Fluent Financial as of March 31, 2023
Portfolio Holdings for Fluent Financial
Fluent Financial holds 62 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.7 | $14M | 35k | 409.37 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.7 | $9.8M | 30k | 320.93 | |
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 5.0 | $7.3M | 157k | 46.49 | |
Mccormick & Co Com Non Vtg (MKC) | 4.1 | $5.9M | 71k | 83.21 | |
Amazon (AMZN) | 3.6 | $5.2M | 51k | 103.29 | |
American Electric Power Company (AEP) | 3.6 | $5.2M | 57k | 90.99 | |
Chevron Corporation (CVX) | 3.5 | $5.1M | 31k | 163.16 | |
Molson Coors Beverage CL B (TAP) | 3.3 | $4.8M | 92k | 51.68 | |
Johnson & Johnson (JNJ) | 3.2 | $4.7M | 30k | 155.00 | |
SYSCO Corporation (SYY) | 3.1 | $4.6M | 60k | 77.23 | |
Altria (MO) | 3.1 | $4.5M | 100k | 44.62 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 2.8 | $4.1M | 65k | 62.89 | |
Ishares Tr Msci Intl Qualty (IQLT) | 2.6 | $3.8M | 108k | 35.30 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.5 | $3.7M | 35k | 106.37 | |
Lyondellbasell Industries N Shs - A - (LYB) | 2.5 | $3.6M | 38k | 93.89 | |
Ishares Tr Msci Eafe Etf (EFA) | 2.4 | $3.5M | 49k | 71.52 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.3 | $3.3M | 44k | 75.55 | |
Merck & Co (MRK) | 2.3 | $3.3M | 31k | 106.39 | |
Progressive Corporation (PGR) | 2.0 | $2.9M | 20k | 143.06 | |
CVS Caremark Corporation (CVS) | 1.9 | $2.8M | 38k | 74.31 | |
3M Company (MMM) | 1.9 | $2.8M | 27k | 105.11 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 1.9 | $2.7M | 54k | 50.66 | |
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 1.8 | $2.7M | 45k | 60.62 | |
Visa Com Cl A (V) | 1.6 | $2.4M | 11k | 225.46 | |
Ishares Tr Core Div Grwth (DGRO) | 1.6 | $2.4M | 47k | 49.99 | |
Ishares Tr Core Intl Aggr (IAGG) | 1.4 | $2.0M | 41k | 48.95 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.4 | $2.0M | 33k | 59.96 | |
Consolidated Edison (ED) | 1.3 | $1.9M | 20k | 95.67 | |
Quanta Services (PWR) | 1.3 | $1.9M | 11k | 166.64 | |
Indexiq Active Etf Tr Iq Mackay Insred (MMIN) | 1.2 | $1.8M | 74k | 24.42 | |
Vaneck Etf Trust High Yld Munietf (HYD) | 1.2 | $1.8M | 34k | 51.74 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.7M | 16k | 103.73 | |
Kroger (KR) | 1.1 | $1.6M | 32k | 49.37 | |
Unilever Spon Adr New (UL) | 1.0 | $1.4M | 27k | 51.93 | |
Ecolab (ECL) | 0.9 | $1.4M | 8.2k | 165.53 | |
Meta Platforms Cl A (META) | 0.9 | $1.3M | 5.9k | 211.94 | |
Copart (CPRT) | 0.8 | $1.2M | 16k | 75.21 | |
Pioneer Natural Resources | 0.8 | $1.1M | 5.6k | 204.24 | |
Home Depot (HD) | 0.7 | $1.0M | 3.5k | 295.12 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $935k | 5.2k | 178.40 | |
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $705k | 5.1k | 138.93 | |
Arista Networks (ANET) | 0.4 | $611k | 3.6k | 167.86 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $592k | 6.3k | 93.68 | |
Apple (AAPL) | 0.4 | $565k | 3.4k | 164.90 | |
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.3 | $511k | 18k | 28.02 | |
Paypal Holdings (PYPL) | 0.3 | $490k | 6.5k | 75.94 | |
Netflix (NFLX) | 0.3 | $469k | 1.4k | 345.46 | |
Mosaic (MOS) | 0.3 | $466k | 10k | 45.88 | |
Global X Fds Nasdaq 100 Cover Call Option (QYLD) | 0.2 | $364k | 2.1M | 0.17 | |
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $353k | 7.5k | 47.32 | |
Raytheon Technologies Corp (RTX) | 0.2 | $343k | 3.5k | 97.93 | |
Generac Holdings (GNRC) | 0.2 | $342k | 3.2k | 108.00 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $329k | 3.0k | 109.57 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $328k | 2.8k | 117.61 | |
T. Rowe Price (TROW) | 0.2 | $295k | 2.6k | 112.91 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $246k | 1.0k | 235.41 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $244k | 2.3k | 105.50 | |
Servicenow (NOW) | 0.2 | $240k | 516.00 | 464.72 | |
State Street Corporation (STT) | 0.2 | $232k | 3.1k | 75.69 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $224k | 3.1k | 72.74 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $216k | 698.00 | 308.77 | |
Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $21k | 16k | 1.33 |