Fluent Financial, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

For investors and financial analysts, keeping track of changes in fund holdings is crucial to gain insights into market trends and investment strategies. In this article, we will dive into the Q1 2023 and Q2 2023 13F holdings comparison of Fluent Financial, LLC, a prominent financial firm. We will analyze the significant shifts in holdings and their implications for the market.

SPDR S&P 500 ETF TR (SPY):

Fluent Financial, LLC increased its holdings of SPDR S&P 500 ETF TR (SPY) by 5,339 shares in Q2 2023, resulting in a total of 40,091 shares. This represents a marked uptick in investment, indicating a bullish sentiment towards the S&P 500 index.

ISHARES TR (IWM):

In an unexpected move, Fluent Financial, LLC significantly ramped up its investments in ISHARES TR (IWM), acquiring 50,785 additional shares. This 19.2% increase in holdings suggests a belief in the potential of small-cap stocks.

VANGUARD WORLD FD (EDV):

Fluent Financial, LLC entered into a new position in VANGUARD WORLD FD (EDV) by acquiring 95,315 shares. This indicates a strategic diversification of holdings into long-term government bonds.

INVESCO EXCH TRD SLF IDX FD (OMFL):

Although the change is marginal, Fluent Financial, LLC slightly decreased its holdings in INVESCO EXCH TRD SLF IDX FD (OMFL) by 1,135 shares. This 0.8% reduction suggests a minor reallocation of assets.

KROGER CO (KR):

Fluent Financial, LLC made a substantial move by increasing its stake in KROGER CO (KR) by a staggering 79,959 shares. This indicates a bullish outlook for the retail giant and confidence in its long-term growth prospects.

MERCK & CO INC (MRK):

Fluent Financial, LLC also showed confidence in the healthcare sector by adding 12,906 shares of MERCK & CO INC (MRK) in Q2 2023. This 41.6% increase suggests belief in the company's ability to thrive in a post-pandemic world.

PROCTER AND GAMBLE CO (PG):

Fluent Financial, LLC initiated a new position by acquiring 33,115 shares of PROCTER AND GAMBLE CO (PG). This demonstrates an interest in consumer goods companies with stable revenue streams.

AMERICAN ELEC PWR CO INC (AEP):

In a small shift, Fluent Financial, LLC decreased its holdings in AMERICAN ELEC PWR CO INC (AEP) by 1.8%, selling 1,610 shares. This move may reflect a reallocation of investments in the utilities sector.

MCCORMICK & CO INC (MKC):

Fluent Financial, LLC reduced its holdings in MCCORMICK & CO INC (MKC) by 16.9%, selling 16,824 shares. This indicates a potential reevaluation of the company's growth prospects.

MICROCHIP TECHNOLOGY INC. (MCHP):

Fluent Financial, LLC entered into a new position by acquiring 47,313 shares of MICROCHIP TECHNOLOGY INC. (MCHP). This suggests a bullish sentiment towards semiconductor companies.

These are just a few of the notable changes in holdings from fluent financial firms. Understanding these shifts can provide insights into their investment strategies and market projections. Investors and financial analysts should continue to monitor these changes to stay ahead in the dynamic world of finance.

Note: The data used in this article is based on the Q1 2023 and Q2 2023 13F filings of Fluent Financial, LLC. The analysis and interpretations provided are for informational purposes only and should not be considered as financial advice. Always conduct thorough research and consult with a professional before making any investment decisions.