Sequent Planning LLC Purchases in Q1 2025

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
37K
+ 4.18%
$18.47 - $21.01 $684K - $778K
922K $19.4B
GLD
Spdr Gold Trust

ETFs
2.93K
+ 11.85%
$243.19 - $288.14 $712K - $843K
27.6K $7.96B
TIP
Ishares Tr Tips Bd ETF

ETFs
9.38K
+ 9.88%
$106.22 - $111.09 $996K - $1.04M
104K $11.6B
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
146K
+ 7.86%
$26.06 - $28.54 $3.8M - $4.17M
2M $52.4B
XLK
Technology Sector Spdr

ETFs
7.59K
+ 53.4%
$206.38 - $242.18 $1.57M - $1.84M
21.8K $4.5B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.7K
+ 14.66%
$114.57 - $118.14 $538K - $555K
36.7K $4.34B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.83K
+ 11.57%
$81.83 - $82.73 $558K - $565K
65.8K $5.44B
XLY
Select Sector Spdr Consumer Di

ETFs
2.6K
+ 52.52%
$192.6 - $233.2 $502K - $607K
7.56K $1.49B
COP
Conocophillips

Energy
3.5K
New
$88.6 - $105.85 $310K - $371K
3.5K $368M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.66K
New
$85.29 - $92.57 $313K - $339K
3.66K $334M
JNJ
Johnson & Johnson

Healthcare
1.68K
New
$142.06 - $167.7 $239K - $282K
1.68K $279M
XLB
Select Sector Spdr Fd Material

ETFs
2.92K
New
$83.19 - $90.99 $243K - $266K
2.92K $251M
XLE
Energy Sector Spdr

ETFs
2.61K
New
$85.7 - $93.96 $224K - $245K
2.61K $244M
VTI
Vanguard Total Stock Market Et

ETFs
2.68K
+ 8.15%
$271.18 - $303.12 $726K - $811K
35.5K $9.77B
First Tr Exchng Traded Fd Vi
12.5K
New
N/A
12.5K $240M
ABBV
Abb Vie Inc.

Healthcare
1.07K
New
$169.2 - $216.66 $182K - $232K
1.07K $225M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.9K
New
$110.75 - $119.78 $210K - $227K
1.9K $219M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
169
+ 11.3%
$442.66 - $534.52 $74.8K - $90.3K
1.66K $886M
PM
Philip Morris International Inc.

Consumer Defensive
1.31K
New
$117.15 - $158.79 $154K - $208K
1.31K $208M
UNP
Union Pacific Corp

Industrials
878
New
$225.21 - $254.42 $198K - $223K
878 $207M
FDL
First Tr Morningstar Dividend

ETFs
4.63K
New
$39.69 - $43.83 $184K - $203K
4.63K $201M
First Tr Exchng Traded Fd Vi
4.83K
+ 78.59%
N/A
11K $403M
XLV
Select Sector Spdr Fund Health

ETFs
999
+ 32.55%
$137.61 - $149.68 $137K - $150K
4.07K $594M
XLP
Consumer Staples Sector Spdr

ETFs
1.76K
+ 35.61%
N/A
6.7K $547M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 25.65%
$192.82 - $222.1 $237K - $273K
6.02K $1.16B
XLI
Industrial Sector Spdr

ETFs
1.05K
+ 43.45%
$128.78 - $141.67 $135K - $148K
3.46K $453M
AZO
Autozone Inc

Consumer Cyclical
14
+ 10.61%
$3193.96 - $3828.11 $44.7K - $53.6K
146 $557M
XLC
Select Sector Spdr Tr Communic

ETFs
1.38K
+ 41.46%
$94.84 - $105.31 $131K - $146K
4.72K $455M
LGOV
First Tr ETF Iv Long Duration

ETFs
933
+ 0.77%
$20.41 - $21.7 $19K - $20.2K
122K $2.62B
FTCS
First Trust Capital Strength E

ETFs
699
+ 4.22%
$86.39 - $91.35 $60.4K - $63.9K
17.3K $1.55B
First Tr Exchange Traded Fd
1.96K
+ 1.18%
N/A
168K $3.49B
First Tr Exchng Traded Fd Vi
2.47K
+ 39.95%
N/A
8.67K $287M
FVD
First Tr Value Line Divid Inde

ETFs
935
+ 3.15%
$42.61 - $45.51 $39.8K - $42.6K
30.6K $1.36B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
458
+ 4.71%
$95.85 - $99.25 $43.9K - $45.5K
10.2K $1.01B
VDE
Vanguard Energy ETF

ETFs
264
+ 12.73%
$119.14 - $132.76 $31.5K - $35K
2.34K $303M
CVX
Chevron Corp

Energy
14
+ 0.66%
$146.71 - $167.97 $2.05K - $2.35K
2.14K $357M
First Tr Exchng Traded Fd Vi
1.4K
+ 18.89%
N/A
8.82K $332M
IMFL
Invesco Ex Tr Self Indx Fd Tr
525
+ 2.11%
$23.3 - $25.76 $12.2K - $13.5K
25.4K $624M
VHT
Vanguard Health Care ETF

ETFs
15
+ 0.56%
$254.06 - $273.83 $3.81K - $4.11K
2.7K $714M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
637
+ 0.61%
$24.5 - $24.95 $15.6K - $15.9K
105K $2.61B
First Tr Exchng Traded Fd Vi
5.76K
+ 2.17%
N/A
271K $9.31B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
456
+ 2.93%
$49.78 - $53.19 $22.7K - $24.3K
16K $818M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
908
+ 7.7%
$67.03 - $74.61 $60.9K - $67.7K
12.7K $864M
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
878
+ 7.76%
$12.23 - $12.98 $10.7K - $11.4K
12.2K $157M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
458
+ 5.63%
$47.03 - $47.8 $21.5K - $21.9K
8.59K $405M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
76
+ 0.29%
$49.22 - $51.73 $3.74K - $3.93K
26.5K $1.34B
FSIG
First Tr ETF Iv LTD Duration I
327
+ 0.71%
$18.74 - $19.04 $6.13K - $6.23K
46.7K $884M
META
Meta Platforms, Inc.

Communication Services
17
+ 3.03%
$576.36 - $736.67 $9.8K - $12.5K
578 $333M
First Tr Exchng Traded Fd Vi
267
+ 2.55%
N/A
10.7K $355M
Activity Summary
Buys All Purchases 72 New Holdings 12 Increased Positions 60 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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