Frederick Financial Consultants, LLC Incresed Positions in Q1 2025

Frederick Financial Consultants, LLC

  • $139 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.85K
+ 8.02%
$78.97 - $85.82 $225K - $245K
38.4K $3.19B
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
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
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 3.15%
$347.25 - $424.87 $6.6K - $8.07K
622 $228M
MUST
Columbia ETF Tr I Multi Sector

ETFs
610
+ 0.49%
$20.08 - $20.62 $12.2K - $12.6K
126K $2.54B
STBA
S&T Bancorp Inc

Financial Services
1
+ 0.01%
$35.43 - $41.22 $35.4 - $41.2
9.41K $349M
TFC
Truist Financial Corp

Financial Services
53
+ 0.89%
$39.48 - $48.15 $2.09K - $2.55K
6K $247M
DOV
Dover Corp

Industrials
35
+ 2.41%
$174.65 - $206.43 $6.11K - $7.23K
1.49K $262M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
32
+ 1.12%
$126.86 - $146.45 $4.06K - $4.69K
2.9K $368M
VIG
Vanguard Dividend Appreciation

ETFs
48
+ 0.17%
N/A
27.7K $5.38B
AMP
Ameriprise Financial Inc

Financial Services
6
+ 0.54%
$472.29 - $575.13 $2.83K - $3.45K
1.12K $542M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.9K
+ 1.81%
$29.34 - $31.31 $144K - $153K
275K $8.17B
PNC
Pnc Financial Services Group, Inc.

Financial Services
18
+ 0.45%
$168.84 - $202.89 $3.04K - $3.65K
4.06K $713M
GOOG
Alphabet Inc.

Communication Services
584
+ 12.71%
$156.06 - $207.71 $91.1K - $121K
5.18K $809M
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
Track This Portfolio

Track Frederick Financial Consultants, LLC Portfolio

Follow Frederick Financial Consultants, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Frederick Financial Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frederick Financial Consultants, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email