Financial Sense Advisors, Inc.
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
+0.0ptsvs SPY
Invested
$492.7M
Holdings
142
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 60.6k shares)
7.2%
02
$BA 6 10/15/27
BOEING CO
Q1 2026: Exited (was 149.1k shares)
5.3%
03
$EMB
ISHARES TR
Held since at least Q1 2024
5.0%
04
$NEE 7.234 11/01/
NEXTERA ENERGY INC
Q1 2026: Exited (was 431.2k shares)
4.4%
05
$FCX
FREEPORT MCMORAN INC
Q1 2026: Exited (was 427.6k shares)
4.3%
06
$NOG 3.625 04/15/
NORTHERN OIL & GAS INC
Held since at least Q1 2024
4.2%
07
$TSLA
TESLA INC
Q1 2026: Exited (was 62.0k shares)
4.1%
08
$FLOT
ISHARES TR
Q1 2026: Exited (was 617.6k shares)
4.0%
09
$PAAS
PAN AMERN SILVER CORP
Q1 2026: Exited (was 420.7k shares)
2.8%
10
$HPE 7.625 09/01/
HEWLETT PACKARD ENTERPRISE C
Q1 2026: Exited (was 277.7k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.