Argent Advisors, Inc. Portfolio Holdings

Argent Advisors, Inc.

  • $308 Million
  • Q2 2025

Argent Advisors, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $308 Million distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $18.5M, Ihares Core 1 5 Years Usd Bond with a value of $14.4M, Ishares Core S&P Mid Cap ETF with a value of $14.1M, Ishares Barclays 1 3 Year Trea with a value of $11.3M, and Ishares Russell 2000 ETF with a value of $11.3M.

Examining the 13F form we can see an increase of $23.5M in the current position value, from $285M to 308M.

Argent Advisors, Inc. is based out at Monroe, LA

Below you can find more details about Argent Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $308 Million
ETFs: $142 Million
Technology: $35.1 Million
Financial Services: $31.7 Million
Healthcare: $19.7 Million
Energy: $18.1 Million
Industrials: $14.9 Million
Consumer Defensive: $14.2 Million
Communication Services: $13.2 Million
Other: $19.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68B
$6.06 Million 1.97% of portfolio
15,000
Q2 2025 Added 36.36%
$3.67B
$1.29 Million 0.42% of portfolio
66,256
Q2 2025 Added 8.35%
$2.04B
$688,000 0.22% of portfolio
39,960
Q2 2025 Reduced 0.51%
$4.09B
$391,000 0.13% of portfolio
89,305
Q2 2025 Added 0.42%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $308 Million
  • Prior Value $285 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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