Sequent Planning LLC Purchases in Q3 2025

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.27K
New
$111.77 - $121.28 $254K - $275K
2.27K $274M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.49K
New
$44.4 - $46.72 $244K - $256K
5.49K $256M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.75K
New
$49.09 - $50.58 $233K - $240K
4.75K $240M
SKYY
First Trust Cloud Computing Et

ETFs
1.76K
New
$118.24 - $138.53 $208K - $243K
1.76K $236M
AVGO
Broadcom Inc.

Technology
708
New
$264.74 - $369.57 $187K - $262K
708 $234M
First Tr Exchng Traded Fd Vi
8.8K
+ 26.71%
N/A
41.8K $931M
First Tr Exchng Traded Fd Vi
6.03K
New
N/A
6.03K $222M
FDT
First Trust Developed Markets

ETFs
2.9K
New
$68.09 - $76.05 $197K - $221K
2.9K $219M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
10K
New
$20.22 - $21.71 $203K - $218K
10K $217M
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
3.81K
New
$50.16 - $55.21 $191K - $210K
3.81K $209M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.34K
New
$138.08 - $151.2 $184K - $202K
1.34K $202M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
6.97K
New
$28.38 - $29.05 $198K - $202K
6.97K $201M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.06K
New
$181.56 - $190.33 $192K - $201K
1.06K $200M
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
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
225
+ 5.99%
$110.74 - $122.12 $24.9K - $27.5K
3.98K $482M
JNJ
Johnson & Johnson

Healthcare
27
+ 1.7%
$155.17 - $185.42 $4.19K - $5.01K
1.62K $300M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
704
+ 10.22%
$72.01 - $74.44 $50.7K - $52.4K
7.6K $558M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
563
+ 8.01%
$70.77 - $73.59 $39.8K - $41.4K
7.6K $557M
FSIG
First Tr ETF Iv LTD Duration I
2.47K
+ 5.19%
$19.03 - $19.33 $47K - $47.7K
50.1K $962M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
915
+ 3.38%
$48.72 - $50.73 $44.6K - $46.4K
28K $1.38B
FTCS
First Trust Capital Strength E

ETFs
22
+ 0.13%
$89.72 - $93.74 $1.97K - $2.06K
17.2K $1.61B
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
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email