Fluent Financial, LLC

data from 31/12/2025

Capitalization

$ 262.415 B 102 607.01 %

Average holding period

6 ans

Performance

$ 168.483 B 65 968.27 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fluent Financial, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 VANGUARD WORLD FD 13.13% 34.443 B $ 529815 2025/09/30 28.895 B $ 94 874.53 %
2025/12/31 ISHARES TR 8.24% 21.610 B $ 225039 2017/12/31 15.927 B $ 102 748.88 %
2025/12/31 ISHARES TR 5.89% 15.454 B $ 282466 2023/09/30 15.033 B $ 102 353.18 %
2025/12/31 J P MORGAN EXCHANGE TRADED F 5.51% 14.453 B $ 285695 2024/06/30 20.095 B $ 99 624.03 %
2025/12/31 ISHARES TR 4.52% 11.854 B $ 48155 2017/12/31 8.953 B $ 101 635.82 %
2025/12/31 META PLATFORMS INC 4.06% 10.663 B $ 16154 2025/12/31 0.000 $ 0.00 %
2025/12/31 SELECT SECTOR SPDR TR 3.98% 10.432 B $ 244376 2024/12/31 1.197 B $ 48 850.81 %
2025/12/31 INVESCO EXCHANGE TRADED FD T 2.83% 7.430 B $ 38789 2025/12/31 0.000 $ 0.00 %
2025/12/31 SELECT SECTOR SPDR TR 2.64% 6.940 B $ 89347 2024/12/31 2.296 B $ 99 019.57 %
2025/12/31 UNITED PARCEL SERVICE INC 2.57% 6.742 B $ 67969 2025/12/31 0.000 $ 0.00 %
2025/12/31 MERCK & CO INC 2.56% 6.723 B $ 63870 2025/09/30 6.328 B $ 125 314.95 %
2025/12/31 VANGUARD INTL EQUITY INDEX F 2.55% 6.693 B $ 80055 2025/12/31 0.000 $ 0.00 %
2025/12/31 PEPSICO INC 2.42% 6.337 B $ 44156 2025/12/31 0.000 $ 0.00 %
2025/12/31 ADVANCE AUTO PARTS INC 2.37% 6.228 B $ 158466 2025/12/31 0.000 $ 0.00 %
2025/12/31 THE CAMPBELLS COMPANY 2.35% 6.173 B $ 221506 2025/12/31 0.000 $ 0.00 %
2025/12/31 LAUDER ESTEE COS INC 1.86% 4.884 B $ 46641 2025/12/31 0.000 $ 0.00 %
2025/12/31 NEW YORK LIFE INVTS ACTIVE E 1.74% 4.569 B $ 190842 2020/12/31 4.171 B $ 100 445.98 %
2025/12/31 INVESCO QQQ TR 1.62% 4.252 B $ 6921 2020/06/30 5.974 B $ 102 221.91 %
2025/12/31 ISHARES TR 1.61% 4.229 B $ 38361 2024/06/30 4.047 B $ 99 791.28 %
2025/12/31 ISHARES TR 1.49% 3.905 B $ 19659 2024/03/31 3.718 B $ 102 018.25 %
2025/12/31 SPDR S&P 500 ETF TR 1.48% 3.871 B $ 5677 2017/12/31 18.615 B $ 102 264.60 %
2025/12/31 ISHARES TR 1.43% 3.752 B $ 56845 2025/12/31 0.000 $ 0.00 %
2025/12/31 ISHARES TR 1.41% 3.690 B $ 30704 2025/12/31 0.000 $ 0.00 %
2025/12/31 VANGUARD INDEX FDS 1.40% 3.684 B $ 12193 2025/12/31 0.000 $ 0.00 %
2025/12/31 VANGUARD INDEX FDS 1.36% 3.559 B $ 16803 2025/12/31 0.000 $ 0.00 %
2025/12/31 COOPER COS INC 1.34% 3.517 B $ 42917 2025/12/31 0.000 $ 0.00 %
2025/12/31 BIOGEN INC 1.28% 3.369 B $ 19144 2025/09/30 4.492 B $ 125 535.38 %
2025/12/31 ISHARES TR 1.22% 3.191 B $ 47532 2025/12/31 0.000 $ 0.00 %
2025/12/31 DOLLAR GEN CORP NEW 1.05% 2.761 B $ 20795 2025/12/31 0.000 $ 0.00 %
2025/12/31 NOBLE CORP PLC 1.02% 2.688 B $ 95171 2025/12/31 0.000 $ 0.00 %
2025/12/31 MORNINGSTAR INC 0.97% 2.541 B $ 11691 2025/12/31 0.000 $ 0.00 %
2025/12/31 ISHARES TR 0.96% 2.516 B $ 71501 2025/12/31 0.000 $ 0.00 %
2025/12/31 SEADRILL LTD 0.90% 2.360 B $ 68218 2025/12/31 0.000 $ 0.00 %
2025/12/31 INVESCO EXCH TRADED FD TR II 0.87% 2.278 B $ 31901 2024/06/30 14.618 B $ 97 096.50 %
2025/12/31 SELECT SECTOR SPDR TR 0.87% 2.271 B $ 14669 2024/12/31 2.748 B $ 111 130.85 %
2025/12/31 ECOLAB INC 0.81% 2.119 B $ 8073 2018/06/30 2.143 B $ 95 759.19 %
2025/12/31 AB ACTIVE ETFS INC 0.77% 2.018 B $ 80044 2024/06/30 1.401 B $ 99 386.97 %
2025/12/31 ISHARES INC 0.69% 1.821 B $ 66557 2025/03/31 1.628 B $ 105 455.58 %
2025/12/31 ISHARES TR 0.68% 1.772 B $ 47779 2025/12/31 0.000 $ 0.00 %
2025/12/31 ISHARES INC 0.66% 1.721 B $ 31679 2025/12/31 0.000 $ 0.00 %
2025/12/31 ISHARES INC 0.65% 1.707 B $ 24626 2025/12/31 0.000 $ 0.00 %
2025/12/31 LAMB WESTON HLDGS INC 0.58% 1.525 B $ 36401 2025/12/31 0.000 $ 0.00 %
2025/12/31 WINGSTOP INC 0.55% 1.451 B $ 6085 2025/12/31 0.000 $ 0.00 %
2025/12/31 RYAN SPECIALTY HOLDINGS INC 0.55% 1.434 B $ 27784 2025/12/31 0.000 $ 0.00 %
2025/12/31 ROKU INC 0.53% 1.379 B $ 12714 2024/12/31 1.371 B $ 108 249.14 %
2025/12/31 APPLE INC 0.36% 940.578 M $ 3460 2017/12/31 779.188 M $ 106 660.21 %
2025/12/31 ISHARES TR 0.31% 823.384 M $ 7193 2025/03/31 800.871 M $ 104 894.16 %
2025/12/31 CINTAS CORP 0.30% 792.151 M $ 4212 2025/09/30 742.629 M $ 91 525.25 %
2025/12/31 EXXON MOBIL CORP 0.22% 588.925 M $ 4894 2023/06/30 407.677 M $ 106 628.34 %
2025/12/31 ISHARES TR 0.16% 421.667 M $ 1090 2021/09/30 442.896 M $ 101 987.58 %
2025/12/31 ALPHABET INC 0.12% 310.348 M $ 989 2025/09/30 263.074 M $ 128 744.38 %
2025/12/31 VANGUARD INDEX FDS 0.11% 290.361 M $ 463 2021/06/30 290.077 M $ 102 308.55 %
2025/12/31 ISHARES TR 0.11% 287.282 M $ 3051 2021/06/30 286.992 M $ 98 869.93 %
2025/12/31 RTX CORPORATION 0.10% 255.476 M $ 1393 2022/06/30 284.194 M $ 109 503.62 %
2025/12/31 NVIDIA CORPORATION 0.09% 243.756 M $ 1307 2025/12/31 0.000 $ 0.00 %
2025/12/31 MASTERCARD INCORPORATED 0.09% 242.624 M $ 425 2023/12/31 242.382 M $ 100 264.02 %
2025/12/31 VANGUARD WHITEHALL FDS 0.08% 205.521 M $ 1432 2021/06/30 205.319 M $ 101 723.72 %
2025/12/31 DHI D R HORTON INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 AMD ADVANCED MICRO DEVICES INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 AFRM AFFIRM HLDGS INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 TAP MOLSON COORS BEVERAGE CO 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/12/31 ABT ABBOTT LABS 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/12/31 LMND LEMONADE INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/12/31 RBA RB GLOBAL INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 JD JD.COM INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/12/31 TSLA TESLA INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 TWLO TWILIO INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 WELL WELLTOWER INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 SMCI SUPER MICRO COMPUTER INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 CELH CELSIUS HLDGS INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 KD KYNDRYL HLDGS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 MDB MONGODB INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 MO ALTRIA GROUP INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 EXEL EXELIXIS INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 BILL BILL HOLDINGS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/12/31 ANF ABERCROMBIE & FITCH CO 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 DECK DECKERS OUTDOOR CORP 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 GILD GILEAD SCIENCES INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/12/31 HIPO HIPPO HLDGS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/12/31 HPP HUDSON PAC PPTYS INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 FXI ISHARES TR 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/12/31 ACWI ISHARES TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 LEN LENNAR CORP 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 LMT LOCKHEED MARTIN CORP 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 OKTA OKTA INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/12/31 PEGA PEGASYSTEMS INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 O REALTY INCOME CORP 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 SNOW SNOWFLAKE INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 SOUN SOUNDHOUND AI INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 TMO THERMO FISHER SCIENTIFIC INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 RFIX SIMPLIFY EXCHANGE TRADED FUN 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/12/31 BABA ALIBABA GROUP HLDG LTD 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/12/31 IQLT ISHARES TR 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/12/31 CHWY CHEWY INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 BIDU BAIDU INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %