Fluent Financial, LLC
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$273.3M
Holdings
43
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JPST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 397.6k shares)
23.2%
02
$EDV
VANGUARD WORLD FD
Q4 2025: Exited (was 444.9k shares)
12.5%
03
$EFA
ISHARES TR
Q4 2025: Exited (was 166.0k shares)
8.8%
04
$EEM
ISHARES TR
Q4 2025: Exited (was 275.0k shares)
6.3%
05
$IWM
ISHARES TR
Q4 2025: Exited (was 36.4k shares)
5.3%
06
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Sold 22.8% (112.8k → 87.1k shares)
2.8%
07
$VGK
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
2.6%
08
$STZ
CONSTELLATION BRANDS INC
Held since at least Q1 2024
2.6%
09
$GIS
GENERAL MILLS INC
Held since at least Q1 2024
2.5%
10
$MMIN
NEW YORK LIFE INVTS ACTIVE E
Q4 2025: Exited (was 174.4k shares)
2.3%
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 10:26 UTC.