Fund HoldingsFrederick Financial Consultants, LLC

Total Portfolio Value
$161.01M
Total Bought
$22.03M
Total Sold
$4.85M
Net Transaction
+$17.18M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPDR SERIES TRUST
SP KENSHO FUTR
151,818155,355+3,5379,53211,8017.33%+2,269
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
130,603136,895+6,2928,90811,1436.92%+2,235
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
160,439182,392+21,9538,80210,8096.71%+2,007
ISHARES TR20,61920,549-707,4458,7255.42%+1,279
INVESCO QQQ TR1,4723,508+2,0366901,9351.20%+1,245
SPDR S&P 500 ETF TR(SPY)5162,326+1,8102891,4370.89%+1,149
NVIDIA CORPORATION(NVDA)19,70620,676+9702,1363,2672.03%+1,131
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
275,130282,035+6,9058,1698,9695.57%+800
MICROSOFT CORP(MSFT)4,3504,807+4571,6332,3911.49%+758
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
50,47649,549-9274,6845,4113.36%+727
SPDR SERIES TRUST
ST STR DOW REIT
89,47697,616+8,1408,8699,4145.85%+545
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
104,757106,336+1,5796,1326,6724.14%+539
VANGUARD WHITEHALL FDS38,41740,905+2,4883,1863,6862.29%+500
ISHARES TR8,63310,239+1,6061,7222,2091.37%+487
VANGUARD SPECIALIZED FUNDS27,73328,641+9085,3805,8623.64%+482
ISHARES TR05,154+5,15404300.27%+430
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
51,26854,862+3,5942,9383,3542.08%+416
BROADCOM INC(AVGO)01,328+1,32803660.23%+366
INTERNATIONAL BUSINESS MACHS(IBM)6,4226,418-41,5971,8921.17%+295
META PLATFORMS INC(META)1,2651,377+1127291,0160.63%+287
CAPITAL ONE FINL CORP(COF)1,8152,865+1,0503256100.38%+284
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
23,00426,483+3,4791,4741,7551.09%+281
WORLD GOLD TR(GLDM)8,55312,315+3,7625298070.50%+278
TESLA INC(TSLA)4,3824,420+381,1361,4040.87%+268
VANECK ETF TRUST
URANI NUCLE ETF
02,394+2,39402660.17%+266
ISHARES TR02,074+2,07402630.16%+263
MORGAN STANLEY(MS)01,783+1,78302510.16%+251
NETFLIX INC(NFLX)0183+18302450.15%+245
AMAZON COM INC(AMZN)4,4294,931+5028431,0820.67%+239
LEIDOS HOLDINGS INC(LDOS)01,480+1,48002340.15%+234
ISHARES TR01,799+1,79902310.14%+231
TEXAS INSTRS INC(TXN)01,090+1,09002260.14%+226
AMERICAN EXPRESS CO(AXP)0706+70602250.14%+225
ISHARES TR01,864+1,86402170.13%+217
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
01,887+1,88702110.13%+211
PHILIP MORRIS INTL INC(PM)01,157+1,15702110.13%+211
LINDE PLC(LIN)0445+44502090.13%+209
EATON CORP PLC(ETN)0578+57802060.13%+206
ISHARES TR
ESG AWR MSCI USA
01,522+1,52202060.13%+206
PROSHARES TR
HD REPLICATION
70,12671,810+1,6843,4193,5572.21%+138
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE
20,96923,765+2,7969901,1270.70%+137
ISHARES TR2,1772,178+11,2231,3520.84%+129
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
16,40417,919+1,5158499750.61%+125
MARRIOTT INTL INC NEW(MAR)3,5193,521+28389620.60%+124
ISHARES TR3,9123,91201,0001,1180.69%+119
ALPHABET INC(GOOG)5,1795,177-28099180.57%+109
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46,17448,303+2,1292,6382,7461.71%+108
BANK AMERICA CORP6,3667,514+1,1482663560.22%+90
WELLS FARGO CO NEW(WFC)2,7863,618+8322002900.18%+90
ALPHABET INC(GOOG)3,8103,841+315896770.42%+88
JPMORGAN CHASE & CO.(JPM)1,3791,449+703384200.26%+82
ISHARES TR8,74610,210+1,4642713520.22%+81
ISHARES TR10,32810,317-118449220.57%+78
AMERIPRISE FINL INC(AMP)1,1211,129+85426030.37%+60
VANGUARD INTL EQUITY INDEX F38,82236,616-2,2061,7571,8111.12%+54
LOCKHEED MARTIN CORP(LMT)3,0563,052-41,3651,4140.88%+49
VANGUARD WORLD FD
INF TECH ETF
39139102122590.16%+47
ISHARES TR7,8827,838-441,1901,2360.77%+47
ISHARES TR2,8962,756-1403684140.26%+46
ISHARES TR
MSCI USA QLT FCT
1,7021,819+1172913330.21%+42
SOUTHERN CO(SO)2,3292,783+4542142560.16%+41
PNC FINL SVCS GROUP INC(PNC)4,0574,047-107137540.47%+41
ISHARES TR6,7386,739+11,2681,3090.81%+41
DEERE & CO(DE)1,002998-44705070.32%+37
COLUMBIA ETF TR I
MULTI SEC MUNI
126,009127,906+1,8972,5372,5731.60%+36
ISHARES TR1,0411,04103193530.22%+34
HOME DEPOT INC(HD)622709+872282600.16%+32
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
13,63813,753+1154574850.30%+28
ISHARES TR7,9848,073+897237480.46%+24
VANGUARD INDEX FDS2,7002,70005035260.33%+24
M & T BK CORP(MTB)1,2171,239+222182400.15%+23
DOVER CORP(DOV)1,4891,513+242622770.17%+16
ISHARES TR1,6561,594-622022150.13%+13
SPDR GOLD TR(GLD)2,6182,518-1007547680.48%+13
TRUIST FINL CORP(TFC)6,0046,035+312472590.16%+12
MASTERCARD INCORPORATED(MA)1,1801,171-96476580.41%+11
S & T BANCORP INC(STBA)9,4079,408+13493560.22%+7
NEXTERA ENERGY INC(NEE)4,3854,556+1713113160.20%+5
VISA INC(V)1,5731,561-125515540.34%+3
PROGRESSIVE CORP(PGR)818877+592322340.15%+3
LOWES COS INC(LOW)1,1621,232+702712730.17%+2
MCDONALDS CORP(MCD)780830+502442430.15%-1
HERSHEY CO(HSY)1,4651,474+92512450.15%-6
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,7011,587-1142952880.18%-6
COCA COLA CO(KO)3,9903,934-562862780.17%-7
ISHARES TR
MSCI USA MIN ETF
2,4372,350-872282210.14%-8
ISHARES TR6,9446,059-8853032920.18%-11
FS KKR CAP CORP(FSK)18,23217,869-3633823710.23%-11
ISHARES TR2,4942,308-1862952750.17%-20
UNITED THERAPEUTICS CORP DEL(UTHR)1,0001,00003082870.18%-21
PEPSICO INC(PEP)1,8381,928+902762550.16%-21
COLUMBIA ETF TR I
RESH ENHNC VLU
37,15634,595-2,5619389090.56%-29
FIRST TR EXCH TRADED FD III
EQUITY MARKET NE
71,47568,197-3,2781,4271,3940.87%-33
JOHNSON & JOHNSON(JNJ)2,2332,202-313703360.21%-34
ABBVIE INC(ABBV)2,5212,641+1205284900.30%-38
AT&T INC(T)15,97514,265-1,7104524130.26%-39
MCCORMICK & CO INC(MKC)7,7057,70506345840.36%-50
SHERWIN WILLIAMS CO(SHW)12,79512,808+134,4684,3982.73%-70
SCHWAB STRATEGIC TR15,68113,889-1,7924383680.23%-70
EXXON MOBIL CORP4,0493,751-2984824040.25%-77
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