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 45.82% of Financial Consulate's stock portfolio.
- Added to shares of these 10 stocks: DUHP, DIHP, SCHX, SHV, SCHF, VGT, VTIP, PULS, FNDB, DFAS.
- Started 135 new stock positions in MIDD, ADBE, RONB, SGRY, FRMI, AVA, CLF, VELO, ENLT, FWONK.
- Reduced shares in these 10 stocks: SPGM, TXG, INTC, AAPL, Honeywell International, BE, MKC, AXSM, RCL, .
- Sold out of its positions in ACI, DCH, DIVO, TEAM, BBD, BBWI, BEAM, TECH, BXMT, CAE.
- Financial Consulate was a net buyer of stock by $21M.
- Financial Consulate has $899M in assets under management (AUM), dropping by 11.96%.
- Central Index Key (CIK): 0001624510
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Portfolio Holdings for Financial Consulate
Financial Consulate holds 1449 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Financial Consulate has 1449 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Consulate June 30, 2026 positions
- Download the Financial Consulate June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 17.3 | $155M | 5.3M | 29.43 |
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| Dimensional Etf Trust Us High Prof Etf (DUHP) | 9.8 | $88M | +3% | 2.1M | 41.73 |
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| Pimco Equity Ser Rafi Dyn Multi (MFDX) | 7.9 | $71M | 1.7M | 41.64 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.9 | $53M | +3% | 1.9M | 27.70 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 4.9 | $44M | +5% | 1.3M | 34.12 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 4.3 | $38M | +5% | 348k | 110.35 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 4.1 | $37M | +4% | 739k | 50.23 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 4.0 | $36M | +2% | 433k | 82.34 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 3.7 | $33M | +3% | 1.1M | 30.46 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.0 | $27M | 329k | 82.11 |
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| Apple (AAPL) | 2.4 | $22M | 76k | 289.36 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 2.4 | $22M | 379k | 57.89 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.4 | $21M | +7% | 427k | 49.56 |
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| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 2.1 | $19M | +4% | 474k | 39.68 |
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| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 2.1 | $19M | +2% | 456k | 41.10 |
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| Pimco Equity Ser Rafi Dyn Ml Us (MFUS) | 2.1 | $19M | +4% | 276k | 67.17 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.5 | $14M | +3% | 427k | 31.71 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 1.5 | $13M | +2% | 248k | 52.76 |
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| Spdr Index Shs Fds St Str Asia Etf (GMF) | 1.2 | $11M | 67k | 156.97 |
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| Mccormick & Co Com Non Vtg (MKC) | 1.0 | $9.1M | 180k | 50.42 |
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| NVIDIA Corporation (NVDA) | 0.6 | $5.8M | +5% | 29k | 200.09 |
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| 10x Genomics Cl A Com (TXG) | 0.5 | $4.8M | -19% | 126k | 38.34 |
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| Patrick Industries (PATK) | 0.5 | $4.7M | 53k | 89.78 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.4M | 6.4k | 686.77 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $3.3M | +6% | 114k | 28.96 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $3.1M | +6% | 44k | 69.90 |
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| PNC Financial Services (PNC) | 0.3 | $3.0M | 12k | 246.23 |
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| Microsoft Corporation (MSFT) | 0.3 | $3.0M | 8.0k | 373.02 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.9M | 3.9k | 748.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.7M | 7.8k | 353.34 |
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| Amazon (AMZN) | 0.3 | $2.7M | 11k | 238.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.6M | +17% | 7.3k | 357.35 |
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| Caterpillar (CAT) | 0.3 | $2.5M | +3% | 2.3k | 1064.79 |
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| Spdr Index Shs Fds St Str Msci Glb (SPGM) | 0.2 | $2.2M | -61% | 26k | 85.67 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $2.0M | +725% | 17k | 119.52 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.8M | 53k | 33.84 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.7M | 3.4k | 509.41 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.5M | 1.2k | 1199.28 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | 7.3k | 189.72 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $1.3M | 4.1k | 327.35 |
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| Tesla Motors (TSLA) | 0.1 | $1.3M | +10% | 3.1k | 420.61 |
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| Micron Technology (MU) | 0.1 | $1.2M | +3% | 1.0k | 1154.49 |
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| Spdr Index Shs Fds St Str Acwi Etf (CWI) | 0.1 | $1.2M | 30k | 40.67 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.2M | 7.3k | 164.27 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $1.2M | 26k | 45.11 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | 1.2k | 935.77 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.2M | 2.2k | 513.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.1M | +2% | 2.2k | 500.28 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | 7.4k | 146.64 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $1.1M | 9.9k | 107.50 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | 7.7k | 136.72 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.0M | +5% | 2.4k | 433.35 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.0M | 28k | 36.13 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.0M | -2% | 11k | 92.27 |
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| Blackstone Mortgage Trust In NOTE 5.500pcnt 3/1 | 0.1 | $1.0M | +5% | 1.0M | 1.01 |
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| Mgp Ingredients NOTE 1.875pcnt11/1 | 0.1 | $1.0M | +4% | 1.0M | 0.97 |
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| Sarepta Therapeutics NOTE 1.250pcnt 9/1 | 0.1 | $991k | +4% | 1.0M | 0.95 |
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| Fastenal Company (FAST) | 0.1 | $987k | 21k | 48.03 |
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| Merck & Co (MRK) | 0.1 | $978k | 7.6k | 128.67 |
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| Advanced Micro Devices (AMD) | 0.1 | $975k | +20% | 1.7k | 580.91 |
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| Johnson & Johnson (JNJ) | 0.1 | $931k | +4% | 3.7k | 253.97 |
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| Constellation Energy (CEG) | 0.1 | $882k | 3.6k | 248.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $850k | +8% | 2.3k | 370.01 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $850k | 23k | 36.87 |
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| Pebblebrook Hotel Tr NOTE 1.750pcnt12/1 | 0.1 | $844k | -5% | 846k | 1.00 |
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| Abbvie (ABBV) | 0.1 | $797k | +3% | 3.2k | 251.67 |
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| Visa Com Cl A (V) | 0.1 | $772k | 2.3k | 343.06 |
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| CSX Corporation (CSX) | 0.1 | $760k | 16k | 47.53 |
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| TJX Companies (TJX) | 0.1 | $755k | 5.0k | 151.51 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
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| Home Depot (HD) | 0.1 | $721k | 2.0k | 352.63 |
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| United Rentals (URI) | 0.1 | $721k | 636.00 | 1132.89 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $652k | +21% | 1.4k | 477.47 |
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| Chevron Corporation (CVX) | 0.1 | $646k | +3% | 3.9k | 165.75 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $641k | +7% | 1.8k | 360.30 |
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| McDonald's Corporation (MCD) | 0.1 | $641k | -4% | 2.4k | 270.36 |
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| Meta Platforms Cl A (META) | 0.1 | $615k | +12% | 1.1k | 563.34 |
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| Docusign (DOCU) | 0.1 | $612k | 14k | 44.42 |
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| International Business Machines (IBM) | 0.1 | $604k | 2.1k | 281.21 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $591k | -25% | 2.0k | 302.70 |
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| Snap Note 5/0 | 0.1 | $583k | -6% | 613k | 0.95 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $571k | -5% | 287.00 | 1989.44 |
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| Mount Logan Cap (MLCI) | 0.1 | $569k | -5% | 165k | 3.44 |
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| Redfin Corp NOTE 0.500pcnt 4/0 | 0.1 | $548k | -4% | 564k | 0.97 |
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| Exelon Corporation (EXC) | 0.1 | $541k | 12k | 46.62 |
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| Bandwidth NOTE 0.500pcnt 4/0 | 0.1 | $535k | -6% | 573k | 0.93 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $515k | +300% | 4.1k | 124.17 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $500k | +5% | 4.3k | 117.28 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $496k | -2% | 1.9k | 257.91 |
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| Broadcom (AVGO) | 0.1 | $494k | +5% | 1.3k | 377.88 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $472k | 9.8k | 48.43 |
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| UnitedHealth (UNH) | 0.1 | $472k | +3% | 1.1k | 415.63 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $464k | +23% | 1.6k | 299.08 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $433k | 19k | 23.13 |
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| Monolithic Power Systems (MPWR) | 0.0 | $433k | -10% | 313.00 | 1382.36 |
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| Cisco Systems (CSCO) | 0.0 | $423k | +6% | 3.6k | 117.45 |
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| Linde SHS (LIN) | 0.0 | $413k | 796.00 | 518.90 |
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| Danaher Corporation (DHR) | 0.0 | $403k | -7% | 2.1k | 190.47 |
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| Pepsi (PEP) | 0.0 | $398k | -3% | 2.9k | 135.38 |
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| Spectrum Brands NOTE 3.375pcnt 6/0 | 0.0 | $394k | 378k | 1.04 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $382k | -2% | 287.00 | 1332.04 |
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| Goldman Sachs (GS) | 0.0 | $378k | 373.00 | 1012.12 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $366k | 2.2k | 166.67 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $365k | 3.7k | 98.98 |
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| Southern Copper Corporation (SCCO) | 0.0 | $359k | 2.1k | 174.23 |
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| WesBan (WSBC) | 0.0 | $356k | 9.1k | 39.03 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $354k | 2.4k | 148.30 |
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| Uber Technologies (UBER) | 0.0 | $353k | -9% | 4.9k | 72.16 |
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| Ge Aerospace Com New (GE) | 0.0 | $352k | 941.00 | 373.57 |
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| At&t (T) | 0.0 | $350k | -3% | 17k | 20.70 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $347k | 5.4k | 63.85 |
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| Ametek (AME) | 0.0 | $341k | 1.4k | 241.94 |
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| Vaalco Energy Com New (EGY) | 0.0 | $340k | 67k | 5.08 |
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| Ge Vernova (GEV) | 0.0 | $340k | 289.00 | 1175.75 |
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| Coca-Cola Company (KO) | 0.0 | $335k | +11% | 4.1k | 81.33 |
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| AmerisourceBergen (COR) | 0.0 | $331k | 1.2k | 282.98 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $331k | +30% | 2.9k | 115.69 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $326k | 820.00 | 397.68 |
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| Vulcan Materials Company (VMC) | 0.0 | $309k | -7% | 1.0k | 295.01 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $308k | +35% | 3.5k | 88.53 |
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| American Express Company (AXP) | 0.0 | $305k | 902.00 | 338.41 |
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| L3harris Technologies (LHX) | 0.0 | $290k | 999.00 | 290.59 |
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| Targa Res Corp (TRGP) | 0.0 | $285k | 1.1k | 268.14 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $280k | +3% | 760.00 | 368.38 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $279k | 3.2k | 87.87 |
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| Intel Corporation (INTC) | 0.0 | $272k | -62% | 1.9k | 139.60 |
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| Cbre Group Cl A (CBRE) | 0.0 | $272k | -8% | 2.0k | 134.69 |
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| Bank of America Corporation (BAC) | 0.0 | $270k | +3% | 4.7k | 56.98 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $268k | NEW | 1.7k | 156.98 |
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| Allstate Corporation (ALL) | 0.0 | $268k | +2% | 1.1k | 237.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $265k | 360.00 | 736.87 |
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| Truist Financial Corp equities (TFC) | 0.0 | $263k | +2% | 5.3k | 49.82 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $261k | +5% | 2.1k | 126.61 |
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| Cadence Design Systems (CDNS) | 0.0 | $261k | -7% | 694.00 | 375.32 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $253k | -2% | 2.3k | 109.78 |
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| Palo Alto Networks (PANW) | 0.0 | $249k | +6% | 730.00 | 341.02 |
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| Moody's Corporation (MCO) | 0.0 | $248k | -5% | 548.00 | 452.59 |
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| Verizon Communications (VZ) | 0.0 | $242k | -6% | 5.7k | 42.34 |
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| American Electric Power Company (AEP) | 0.0 | $240k | +2% | 1.8k | 136.80 |
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| Applied Materials (AMAT) | 0.0 | $239k | +4% | 331.00 | 723.00 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $234k | +12% | 3.0k | 79.03 |
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| Textron (TXT) | 0.0 | $233k | 2.5k | 91.73 |
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| Datadog Cl A Com (DDOG) | 0.0 | $233k | +342% | 893.00 | 260.36 |
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| Abbott Laboratories (ABT) | 0.0 | $229k | +6% | 2.5k | 90.72 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $228k | 964.00 | 236.68 |
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| Netflix (NFLX) | 0.0 | $222k | -3% | 3.1k | 71.40 |
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| Wal-Mart Stores (WMT) | 0.0 | $217k | -8% | 1.9k | 113.26 |
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| Watts Water Technologies Cl A (WTS) | 0.0 | $215k | 550.00 | 391.45 |
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| M&T Bank Corporation (MTB) | 0.0 | $213k | 895.00 | 237.91 |
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| Waste Connections (WCN) | 0.0 | $206k | -14% | 1.2k | 166.69 |
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| AFLAC Incorporated (AFL) | 0.0 | $201k | 1.7k | 117.25 |
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| Adams Express Company (ADX) | 0.0 | $200k | 7.8k | 25.55 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $198k | +15% | 747.00 | 264.72 |
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| Guidewire Software (GWRE) | 0.0 | $196k | +11% | 1.6k | 123.05 |
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| Axsome Therapeutics (AXSM) | 0.0 | $196k | -34% | 800.00 | 244.77 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $192k | 1.1k | 178.60 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $191k | -4% | 3.6k | 53.17 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $189k | +3% | 247.00 | 763.14 |
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| Motorola Solutions Com New (MSI) | 0.0 | $188k | +7% | 452.00 | 415.29 |
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| MetLife (MET) | 0.0 | $185k | +6% | 2.2k | 84.63 |
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| Carpenter Technology Corporation (CRS) | 0.0 | $185k | 300.00 | 616.84 |
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| Boeing Company (BA) | 0.0 | $185k | +86% | 852.00 | 216.51 |
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| Omega Healthcare Investors (OHI) | 0.0 | $183k | 3.8k | 47.68 |
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| Waste Management (WM) | 0.0 | $183k | 821.00 | 222.97 |
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| Honeywell International (HON) | 0.0 | $183k | NEW | 816.00 | 223.91 |
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| Everus Constr Group (ECG) | 0.0 | $183k | 1.1k | 165.95 |
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| Honeywell Aerospace (HONA) | 0.0 | $180k | NEW | 812.00 | 221.08 |
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| Nextera Energy (NEE) | 0.0 | $178k | -2% | 2.0k | 87.77 |
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| Carrier Global Corporation (CARR) | 0.0 | $177k | 2.4k | 73.35 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $176k | 606.00 | 290.62 |
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| Ecolab (ECL) | 0.0 | $176k | -7% | 632.00 | 278.61 |
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| Mccormick & Co Com Vtg (MKC.V) | 0.0 | $176k | 3.5k | 50.50 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $175k | 2.0k | 88.50 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $172k | -34% | 1.4k | 118.99 |
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| Marvell Technology (MRVL) | 0.0 | $172k | +27% | 577.00 | 297.65 |
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| Becton, Dickinson and (BDX) | 0.0 | $169k | 1.1k | 151.33 |
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| Deere & Company (DE) | 0.0 | $167k | 263.00 | 634.35 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $165k | -37% | 521.00 | 317.53 |
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| Astrazeneca Ord (AZN) | 0.0 | $165k | 870.00 | 189.62 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $163k | 1.0k | 155.94 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.0 | $161k | 1.4k | 119.15 |
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| Amgen (AMGN) | 0.0 | $161k | +18% | 445.00 | 362.35 |
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| Hershey Company (HSY) | 0.0 | $161k | 916.00 | 175.50 |
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| Greenlight Cap Re Class A (GLRE) | 0.0 | $158k | 9.7k | 16.18 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $156k | 1.2k | 131.60 |
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| Walt Disney Company (DIS) | 0.0 | $153k | 1.6k | 96.23 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $152k | 2.9k | 53.11 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $151k | 2.1k | 71.25 |
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| Omni (OMC) | 0.0 | $149k | 2.0k | 72.83 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $148k | +400% | 1.7k | 87.91 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $147k | -7% | 1.2k | 117.67 |
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| F.N.B. Corporation (FNB) | 0.0 | $146k | 7.7k | 19.08 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $145k | +21% | 1.7k | 85.51 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $143k | 392.00 | 365.87 |
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| Dell Technologies CL C (DELL) | 0.0 | $141k | 326.00 | 431.66 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $140k | 2.5k | 55.01 |
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| Dominion Resources (D) | 0.0 | $136k | 2.0k | 68.29 |
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| Travelers Companies (TRV) | 0.0 | $136k | +2% | 411.00 | 330.12 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $135k | 1.3k | 107.62 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $135k | 708.00 | 190.52 |
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| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $134k | 2.3k | 57.70 |
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| MGIC Investment (MTG) | 0.0 | $134k | 4.7k | 28.20 |
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| Capital One Financial (COF) | 0.0 | $132k | 657.00 | 200.56 |
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| Stifel Financial (SF) | 0.0 | $130k | 1.9k | 69.77 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $129k | +61% | 2.3k | 56.52 |
|
| Qualcomm (QCOM) | 0.0 | $127k | +6% | 687.00 | 184.79 |
|
| Servicenow (NOW) | 0.0 | $127k | -29% | 1.3k | 99.28 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.0 | $126k | 2.4k | 52.85 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $123k | 1.1k | 109.07 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $121k | 1.3k | 90.51 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $120k | +500% | 1.4k | 86.14 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $119k | 2.2k | 53.47 |
|
|
| Coherent Corp (COHR) | 0.0 | $117k | +10% | 297.00 | 395.02 |
|
| Cummins (CMI) | 0.0 | $117k | +29% | 164.00 | 713.21 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $116k | +3% | 1.5k | 76.41 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $115k | 704.00 | 163.67 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $113k | 216.00 | 523.02 |
|
|
| Newsmax Com Shs Class B (NMAX) | 0.0 | $113k | 14k | 8.28 |
|
|
| Corning Incorporated (GLW) | 0.0 | $113k | +3% | 442.00 | 255.43 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $112k | 3.4k | 33.29 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $112k | -36% | 325.00 | 344.32 |
|
| Nucor Corporation (NUE) | 0.0 | $112k | 502.00 | 222.65 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $111k | NEW | 1.1k | 103.88 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $110k | +8% | 2.2k | 50.60 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $110k | +3% | 516.00 | 212.77 |
|
| Ameren Corporation (AEE) | 0.0 | $110k | 970.00 | 113.04 |
|
|
| Altria (MO) | 0.0 | $109k | +9% | 1.5k | 72.03 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $108k | +42% | 145.00 | 747.68 |
|
| Boulder Growth & Income Fund (STEW) | 0.0 | $108k | 6.0k | 17.90 |
|
|
| Msci (MSCI) | 0.0 | $108k | -8% | 192.00 | 560.04 |
|
| First Solar (FSLR) | 0.0 | $106k | 450.00 | 235.96 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $105k | +2% | 538.00 | 195.79 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $103k | 378.00 | 273.63 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $103k | 830.00 | 124.42 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $103k | 961.00 | 107.13 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $103k | +28% | 424.00 | 242.43 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $102k | -5% | 580.00 | 176.32 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $102k | +5% | 598.00 | 169.88 |
|
| Wisdomtree Tr Arti Int Inn Fd (WTAI) | 0.0 | $100k | +214% | 2.1k | 47.47 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $99k | +3% | 107.00 | 927.78 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $98k | 327.00 | 298.07 |
|
|
| Perimeter Solutions Common Stock (PRM) | 0.0 | $97k | -9% | 2.7k | 35.65 |
|
| SLB Com Stk (SLB) | 0.0 | $96k | 2.1k | 46.49 |
|
|
| Philip Morris International (PM) | 0.0 | $94k | +29% | 519.00 | 181.27 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $93k | 181.00 | 515.23 |
|
|
| Ducommun Incorporated (DCO) | 0.0 | $93k | 500.00 | 185.21 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $92k | -6% | 1.1k | 82.67 |
|
| National Fuel Gas (NFG) | 0.0 | $92k | 1.2k | 77.21 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $91k | -4% | 1.6k | 57.61 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $90k | 818.00 | 110.15 |
|
Past Filings by Financial Consulate
SEC 13F filings are viewable for Financial Consulate going back to 2014
- Financial Consulate 2026 Q2 filed July 23, 2026
- Financial Consulate 2026 Q1 filed April 21, 2026
- 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