Sequent Planning LLC Incresed Positions in Q3 2024

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
11.7K
+ 5.75%
N/A
216K $8.18B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
12.4K
+ 172.09%
$38.81 - $41.41 $480K - $512K
19.6K $810M
First Tr Exchng Traded Fd Vi
10.4K
+ 4.27%
N/A
254K $8.44B
MLI
Mueller Industries Inc

Industrials
1.53K
+ 10.03%
$55.73 - $74.1 $85K - $113K
16.7K $1.24B
GTO
Invesco Actively Managed ETF T

ETFs
6.48K
+ 34.83%
$46.22 - $48.77 $300K - $316K
25.1K $1.21B
VEA
Vanguard Ftse Developed Market

ETFs
5.51K
+ 61.46%
$47.6 - $53.31 $262K - $294K
14.5K $765M
LOW
Lowes Companies Inc

Consumer Cyclical
326
+ 8.86%
$213.3 - $270.78 $69.5K - $88.3K
4.01K $1.08B
NVDA
Nvidia Corp

Technology
3.29K
+ 8.85%
$98.91 - $134.91 $325K - $443K
40.4K $4.91B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.9K
+ 85.73%
$41.9 - $48.26 $205K - $237K
10.6K $508M
First Tr Exchng Traded Fd Vi
6.27K
+ 24.69%
N/A
31.7K $1.16B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.37K
+ 13.0%
N/A
55.3K $1.36B
XLY
Select Sector Spdr Consumer Di

ETFs
686
+ 21.3%
$170.05 - $200.86 $117K - $138K
3.91K $783M
AIT
Applied Industrial Technologies Inc

Industrials
389
+ 12.12%
$183.8 - $224.77 $71.5K - $87.4K
3.6K $803M
XLK
Technology Sector Spdr

ETFs
918
+ 9.43%
$197.34 - $237.68 $181K - $218K
10.7K $2.4B
RDVY
First Trust Rising Dividend Ac

ETFs
1.71K
+ 9.52%
$53.68 - $59.24 $91.7K - $101K
19.7K $1.16B
FVD
First Tr Value Line Divid Inde

ETFs
495
+ 1.67%
$40.45 - $45.49 $20K - $22.5K
30.1K $1.37B
FTCS
First Trust Capital Strength E

ETFs
444
+ 2.58%
$83.58 - $90.94 $37.1K - $40.4K
17.6K $1.6B
DGRO
Ishares Core Dividend Growth E

ETFs
1.14K
+ 7.13%
$57.47 - $62.76 $65.6K - $71.7K
17.2K $1.08B
TECK
Teck Resources LTD

Basic Materials
1.33K
+ 6.97%
$43.48 - $53.4 $58K - $71.2K
20.5K $1.07B
FIW
First Trust Water ETF

ETFs
1.11K
+ 50.16%
$98.0 - $109.33 $109K - $122K
3.34K $365M
FSK
Fs Kkr Capital Corp

Financial Services
7.35K
+ 26.09%
$18.74 - $20.43 $138K - $150K
35.5K $701M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
314
+ 1.2%
$50.02 - $54.5 $15.7K - $17.1K
26.6K $1.45B
VIG
Vanguard Dividend Appreciation

ETFs
296
+ 7.83%
$182.15 - $182.15 $53.9K - $53.9K
4.07K $807M
ON
On Semiconductor Corp

Technology
971
+ 8.02%
$66.39 - $78.74 $64.5K - $76.5K
13.1K $949M
WLK
Westlake Corp

Basic Materials
500
+ 10.97%
$133.5 - $150.97 $66.8K - $75.5K
5.06K $760M
VB
Vanguard Small Cap ETF

ETFs
321
+ 25.95%
$214.77 - $237.72 $68.9K - $76.3K
1.56K $370M
VHT
Vanguard Health Care ETF

ETFs
203
+ 8.29%
$261.88 - $288.1 $53.2K - $58.5K
2.65K $748M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
737
+ 0.72%
$24.39 - $25.28 $18K - $18.6K
103K $2.6B
V
Visa Inc.

Financial Services
201
+ 6.37%
$253.74 - $291.56 $51K - $58.6K
3.36K $923M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
617
+ 5.87%
$63.28 - $70.06 $39K - $43.2K
11.1K $779M
META
Meta Platforms, Inc.

Communication Services
86
+ 18.94%
$453.41 - $572.44 $39K - $49.2K
540 $309M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
1.73K
+ 9.58%
N/A
19.8K $758M
FTHI
First Trust Exchange Traded Fd

ETFs
2.11K
+ 3.8%
$21.47 - $23.16 $45.3K - $48.9K
57.6K $1.33B
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.55%
$99.55 - $123.34 $1.79K - $2.22K
3.31K $401M
TDIV
First Trust Nasdaq Technology

ETFs
52
+ 0.32%
$70.51 - $81.07 $3.67K - $4.22K
16.1K $1.29B
VGT
Vanguard Information Technolog

ETFs
104
+ 7.41%
$514.43 - $606.85 $53.5K - $63.1K
1.51K $884M
OMFL
Invesco Exchange Traded Self I

ETFs
736
+ 2.65%
$47.65 - $52.99 $35.1K - $39K
28.5K $1.51B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.29K
+ 5.52%
$49.7 - $56.11 $64.2K - $72.5K
24.7K $1.36B
XLP
Consumer Staples Sector Spdr

ETFs
289
+ 7.21%
$76.04 - $76.04 $22K - $22K
4.3K $357M
VUG
Vanguard Growth ETF

ETFs
116
+ 15.16%
$341.08 - $391.94 $39.6K - $45.5K
881 $338M
VIRC
Virco Mfg Corporation

Consumer Cyclical
2.44K
+ 8.6%
$12.93 - $18.24 $31.5K - $44.5K
30.8K $425M
AMD
Advanced Micro Devices Inc

Technology
203
+ 11.18%
$128.67 - $183.96 $26.1K - $37.3K
2.02K $331M
XLI
Industrial Sector Spdr

ETFs
137
+ 7.89%
$120.56 - $135.44 $16.5K - $18.6K
1.87K $254M
XLV
Select Sector Spdr Fund Health

ETFs
140
+ 5.59%
$143.3 - $157.24 $20.1K - $22K
2.65K $407M
SU
Suncor Energy Inc

Energy
1.91K
+ 8.02%
$36.06 - $41.7 $69K - $79.8K
25.8K $952M
GRMN
Garmin LTD

Technology
62
+ 4.98%
$161.1 - $183.29 $9.99K - $11.4K
1.31K $230M
First Tr Exchng Traded Fd Vi
265
+ 1.41%
N/A
19.1K $701M
FSIG
First Tr ETF Iv LTD Duration I
236
+ 0.52%
$18.72 - $19.32 $4.42K - $4.56K
45.4K $873M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
34
+ 0.41%
$46.07 - $50.3 $1.57K - $1.71K
8.26K $416M
Activity Summary
Buys All Purchases 91 New Holdings 27 Increased Positions 64 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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