Sequent Planning LLC Incresed Positions in Q2 2025

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTHI
First Trust Exchange Traded Fd

ETFs
1.4K
+ 2.47%
$19.66 - $22.85 $27.5K - $32K
58K $1.33B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7
+ 0.06%
$60.34 - $74.89 $422 - $524
12.7K $952M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
132
+ 3.64%
$82.32 - $112.47 $10.9K - $14.8K
3.76K $423M
PLW
Invesco 1 30 Laddered Treasury

ETFs
3.32K
+ 9.36%
N/A
38.8K $1.06B
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
5.3K
+ 43.51%
$11.91 - $13.4 $63.2K - $71.1K
17.5K $230M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.26K
+ 2.15%
$24.48 - $24.9 $55.4K - $56.3K
108K $2.68B
RTX
Raytheon Technologies Corp

Industrials
178
+ 5.62%
$113.75 - $148.48 $20.2K - $26.4K
3.35K $489M
First Tr Exchng Traded Fd Vi
220
+ 0.67%
N/A
33K $705M
WTMF
Wisdomtree Tr Managed Futures

ETFs
1.4K
+ 10.63%
$32.91 - $35.38 $46K - $49.5K
14.6K $514M
MGK
Vanguard Mega Cap Growth ETF

ETFs
38
+ 4.52%
$273.67 - $366.17 $10.4K - $13.9K
878 $322M
JMEE
J P Morgan Exchange Traded Fd

ETFs
760
+ 19.12%
$49.07 - $59.23 $37.3K - $45K
4.73K $280M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
124
+ 0.62%
$35.8 - $41.07 $4.44K - $5.09K
20.2K $828M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.11K
+ 1.06%
$42.72 - $44.24 $47.6K - $49.3K
107K $4.68B
First Tr Exchng Traded Fd Vi
1.15K
+ 10.77%
N/A
11.8K $452M
VHT
Vanguard Health Care ETF

ETFs
387
+ 14.35%
$236.71 - $261.92 $91.6K - $101K
3.08K $766M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
260
+ 3.84%
$59.24 - $71.39 $15.4K - $18.6K
7.03K $501M
BAC
Bank Of America Corp

Financial Services
124
+ 1.52%
$34.39 - $47.46 $4.26K - $5.89K
8.29K $392M
VIG
Vanguard Dividend Appreciation

ETFs
28
+ 0.71%
N/A
3.98K $814M
WMT
Walmart Inc.

Consumer Defensive
156
+ 4.86%
$81.79 - $99.98 $12.8K - $15.6K
3.37K $329M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
494
+ 12.21%
$51.16 - $62.02 $25.3K - $30.6K
4.54K $282M
LGOV
First Tr ETF Iv Long Duration

ETFs
2.41K
+ 1.98%
$20.73 - $21.92 $50K - $52.9K
124K $2.67B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
677
+ 7.19%
$49.79 - $50.75 $33.7K - $34.4K
10.1K $512M
XOM
Exxon Mobil Corp

Energy
569
+ 23.78%
$99.93 - $119.04 $56.9K - $67.7K
2.96K $319M
FSIG
First Tr ETF Iv LTD Duration I
941
+ 2.02%
$18.77 - $19.14 $17.7K - $18K
47.6K $910M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
42
+ 0.54%
$39.23 - $45.02 $1.65K - $1.89K
7.84K $353M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.05K
+ 7.38%
$20.12 - $21.0 $21.1K - $22.1K
15.3K $320M
First Tr Exchng Traded Fd Vi
51
+ 0.58%
N/A
8.87K $354M
VRIG
Invesco Actively Managed ETF F

ETFs
788
+ 4.09%
$24.89 - $25.14 $19.6K - $19.8K
20.1K $503M
ABBV
Abb Vie Inc.

Healthcare
229
+ 21.34%
$170.16 - $206.27 $39K - $47.2K
1.3K $242M
CNQ
Canadian Natural Resources LTD

Energy
30
+ 0.11%
$25.14 - $34.01 $754 - $1.02K
26.8K $842M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
369
+ 5.66%
$68.13 - $74.77 $25.1K - $27.6K
6.89K $502M
UNP
Union Pacific Corp

Industrials
11
+ 1.25%
$208.27 - $238.46 $2.29K - $2.62K
889 $205M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
588
+ 2.22%
$45.3 - $50.64 $26.6K - $29.8K
27K $1.33B
VDE
Vanguard Energy ETF

ETFs
95
+ 4.06%
$105.87 - $130.56 $10.1K - $12.4K
2.43K $290M
CVX
Chevron Corp

Energy
238
+ 11.15%
$133.73 - $168.51 $31.8K - $40.1K
2.37K $340M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
105
+ 6.31%
$483.48 - $539.8 $50.8K - $56.7K
1.77K $859M
SU
Suncor Energy Inc

Energy
63
+ 0.25%
$31.54 - $41.04 $1.99K - $2.59K
25.1K $940M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.07%
$210.83 - $235.28 $632 - $706
4.15K $922M
CIVI
Civitas Resources, Inc.

Energy
475
+ 3.64%
$24.28 - $35.09 $11.5K - $16.7K
13.5K $373M
PEP
Pepsico Inc

Consumer Defensive
22
+ 0.1%
$128.02 - $151.37 $2.82K - $3.33K
21.8K $2.87B
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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