Frederick Financial Consultants, LLC Reduced Holdings in Q2 2025

Frederick Financial Consultants, LLC

  • $161 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-349
- 1.55%
$172.42 - $223.89 $60.2K - $78.1K
22.1K $4.54B
TAXF
American Centy ETF Tr Diversif

ETFs
-3.35K
- 18.0%
$47.8 - $49.79 $160K - $167K
15.2K $745M
XOM
Exxon Mobil Corp

Energy
-298
- 7.36%
$99.93 - $119.04 $29.8K - $35.5K
3.75K $404M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.79K
- 11.43%
$24.32 - $27.87 $43.6K - $49.9K
13.9K $368M
T
At&T Inc.

Communication Services
-1.71K
- 10.7%
$26.33 - $28.94 $45K - $49.5K
14.3K $413M
JNJ
Johnson & Johnson

Healthcare
-31
- 1.39%
$146.36 - $159.82 $4.54K - $4.95K
2.2K $336M
MARB
First Tr Exchange Traded Fd Ii

ETFs
-3.28K
- 4.59%
$19.67 - $20.44 $64.5K - $67K
68.2K $1.39B
Columbia ETF Tr I
-2.56K
- 6.89%
N/A
34.6K $909M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-186
- 7.46%
$116.93 - $119.39 $21.7K - $22.2K
2.31K $275M
FSK
Fs Kkr Capital Corp

Financial Services
-363
- 1.99%
$17.95 - $21.5 $6.52K - $7.8K
17.9K $371M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-87
- 3.57%
$85.42 - $94.39 $7.43K - $8.21K
2.35K $221M
KO
Coca Cola CO

Consumer Defensive
-56
- 1.4%
$68.37 - $73.9 $3.83K - $4.14K
3.93K $278M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-114
- 6.7%
$152.93 - $181.74 $17.4K - $20.7K
1.59K $288M
V
Visa Inc.

Financial Services
-12
- 0.76%
$308.27 - $373.31 $3.7K - $4.48K
1.56K $554M
MA
Mastercard Inc

Financial Services
-9
- 0.76%
$479.92 - $590.74 $4.32K - $5.32K
1.17K $658M
GLD
Spdr Gold Trust

ETFs
-100
- 3.82%
$273.71 - $316.29 $27.4K - $31.6K
2.52K $768M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-62
- 3.74%
$108.12 - $135.04 $6.7K - $8.37K
1.59K $215M
DE
Deere & CO

Industrials
-4
- 0.4%
$412.99 - $531.48 $1.65K - $2.13K
998 $507M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-10
- 0.25%
$149.76 - $186.42 $1.5K - $1.86K
4.05K $754M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-140
- 4.83%
$113.67 - $150.4 $15.9K - $21.1K
2.76K $414M
IWN
Ishares Russell2000 Val ETF

ETFs
-44
- 0.56%
$131.84 - $157.76 $5.8K - $6.94K
7.84K $1.24B
LMT
Lockheed Martin Corp

Industrials
-4
- 0.13%
$430.82 - $486.45 $1.72K - $1.95K
3.05K $1.41B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.21K
- 5.68%
$39.89 - $49.46 $88K - $109K
36.6K $1.81B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-11
- 0.11%
$72.96 - $90.39 $803 - $994
10.3K $922M
GOOG
Alphabet Inc.

Communication Services
-2
- 0.04%
$146.58 - $180.01 $293 - $360
5.18K $918M
IBM
International Business Machines Corp

Technology
-4
- 0.06%
$221.03 - $294.78 $884 - $1.18K
6.42K $1.89B
VONG
Vanguard Russell 1000 Growth E

ETFs
-927
- 1.84%
$82.51 - $109.2 $76.5K - $101K
49.5K $5.41B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-70
- 0.34%
$320.42 - $424.58 $22.4K - $29.7K
20.5K $8.72B
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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