Sequent Planning LLC Portfolio Holdings

Sequent Planning LLC

  • $292 Billion
  • Q2 2024

Sequent Planning LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $292 Billion distributed in 138 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchng Traded Fd Vi with a value of $68.4B, Spdr Gold Trust with a value of $24.9B, Ishares Tr Tips Bd ETF with a value of $12.4B, Vanguard Total Stock Market Et with a value of $9.79B, and Ft Exch Trd Fd Viii Cboe Vest with a value of $8.98B.

Examining the 13F form we can see an increase of $15.9B in the current position value, from $276B to 292B.

Sequent Planning LLC is based out at Omaha, NE

Below you can find more details about Sequent Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $292 Billion
ETFs: $139 Billion
Technology: $9.48 Billion
Consumer Cyclical: $7.7 Billion
Consumer Defensive: $4.5 Billion
Energy: $3.93 Billion
Financial Services: $3.36 Billion
Communication Services: $2.26 Billion
Basic Materials: $1.87 Billion
Other: $2.55 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.13B
$852 Million 0.29% of portfolio
12,422
Q2 2024 Reduced 8.96%
$4.72B
$854 Million 0.29% of portfolio
15,217
Q2 2024 Reduced 4.19%
$2.16B
$649 Million 0.22% of portfolio
10,960
Q2 2024 Reduced 9.48%
$9.08B
$611 Million 0.21% of portfolio
3,210
Q2 2024 Reduced 3.08%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $292 Billion
  • Prior Value $276 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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