Frederick Financial Consultants, LLC Purchases in Q4 2024

Frederick Financial Consultants, LLC

  • $125 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JHMM
John Hancock Multifactor Mid C

ETFs
201K
New
$59.61 - $64.8 $12M - $13M
201K $12B
FITE
Spdr S&P Kensho Future Securit

ETFs
151K
New
$61.03 - $69.48 $9.19M - $10.5M
151K $10.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
20.8K
New
$370.24 - $418.94 $7.69M - $8.7M
20.8K $8.34B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
270K
New
$29.73 - $30.81 $8.03M - $8.33M
270K $8.23B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
85.1K
New
$73.49 - $86.09 $6.25M - $7.33M
85.1K $6.56B
RDVY
First Trust Rising Dividend Ac

ETFs
103K
New
$58.65 - $64.37 $6.04M - $6.63M
103K $6.09B
VIG
Vanguard Dividend Appreciation

ETFs
27.7K
New
N/A
27.7K $5.42B
VONG
Vanguard Russell 1000 Growth E

ETFs
50.8K
New
$95.27 - $107.82 $4.84M - $5.47M
50.8K $5.24B
AAPL
Apple Inc.

Technology
19.6K
New
$221.69 - $259.02 $4.34M - $5.07M
19.6K $4.9B
SHW
Sherwin Williams CO

Basic Materials
12.8K
New
$338.75 - $399.71 $4.32M - $5.1M
12.8K $4.33B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
35.6K
New
$79.93 - $88.06 $2.84M - $3.13M
35.6K $2.84B
JEPI
J P Morgan Exchange Traded Fd

ETFs
44.3K
New
$57.53 - $60.83 $2.55M - $2.7M
44.3K $2.55B
MUST
Columbia ETF Tr I Multi Sector

ETFs
125K
New
$20.25 - $20.87 $2.54M - $2.62M
125K $2.55B
NVDA
Nvidia Corp

Technology
16.6K
New
$117.0 - $148.88 $1.94M - $2.47M
16.6K $2.23B
TSLA
Tesla, Inc.

Consumer Cyclical
4.64K
New
$213.65 - $479.86 $990K - $2.22M
4.64K $1.87B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40.5K
New
$44.04 - $49.49 $1.78M - $2M
40.5K $1.78B
IWM
Ishares Russell 2000 ETF

ETFs
7.44K
New
$216.13 - $242.4 $1.61M - $1.8M
7.44K $1.64B
RWR
Spdr Dow Jones Reit ETF

ETFs
16.1K
New
$97.84 - $108.61 $1.58M - $1.75M
16.1K $1.59B
MSFT
Microsoft Corp

Technology
3.58K
New
$406.35 - $454.46 $1.45M - $1.62M
3.58K $1.51B
LMT
Lockheed Martin Corp

Industrials
3.05K
New
$479.66 - $614.62 $1.46M - $1.87M
3.05K $1.48B
IBM
International Business Machines Corp

Technology
6.38K
New
$204.9 - $238.04 $1.31M - $1.52M
6.38K $1.4B
IWN
Ishares Russell2000 Val ETF

ETFs
7.88K
New
$162.69 - $181.35 $1.28M - $1.43M
7.88K $1.29B
IWD
Ishares Russell 1000 Val ETF

ETFs
6.74K
New
$183.23 - $199.79 $1.23M - $1.35M
6.74K $1.25B
IVV
Ishares Core S&P 500 ETF

ETFs
2K
New
$570.51 - $610.59 $1.14M - $1.22M
2K $1.18B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.92K
New
$278.19 - $315.36 $1.09M - $1.24M
3.92K $1.13B
TAXF
American Centy ETF Tr Diversif

ETFs
19.8K
New
$49.94 - $51.44 $989K - $1.02M
19.8K $993M
MAR
Marriott International Inc

Consumer Cyclical
3.52K
New
$246.06 - $292.59 $866K - $1.03M
3.52K $981M
Columbia ETF Tr I
39K
New
N/A
39K $965M
GOOG
Alphabet Inc.

Communication Services
4.6K
New
$163.08 - $198.16 $749K - $911K
4.6K $875M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.6K
New
$53.94 - $58.15 $788K - $850K
14.6K $824M
AMZN
Amazon Com Inc

Consumer Cyclical
3.64K
New
$180.88 - $232.93 $659K - $848K
3.64K $799M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.5K
New
$75.1 - $82.99 $788K - $871K
10.5K $794M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.04K
New
$178.39 - $215.0 $721K - $868K
4.04K $779M
GOOGL
Alphabet Inc.

Communication Services
3.77K
New
$161.86 - $196.66 $611K - $742K
3.77K $714M
EMB
Ishares Tr

ETFs
7.62K
New
$88.94 - $93.46 $678K - $712K
7.62K $678M
MKC
Mccormick & CO Inc

Consumer Defensive
8.66K
New
$73.97 - $84.09 $641K - $728K
8.66K $660M
GLD
Spdr Gold Trust

ETFs
2.61K
New
$236.59 - $257.5 $618K - $672K
2.61K $632M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.16K
New
$481.22 - $538.17 $560K - $626K
1.16K $595M
AMP
Ameriprise Financial Inc

Financial Services
1.12K
New
$473.15 - $574.01 $528K - $640K
1.12K $594M
META
Meta Platforms, Inc.

Communication Services
1.01K
New
$554.08 - $632.68 $560K - $639K
1.01K $592M
VBR
Vanguard Small Cap Value ETF

ETFs
2.7K
New
$197.36 - $217.3 $533K - $587K
2.7K $535M
MA
Mastercard Inc

Financial Services
993
New
$491.3 - $536.15 $488K - $532K
993 $523M
DE
Deere & CO

Industrials
1.17K
New
$389.45 - $466.0 $456K - $545K
1.17K $496M
V
Visa Inc.

Financial Services
1.5K
New
$273.87 - $320.91 $409K - $480K
1.5K $473M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.3K
New
$26.93 - $84.95 $440K - $1.39M
16.3K $446M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.86K
New
$129.96 - $144.97 $372K - $415K
2.86K $399M
T
At&T Inc.

Communication Services
15.9K
New
$21.22 - $23.88 $338K - $380K
15.9K $362M
STBA
S&T Bancorp Inc

Financial Services
9.41K
New
$37.59 - $44.12 $354K - $415K
9.41K $359M
XOM
Exxon Mobil Corp

Energy
3.32K
New
$105.51 - $125.37 $350K - $416K
3.32K $357M
Activity Summary
Buys All Purchases 83 New Holdings 83 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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