Sequent Planning LLC Reduced Holdings in Q4 2024

Sequent Planning LLC

  • $272 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-1.1K
- 1.98%
N/A
54.3K $1.32B
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
-2.48K
- 17.95%
$12.22 - $13.71 $30.2K - $33.9K
11.3K $139M
SU
Suncor Energy Inc

Energy
-237
- 0.92%
$34.5 - $41.53 $8.18K - $9.84K
25.6K $912M
First Tr Exchng Traded Fd Vi
-1.07K
- 14.85%
N/A
6.14K $222M
OMFL
Invesco Exchange Traded Self I

ETFs
-1.24K
- 4.36%
$52.49 - $56.58 $65.2K - $70.3K
27.3K $1.48B
VIG
Vanguard Dividend Appreciation

ETFs
-97
- 2.38%
N/A
3.98K $779M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-17
- 0.11%
$51.09 - $55.27 $869 - $940
15.6K $796M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-452
- 5.21%
$26.08 - $27.65 $11.8K - $12.5K
8.23K $215M
CVX
Chevron Corp

Energy
-119
- 5.31%
$141.15 - $162.53 $16.8K - $19.3K
2.12K $307M
FTA
First Tr Large Cap Value

ETFs
-144
- 4.42%
$75.21 - $83.49 $10.8K - $12K
3.12K $238M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-95
- 3.08%
$123.69 - $133.68 $11.8K - $12.7K
2.99K $374M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-635
- 3.32%
$20.98 - $21.19 $13.3K - $13.5K
18.5K $390M
F
Ford Motor CO

Consumer Cyclical
-134
- 1.04%
$9.69 - $11.4 $1.3K - $1.53K
12.7K $126M
First Tr Exchng Traded Fd Vi
-324
- 4.97%
N/A
6.19K $209M
FTHI
First Trust Exchange Traded Fd

ETFs
-753
- 1.31%
$22.89 - $24.02 $17.2K - $18.1K
56.9K $1.32B
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-139
- 2.83%
$44.57 - $46.43 $6.2K - $6.45K
4.78K $218M
ETN
Eaton Corp PLC

Industrials
-8
- 1.2%
$326.96 - $377.52 $2.62K - $3.02K
661 $219M
First Tr Exchng Traded Fd Vi
-128
- 1.63%
N/A
7.74K $286M
SPY
Spdr S&P 500 ETF Trust

ETFs
-20
- 1.67%
$567.81 - $607.81 $11.4K - $12.2K
1.18K $692M
BAC
Bank Of America Corp

Financial Services
-681
- 7.51%
$39.22 - $47.77 $26.7K - $32.5K
8.39K $369M
MLI
Mueller Industries Inc

Industrials
-763
- 4.56%
$71.2 - $95.34 $54.3K - $72.7K
16K $1.27B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-75
- 0.3%
$53.94 - $58.15 $4.05K - $4.36K
24.6K $1.39B
VGT
Vanguard Information Technolog

ETFs
-30
- 1.99%
$571.78 - $647.97 $17.2K - $19.4K
1.48K $918M
AIT
Applied Industrial Technologies Inc

Industrials
-100
- 2.78%
$220.05 - $280.49 $22K - $28K
3.5K $838M
IGV
Ishares Expanded Tech Software

ETFs
-33
- 0.76%
$87.5 - $110.17 $2.89K - $3.64K
4.28K $429M
FDN
First Tr Fd Dow Jones

ETFs
-86
- 3.31%
$210.5 - $257.24 $18.1K - $22.1K
2.51K $611M
MCK
Mckesson Corp

Healthcare
-13
- 0.91%
$482.27 - $628.5 $6.27K - $8.17K
1.41K $802M
V
Visa Inc.

Financial Services
-84
- 2.5%
$273.87 - $320.91 $23K - $27K
3.27K $1.03B
TSLA
Tesla, Inc.

Consumer Cyclical
-133
- 6.73%
$213.65 - $479.86 $28.4K - $63.8K
1.84K $745M
NVDA
Nvidia Corp

Technology
-1.69K
- 4.17%
$117.0 - $148.88 $197K - $251K
38.7K $5.2B
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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