Sequent Planning LLC New Holdings in Q2 2025

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
33.6K
New
N/A
33.6K $1.04B
First Tr Exchng Traded Fd Vi
30.9K
New
N/A
30.9K $703M
D
Dominion Energy, Inc

Utilities
5.6K
New
$49.66 - $58.0 $278K - $325K
5.6K $316M
AGZ
Ishares Agency Bond ETF

ETFs
2.88K
New
$108.32 - $109.92 $312K - $317K
2.88K $316M
First Tr Exchng Traded Fd Vi
8K
New
N/A
8K $281M
HNDL
Strategy Shs

ETFs
12.9K
New
$19.2 - $21.66 $248K - $280K
12.9K $280M
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
6.54K
New
$36.71 - $42.81 $240K - $280K
6.54K $280M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.46K
New
$27.3 - $31.8 $231K - $269K
8.46K $269M
First Tr Exchng Traded Fd Vi
8.05K
New
N/A
8.05K $268M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
5.99K
New
$36.45 - $42.47 $218K - $254K
5.99K $252M
JPM
Jpmorgan Chase & CO

Financial Services
821
New
$210.28 - $289.91 $173K - $238K
821 $238M
ETN
Eaton Corp PLC

Industrials
653
New
$246.52 - $356.99 $161K - $233K
653 $233M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.02K
New
$141.37 - $228.57 $144K - $232K
1.02K $230M
DIV
Global X Superdividend Us ETF

ETFs
13K
New
N/A
13K $229M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.94K
New
$91.62 - $116.16 $177K - $225K
1.94K $225M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
1.95K
New
$97.18 - $113.06 $190K - $221K
1.95K $221M
IYW
Ishares Dj Us Tech ETF

ETFs
1.25K
New
$122.57 - $173.27 $154K - $217K
1.25K $217M
First Tr Exchng Traded Fd Vi
5.55K
New
N/A
5.55K $216M
DIS
Walt Disney CO

Communication Services
1.67K
New
$81.72 - $124.01 $136K - $207K
1.67K $207M
Jasper Therapeutics Inc
10.5K
New
N/A
10.5K $58.3M
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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