Frederick Financial Consultants, LLC New Holdings in Q4 2024

Frederick Financial Consultants, LLC

  • $125 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UTHR
United Therapeutics Corp

Healthcare
1K
New
$348.66 - $410.0 $349K - $410K
1K $353M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.97K
New
$176.42 - $186.91 $347K - $368K
1.97K $351M
AOA
Ishares Tr Core Aggressive All

ETFs
4.57K
New
$76.61 - $79.88 $350K - $365K
4.57K $350M
FSK
Fs Kkr Capital Corp

Financial Services
15.8K
New
$19.71 - $22.22 $311K - $350K
15.8K $342M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.04K
New
$311.11 - $335.64 $324K - $349K
1.04K $335M
ABBV
Abb Vie Inc.

Healthcare
1.85K
New
$164.99 - $203.87 $306K - $378K
1.85K $329M
COF
Capital One Financial Corp

Financial Services
1.77K
New
$145.19 - $192.01 $257K - $340K
1.77K $316M
JNJ
Johnson & Johnson

Healthcare
2.15K
New
$143.34 - $165.86 $308K - $357K
2.15K $311M
EEM
Ishares Msci Emerging Markets

ETFs
7.36K
New
$41.82 - $47.36 $308K - $349K
7.36K $308M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.53K
New
$35.45 - $40.33 $303K - $344K
8.53K $306M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.56K
New
$115.08 - $119.55 $294K - $306K
2.56K $296M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.6K
New
$174.22 - $187.62 $279K - $301K
1.6K $281M
NEE
Nextera Energy Inc

Utilities
3.83K
New
$69.77 - $85.43 $267K - $327K
3.83K $275M
DOV
Dover Corp

Industrials
1.45K
New
$184.72 - $206.51 $269K - $300K
1.45K $273M
UNH
Unitedhealth Group Inc

Healthcare
536
New
$485.52 - $625.25 $260K - $335K
536 $271M
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
New
$205.18 - $250.29 $230K - $280K
1.12K $268M
TFC
Truist Financial Corp

Financial Services
5.95K
New
$41.51 - $48.1 $247K - $286K
5.95K $258M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.07K
New
$118.0 - $127.04 $245K - $263K
2.07K $252M
HSY
Hershey CO

Consumer Defensive
1.45K
New
$168.67 - $193.65 $245K - $281K
1.45K $246M
IDV
Ishares Tr

ETFs
8.89K
New
$27.03 - $29.92 $240K - $266K
8.89K $243M
VGT
Vanguard Information Technolog

ETFs
391
New
$571.78 - $647.97 $224K - $253K
391 $243M
NSC
Norfolk Southern Corp

Industrials
1.03K
New
$230.6 - $277.0 $238K - $285K
1.03K $242M
PEP
Pepsico Inc

Consumer Defensive
1.57K
New
$151.29 - $176.1 $238K - $276K
1.57K $239M
HD
Home Depot, Inc.

Consumer Cyclical
603
New
$385.02 - $431.37 $232K - $260K
603 $235M
KO
Coca Cola CO

Consumer Defensive
3.7K
New
$61.74 - $71.71 $228K - $265K
3.7K $230M
BAC
Bank Of America Corp

Financial Services
5.18K
New
$39.22 - $47.77 $203K - $248K
5.18K $228M
MTB
M&T Bank Corp

Financial Services
1.19K
New
$172.48 - $221.95 $205K - $264K
1.19K $223M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.48K
New
$88.59 - $94.57 $219K - $234K
2.48K $220M
LDOS
Leidos Holdings, Inc.

Technology
1.48K
New
$143.17 - $201.39 $212K - $298K
1.48K $213M
LOW
Lowes Companies Inc

Consumer Cyclical
839
New
$244.52 - $284.07 $205K - $238K
839 $207M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.86K
New
$107.41 - $115.71 $200K - $216K
1.86K $206M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.58K
New
$124.61 - $133.96 $197K - $212K
1.58K $204M
Activity Summary
Buys All Purchases 83 New Holdings 83 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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