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FREDERICK FINANCIAL CONSULTANTS, LLC
FREDERICK FINANCIAL CONSULTANTS, LLC
Latest filing: 2026-06-30
FREDERICK FINANCIAL CONSULTANTS, LLC runs FREDERICK FINANCIAL CONSULTANTS, LLC and currently holds 121 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $235.73M. Their top holdings are AIRR, FV, FITE, RWR, BUFR. The top five represent 31.2% of reported portfolio weight. FREDERICK FINANCIAL CONSULTANTS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, FREDERICK FINANCIAL CONSULTANTS, LLC initiated 11 new positions. They added to 45 existing positions. They trimmed 36 positions. Their current best-performing preview position is UNH with returns of +53.57%.
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121 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AIRR FIRST TR EXCHANGE TRADED FD | 7.22% | $74.55 | $115.27 | +54.62% | Trimmed -4.58% |
 FV FIRST TR EXCHANGE TRADED FD | 6.97% | $57.26 | $73.96 | +29.17% | Added +6.58% |
 FITE SPDR SERIES TRUST | 6.78% | $67.22 | $112.25 | +66.99% | Trimmed -5.28% |
 RWR SPDR SERIES TRUST | 5.28% | $99.29 | $114.40 | +15.22% | Added +2.59% |
 BUFR FIRST TR EXCHNG TRADED FD VI | 4.92% | $31.00 | $37.30 | +20.31% | Added +5.81% |
 IWF ISHARES TR | 4.29% | $100.50 | $122.38 | +21.77% | Added +301.66% |
 RDVY FIRST TR EXCHANGE TRADED FD | 4.17% | $60.78 | $81.95 | +34.83% | Added +4.09% |
 VIG VANGUARD SPECIALIZED FUNDS | 2.73% | $196.16 | $243.85 | +24.31% | Added +0.14% |
 VONG VANGUARD SCOTTSDALE FDS | 2.67% | $104.31 | $125.99 | +20.78% | Added +3.35% |
 AAPL APPLE INC | 2.29% | $247.51 | $309.35 | +24.98% | Added +0.45% |
Showing 1-10 of 121