Sequent Planning LLC Incresed Positions in Q4 2024

Sequent Planning LLC

  • $272 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
1.8M
+ 3016.45%
$26.53 - $28.09 $47.7M - $50.5M
1.86M $51.1B
AMZN
Amazon Com Inc

Consumer Cyclical
239
+ 0.84%
$180.88 - $232.93 $43.2K - $55.7K
28.6K $6.27B
XLK
Technology Sector Spdr

ETFs
3.57K
+ 33.49%
$220.26 - $241.44 $786K - $861K
14.2K $3.31B
GOOGL
Alphabet Inc.

Communication Services
1.33K
+ 11.86%
$161.86 - $196.66 $215K - $261K
12.5K $2.37B
XLY
Select Sector Spdr Consumer Di

ETFs
1.05K
+ 26.93%
$194.8 - $239.43 $205K - $252K
4.96K $1.11B
AAPL
Apple Inc.

Technology
659
+ 10.26%
$221.69 - $259.02 $146K - $171K
7.08K $1.77B
XOM
Exxon Mobil Corp

Energy
1.37K
+ 62.85%
$105.51 - $125.37 $145K - $172K
3.56K $382M
FSK
Fs Kkr Capital Corp

Financial Services
1.93K
+ 5.43%
$19.71 - $22.22 $38K - $42.8K
37.5K $814M
XLC
Select Sector Spdr Tr Communic

ETFs
967
+ 40.78%
$89.66 - $102.16 $86.7K - $98.8K
3.34K $323M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
280
+ 6.21%
$198.04 - $221.51 $55.5K - $62K
4.79K $1.01B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
142
+ 10.04%
$521.84 - $558.82 $74.1K - $79.4K
1.56K $839M
PG
Procter & Gamble CO

Consumer Defensive
600
+ 18.9%
$161.05 - $179.7 $96.6K - $108K
3.77K $633M
VUG
Vanguard Growth ETF

ETFs
139
+ 15.78%
$378.79 - $428.11 $52.7K - $59.5K
1.02K $419M
SIXJ
Aim ETF Prods Tr Allianzim U S
2.34K
+ 25.24%
$29.24 - $30.42 $68.3K - $71.1K
11.6K $352M
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.81K
+ 26.82%
$35.94 - $36.85 $65.1K - $66.7K
8.56K $315M
VRIG
Invesco Actively Managed ETF F

ETFs
2.69K
+ 12.04%
$25.06 - $25.2 $67.5K - $67.9K
25.1K $630M
XLI
Industrial Sector Spdr

ETFs
538
+ 28.71%
$131.76 - $143.99 $70.9K - $77.5K
2.41K $318M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.05K
+ 12.11%
$96.64 - $101.23 $101K - $106K
9.72K $942M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
672
+ 6.04%
$69.3 - $74.3 $46.6K - $49.9K
11.8K $843M
XLG
Invesco Exchange Traded Fd Tr

ETFs
44
+ 0.27%
$46.94 - $51.62 $2.07K - $2.27K
16.5K $824M
VDE
Vanguard Energy ETF

ETFs
293
+ 16.45%
$116.67 - $136.78 $34.2K - $40.1K
2.07K $252M
XLP
Consumer Staples Sector Spdr

ETFs
643
+ 14.96%
N/A
4.94K $389M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
420
+ 11.22%
$61.68 - $67.87 $25.9K - $28.5K
4.16K $259M
META
Meta Platforms, Inc.

Communication Services
21
+ 3.89%
$554.08 - $632.68 $11.6K - $13.3K
561 $329M
XLV
Select Sector Spdr Fund Health

ETFs
424
+ 16.03%
$136.28 - $154.74 $57.8K - $65.6K
3.07K $422M
QUAL
Ishares Msci Usa Quality Facto

ETFs
84
+ 6.53%
$176.42 - $186.91 $14.8K - $15.7K
1.37K $244M
WTMF
Wisdomtree Tr Managed Futures

ETFs
570
+ 4.55%
$34.6 - $36.99 $19.7K - $21.1K
13.1K $457M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
536
+ 5.01%
$26.55 - $27.32 $14.2K - $14.6K
11.2K $300M
JMEE
J P Morgan Exchange Traded Fd

ETFs
87
+ 2.24%
$60.1 - $66.4 $5.23K - $5.78K
3.97K $240M
FSIG
First Tr ETF Iv LTD Duration I
898
+ 1.98%
$18.8 - $19.23 $16.9K - $17.3K
46.3K $874M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4
+ 0.04%
$50.62 - $50.97 $202 - $204
9.69K $492M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
32
+ 0.39%
$49.39 - $52.31 $1.58K - $1.67K
8.29K $412M
RTX
Raytheon Technologies Corp

Industrials
46
+ 1.39%
$114.45 - $127.21 $5.26K - $5.85K
3.35K $388M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
269
+ 2.45%
$19.82 - $21.55 $5.33K - $5.8K
11.3K $223M
IMFL
Invesco Ex Tr Self Indx Fd Tr
1.44K
+ 6.15%
$23.48 - $25.49 $33.8K - $36.7K
24.8K $583M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.36K
+ 1.32%
$24.55 - $25.16 $33.5K - $34.3K
105K $2.58B
GTO
Invesco Actively Managed ETF T

ETFs
682
+ 2.72%
$46.33 - $48.41 $31.6K - $33K
25.8K $1.2B
VHT
Vanguard Health Care ETF

ETFs
31
+ 1.17%
$250.81 - $283.3 $7.78K - $8.78K
2.68K $680M
First Tr Exchange Traded Fd
2.59K
+ 1.58%
N/A
166K $3.4B
LGOV
First Tr ETF Iv Long Duration

ETFs
2.16K
+ 1.82%
$20.75 - $22.49 $44.9K - $48.6K
121K $2.52B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.16K
+ 1.11%
$42.84 - $45.38 $49.7K - $52.6K
106K $4.55B
INSW
International Seaways, Inc.

Energy
102
+ 0.82%
$32.46 - $54.3 $3.31K - $5.54K
12.6K $452M
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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