51K $356M
WFC
Wells Fargo & Company

Financial Services
832
+ 29.86%
$60.98 - $80.12 $50.7K - $66.7K
3.62K $290M
GOOGL
Alphabet Inc.

Communication Services
31
+ 0.81%
$144.7 - $178.6 $4.49K - $5.54K
3.84K $677M
JPM
Jpmorgan Chase & CO

Financial Services
70
+ 5.08%
$210.28 - $289.91 $14.7K - $20.3K
1.45K $420M
IDV
Ishares Tr

ETFs
1.46K
+ 16.74%
$27.79 - $34.84 $40.7K - $51K
10.2K $352M
AMP
Ameriprise Financial Inc

Financial Services
8
+ 0.71%
$422.19 - $533.73 $3.38K - $4.27K
1.13K $603M
QUAL
Ishares Msci Usa Quality Facto

ETFs
117
+ 6.87%
$152.42 - $182.82 $17.8K - $21.4K
1.82K $333M
SO
Southern CO

Utilities
454
+ 19.49%
$84.91 - $92.56 $38.5K - $42K
2.78K $256M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.01%
$166.82 - $194.23 $167 - $194
6.74K $1.31B
Activity Summary
Buys All Purchases 67 New Holdings 14 Increased Positions 53 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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