Sequent Planning LLC Purchases and Sells in Q1 2025

Sequent Planning LLC

$278 Billion
Q1 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BGLD	37K + 4.18%	$18.47 - $21.01 $684K - $778K	922K $19.4B
GLD	2.93K + 11.85%	$243.19 - $288.14 $712K - $843K	27.6K $7.96B
TIP	9.38K + 9.88%	$106.22 - $111.09 $996K - $1.04M	104K $11.6B
QDEC	146K + 7.86%	$26.06 - $28.54 $3.8M - $4.17M	2M $52.4B
XLK	7.59K + 53.4%	$206.38 - $242.18 $1.57M - $1.84M	21.8K $4.5B
IEI	4.7K + 14.66%	$114.57 - $118.14 $538K - $555K	36.7K $4.34B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COP	3.5K New	$88.6 - $105.85 $310K - $371K	3.5K $368M
TLT	3.66K New	$85.29 - $92.57 $313K - $339K	3.66K $334M
FIRST TR EXCHNG TRADED FD VI	10.1K New	N/A	10.1K $325M
JNJ	1.68K New	$142.06 - $167.7 $239K - $282K	1.68K $279M
XLB	2.92K New	$83.19 - $90.99 $243K - $266K	2.92K $251M
XLE	2.61K New	$85.7 - $93.96 $224K - $245K	2.61K $244M

Top Sells

Reduced Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-2K - 5.17%	$106.98 - $149.43 $214K - $299K	36.7K $3.98B
AMZN	-1.48K - 5.19%	$190.26 - $242.06 $282K - $359K	27.1K $5.15B
FIRST TR EXCHNG TRADED FD VI	-19.7K - 12.66%	N/A	136K $4.06B
GOOGL	-574 - 4.59%	$154.33 - $206.19 $88.6K - $118K	11.9K $1.85B
QMAR	-4.7K - 2.35%	$27.95 - $30.87 $131K - $145K	195K $5.52B
QJUN	-4.59K - 3.23%	$26.45 - $29.15 $121K - $134K	138K $3.64B

Activity Summary All Purchases 72 New Holdings 12 Increased Positions 60 All Sells 62 Reductions 62 Sold out 0 Calls 0 Puts 0

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