Top 50 Frederick Financial Consultants, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AIRR | FIRST TR EXCHANGE TRADED FD | 7.38% | 133.9K | $14.8M | -2.16%(-2.96K) | $74.89(+75.06%) | 2026-03-31 | |
| FITE | SPDR SERIES TRUST | 6.39% | 150.1K | $12.8M | -2.20%(-3.37K) | $64.93(+58.25%) | 2026-03-31 | |
| MKTN | FEDERATED HERMES ETF TRUST | 6.35% | 491.8K | $12.8M | new | $25.81(-1.15%) | 2026-03-31 | |
| FV | FIRST TR EXCHANGE TRADED FD | 6.11% | 203.3K | $12.3M | +4.01%(+7.83K) | $57.43(+22.46%) | 2026-03-31 | |
| FSCC | FEDERATED HERMES ETF TRUST | 5.43% | 367.8K | $10.9M | new | $29.85(+15.41%) | 2026-03-31 | |
| RWR | SPDR SERIES TRUST | 5.39% | 107.3K | $10.8M | +1.63%(+1.72K) | $99.42(+10.59%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 5.04% | 300.2K | $10.1M | +1.25%(+3.69K) | $30.37(+19.22%) | 2026-03-31 | |
| IWF | ISHARES TR | 4.3% | 20.3K | $8.6M | -1.10%(-225) | $388.48(-67.59%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.96% | 116.5K | $8.0M | +1.73%(+1.98K) | $59.84(+24.25%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.91% | 27.2K | $5.8M | -1.63%(-450) | $196.98(+17.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.33% | +30.69% |
| Top 20 Holdings Unweighted | +6.05% | +19.27% |
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