Fund Holdings — Frederick Financial Consultants, LLC

Total Portfolio Value
$178.30M
Total Bought
$19.96M
Total Sold
$6.96M
Net Transaction
+$13.00M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
136,895138,385+1,49011,14313,3797.50%+2,236
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
029,943+29,94301,5640.88%+1,564
SPDR SERIES TRUST
SP KENSHO FUTR
155,355155,914+55911,80113,3417.48%+1,540
APPLE INC(AAPL)22,11122,707+5964,5375,7823.24%+1,245
FIRST TR EXCHNG TRADED FD VI
VEST NASDAQ-100
043,513+43,51301,0100.57%+1,010
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
182,392190,314+7,92210,80911,7846.61%+976
ISHARES TR20,54920,505-448,7259,6055.39%+880
SPDR SERIES TRUST
ST STR DOW REIT
97,616102,426+4,8109,41410,2725.76%+858
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
106,336111,686+5,3506,6727,5124.21%+840
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
282,035292,058+10,0238,9699,7615.47%+792
NVIDIA CORPORATION(NVDA)20,67621,026+3503,2673,9232.20%+656
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
49,54950,199+6505,4116,0493.39%+638
ALPHABET INC(GOOG)3,8415,314+1,4736771,2940.73%+617
ISHARES TR10,23911,164+9252,2092,7011.52%+492
TESLA INC(TSLA)4,4204,223-1971,4041,8781.05%+474
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
54,86258,347+3,4853,3543,7742.12%+421
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
26,48330,229+3,7461,7552,1151.19%+359
ISHARES TR10,31713,286+2,9699221,2400.70%+318
ISHARES TR02,863+2,86302880.16%+288
WORLD GOLD TR(GLDM)12,31514,277+1,9628071,0920.61%+285
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE
23,76524,671+9061,1271,4090.79%+281
JOHNSON & JOHNSON(JNJ)2,2023,239+1,0373366010.34%+264
VANGUARD WHITEHALL FDS40,90544,034+3,1293,6863,9442.21%+258
SHOPIFY INC(SHOP)01,670+1,67002480.14%+248
VANGUARD SPECIALIZED FUNDS28,64128,262-3795,8626,0993.42%+237
WALMART INC(WMT)02,274+2,27402340.13%+234
NORFOLK SOUTHN CORP(NSC)0768+76802310.13%+231
SPDR SERIES TRUST
SP KENSHO NEWEC
03,668+3,66802280.13%+228
COLUMBIA ETF TR I
MULTI SEC MUNI
127,906136,471+8,5652,5732,8021.57%+228
ISHARES TR01,139+1,13902230.13%+223
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0718+71802010.11%+201
PROSHARES TR
HD REPLICATION
71,81073,269+1,4593,5573,7432.10%+186
INVESCO QQQ TR3,5083,516+81,9352,1111.18%+176
MICROSOFT CORP(MSFT)4,8074,929+1222,3912,5531.43%+162
VANGUARD INTL EQUITY INDEX F36,61636,342-2741,8111,9691.10%+158
ISHARES TR7,8387,839+11,2361,3860.78%+150
ABBVIE INC(ABBV)2,6412,709+684906270.35%+137
ISHARES TR3,9123,91201,1181,2520.70%+134
SPDR S&P 500 ETF TR(SPY)2,3262,357+311,4371,5700.88%+133
UNITED THERAPEUTICS CORP DEL(UTHR)1,0001,00002874190.24%+132
LOCKHEED MARTIN CORP(LMT)3,0523,062+101,4141,5290.86%+115
SPDR GOLD TR(GLD)2,5182,473-457688790.49%+112
BROADCOM INC(AVGO)1,3281,442+1143664760.27%+109
LOWES COS INC(LOW)1,2321,488+2562733740.21%+100
ISHARES TR2,1782,157-211,3521,4440.81%+92
VANECK ETF TRUST
URANI NUCLE ETF
2,3942,595+2012663520.20%+86
ISHARES TR10,21011,378+1,1683524160.23%+64
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
13,75314,415+6624855480.31%+63
ISHARES TR6,7396,715-241,3091,3670.77%+58
PNC FINL SVCS GROUP INC(PNC)4,0474,032-157548100.45%+56
LEIDOS HOLDINGS INC(LDOS)1,4801,482+22342800.16%+46
ISHARES TR8,0738,332+2597487930.44%+45
BANK AMERICA CORP7,5147,761+2473564000.22%+45
SHERWIN WILLIAMS CO(SHW)12,80812,826+184,3984,4412.49%+43
MORGAN STANLEY(MS)1,7831,851+682512940.17%+43
AMAZON COM INC(AMZN)4,9315,116+1851,0821,1230.63%+42
META PLATFORMS INC(META)1,3771,439+621,0161,0560.59%+40
ISHARES TR1,7991,962+1632312710.15%+40
ISHARES TR6,0596,202+1432923310.19%+39
JPMORGAN CHASE & CO.(JPM)1,4491,453+44204580.26%+38
VANGUARD INDEX FDS2,7002,70005265630.32%+37
UNITEDHEALTH GROUP INC(UNH)835859+242602970.17%+36
VANGUARD WORLD FD
INF TECH ETF
39139102592920.16%+33
HERSHEY CO(HSY)1,4741,481+72452770.16%+32
NEXTERA ENERGY INC(NEE)4,5564,617+613163490.20%+32
ISHARES TR1,0411,04103533800.21%+27
WELLS FARGO CO NEW(WFC)3,6183,779+1612903170.18%+27
ALPHABET INC(GOOG)5,1773,883-1,2949189440.53%+26
ISHARES TR5,1545,140-144304530.25%+23
PEPSICO INC(PEP)1,9281,970+422552770.16%+22
MASTERCARD INCORPORATED(MA)1,1711,195+246586800.38%+22
HOME DEPOT INC(HD)709695-142602820.16%+22
ISHARES TR
MSCI USA QLT FCT
1,8191,81903333540.20%+21
EXXON MOBIL CORP3,7513,761+104044240.24%+20
TRUIST FINL CORP(TFC)6,0356,090+552592780.16%+19
ISHARES TR2,0742,07402632810.16%+18
ISHARES TR1,8641,86402172350.13%+18
EATON CORP PLC(ETN)578600+222062250.13%+18
AMERICAN EXPRESS CO(AXP)706732+262252430.14%+18
SOUTHERN CO(SO)2,7832,876+932562730.15%+17
ISHARES TR
ESG AWR MSCI USA
1,5221,52202062220.12%+16
MCDONALDS CORP(MCD)830848+182432580.14%+15
ISHARES TR2,7562,593-1634144270.24%+12
ISHARES TR1,5941,546-482152250.13%+10
COLUMBIA ETF TR I
RESH ENHNC VLU
34,59532,727-1,8689099150.51%+6
M & T BK CORP(MTB)1,2391,243+42402460.14%+5
ISHARES TR
MSCI USA MIN ETF
2,3502,35002212240.13%+3
ISHARES TR2,3082,318+102752770.16%+2
CAPITAL ONE FINL CORP(COF)2,8652,871+66106100.34%+1
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
1,8871,755-1322112120.12%+1
S & T BANCORP INC(STBA)9,4089,409+13563540.20%-2
PROGRESSIVE CORP(PGR)877912+352342250.13%-9
TEXAS INSTRS INC(TXN)1,0901,161+712262130.12%-13
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,5871,438-1492882730.15%-16
COCA COLA CO(KO)3,9343,920-142782600.15%-18
VISA INC(V)1,5611,567+65545350.30%-19
NETFLIX INC(NFLX)183185+22452220.12%-23
DOVER CORP(DOV)1,5131,515+22772530.14%-24
AT&T INC(T)14,26513,114-1,1514133700.21%-42
FIRST TR EXCH TRADED FD III
EQUITY MARKET NE
68,19766,565-1,6321,3941,3510.76%-43
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Frederick Financial Consultants, LLC — 13F Holdings — Q3 2025 | TickerTrail