Frederick Financial Consultants, LLC Top Holdings and 13F Report (2025) About Frederick Financial Consultants, LLCInvestment ActivityFrederick Financial Consultants, LLC has $125.19 million in total holdings as of December 31, 2024.Frederick Financial Consultants, LLC owns shares of 83 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Largest Holdings John Hancock Multifactor Mid Cap ETF $12,006,480SPDR Kensho Future Security ETF $10,082,545iShares Russell 1000 Growth ETF $8,340,569FT Vest Laddered Buffer ETF $8,233,939First Trust RBA American Industrial Renaissance ETF $6,555,914 Sector AllocationMap of 500 Largest Holdings ofFrederick Financial Consultants, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorJHMMJohn Hancock Multifactor Mid Cap ETF$12,006,480201,0139.6%ETFFITESPDR Kensho Future Security ETF$10,082,545150,5348.1%ETFIWFiShares Russell 1000 Growth ETF$8,340,56920,7696.7%ETFBUFRFT Vest Laddered Buffer ETF$8,233,939270,2316.6%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$6,555,91485,0985.2%ManufacturingRDVYFirst Trust NASDAQ Rising Dividend Achievers$6,087,793102,9394.9%ManufacturingVIGVanguard Dividend Appreciation ETF$5,421,47427,6854.3%ETFVONGVanguard Russell 1000 Growth ETF$5,243,12750,7564.2%ETFAAPLApple$4,897,17619,5563.9%Computer and TechnologySHWSherwin-Williams$4,334,10812,7503.5%Basic MaterialsHDGProShares Hedge Replication ETF$3,303,45966,9012.6%ETFVIGIVanguard International Dividend Appreciation ETF$2,844,95435,5662.3%ETFJEPIJPMorgan Equity Premium Income ETF$2,549,36144,3142.0%ETFMUSTColumbia Multi-Sector Municipal Income ETF$2,546,857125,3992.0%ETFNVDANVIDIA$2,227,44316,5871.8%Computer and TechnologyTSLATesla$1,871,6074,6351.5%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$1,783,92840,5071.4%ETFIWMiShares Russell 2000 ETF$1,643,6447,4391.3%FinanceRWRSPDR Dow Jones REIT ETF$1,593,41916,1181.3%ETFMSFTMicrosoft$1,506,8983,5751.2%Computer and TechnologyLMTLockheed Martin$1,481,2453,0481.2%AerospaceIBMInternational Business Machines$1,402,0186,3781.1%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,293,7377,8801.0%ETFIWDiShares Russell 1000 Value ETF$1,247,2656,7371.0%ETFIVViShares Core S&P 500 ETF$1,175,8921,9980.9%ETFIWOiShares Russell 2000 Growth ETF$1,127,5173,9170.9%ETFTAXFAmerican Century Diversified Municipal Bond ETF$992,80119,8010.8%ETFMARMarriott International$981,4023,5180.8%Consumer DiscretionaryREVSColumbia Research Enhanced Value ETF$964,63939,0010.8%ETFGOOGAlphabet$875,0104,5950.7%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$823,85914,6130.7%ETFAMZNAmazon.com$798,7993,6410.6%Retail/WholesaleEFAiShares MSCI EAFE ETF$793,84210,4990.6%FinancePNCThe PNC Financial Services Group$778,9214,0390.6%FinanceGOOGLAlphabet$714,3943,7740.6%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$678,2667,6180.5%ETFMKCMcCormick & Company, Incorporated$660,4548,6630.5%Consumer StaplesGLDSPDR Gold Shares$632,2012,6110.5%FinanceQQQInvesco QQQ$594,9501,1640.5%FinanceAMPAmeriprise Financial$593,9161,1150.5%FinanceMETAMeta Platforms$591,5591,0100.5%Computer and TechnologyVBRVanguard Small-Cap Value ETF$534,9872,7000.4%ETFMAMastercard$522,7209930.4%Business ServicesDEDeere & Company$495,9251,1700.4%Industrial ProductsVVisa$472,5621,4950.4%Business ServicesSCHDSchwab US Dividend Equity ETF$446,49316,3430.4%ETFIUSGiShares Core S&P U.S. Growth ETF$399,0762,8640.3%ManufacturingTAT&T$362,39615,9160.3%Computer and TechnologySTBAS&T Bancorp$359,4919,4060.3%FinanceXOMExxon Mobil$357,0863,3200.3%Oils/EnergyUTHRUnited Therapeutics$352,8401,0000.3%MedicalQUALiShares MSCI USA Quality Factor ETF$350,6401,9690.3%ETFAOAiShares Core Aggressive Allocation ETF$350,3634,5730.3%ETFFSKFS KKR Capital$342,39215,7640.3%FinanceIWBiShares Russell 1000 ETF$335,3691,0410.3%ETFABBVAbbVie$329,4791,8540.3%MedicalCOFCapital One Financial$315,9791,7720.3%FinanceJNJJohnson & Johnson$311,0402,1510.2%MedicalEEMiShares MSCI Emerging Markets ETF$307,8257,3610.2%FinanceSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$305,9568,5340.2%ETFSPYSPDR S&P 500 ETF Trust$302,6655160.2%FinanceIEIiShares 3-7 Year Treasury Bond ETF$295,7442,5590.2%ETFRSPInvesco S&P 500 Equal Weight ETF$280,8341,6030.2%ETFNEENextEra Energy$274,7533,8330.2%UtilitiesDOVDover$272,7701,4540.2%Industrial ProductsUNHUnitedHealth Group$271,3225360.2%MedicalJPMJPMorgan Chase & Co.$268,3661,1200.2%FinanceTFCTruist Financial$258,1465,9510.2%FinanceSUSAiShares MSCI USA ESG Select ETF$252,1782,0740.2%ETFHSYHershey$246,0251,4530.2%Consumer StaplesIDViShares International Select Dividend ETF$243,3598,8880.2%ETFVGTVanguard Information Technology ETF$243,1243910.2%ETFNSCNorfolk Southern$241,7521,0300.2%TransportationPEPPepsiCo$238,7601,5700.2%Consumer StaplesHDHome Depot$234,5076030.2%Retail/WholesaleKOCoca-Cola$230,2793,6990.2%Consumer StaplesBACBank of America$227,8285,1840.2%FinanceMTBM&T Bank$223,3561,1880.2%FinanceUSMViShares MSCI USA Min Vol Factor ETF$219,9332,4770.2%ETFLDOSLeidos$213,4951,4820.2%AerospaceLOWLowe's Companies$206,9628390.2%Retail/WholesaleDSIiShares MSCI KLD 400 Social ETF$205,5061,8640.2%ETFESGUiShares ESG Aware MSCI USA ETF$203,6641,5810.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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