Sequent Planning LLC Incresed Positions in Q1 2025

Sequent Planning LLC

$278 Billion
Q1 2025

Stock	Shares change	Price Range	Shares Held
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
VTI Vanguard Total Stock Market Et ETFs	2.68K + 8.15%	$271.18 - $303.12 $726K - $811K	35.5K $9.77B
BRK-B Berkshire Hathaway Inc Class B Financial Services	169 + 11.3%	$442.66 - $534.52 $74.8K - $90.3K	1.66K $886M
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
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
MGK Vanguard Mega Cap Growth ETF ETFs	6 + 0.72%	$307.43 - $357.48 $1.84K - $2.14K	840 $259M
VB Vanguard Small Cap ETF ETFs	2 + 0.13%	$217.89 - $252.64 $436 - $505	1.56K $346M

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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Account

Sequent Planning LLC Incresed Positions in Q1 2025

Sequent Planning LLC

37K

2.93K

9.38K

146K

7.59K

4.7K

6.83K

2.6K

2.68K

169

4.83K

999

1.76K

1.23K

1.05K

14

1.38K

933

699

1.96K

2.47K

935

458

264

14

1.4K

525

15

637

5.76K

456

908

878

458

76

327

17

267

1

3.16K

210

60

45

228

2

555

92

45

6

2

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