Argent Advisors, Inc. Portfolio Holdings

Argent Advisors, Inc.

  • $250 Million
  • Q2 2024

Argent Advisors, Inc. has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $250 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $14.8M, Ishares Core S&P Mid Cap ETF with a value of $13.5M, Ishares Trust Ishares 1 5 Year with a value of $13.2M, Ishares Barclays 1 3 Year Trea with a value of $11.4M, and Ishares Core Dividend Growth E with a value of $10.4M.

Examining the 13F form we can see an decrease of $1.09M in the current position value, from $251M to 250M.

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 $250 Million
ETFs: $120 Million
Financial Services: $26.2 Million
Technology: $21.2 Million
Healthcare: $19.3 Million
Energy: $17.4 Million
Industrials: $11.6 Million
Consumer Defensive: $11.5 Million
Communication Services: $9.82 Million
Other: $12.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$162,000 0.06% of portfolio
13,227
Q1 2024 Reduced 2.4%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $250 Million
  • Prior Value $251 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 29, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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