Sequent Planning LLC Incresed Positions in Q2 2025

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
108K
+ 5.4%
$23.95 - $29.34 $2.59M - $3.17M
2.11M $61.9B
XLK
Technology Sector Spdr

ETFs
6.44K
+ 29.52%
$179.73 - $253.23 $1.16M - $1.63M
28.2K $7.15B
GLD
Spdr Gold Trust

ETFs
3.82K
+ 13.84%
$273.71 - $316.29 $1.05M - $1.21M
31.5K $9.59B
VTI
Vanguard Total Stock Market Et

ETFs
1.75K
+ 4.93%
$243.75 - $303.93 $427K - $533K
37.3K $11.3B
First Tr Exchng Traded Fd Vi
52.1K
+ 58.77%
N/A
141K $3.31B
AMZN
Amazon Com Inc

Consumer Cyclical
271
+ 1.0%
$167.32 - $223.3 $45.3K - $60.5K
27.4K $6B
MSFT
Microsoft Corp

Technology
349
+ 6.32%
$354.56 - $497.45 $124K - $174K
5.87K $2.92B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.65K
+ 44.06%
$171.4 - $227.1 $454K - $602K
8.67K $1.97B
XLY
Select Sector Spdr Consumer Di

ETFs
2.74K
+ 36.26%
$176.34 - $218.59 $484K - $599K
10.3K $2.24B
First Tr Exchng Traded Fd Vi
3.67K
+ 1.35%
N/A
275K $10B
AAPL
Apple Inc.

Technology
3.26K
+ 47.64%
$172.42 - $223.89 $562K - $729K
10.1K $2.07B
QQQ
Invesco Qqq Trust, Series 1

ETFs
113
+ 2.08%
$416.06 - $551.64 $47K - $62.3K
5.53K $3.05B
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.49K
+ 8.68%
$83.54 - $100.04 $292K - $349K
43.7K $4.35B
VUG
Vanguard Growth ETF

ETFs
748
+ 70.23%
$329.49 - $438.4 $246K - $328K
1.81K $795M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.79K
+ 37.21%
$96.84 - $99.46 $367K - $377K
14K $1.39B
XLC
Select Sector Spdr Tr Communic

ETFs
2.62K
+ 55.55%
$86.13 - $108.53 $226K - $285K
7.35K $797M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.54K
+ 6.92%
$116.93 - $119.39 $297K - $303K
39.3K $4.68B
First Tr Exchng Traded Fd Vi
8.02K
+ 92.5%
N/A
16.7K $587M
GOOGL
Alphabet Inc.

Communication Services
114
+ 0.95%
$144.7 - $178.6 $16.5K - $20.4K
12.1K $2.12B
OMFL
Invesco Exchange Traded Self I

ETFs
2.94K
+ 12.33%
$48.43 - $57.78 $142K - $170K
26.8K $1.55B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.03K
+ 4.61%
$82.21 - $83.12 $249K - $252K
68.8K $5.7B
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.3K
+ 13.63%
$40.94 - $52.1 $94K - $120K
19.1K $997M
First Tr Exchng Traded Fd Vi
9.6K
+ 76.73%
N/A
22.1K $456M
XLI
Industrial Sector Spdr

ETFs
947
+ 27.37%
$116.42 - $147.52 $110K - $140K
4.41K $650M
XLV
Select Sector Spdr Fund Health

ETFs
1.75K
+ 42.92%
$128.77 - $144.3 $225K - $252K
5.81K $784M
DGRO
Ishares Core Dividend Growth E

ETFs
2.39K
+ 14.57%
$55.22 - $63.94 $132K - $153K
18.8K $1.2B
VGT
Vanguard Information Technolog

ETFs
6
+ 0.4%
$470.37 - $663.28 $2.82K - $3.98K
1.51K $1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.05K
+ 18.48%
$72.02 - $73.82 $147K - $151K
13.1K $967M
ON
On Semiconductor Corp

Technology
16
+ 0.12%
$31.95 - $54.21 $511 - $867
12.9K $679M
SPY
Spdr S&P 500 ETF Trust

ETFs
125
+ 10.58%
$496.48 - $617.85 $62.1K - $77.2K
1.31K $807M
TSLA
Tesla, Inc.

Consumer Cyclical
101
+ 5.36%
$221.86 - $362.89 $22.4K - $36.7K
1.99K $631M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.32K
+ 14.5%
$45.11 - $52.34 $105K - $122K
18.3K $960M
XLP
Consumer Staples Sector Spdr

ETFs
1.8K
+ 26.83%
N/A
8.5K $688M
VEA
Vanguard Ftse Developed Market

ETFs
1.01K
+ 7.51%
$45.65 - $57.01 $45.9K - $57.3K
14.4K $820M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
4.58K
+ 35.08%
$31.07 - $32.25 $142K - $148K
17.6K $560M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
3.18K
+ 5.88%
N/A
57.3K $1.42B
DSL
Double Line Income Solutions Fund

Financial Services
11.6K
+ 30.81%
$11.15 - $12.57 $129K - $146K
49.2K $602M
First Tr Exchng Traded Fd Vi
2.61K
+ 33.67%
N/A
10.4K $405M
XLB
Select Sector Spdr Fd Material

ETFs
1.2K
+ 41.1%
$74.27 - $88.92 $89.2K - $107K
4.12K $362M
META
Meta Platforms, Inc.

Communication Services
20
+ 3.46%
$484.66 - $738.09 $9.69K - $14.8K
598 $441M
IMFL
Invesco Ex Tr Self Indx Fd Tr
1.02K
+ 4.02%
$22.43 - $27.68 $22.9K - $28.2K
26.4K $730M
First Tr Exchange Traded Fd
3.21K
+ 1.9%
N/A
172K $3.6B
VB
Vanguard Small Cap ETF

ETFs
315
+ 20.19%
$193.73 - $237.37 $61K - $74.8K
1.88K $444M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 0.94%
$456.74 - $568.03 $6.85K - $8.52K
1.62K $919M
MCK
Mckesson Corp

Healthcare
13
+ 0.93%
$652.83 - $732.78 $8.49K - $9.53K
1.42K $1.04B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.03K
+ 10.22%
$39.89 - $49.46 $41.1K - $50.9K
11.1K $550M
GTO
Invesco Actively Managed ETF T

ETFs
2K
+ 8.99%
$45.73 - $47.2 $91.6K - $94.6K
24.3K $1.14B
MUB
Ishares National Muni Bond ETF

ETFs
912
+ 38.56%
$102.31 - $105.8 $93.3K - $96.5K
3.28K $342M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1.84K
+ 21.4%
$45.89 - $47.6 $84.4K - $87.5K
10.4K $497M
Activity Summary
Buys All Purchases 112 New Holdings 21 Increased Positions 91 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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