Sequent Planning LLC Incresed Positions in Q2 2024

Sequent Planning LLC

  • $292 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
35.5K
+ 2248.2%
$118.11 - $1224.4 $4.2M - $43.5M
37.1K $4.61B
GLD
Spdr Gold Trust

ETFs
5.48K
+ 4.98%
$207.82 - $224.56 $1.14M - $1.23M
115K $24.9B
First Tr Exchng Traded Fd Vi
38.5K
+ 273.56%
N/A
52.6K $1.8B
VTI
Vanguard Total Stock Market Et

ETFs
1.5K
+ 4.28%
$245.23 - $269.4 $368K - $404K
36.5K $9.79B
TIP
Ishares Tr Tips Bd ETF

ETFs
7.37K
+ 6.71%
$105.01 - $107.23 $774K - $790K
117K $12.4B
First Tr Exchange Traded Fd
24.2K
+ 17.29%
N/A
164K $3.33B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
11.6K
+ 12.09%
$42.01 - $43.6 $487K - $506K
108K $4.61B
First Tr Exchng Traded Fd Vi
14.4K
+ 8.95%
N/A
176K $5.32B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
14.7K
+ 16.76%
$24.14 - $24.61 $356K - $363K
103K $2.5B
LGOV
First Tr ETF Iv Long Duration

ETFs
17.7K
+ 17.42%
$20.17 - $21.44 $356K - $379K
119K $2.47B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.02K
+ 12.69%
$58.24 - $64.51 $176K - $195K
26.9K $1.72B
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.05K
+ 24.14%
$70.55 - $72.66 $215K - $222K
15.7K $1.12B
VEA
Vanguard Ftse Developed Market

ETFs
3.86K
+ 75.49%
$47.83 - $51.21 $185K - $198K
8.97K $444M
First Tr Exchng Traded Fd Vi
3.59K
+ 16.47%
N/A
25.4K $901M
First Tr Exchng Traded Fd Vi
4.2K
+ 20.43%
N/A
24.8K $776M
TSLA
Tesla, Inc.

Consumer Cyclical
384
+ 23.36%
$142.05 - $197.88 $54.5K - $76K
2.03K $426M
RSP
Invesco S&P 500 Equal Weight E

ETFs
887
+ 48.66%
$159.21 - $168.37 $141K - $149K
2.71K $442M
GTO
Invesco Actively Managed ETF T

ETFs
2.7K
+ 16.93%
$45.43 - $46.93 $122K - $126K
18.6K $861M
FSIG
First Tr ETF Iv LTD Duration I
6.19K
+ 15.86%
$18.55 - $18.85 $115K - $117K
45.2K $846M
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
2.88K
+ 24.11%
$46.99 - $49.7 $136K - $143K
14.8K $710M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
2.01K
+ 15.4%
$36.39 - $39.1 $73.2K - $78.7K
15.1K $589M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.35K
+ 33.99%
$47.44 - $47.98 $112K - $113K
9.28K $442M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.27K
+ 3.3%
$113.43 - $115.88 $145K - $148K
39.9K $4.57B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
308
+ 15.49%
$396.73 - $420.24 $122K - $129K
2.3K $931M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.69K
+ 40.82%
$49.77 - $50.09 $83.9K - $84.4K
5.81K $290M
XLP
Consumer Staples Sector Spdr

ETFs
1.09K
+ 37.09%
$73.08 - $78.4 $79.3K - $85.1K
4.01K $305M
VIRC
Virco Mfg Corporation

Consumer Cyclical
1.11K
+ 4.09%
$10.15 - $17.73 $11.3K - $19.8K
28.3K $378M
VUG
Vanguard Growth ETF

ETFs
134
+ 21.24%
$322.46 - $377.11 $43.2K - $50.5K
765 $288M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
705
+ 7.19%
$60.69 - $66.83 $42.8K - $47.1K
10.5K $698M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
2.62K
+ 15.72%
$32.98 - $34.74 $86.3K - $90.9K
19.3K $647M
PLW
Invesco 1 30 Laddered Treasury

ETFs
4.49K
+ 5.56%
N/A
85.2K $2.32B
DSL
Double Line Income Solutions Fund

Financial Services
4.45K
+ 9.04%
$11.89 - $12.83 $52.9K - $57.1K
53.7K $677M
IVV
Ishares Core S&P 500 ETF

ETFs
17
+ 1.08%
$497.53 - $549.64 $8.46K - $9.34K
1.58K $868M
XLY
Select Sector Spdr Consumer Di

ETFs
212
+ 7.05%
$169.76 - $184.45 $36K - $39.1K
3.22K $589M
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.64%
$495.16 - $548.49 $3.96K - $4.39K
1.25K $681M
HNDL
Strategy Shs

ETFs
1.55K
+ 10.1%
$20.06 - $21.21 $31.1K - $32.9K
16.9K $355M
PG
Procter & Gamble CO

Consumer Defensive
151
+ 4.87%
$155.33 - $168.56 $23.5K - $25.5K
3.25K $529M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.4K
+ 4.3%
$21.0 - $21.22 $29.4K - $29.7K
34K $714M
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
1.39K
+ 10.4%
$12.82 - $13.58 $17.8K - $18.8K
14.7K $191M
OMFL
Invesco Exchange Traded Self I

ETFs
1.89K
+ 7.29%
$51.23 - $54.89 $96.6K - $104K
27.8K $1.44B
First Tr Exchng Traded Fd Vi
75
+ 1.26%
N/A
6.04K $215M
FDL
First Tr Morningstar Dividend

ETFs
180
+ 2.99%
$36.38 - $39.01 $6.55K - $7.02K
6.21K $235M
SPTS
Spdr Portfolio Short Term Trea

ETFs
234
+ 0.67%
$28.65 - $28.88 $6.7K - $6.76K
35.2K $1.01B
XLV
Select Sector Spdr Fund Health

ETFs
46
+ 1.87%
$138.43 - $147.09 $6.37K - $6.77K
2.51K $363M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
601
+ 2.64%
$19.6 - $20.57 $11.8K - $12.4K
23.4K $465M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.8K
+ 6.75%
$94.12 - $102.13 $264K - $286K
44.3K $4.26B
F
Ford Motor CO

Consumer Cyclical
201
+ 1.56%
$11.56 - $13.65 $2.32K - $2.74K
13.1K $167M
VB
Vanguard Small Cap ETF

ETFs
44
+ 3.69%
$210.76 - $226.94 $9.27K - $9.99K
1.24K $268M
OMFS
Invesco Exchange Traded Self I

ETFs
346
+ 3.41%
$34.46 - $37.83 $11.9K - $13.1K
10.5K $375M
Activity Summary
Buys All Purchases 60 New Holdings 9 Increased Positions 51 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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