Sequent Planning LLC Purchases in Q3 2024

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
296
+ 7.83%
$182.15 - $182.15 $53.9K - $53.9K
4.07K $807M
ON
On Semiconductor Corp

Technology
971
+ 8.02%
$66.39 - $78.74 $64.5K - $76.5K
13.1K $949M
WLK
Westlake Corp

Basic Materials
500
+ 10.97%
$133.5 - $150.97 $66.8K - $75.5K
5.06K $760M
VB
Vanguard Small Cap ETF

ETFs
321
+ 25.95%
$214.77 - $237.72 $68.9K - $76.3K
1.56K $370M
VHT
Vanguard Health Care ETF

ETFs
203
+ 8.29%
$261.88 - $288.1 $53.2K - $58.5K
2.65K $748M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
737
+ 0.72%
$24.39 - $25.28 $18K - $18.6K
103K $2.6B
V
Visa Inc.

Financial Services
201
+ 6.37%
$253.74 - $291.56 $51K - $58.6K
3.36K $923M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
617
+ 5.87%
$63.28 - $70.06 $39K - $43.2K
11.1K $779M
META
Meta Platforms, Inc.

Communication Services
86
+ 18.94%
$453.41 - $572.44 $39K - $49.2K
540 $309M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
1.73K
+ 9.58%
N/A
19.8K $758M
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.55%
$99.55 - $123.34 $1.79K - $2.22K
3.31K $401M
TDIV
First Trust Nasdaq Technology

ETFs
52
+ 0.32%
$70.51 - $81.07 $3.67K - $4.22K
16.1K $1.29B
VGT
Vanguard Information Technolog

ETFs
104
+ 7.41%
$514.43 - $606.85 $53.5K - $63.1K
1.51K $884M
OMFL
Invesco Exchange Traded Self I

ETFs
736
+ 2.65%
$47.65 - $52.99 $35.1K - $39K
28.5K $1.51B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.29K
+ 5.52%
$49.7 - $56.11 $64.2K - $72.5K
24.7K $1.36B
XLP
Consumer Staples Sector Spdr

ETFs
289
+ 7.21%
$76.04 - $76.04 $22K - $22K
4.3K $357M
VUG
Vanguard Growth ETF

ETFs
116
+ 15.16%
$341.08 - $391.94 $39.6K - $45.5K
881 $338M
VIRC
Virco Mfg Corporation

Consumer Cyclical
2.44K
+ 8.6%
$12.93 - $18.24 $31.5K - $44.5K
30.8K $425M
AMD
Advanced Micro Devices Inc

Technology
203
+ 11.18%
$128.67 - $183.96 $26.1K - $37.3K
2.02K $331M
XLI
Industrial Sector Spdr

ETFs
137
+ 7.89%
$120.56 - $135.44 $16.5K - $18.6K
1.87K $254M
XLV
Select Sector Spdr Fund Health

ETFs
140
+ 5.59%
$143.3 - $157.24 $20.1K - $22K
2.65K $407M
SU
Suncor Energy Inc

Energy
1.91K
+ 8.02%
$36.06 - $41.7 $69K - $79.8K
25.8K $952M
GRMN
Garmin LTD

Technology
62
+ 4.98%
$161.1 - $183.29 $9.99K - $11.4K
1.31K $230M
First Tr Exchng Traded Fd Vi
265
+ 1.41%
N/A
19.1K $701M
FSIG
First Tr ETF Iv LTD Duration I
236
+ 0.52%
$18.72 - $19.32 $4.42K - $4.56K
45.4K $873M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
34
+ 0.41%
$46.07 - $50.3 $1.57K - $1.71K
8.26K $416M
MSFT
Microsoft Corp

Technology
348
+ 7.42%
$395.15 - $467.56 $138K - $163K
5.04K $2.17B
First Tr Exchng Traded Fd Vi
297
+ 4.91%
N/A
6.34K $233M
IGV
Ishares Expanded Tech Software

ETFs
93
+ 2.2%
$77.94 - $89.37 $7.25K - $8.31K
4.31K $386M
First Tr Exchng Traded Fd Vi
109
+ 1.53%
N/A
7.21K $256M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
182
+ 1.96%
$47.43 - $47.88 $8.63K - $8.71K
9.46K $449M
VDE
Vanguard Energy ETF

ETFs
56
+ 3.25%
$117.44 - $131.06 $6.58K - $7.34K
1.78K $218M
CVX
Chevron Corp

Energy
112
+ 5.26%
$137.88 - $161.97 $15.4K - $18.1K
2.24K $330M
Arcadium Lithium PLC
1.26K
+ 6.3%
N/A
21.3K $60.6M
INSW
International Seaways, Inc.

Energy
1.51K
+ 13.76%
$47.67 - $60.19 $71.9K - $90.8K
12.5K $643M
CNQ
Canadian Natural Resources LTD

Energy
1.66K
+ 6.44%
$31.97 - $37.41 $53K - $62.1K
27.4K $911M
MCK
Mckesson Corp

Healthcare
121
+ 9.31%
$479.06 - $630.38 $58K - $76.3K
1.42K $703M
GOOGL
Alphabet Inc.

Communication Services
251
+ 2.29%
$148.65 - $191.18 $37.3K - $48K
11.2K $1.86B
CIVI
Civitas Resources, Inc.

Energy
861
+ 6.93%
$49.47 - $72.73 $42.6K - $62.6K
13.3K $673M
AMZN
Amazon Com Inc

Consumer Cyclical
94
+ 0.33%
$161.02 - $200.0 $15.1K - $18.8K
28.3K $5.28B
Activity Summary
Buys All Purchases 91 New Holdings 27 Increased Positions 64 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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