Sequent Planning LLC Incresed Positions in Q3 2025

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
214K
+ 1529.76%
$97.75 - $100.75 $20.9M - $21.5M
228K $22.8B
NVDA
Nvidia Corp

Technology
298
+ 0.82%
$153.3 - $186.58 $45.7K - $55.6K
36.8K $6.87B
MUB
Ishares National Muni Bond ETF

ETFs
9.82K
+ 299.69%
$103.24 - $106.68 $1.01M - $1.05M
13.1K $1.39B
XLK
Technology Sector Spdr

ETFs
775
+ 2.74%
$250.97 - $282.66 $195K - $219K
29K $8.18B
GOOGL
Alphabet Inc.

Communication Services
177
+ 1.47%
$174.36 - $254.72 $30.9K - $45.1K
12.2K $2.97B
XLC
Select Sector Spdr Tr Communic

ETFs
5.89K
+ 80.18%
$105.99 - $119.41 $624K - $703K
13.2K $1.57B
XLY
Select Sector Spdr Consumer Di

ETFs
2.09K
+ 20.23%
$216.09 - $242.18 $451K - $505K
12.4K $2.97B
XLV
Select Sector Spdr Fund Health

ETFs
4.95K
+ 85.05%
$129.01 - $139.72 $638K - $691K
10.8K $1.5B
AAPL
Apple Inc.

Technology
754
+ 7.47%
$202.38 - $256.87 $153K - $194K
10.9K $2.76B
First Tr Exchng Traded Fd Vi
20.6K
+ 61.17%
N/A
54.2K $1.69B
XLP
Consumer Staples Sector Spdr

ETFs
5.23K
+ 61.51%
N/A
13.7K $1.08B
First Tr Exchng Traded Fd Vi
10.6K
+ 131.51%
N/A
18.6K $638M
First Tr Exchng Traded Fd Vi
9.43K
+ 164.17%
N/A
15.2K $582M
First Tr Exchng Traded Fd Vi
16.3K
+ 73.84%
N/A
38.4K $824M
QJUN
First Tr ETF
5.29K
+ 4.09%
$29.51 - $31.11 $156K - $164K
135K $4.19B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
476
+ 29.44%
$567.77 - $614.76 $270K - $293K
2.09K $1.28B
TSLA
Tesla, Inc.

Consumer Cyclical
108
+ 5.44%
$293.94 - $444.72 $31.7K - $48K
2.09K $931M
VEA
Vanguard Ftse Developed Market

ETFs
4.05K
+ 28.12%
$56.02 - $60.3 $227K - $244K
18.4K $1.1B
First Tr Exchng Traded Fd Vi
8.8K
+ 26.71%
N/A
41.8K $931M
OMFL
Invesco Exchange Traded Self I

ETFs
2.32K
+ 8.65%
$57.41 - $60.45 $133K - $140K
29.1K $1.75B
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.6K
+ 8.35%
$51.78 - $57.89 $82.7K - $92.5K
20.7K $1.19B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.05K
+ 18.42%
$49.43 - $54.52 $101K - $112K
13.2K $713M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.93K
+ 10.51%
$52.12 - $55.33 $100K - $107K
20.3K $1.12B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
972
+ 7.65%
$74.93 - $80.73 $72.8K - $78.5K
13.7K $1.1B
First Tr Exchange Traded Fd
5.02K
+ 2.92%
N/A
177K $3.75B
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
3.06K
+ 46.88%
$42.84 - $44.34 $131K - $136K
9.6K $425M
First Tr Exchng Traded Fd Vi
3.13K
+ 35.25%
N/A
12K $500M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.95K
+ 1.83%
$43.36 - $44.8 $84.5K - $87.3K
108K $4.82B
MSFT
Microsoft Corp

Technology
44
+ 0.75%
$491.09 - $535.64 $21.6K - $23.6K
5.91K $3.06B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.98K
+ 5.21%
N/A
60.3K $1.56B
RDVY
First Trust Rising Dividend Ac

ETFs
802
+ 4.42%
$62.38 - $67.29 $50K - $54K
18.9K $1.27B
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 0.29%
$215.01 - $273.02 $2.58K - $3.28K
4.17K $1.05B
FTHI
First Trust Exchange Traded Fd

ETFs
2.82K
+ 4.86%
$22.76 - $23.92 $64.2K - $67.4K
60.8K $1.44B
LGOV
First Tr ETF Iv Long Duration

ETFs
3.31K
+ 2.66%
$20.98 - $22.03 $69.5K - $73K
128K $2.78B
GTO
Invesco Actively Managed ETF T

ETFs
2.06K
+ 8.49%
$46.43 - $47.91 $95.7K - $98.8K
26.3K $1.25B
First Tr Exchng Traded Fd Vi
2.4K
+ 23.22%
N/A
12.8K $516M
FDN
First Tr Fd Dow Jones

ETFs
306
+ 12.84%
$264.06 - $287.34 $80.8K - $87.9K
2.69K $753M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.88K
+ 9.33%
$41.01 - $42.23 $77.1K - $79.4K
22K $930M
First Tr Exchng Traded Fd Vi
1.83K
+ 8.48%
N/A
23.4K $908M
WTMF
Wisdomtree Tr Managed Futures

ETFs
1.38K
+ 9.46%
$35.27 - $37.96 $48.6K - $52.3K
15.9K $603M
PLW
Invesco 1 30 Laddered Treasury

ETFs
2.43K
+ 6.27%
N/A
41.2K $1.14B
IMFL
Invesco Ex Tr Self Indx Fd Tr
2.65K
+ 10.03%
$26.82 - $28.12 $71K - $74.4K
29K $804M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.56K
+ 1.45%
$24.73 - $25.29 $38.5K - $39.4K
109K $2.75B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
36
+ 3.54%
$224.68 - $282.71 $8.09K - $10.2K
1.05K $294M
MCK
Mckesson Corp

Healthcare
9
+ 0.64%
$659.01 - $772.54 $5.93K - $6.95K
1.43K $1.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 3.73%
$459.11 - $506.91 $30.3K - $33.5K
1.84K $923M
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.69%
$184.85 - $231.54 $1.66K - $2.08K
1.31K $303M
MGK
Vanguard Mega Cap Growth ETF

ETFs
74
+ 8.43%
$362.31 - $405.74 $26.8K - $30K
952 $383M
FVD
First Tr Value Line Divid Inde

ETFs
291
+ 0.96%
$44.73 - $46.86 $13K - $13.6K
30.6K $1.42B
Activity Summary
Buys All Purchases 120 New Holdings 43 Increased Positions 77 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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