Sequent Planning LLC Purchases in Q1 2025

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
1
+ 0.01%
$9.12 - $10.43 $9.12 - $10.4
12.7K $127M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
3.16K
+ 2.57%
$38.06 - $40.36 $120K - $127K
126K $4.83B
LOW
Lowes Companies Inc

Consumer Cyclical
210
+ 5.33%
$222.66 - $268.42 $46.8K - $56.4K
4.15K $968M
WTMF
Wisdomtree Tr Managed Futures

ETFs
60
+ 0.46%
$33.94 - $35.62 $2.04K - $2.14K
13.2K $449M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
45
+ 2.89%
$507.05 - $563.67 $22.8K - $25.4K
1.6K $823M
First Tr Exchng Traded Fd Vi
228
+ 0.7%
N/A
32.7K $640M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2
+ 0.05%
$54.51 - $63.63 $109 - $127
3.97K $222M
MSFT
Microsoft Corp

Technology
555
+ 11.18%
$375.39 - $447.2 $208K - $248K
5.52K $2.07B
VIRC
Virco Mfg Corporation

Consumer Cyclical
92
+ 0.3%
$9.3 - $11.69 $856 - $1.08K
30.4K $287M
VUG
Vanguard Growth ETF

ETFs
45
+ 4.41%
$369.1 - $427.61 $16.6K - $19.2K
1.07K $395M
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.13%
$217.89 - $252.64 $436 - $505
1.56K $346M
INSW
International Seaways, Inc.

Energy
76
+ 0.6%
$32.85 - $41.61 $2.5K - $3.16K
12.6K $420M
PEP
Pepsico Inc

Consumer Defensive
54
+ 0.25%
$142.64 - $156.42 $7.7K - $8.45K
21.7K $3.26B
IGV
Ishares Expanded Tech Software

ETFs
95
+ 2.22%
$88.3 - $107.83 $8.39K - $10.2K
4.38K $389M
XLG
Invesco Exchange Traded Fd Tr

ETFs
337
+ 2.04%
$45.72 - $51.73 $15.4K - $17.4K
16.8K $775M
First Tr Exchng Traded Fd Vi
4.88K
+ 1.84%
N/A
271K $5.31B
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.44K
+ 9.35%
$96.3 - $112.23 $331K - $386K
40.2K $3.92B
VGT
Vanguard Information Technolog

ETFs
29
+ 1.96%
$542.38 - $646.34 $15.7K - $18.7K
1.51K $817M
First Tr Exchng Traded Fd Vi
2.22K
+ 0.43%
N/A
524K $17.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
46
+ 0.86%
$468.34 - $539.52 $21.5K - $24.8K
5.42K $2.54B
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 2.17%
$222.15 - $428.22 $8.89K - $17.1K
1.88K $488M
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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