Frederick Financial Consultants, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Mid C with a value of $12B, Spdr S&P Kensho Future Securit with a value of $10.1B, Ishares Russell 1000 Gr ETF with a value of $8.34B, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.23B, and First Tr Vi Rba Amern Indl Ren with a value of $6.56B.

Examining the 13F form we can see an increase of $125B in the current position value.

Frederick Financial Consultants, LLC is based out at Frederick, MD

Below you can find more details about Frederick Financial Consultants, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $92.9 Billion
Technology: $10.2 Billion
Financial Services: $4.36 Billion
Basic Materials: $4.33 Billion
Consumer Cyclical: $4.09 Billion
Communication Services: $2.54 Billion
Industrials: $2.49 Billion
Consumer Defensive: $1.38 Billion
Other: $1.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $125 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 83 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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