Frederick Financial Consultants, LLC - Portfolio overview

Frederick Financial Consultants, LLC has 118 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AIRR - FIRST TR EXCHANGE TRADED FD, 7.25%
2. FITE - SPDR SERIES TRUST, 6.27%
3. MKTN - FEDERATED HERMES ETF TRUST, 6.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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