Financial Consulate
Latest statistics and disclosures from Financial Consulate's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, DUHP, MFDX, SCHF, DIHP, and represent 49.41% of Financial Consulate's stock portfolio.
- Added to shares of these 10 stocks: FNDE (+$16M), VTIP, SCHX, MFDX, FLQM, DFAS, DIHP, DUHP, Marsh & McLennan Companies, NOW.
- Started 314 new stock positions in FRSH, XPEV, ELS, CAE, IBN, NTES, VCLT, MBLY, SOLS, FMST.
- Reduced shares in these 10 stocks: FNDB (-$5.4M), MSFT, SCHR, MFUS, PULS, Fubotv Inc Note 3.250 2/1, ACNB, TCAF, JPM, PNC.
- Sold out of its positions in AMN, ATYR, ACHC, ACAD, ADBE, AAP, ABNB, ALEX, ALE, COLD.
- Financial Consulate was a net buyer of stock by $9.5M.
- Financial Consulate has $731M in assets under management (AUM), dropping by 3.27%.
- Central Index Key (CIK): 0001624510
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Portfolio Holdings for Financial Consulate
Financial Consulate holds 1339 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Financial Consulate has 1339 total positions. Only the first 250 positions are shown.
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- Download the Financial Consulate December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 19.1 | $140M | 5.2M | 26.91 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 10.3 | $76M | 2.0M | 38.03 |
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| Pimco Equity Ser Rafi Dyn Multi (MFDX) | 8.8 | $64M | +2% | 1.7M | 38.43 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 6.0 | $44M | 1.8M | 24.04 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 5.2 | $38M | 1.2M | 31.66 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 4.0 | $30M | 425k | 69.67 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 3.8 | $28M | +13% | 558k | 49.46 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 3.7 | $27M | -16% | 1.0M | 26.57 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.0 | $22M | 795k | 27.43 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 2.9 | $21M | +4% | 380k | 56.26 |
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| Apple (AAPL) | 2.9 | $21M | 78k | 271.86 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 2.3 | $17M | -3% | 442k | 38.22 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 2.2 | $16M | NEW | 442k | 36.06 |
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| Mccormick & Co Com Non Vtg (MKC) | 1.7 | $13M | 183k | 68.11 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.6 | $11M | -8% | 230k | 49.59 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.4 | $11M | -2% | 234k | 45.21 |
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| Spdr Index Shs Fds Asia Pacif Etf (GMF) | 1.3 | $9.3M | +3% | 67k | 138.77 |
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| Patrick Industries (PATK) | 0.8 | $5.7M | 53k | 108.43 |
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| NVIDIA Corporation (NVDA) | 0.7 | $5.1M | -3% | 27k | 186.50 |
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| Pimco Equity Ser Rafi Dyn Ml Us (MFUS) | 0.6 | $4.3M | -21% | 76k | 56.61 |
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| Microsoft Corporation (MSFT) | 0.5 | $4.0M | -48% | 8.3k | 483.61 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.7M | 6.0k | 627.14 |
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| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.5 | $3.4M | +11% | 45k | 76.71 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $2.9M | -7% | 111k | 26.23 |
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| Amazon (AMZN) | 0.4 | $2.7M | -4% | 12k | 230.81 |
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| PNC Financial Services (PNC) | 0.4 | $2.6M | -15% | 12k | 208.73 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.6M | 3.8k | 684.89 |
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| 10x Genomics Cl A Com (TXG) | 0.3 | $2.6M | 157k | 16.31 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $2.5M | +7% | 42k | 59.54 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.3M | -5% | 7.3k | 313.80 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.9M | 6.1k | 313.01 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.9M | 58k | 32.62 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.7M | 3.4k | 483.65 |
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| Mount Logan Cap (MLCI) | 0.2 | $1.6M | -6% | 188k | 8.25 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.5M | 2.0k | 753.78 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | -8% | 2.6k | 570.95 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | 7.8k | 183.39 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.3M | 1.2k | 1074.37 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | -26% | 4.0k | 322.23 |
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| Caterpillar (CAT) | 0.2 | $1.3M | 2.2k | 572.99 |
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| Constellation Energy (CEG) | 0.2 | $1.2M | +2% | 3.5k | 353.31 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.2M | +2% | 9.8k | 120.34 |
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| Tesla Motors (TSLA) | 0.2 | $1.2M | +7% | 2.6k | 449.73 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $1.1M | 11k | 99.91 |
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| Procter & Gamble Company (PG) | 0.2 | $1.1M | -6% | 7.7k | 143.31 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.1M | -19% | 7.3k | 148.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.1M | 2.2k | 502.53 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.1 | $1.1M | 30k | 35.92 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | -3% | 1.2k | 862.17 |
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| Visa Com Cl A (V) | 0.1 | $1.0M | -11% | 2.9k | 350.68 |
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| United Parcel Service CL B (UPS) | 0.1 | $976k | +8% | 9.8k | 99.19 |
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| Bandwidth NOTE 0.500pcnt 4/0 | 0.1 | $972k | +60% | 1.1M | 0.87 |
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| TJX Companies (TJX) | 0.1 | $967k | 6.3k | 153.60 |
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| Docusign (DOCU) | 0.1 | $963k | -10% | 14k | 68.40 |
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| Mgp Ingredients NOTE 1.875pcnt11/1 | 0.1 | $955k | +17% | 987k | 0.97 |
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| Pennymac Corp NOTE 5.500pcnt 3/1 | 0.1 | $955k | -3% | 932k | 1.02 |
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| Blackstone Mortgage Trust In NOTE 5.500pcnt 3/1 | 0.1 | $948k | -3% | 953k | 0.99 |
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| Merck & Co (MRK) | 0.1 | $916k | 8.7k | 105.26 |
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| Pebblebrook Hotel Tr NOTE 1.750pcnt12/1 | 0.1 | $864k | -3% | 894k | 0.97 |
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| Fastenal Company (FAST) | 0.1 | $824k | 21k | 40.13 |
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| Danaher Corporation (DHR) | 0.1 | $756k | -12% | 3.3k | 228.93 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| Home Depot (HD) | 0.1 | $732k | 2.1k | 344.12 |
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| McDonald's Corporation (MCD) | 0.1 | $718k | -3% | 2.4k | 305.62 |
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| Johnson & Johnson (JNJ) | 0.1 | $694k | 3.4k | 206.96 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $693k | +3% | 2.1k | 335.25 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $691k | 23k | 30.07 |
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| Abbvie (ABBV) | 0.1 | $687k | -4% | 3.0k | 228.48 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $655k | -18% | 2.6k | 252.43 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $653k | 27k | 24.02 |
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| Uber Technologies (UBER) | 0.1 | $638k | -14% | 7.8k | 81.71 |
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| International Business Machines (IBM) | 0.1 | $621k | +7% | 2.1k | 296.28 |
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| Snap Note 5/0 | 0.1 | $609k | -3% | 655k | 0.93 |
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| Summit Hotel Pptys NOTE 1.500pcnt 2/1 | 0.1 | $595k | 599k | 0.99 |
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| Meta Platforms Cl A (META) | 0.1 | $586k | +4% | 887.00 | 660.15 |
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| CSX Corporation (CSX) | 0.1 | $576k | -7% | 16k | 36.25 |
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| Redfin Corp NOTE 0.500pcnt 4/0 | 0.1 | $574k | +4% | 612k | 0.94 |
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| Chevron Corporation (CVX) | 0.1 | $567k | 3.7k | 152.43 |
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| At&t (T) | 0.1 | $544k | +3% | 22k | 24.84 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $540k | -19% | 954.00 | 566.36 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $520k | 5.2k | 99.88 |
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| United Rentals (URI) | 0.1 | $513k | +25% | 634.00 | 809.32 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $509k | 11k | 48.32 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $506k | 1.1k | 473.30 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $496k | -17% | 373.00 | 1329.85 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $494k | +5% | 1.7k | 298.42 |
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| Pepsi (PEP) | 0.1 | $492k | -2% | 3.4k | 143.54 |
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| Exelon Corporation (EXC) | 0.1 | $492k | +13% | 11k | 43.59 |
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| Servicenow (NOW) | 0.1 | $487k | +420% | 3.2k | 153.19 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $485k | +98% | 4.1k | 119.41 |
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| Monolithic Power Systems (MPWR) | 0.1 | $479k | -17% | 528.00 | 906.36 |
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| Vulcan Materials Company (VMC) | 0.1 | $465k | -18% | 1.6k | 285.22 |
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| Cbre Group Cl A (CBRE) | 0.1 | $461k | -17% | 2.9k | 160.79 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $453k | 19k | 23.37 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $449k | -15% | 420.00 | 1069.86 |
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| Cadence Design Systems (CDNS) | 0.1 | $416k | -17% | 1.3k | 312.58 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $412k | +21% | 3.4k | 120.18 |
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| Marsh & McLennan Companies | 0.1 | $412k | +7293% | 2.2k | 185.52 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $395k | -17% | 1.8k | 223.23 |
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| AmerisourceBergen (COR) | 0.1 | $392k | 1.2k | 337.75 |
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| Moody's Corporation (MCO) | 0.1 | $390k | -16% | 764.00 | 510.59 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $382k | +17% | 4.8k | 80.22 |
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| S&p Global (SPGI) | 0.1 | $377k | -15% | 721.00 | 522.59 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $377k | -20% | 650.00 | 579.22 |
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| Waste Connections (WCN) | 0.1 | $372k | -20% | 2.1k | 175.36 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $369k | +2% | 2.2k | 171.18 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $362k | 1.3k | 287.88 |
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| Spectrum Brands NOTE 3.375pcnt 6/0 | 0.0 | $357k | NEW | 378k | 0.94 |
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| UnitedHealth (UNH) | 0.0 | $355k | 1.1k | 330.04 |
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| Netflix (NFLX) | 0.0 | $349k | +2286% | 3.7k | 93.76 |
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| Intuit (INTU) | 0.0 | $346k | -15% | 522.00 | 662.42 |
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| Linde SHS (LIN) | 0.0 | $336k | 787.00 | 426.36 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $336k | 3.1k | 106.68 |
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| American Express Company (AXP) | 0.0 | $330k | +3% | 892.00 | 370.11 |
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| Goldman Sachs (GS) | 0.0 | $328k | 373.00 | 879.31 |
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| Sherwin-Williams Company (SHW) | 0.0 | $316k | -20% | 975.00 | 324.03 |
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| WesBan (WSBC) | 0.0 | $303k | 9.1k | 33.24 |
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| Honeywell International (HON) | 0.0 | $303k | 1.6k | 195.03 |
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| Guidewire Software (GWRE) | 0.0 | $298k | -16% | 1.5k | 201.01 |
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| L3harris Technologies (LHX) | 0.0 | $293k | +5% | 997.00 | 293.57 |
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| Abbott Laboratories (ABT) | 0.0 | $291k | -5% | 2.3k | 125.31 |
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| Adams Express Company (ADX) | 0.0 | $289k | 12k | 23.32 |
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| Advanced Micro Devices (AMD) | 0.0 | $289k | +19% | 1.3k | 214.16 |
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| Ametek (AME) | 0.0 | $288k | 1.4k | 205.31 |
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| Southern Copper Corporation (SCCO) | 0.0 | $288k | 2.0k | 143.46 |
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| Ge Aerospace Com New (GE) | 0.0 | $286k | -9% | 929.00 | 307.87 |
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| Ecolab (ECL) | 0.0 | $285k | -17% | 1.1k | 262.52 |
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| West Pharmaceutical Services (WST) | 0.0 | $279k | -24% | 1.0k | 275.14 |
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| Procore Technologies (PCOR) | 0.0 | $278k | -22% | 3.8k | 72.74 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $275k | 9.7k | 28.48 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $261k | 1.5k | 173.49 |
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| Cisco Systems (CSCO) | 0.0 | $261k | -6% | 3.4k | 77.04 |
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| Kinsale Cap Group (KNSL) | 0.0 | $261k | +17% | 666.00 | 391.12 |
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| Copart (CPRT) | 0.0 | $257k | -23% | 6.6k | 39.15 |
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| Tyler Technologies (TYL) | 0.0 | $256k | -24% | 564.00 | 453.95 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $253k | 5.4k | 46.68 |
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| Truist Financial Corp equities (TFC) | 0.0 | $251k | -5% | 5.1k | 49.21 |
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| Coca-Cola Company (KO) | 0.0 | $250k | 3.6k | 69.92 |
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| Verizon Communications (VZ) | 0.0 | $249k | -9% | 6.1k | 40.73 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $247k | 2.4k | 100.89 |
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| Broadcom (AVGO) | 0.0 | $246k | +124% | 712.00 | 346.10 |
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| Vaalco Energy Com New (EGY) | 0.0 | $244k | +14% | 67k | 3.64 |
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| Motorola Solutions Com New (MSI) | 0.0 | $242k | -25% | 630.00 | 383.32 |
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| Micron Technology (MU) | 0.0 | $240k | +17% | 842.00 | 285.45 |
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| Mccormick & Co Com Vtg (MKC.V) | 0.0 | $237k | -7% | 3.5k | 68.01 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $234k | -11% | 590.00 | 396.31 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $232k | -10% | 765.00 | 303.73 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $228k | 816.00 | 279.00 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $228k | -6% | 1.9k | 117.23 |
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| Bank of America Corporation (BAC) | 0.0 | $227k | -5% | 4.1k | 55.00 |
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| Synopsys (SNPS) | 0.0 | $227k | -24% | 483.00 | 469.72 |
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| CoStar (CSGP) | 0.0 | $226k | -23% | 3.4k | 67.24 |
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| Allstate Corporation (ALL) | 0.0 | $226k | 1.1k | 208.15 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $225k | 2.6k | 86.89 |
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| Axsome Therapeutics (AXSM) | 0.0 | $222k | 1.2k | 182.64 |
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| Textron (TXT) | 0.0 | $221k | 2.5k | 87.17 |
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| Becton, Dickinson and (BDX) | 0.0 | $218k | 1.1k | 194.07 |
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| Manhattan Associates (MANH) | 0.0 | $217k | -24% | 1.3k | 173.31 |
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| Wal-Mart Stores (WMT) | 0.0 | $216k | +10% | 1.9k | 111.41 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $212k | +10% | 345.00 | 614.51 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $210k | -7% | 957.00 | 219.83 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $208k | 2.2k | 94.20 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $207k | 1.3k | 154.14 |
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| American Electric Power Company (AEP) | 0.0 | $196k | 1.7k | 115.30 |
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| AFLAC Incorporated (AFL) | 0.0 | $188k | 1.7k | 110.27 |
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| 3M Company (MMM) | 0.0 | $187k | -6% | 1.2k | 160.15 |
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| Targa Res Corp (TRGP) | 0.0 | $186k | 1.0k | 184.50 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $179k | +1132% | 3.3k | 53.88 |
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| M&T Bank Corporation (MTB) | 0.0 | $179k | 890.00 | 201.38 |
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| Waste Management (WM) | 0.0 | $179k | 813.00 | 219.83 |
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| Walt Disney Company (DIS) | 0.0 | $179k | -12% | 1.6k | 113.77 |
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| Bio-techne Corporation (TECH) | 0.0 | $175k | -24% | 3.0k | 58.81 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $174k | 647.00 | 269.18 |
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| Ge Vernova (GEV) | 0.0 | $172k | +66% | 263.00 | 653.84 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $172k | +7% | 2.1k | 83.60 |
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| Omega Healthcare Investors (OHI) | 0.0 | $171k | 3.8k | 44.34 |
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| Marriott Vacations Worldwide Note 1/1 | 0.0 | $168k | 170k | 0.99 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $168k | 606.00 | 276.94 |
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| Msci (MSCI) | 0.0 | $168k | -26% | 292.00 | 573.73 |
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| Hershey Company (HSY) | 0.0 | $165k | 904.00 | 182.07 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $163k | 2.0k | 82.23 |
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| Omni (OMC) | 0.0 | $162k | 2.0k | 80.75 |
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| MetLife (MET) | 0.0 | $161k | 2.0k | 78.95 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $158k | 1.2k | 133.49 |
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| Capital One Financial (COF) | 0.0 | $158k | 652.00 | 242.28 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $156k | +28% | 3.1k | 49.65 |
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| Carrier Global Corporation (CARR) | 0.0 | $156k | -2% | 2.9k | 52.84 |
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| Stifel Financial (SF) | 0.0 | $156k | 1.2k | 125.22 |
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| Intel Corporation (INTC) | 0.0 | $155k | -4% | 4.2k | 36.90 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $154k | +2% | 1.7k | 90.42 |
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| Nextera Energy (NEE) | 0.0 | $153k | +34% | 1.9k | 80.28 |
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| Watts Water Technologies Cl A (WTS) | 0.0 | $152k | +22% | 550.00 | 276.02 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $152k | 1.1k | 141.16 |
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| Astrazeneca Sponsored Adr | 0.0 | $149k | 1.6k | 91.93 |
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| Bristol Myers Squibb (BMY) | 0.0 | $148k | -5% | 2.8k | 53.94 |
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| Greenlight Capital Re Class A (GLRE) | 0.0 | $142k | 9.7k | 14.58 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $139k | 337.00 | 412.77 |
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| MGIC Investment (MTG) | 0.0 | $139k | 4.7k | 29.22 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $138k | 1.2k | 111.00 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $137k | NEW | 1.7k | 79.73 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $136k | 396.00 | 342.97 |
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| Datadog Cl A Com (DDOG) | 0.0 | $132k | 973.00 | 135.99 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $132k | -11% | 2.1k | 62.48 |
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| Lennar Corp Cl A (LEN) | 0.0 | $132k | 1.3k | 102.79 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $131k | 1.3k | 97.74 |
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| F.N.B. Corporation (FNB) | 0.0 | $131k | 7.7k | 17.10 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $130k | 1.0k | 126.57 |
|
|
| Qualcomm (QCOM) | 0.0 | $127k | +4% | 745.00 | 171.05 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $127k | +112% | 2.8k | 44.72 |
|
| Palo Alto Networks (PANW) | 0.0 | $126k | +3% | 684.00 | 184.20 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $126k | 1.4k | 87.35 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $124k | NEW | 1.1k | 110.19 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $118k | 2.5k | 46.59 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $118k | -24% | 1.4k | 84.36 |
|
| First Solar (FSLR) | 0.0 | $118k | 450.00 | 261.23 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $117k | 173.00 | 673.82 |
|
|
| Deere & Company (DE) | 0.0 | $116k | +2% | 249.00 | 465.57 |
|
| Nucor Corporation (NUE) | 0.0 | $114k | 701.00 | 163.05 |
|
|
| Amgen (AMGN) | 0.0 | $114k | 349.00 | 327.31 |
|
|
| Cigna Corp (CI) | 0.0 | $114k | +2% | 413.00 | 275.43 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $113k | -18% | 232.00 | 487.86 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $113k | 961.00 | 117.72 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $113k | 420.00 | 268.30 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $110k | +14% | 235.00 | 468.76 |
|
| Boulder Growth & Income Fund (STEW) | 0.0 | $109k | 5.9k | 18.54 |
|
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $109k | +138% | 2.3k | 46.74 |
|
| Travelers Companies (TRV) | 0.0 | $108k | 372.00 | 290.06 |
|
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.0 | $106k | 2.4k | 44.13 |
|
|
| Newsmax Com Shs Class B (NMAX) | 0.0 | $105k | +50418% | 14k | 7.73 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $104k | 216.00 | 481.15 |
|
|
| Dominion Resources (D) | 0.0 | $103k | +59% | 1.8k | 58.58 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $102k | +100% | 708.00 | 143.97 |
|
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.0 | $102k | 6.1k | 16.51 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $100k | +3% | 2.0k | 50.02 |
|
| Wells Fargo & Company (WFC) | 0.0 | $99k | +16% | 1.1k | 93.18 |
|
| Ameren Corporation (AEE) | 0.0 | $97k | -16% | 970.00 | 99.86 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $96k | +10% | 1.3k | 75.44 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $96k | 519.00 | 185.17 |
|
|
| National Fuel Gas (NFG) | 0.0 | $95k | 1.2k | 80.06 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $95k | 497.00 | 191.56 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $95k | 378.00 | 251.17 |
|
|
| Boeing Company (BA) | 0.0 | $95k | +21% | 437.00 | 217.19 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $95k | +22% | 582.00 | 162.63 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $95k | 300.00 | 314.84 |
|
|
| Everus Constr Group (ECG) | 0.0 | $94k | NEW | 1.1k | 85.56 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $94k | -36% | 1.5k | 64.42 |
|
| Public Service Enterprise (PEG) | 0.0 | $92k | 1.1k | 80.28 |
|
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $91k | NEW | 1.8k | 50.45 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $87k | +3% | 3.0k | 28.82 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.0 | $87k | 1.7k | 49.69 |
|
Past Filings by Financial Consulate
SEC 13F filings are viewable for Financial Consulate going back to 2014
- Financial Consulate 2025 Q4 filed Jan. 22, 2026
- Financial Consulate 2025 Q3 filed Oct. 21, 2025
- Financial Consulate 2025 Q2 filed July 18, 2025
- Financial Consulate 2025 Q1 filed April 25, 2025
- Financial Consulate 2024 Q4 filed Feb. 3, 2025
- Financial Consulate 2024 Q3 filed Oct. 21, 2024
- Financial Consulate 2024 Q2 filed July 22, 2024
- Financial Consulate 2024 Q1 filed April 23, 2024
- Financial Consulate 2023 Q4 filed Feb. 1, 2024
- Financial Consulate 2023 Q3 filed Oct. 24, 2023
- Financial Consulate 2023 Q2 filed July 21, 2023
- Financial Consulate 2023 Q1 filed April 17, 2023
- Financial Consulate 2022 Q4 filed Jan. 11, 2023
- Financial Consulate 2022 Q3 filed Oct. 20, 2022
- Financial Consulate 2022 Q2 filed July 19, 2022
- Financial Consulate 2022 Q1 filed April 28, 2022