Argent Advisors, Inc. Portfolio Holdings

Argent Advisors, Inc.

  • $267 Million
  • Q3 2024

Argent Advisors, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $267 Million distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $15.8M, Ishares Core S&P Mid Cap ETF with a value of $14.5M, Ihares Core 1 5 Years Usd Bond with a value of $12.6M, Ishares Barclays 1 3 Year Trea with a value of $11.6M, and Ishares Russell 2000 ETF with a value of $11.4M.

Examining the 13F form we can see an increase of $17.3M in the current position value, from $250M to 267M.

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 $267 Million
ETFs: $131 Million
Financial Services: $26.3 Million
Technology: $21.8 Million
Healthcare: $20.5 Million
Energy: $17.6 Million
Consumer Defensive: $12.9 Million
Industrials: $12.7 Million
Communication Services: $9.74 Million
Other: $14.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$172,000 0.06% of portfolio
13,227
Q1 2024 Reduced 2.4%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $267 Million
  • Prior Value $250 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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