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 49.18% of Financial Consulate's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$20M), MKC (+$12M), SCHX (+$11M), DIHP (+$11M), MSFT (+$8.4M), PULS (+$6.5M), PATK (+$5.5M), NVDA (+$5.3M), DUHP, PNC.
- Started 1117 new stock positions in TLN, IIPR, EW, LEVI, REAL, QGEN, GTX, RIO, VHT, SGOV.
- Reduced shares in these 10 stocks: FNDB (-$5.1M), GMF, TCAF, DFAT, 180 Degree Cap Corp, SCHF, SCHD, MFDX, SPGM, VIS.
- Sold out of its position in 180 Degree Cap Corp.
- Financial Consulate was a net buyer of stock by $172M.
- Financial Consulate has $708M in assets under management (AUM), dropping by 39.83%.
- Central Index Key (CIK): 0001624510
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Portfolio Holdings for Financial Consulate
Financial Consulate holds 1153 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Financial Consulate has 1153 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Consulate Sept. 30, 2025 positions
- Download the Financial Consulate September 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 | $135M | +9% | 5.1M | 26.34 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 10.5 | $75M | +5% | 2.0M | 37.77 |
|
| Pimco Equity Ser Rafi Dyn Multi (MFDX) | 8.5 | $60M | 1.6M | 37.17 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 6.0 | $42M | 1.8M | 23.28 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 5.1 | $36M | +41% | 1.2M | 30.39 |
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 4.4 | $32M | -14% | 1.2M | 25.74 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 4.0 | $29M | +4% | 417k | 68.46 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 3.5 | $25M | +5% | 493k | 50.63 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.0 | $22M | 788k | 27.30 |
|
|
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 2.9 | $21M | 364k | 56.45 |
|
|
| Apple (AAPL) | 2.8 | $20M | NEW | 79k | 254.63 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 2.4 | $17M | -11% | 457k | 37.70 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.8 | $13M | +110% | 250k | 49.83 |
|
| Mccormick & Co Com Non Vtg (MKC) | 1.7 | $12M | NEW | 184k | 66.91 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.5 | $10M | +27% | 240k | 42.96 |
|
| Spdr Index Shs Fds Asia Pacif Etf (GMF) | 1.3 | $9.0M | -28% | 65k | 139.02 |
|
| Microsoft Corporation (MSFT) | 1.2 | $8.4M | NEW | 16k | 517.94 |
|
| Patrick Industries (PATK) | 0.8 | $5.5M | NEW | 53k | 103.43 |
|
| Pimco Equity Ser Rafi Dyn Ml Us (MFUS) | 0.8 | $5.5M | +52% | 97k | 56.25 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $5.3M | NEW | 29k | 186.58 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.7M | 6.0k | 612.35 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $3.1M | +2% | 120k | 25.71 |
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.4 | $3.0M | -2% | 40k | 74.90 |
|
| PNC Financial Services (PNC) | 0.4 | $2.9M | NEW | 15k | 200.93 |
|
| Amazon (AMZN) | 0.4 | $2.7M | NEW | 12k | 219.57 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.6M | 3.8k | 669.25 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $2.3M | -39% | 39k | 58.21 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.3 | $2.2M | 86k | 25.13 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.9M | NEW | 7.7k | 243.55 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.9M | 58k | 31.91 |
|
|
| 10x Genomics Cl A Com (TXG) | 0.3 | $1.8M | NEW | 157k | 11.69 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.7M | NEW | 5.5k | 315.43 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.7M | NEW | 3.4k | 499.27 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | NEW | 2.8k | 568.86 |
|
| Mount Logan Cap | 0.2 | $1.6M | NEW | 202k | 7.80 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.5M | 2.0k | 746.63 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.5M | +7% | 6.0k | 243.10 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | NEW | 7.9k | 167.33 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.3M | 9.0k | 145.65 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $1.3M | NEW | 8.2k | 153.65 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | NEW | 1.3k | 925.87 |
|
| Docusign (DOCU) | 0.2 | $1.1M | NEW | 16k | 72.09 |
|
| Constellation Energy (CEG) | 0.2 | $1.1M | NEW | 3.4k | 329.09 |
|
| Visa Com Cl A (V) | 0.2 | $1.1M | NEW | 3.3k | 341.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | 2.1k | 502.62 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | NEW | 9.5k | 112.75 |
|
| Tesla Motors (TSLA) | 0.2 | $1.1M | NEW | 2.4k | 444.73 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $1.1M | NEW | 11k | 95.47 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.1 | $1.1M | 30k | 34.92 |
|
|
| Caterpillar (CAT) | 0.1 | $1.0M | NEW | 2.2k | 477.21 |
|
| Fastenal Company (FAST) | 0.1 | $1.0M | NEW | 21k | 49.04 |
|
| Blackstone Mortgage Trust In NOTE 5.500pcnt 3/1 | 0.1 | $974k | 985k | 0.99 |
|
|
| Pennymac Corp NOTE 5.500pcnt 3/1 | 0.1 | $959k | 961k | 1.00 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $938k | NEW | 1.2k | 762.97 |
|
| TJX Companies (TJX) | 0.1 | $927k | NEW | 6.4k | 144.54 |
|
| Pebblebrook Hotel Tr NOTE 1.750pcnt12/1 | 0.1 | $905k | NEW | 925k | 0.98 |
|
| Fubotv NOTE 3.250pcnt 2/1 | 0.1 | $901k | NEW | 911k | 0.99 |
|
| Uber Technologies (UBER) | 0.1 | $891k | NEW | 9.1k | 97.97 |
|
| Home Depot (HD) | 0.1 | $855k | NEW | 2.1k | 405.20 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $808k | NEW | 3.2k | 254.09 |
|
| Mgp Ingredients NOTE 1.875pcnt11/1 | 0.1 | $807k | NEW | 843k | 0.96 |
|
| United Parcel Service CL B (UPS) | 0.1 | $757k | NEW | 9.1k | 83.53 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | NEW | 1.00 | 754200.00 |
|
| Merck & Co (MRK) | 0.1 | $744k | NEW | 8.9k | 83.93 |
|
| Danaher Corporation (DHR) | 0.1 | $744k | NEW | 3.8k | 198.25 |
|
| McDonald's Corporation (MCD) | 0.1 | $742k | NEW | 2.4k | 303.88 |
|
| Abbvie (ABBV) | 0.1 | $731k | NEW | 3.2k | 231.52 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $688k | NEW | 23k | 29.64 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $669k | NEW | 27k | 24.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $654k | 2.0k | 328.21 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $639k | NEW | 2.1k | 297.91 |
|
| Snap Note 5/0 | 0.1 | $625k | NEW | 681k | 0.92 |
|
| Johnson & Johnson (JNJ) | 0.1 | $624k | NEW | 3.4k | 185.43 |
|
| Meta Platforms Cl A (META) | 0.1 | $622k | NEW | 847.00 | 734.45 |
|
| Vulcan Materials Company (VMC) | 0.1 | $613k | NEW | 2.0k | 307.62 |
|
| CSX Corporation (CSX) | 0.1 | $612k | NEW | 17k | 35.51 |
|
| At&t (T) | 0.1 | $600k | NEW | 21k | 28.24 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $596k | NEW | 452.00 | 1318.02 |
|
| Bandwidth NOTE 0.500pcnt 4/0 | 0.1 | $591k | NEW | 693k | 0.85 |
|
| Acnb Corp (ACNB) | 0.1 | $589k | NEW | 13k | 44.04 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $588k | NEW | 639.00 | 920.64 |
|
| Summit Hotel Pptys NOTE 1.500pcnt 2/1 | 0.1 | $585k | NEW | 599k | 0.98 |
|
| Chevron Corporation (CVX) | 0.1 | $573k | NEW | 3.7k | 155.28 |
|
| Cadence Design Systems (CDNS) | 0.1 | $568k | NEW | 1.6k | 351.26 |
|
| Servicenow (NOW) | 0.1 | $562k | NEW | 611.00 | 920.28 |
|
| International Business Machines (IBM) | 0.1 | $551k | NEW | 2.0k | 282.17 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $546k | NEW | 3.5k | 157.56 |
|
| Redfin Corp NOTE 0.500pcnt 4/0 | 0.1 | $543k | NEW | 583k | 0.93 |
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $535k | NEW | 5.0k | 106.62 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $529k | NEW | 1.2k | 447.23 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $522k | 5.2k | 100.25 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $521k | 11k | 49.46 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $501k | 1.1k | 468.41 |
|
|
| Pepsi (PEP) | 0.1 | $492k | NEW | 3.5k | 140.46 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $492k | -8% | 2.1k | 239.67 |
|
| United Rentals (URI) | 0.1 | $481k | NEW | 504.00 | 954.66 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $480k | NEW | 496.00 | 968.09 |
|
| Waste Connections (WCN) | 0.1 | $471k | NEW | 2.7k | 175.80 |
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $466k | -10% | 1.6k | 296.29 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $450k | 19k | 23.47 |
|
|
| Exelon Corporation (EXC) | 0.1 | $448k | NEW | 10k | 45.01 |
|
| Moody's Corporation (MCO) | 0.1 | $436k | NEW | 916.00 | 476.28 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $426k | NEW | 1.2k | 346.26 |
|
| Intuit (INTU) | 0.1 | $423k | NEW | 619.00 | 682.91 |
|
| S&p Global (SPGI) | 0.1 | $416k | NEW | 855.00 | 486.71 |
|
| Guidewire Software (GWRE) | 0.1 | $409k | NEW | 1.8k | 229.86 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $395k | NEW | 815.00 | 485.02 |
|
| Tyler Technologies (TYL) | 0.1 | $390k | NEW | 746.00 | 523.16 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $389k | NEW | 850.00 | 457.29 |
|
| Copart (CPRT) | 0.1 | $384k | NEW | 8.5k | 44.97 |
|
| UnitedHealth (UNH) | 0.1 | $378k | NEW | 1.1k | 345.30 |
|
| Linde SHS (LIN) | 0.1 | $376k | NEW | 791.00 | 474.96 |
|
| CoStar (CSGP) | 0.1 | $372k | NEW | 4.4k | 84.37 |
|
| AmerisourceBergen (COR) | 0.1 | $362k | NEW | 1.2k | 312.53 |
|
| Procore Technologies (PCOR) | 0.1 | $360k | NEW | 4.9k | 72.92 |
|
| Ecolab (ECL) | 0.1 | $359k | NEW | 1.3k | 273.86 |
|
| West Pharmaceutical Services (WST) | 0.0 | $352k | NEW | 1.3k | 262.33 |
|
| Manhattan Associates (MANH) | 0.0 | $341k | NEW | 1.7k | 204.98 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $336k | NEW | 2.8k | 118.83 |
|
| Abbott Laboratories (ABT) | 0.0 | $331k | NEW | 2.5k | 133.95 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $329k | NEW | 3.1k | 104.52 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $326k | NEW | 1.3k | 259.52 |
|
| Honeywell International (HON) | 0.0 | $323k | NEW | 1.5k | 210.52 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $317k | NEW | 4.1k | 78.34 |
|
| Synopsys (SNPS) | 0.0 | $317k | NEW | 642.00 | 493.39 |
|
| Ge Aerospace Com New (GE) | 0.0 | $310k | NEW | 1.0k | 300.94 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $300k | NEW | 2.4k | 124.34 |
|
| Goldman Sachs (GS) | 0.0 | $297k | NEW | 373.00 | 796.50 |
|
| Verizon Communications (VZ) | 0.0 | $297k | NEW | 6.8k | 43.95 |
|
| WesBan (WSBC) | 0.0 | $291k | NEW | 9.1k | 31.93 |
|
| L3harris Technologies (LHX) | 0.0 | $287k | NEW | 941.00 | 305.41 |
|
| American Express Company (AXP) | 0.0 | $286k | NEW | 862.00 | 332.30 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $281k | NEW | 2.1k | 133.90 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $276k | NEW | 1.5k | 183.73 |
|
| Adams Express Company (ADX) | 0.0 | $273k | NEW | 12k | 22.30 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $269k | NEW | 9.6k | 27.90 |
|
| Ametek (AME) | 0.0 | $264k | NEW | 1.4k | 188.00 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $264k | NEW | 815.00 | 323.69 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $259k | NEW | 5.4k | 47.72 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $256k | NEW | 2.1k | 123.78 |
|
| Mccormick & Co Com Vtg (MKC.V) | 0.0 | $250k | NEW | 3.7k | 66.72 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $248k | NEW | 5.4k | 45.72 |
|
| Cisco Systems (CSCO) | 0.0 | $247k | NEW | 3.6k | 68.41 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $242k | NEW | 569.00 | 425.26 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $240k | NEW | 2.0k | 121.34 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $238k | NEW | 853.00 | 279.29 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $238k | NEW | 668.00 | 355.47 |
|
| Coca-Cola Company (KO) | 0.0 | $236k | NEW | 3.6k | 66.32 |
|
| Allstate Corporation (ALL) | 0.0 | $236k | NEW | 1.1k | 214.65 |
|
| Vaalco Energy Com New (EGY) | 0.0 | $234k | NEW | 58k | 4.02 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $229k | NEW | 1.3k | 170.85 |
|
| Bank of America Corporation (BAC) | 0.0 | $225k | NEW | 4.4k | 51.59 |
|
| Msci (MSCI) | 0.0 | $225k | NEW | 396.00 | 567.41 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $223k | NEW | 1.0k | 215.88 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $218k | NEW | 2.6k | 84.57 |
|
| Bio-techne Corporation (TECH) | 0.0 | $218k | NEW | 3.9k | 55.63 |
|
| Textron (TXT) | 0.0 | $214k | NEW | 2.5k | 84.49 |
|
| Becton, Dickinson and (BDX) | 0.0 | $210k | NEW | 1.1k | 187.17 |
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.0 | $210k | NEW | 2.2k | 94.30 |
|
| Walt Disney Company (DIS) | 0.0 | $204k | NEW | 1.8k | 114.50 |
|
| 3M Company (MMM) | 0.0 | $195k | NEW | 1.3k | 155.20 |
|
| AFLAC Incorporated (AFL) | 0.0 | $191k | NEW | 1.7k | 111.70 |
|
| American Electric Power Company (AEP) | 0.0 | $190k | NEW | 1.7k | 112.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $187k | NEW | 312.00 | 600.29 |
|
| Netflix (NFLX) | 0.0 | $187k | NEW | 156.00 | 1198.92 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $185k | NEW | 1.9k | 99.95 |
|
| Advanced Micro Devices (AMD) | 0.0 | $182k | NEW | 1.1k | 161.79 |
|
| Carrier Global Corporation (CARR) | 0.0 | $181k | NEW | 3.0k | 59.70 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $181k | NEW | 647.00 | 279.84 |
|
| Wal-Mart Stores (WMT) | 0.0 | $180k | NEW | 1.7k | 103.07 |
|
| Waste Management (WM) | 0.0 | $179k | NEW | 811.00 | 220.79 |
|
| M&T Bank Corporation (MTB) | 0.0 | $175k | NEW | 886.00 | 197.58 |
|
| Hershey Company (HSY) | 0.0 | $169k | NEW | 902.00 | 187.07 |
|
| Targa Res Corp (TRGP) | 0.0 | $168k | NEW | 1.0k | 167.54 |
|
| MetLife (MET) | 0.0 | $168k | NEW | 2.0k | 82.36 |
|
| Marriott Vacations Worldwide Note 1/1 | 0.0 | $166k | NEW | 170k | 0.98 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $166k | NEW | 606.00 | 273.65 |
|
| Atlantic Union B (AUB) | 0.0 | $165k | NEW | 4.7k | 35.29 |
|
| Omni (OMC) | 0.0 | $163k | NEW | 2.0k | 81.53 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $162k | NEW | 3.8k | 42.22 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $160k | NEW | 2.0k | 81.06 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $160k | NEW | 1.3k | 126.04 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $159k | NEW | 2.4k | 65.00 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $155k | NEW | 1.2k | 131.24 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $153k | NEW | 1.9k | 79.80 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $152k | NEW | 1.1k | 141.50 |
|
| Axsome Therapeutics (AXSM) | 0.0 | $148k | NEW | 1.2k | 121.45 |
|
| Power Solutions Intl Com New (PSIX) | 0.0 | $147k | NEW | 1.5k | 98.22 |
|
| Intel Corporation (INTC) | 0.0 | $147k | NEW | 4.4k | 33.55 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $146k | NEW | 1.7k | 87.83 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $142k | NEW | 2.4k | 59.93 |
|
| Stifel Financial (SF) | 0.0 | $141k | NEW | 1.2k | 113.47 |
|
| Capital One Financial (COF) | 0.0 | $139k | NEW | 652.00 | 212.51 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $139k | NEW | 973.00 | 142.40 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $136k | NEW | 284.00 | 479.61 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $136k | NEW | 337.00 | 402.42 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $135k | NEW | 1.2k | 110.49 |
|
| MGIC Investment (MTG) | 0.0 | $135k | NEW | 4.7k | 28.37 |
|
| Palo Alto Networks (PANW) | 0.0 | $134k | NEW | 658.00 | 203.62 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $131k | NEW | 2.9k | 45.10 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $131k | NEW | 392.00 | 332.84 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $130k | NEW | 1.4k | 91.43 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $127k | NEW | 1.3k | 95.26 |
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $126k | NEW | 450.00 | 279.28 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $124k | NEW | 1.0k | 122.36 |
|
| Greenlight Capital Re Class A (GLRE) | 0.0 | $124k | NEW | 9.7k | 12.70 |
|
| F.N.B. Corporation (FNB) | 0.0 | $124k | NEW | 7.7k | 16.11 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $123k | NEW | 1.6k | 76.72 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $123k | NEW | 171.00 | 718.54 |
|
| Ameren Corporation (AEE) | 0.0 | $121k | NEW | 1.2k | 104.38 |
|
| Micron Technology (MU) | 0.0 | $120k | NEW | 718.00 | 167.34 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $119k | NEW | 2.1k | 57.11 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $119k | NEW | 1.3k | 89.35 |
|
| Qualcomm (QCOM) | 0.0 | $119k | NEW | 714.00 | 166.36 |
|
| Cigna Corp (CI) | 0.0 | $116k | NEW | 401.00 | 288.47 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $114k | NEW | 961.00 | 118.37 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $113k | NEW | 2.5k | 44.69 |
|
| Deere & Company (DE) | 0.0 | $111k | NEW | 243.00 | 457.26 |
|
| National Fuel Gas (NFG) | 0.0 | $111k | NEW | 1.2k | 92.37 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $109k | NEW | 771.00 | 140.98 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $108k | NEW | 3.1k | 34.37 |
|
| Nextera Energy (NEE) | 0.0 | $107k | NEW | 1.4k | 75.49 |
|
| Boulder Growth & Income Fund (STEW) | 0.0 | $106k | NEW | 5.8k | 18.16 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.0 | $105k | NEW | 2.4k | 44.01 |
|
| Broadcom (AVGO) | 0.0 | $105k | NEW | 317.00 | 330.41 |
|
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.0 | $104k | NEW | 6.1k | 16.89 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $104k | NEW | 420.00 | 246.60 |
|
| Travelers Companies (TRV) | 0.0 | $103k | NEW | 367.00 | 279.22 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $101k | NEW | 205.00 | 490.38 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $100k | NEW | 216.00 | 464.30 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $100k | NEW | 354.00 | 281.86 |
|
| Amgen (AMGN) | 0.0 | $99k | NEW | 352.00 | 282.20 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $99k | NEW | 1.9k | 51.22 |
|
| First Solar (FSLR) | 0.0 | $99k | NEW | 450.00 | 220.53 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $98k | NEW | 516.00 | 189.26 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $98k | NEW | 2.3k | 42.37 |
|
| Ge Vernova (GEV) | 0.0 | $97k | NEW | 158.00 | 614.91 |
|
| Workday Cl A (WDAY) | 0.0 | $96k | NEW | 400.00 | 240.73 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $96k | NEW | 2.0k | 47.94 |
|
| Public Service Enterprise (PEG) | 0.0 | $96k | NEW | 1.1k | 83.43 |
|
| Nucor Corporation (NUE) | 0.0 | $95k | NEW | 699.00 | 135.40 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $94k | NEW | 497.00 | 189.70 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $92k | NEW | 378.00 | 244.09 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $92k | NEW | 476.00 | 192.74 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $91k | NEW | 510.00 | 178.73 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $89k | NEW | 800.00 | 111.63 |
|
| Leidos Holdings (LDOS) | 0.0 | $87k | NEW | 459.00 | 189.10 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.0 | $87k | NEW | 1.7k | 50.50 |
|
| American Tower Reit (AMT) | 0.0 | $86k | NEW | 445.00 | 192.32 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $85k | NEW | 1.2k | 73.46 |
|
Past Filings by Financial Consulate
SEC 13F filings are viewable for Financial Consulate going back to 2014
- 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
- Financial Consulate 2021 Q4 filed Feb. 7, 2022