Argent Advisors, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $261 Million distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $14.4M, Ishares Core S&P Mid Cap ETF with a value of $14.1M, Ihares Core 1 5 Years Usd Bond with a value of $13.2M, Ishares Barclays 1 3 Year Trea with a value of $11.6M, and Ishares Russell 2000 ETF with a value of $11.6M.

Examining the 13F form we can see an decrease of $6.62M in the current position value, from $267M to 261M.

Argent Advisors, Inc. is based out at Monroe, LA

Below you can find more details about Argent Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $261 Million
ETFs: $126 Million
Financial Services: $26.6 Million
Technology: $24.9 Million
Energy: $17.5 Million
Healthcare: $16.9 Million
Industrials: $13.6 Million
Consumer Defensive: $12.3 Million
Communication Services: $9.94 Million
Other: $13 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $261 Million
  • Prior Value $267 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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