Sequent Planning LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $272 Billion distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Tr Fd Viii Cboe Ve with a value of $51.1B, First Tr Exchng Traded Fd Vi with a value of $17.9B, First Exch Tr Fd Cboe Vest Gol with a value of $16.2B, Ishares Tr Tips Bd ETF with a value of $10.1B, and Vanguard Total Stock Market Et with a value of $9.52B.

Examining the 13F form we can see an decrease of $17.8B in the current position value, from $290B to 272B.

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 $272 Billion
ETFs: $172 Billion
Technology: $10.2 Billion
Consumer Cyclical: $8.84 Billion
Consumer Defensive: $4.23 Billion
Energy: $3.5 Billion
Financial Services: $3.39 Billion
Industrials: $2.71 Billion
Communication Services: $2.7 Billion
Other: $2.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $272 Billion
  • Prior Value $290 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.