Sequent Planning LLC Reduced Holdings in Q3 2025

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-1.57M
- 74.6%
$29.18 - $31.13 $46M - $49M
536K $16.7B
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
-752K
- 82.62%
$21.29 - $23.82 $16M - $17.9M
158K $3.77B
TIP
Ishares Tr Tips Bd ETF

ETFs
-77.4K
- 69.69%
$109.11 - $111.88 $8.45M - $8.66M
33.7K $3.75B
VTI
Vanguard Total Stock Market Et

ETFs
-24.9K
- 66.85%
$303.93 - $329.86 $7.58M - $8.22M
12.4K $4.06B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-40.7K
- 59.19%
$82.38 - $83.0 $3.36M - $3.38M
28.1K $2.33B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-28.7K
- 65.65%
$98.99 - $112.2 $2.84M - $3.22M
15K $1.66B
GLD
Spdr Gold Trust

ETFs
-11.4K
- 36.08%
$300.96 - $355.47 $3.42M - $4.03M
20.1K $7.15B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-19.6K
- 49.98%
$117.65 - $120.08 $2.31M - $2.36M
19.6K $2.35B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-39.2K
- 20.78%
$30.87 - $32.18 $1.21M - $1.26M
150K $4.81B
First Tr Exchng Traded Fd Vi
-25.7K
- 18.22%
N/A
115K $2.82B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-908
- 16.41%
$546.99 - $602.2 $497K - $547K
4.63K $2.78B
FSK
Fs Kkr Capital Corp

Financial Services
-189
- 0.54%
$14.93 - $22.48 $2.82K - $4.25K
34.6K $516M
IGV
Ishares Expanded Tech Software

ETFs
-1.63K
- 37.58%
$105.96 - $117.79 $173K - $192K
2.71K $312M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.98K
- 15.09%
$72.57 - $74.72 $144K - $148K
11.1K $829M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-2.78K
- 26.62%
$47.36 - $47.65 $132K - $132K
7.65K $363M
First Tr Exchng Traded Fd Vi
-6.08K
- 19.69%
N/A
24.8K $578M
IVV
Ishares Core S&P 500 ETF

ETFs
-278
- 18.71%
$620.67 - $670.08 $173K - $186K
1.21K $809M
DSL
Double Line Income Solutions Fund

Financial Services
-9.35K
- 19.01%
$11.99 - $12.67 $112K - $118K
39.8K $489M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-3.69K
- 20.9%
$31.78 - $33.69 $117K - $124K
14K $461M
ON
On Semiconductor Corp

Technology
-392
- 3.03%
$46.98 - $62.45 $18.4K - $24.5K
12.6K $619M
First Tr Exchng Traded Fd Vi
-1.93K
- 2.28%
N/A
82.8K $2.51B
V
Visa Inc.

Financial Services
-35
- 1.12%
$332.09 - $358.86 $11.6K - $12.6K
3.09K $1.05B
PG
Procter & Gamble CO

Consumer Defensive
-57
- 1.72%
$150.47 - $161.22 $8.58K - $9.19K
3.26K $501M
JPM
Jpmorgan Chase & CO

Financial Services
-145
- 17.66%
$282.78 - $316.06 $41K - $45.8K
676 $213M
First Tr Exchng Traded Fd Vi
-16K
- 3.09%
N/A
503K $18.5B
VIRC
Virco Mfg Corporation

Consumer Cyclical
-605
- 2.0%
$7.68 - $8.79 $4.65K - $5.32K
29.6K $230M
HNDL
Strategy Shs

ETFs
-772
- 5.97%
$21.41 - $22.28 $16.5K - $17.2K
12.2K $271M
GYLD
Arrow ETF Tr Arrow Dow Jones G

ETFs
-905
- 5.17%
$13.11 - $13.68 $11.9K - $12.4K
16.6K $221M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-258
- 4.31%
$41.19 - $43.7 $10.6K - $11.3K
5.73K $245M
ETN
Eaton Corp PLC

Industrials
-49
- 7.5%
$342.99 - $392.76 $16.8K - $19.2K
604 $226M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-167
- 3.46%
$49.78 - $50.75 $8.31K - $8.48K
4.66K $236M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-79
- 4.05%
$111.05 - $115.21 $8.77K - $9.1K
1.87K $214M
First Tr Exchng Traded Fd Vi
-384
- 3.59%
N/A
10.3K $404M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-110
- 3.8%
$134.42 - $141.26 $14.8K - $15.5K
2.78K $392M
First Tr Exchng Traded Fd Vi
-301
- 4.96%
N/A
5.77K $220M
WLK
Westlake Corp

Basic Materials
-67
- 1.36%
$75.43 - $90.6 $5.05K - $6.07K
4.85K $373M
AMZN
Amazon Com Inc

Consumer Cyclical
-15
- 0.05%
$211.65 - $238.24 $3.17K - $3.57K
27.3K $6B
UNP
Union Pacific Corp

Industrials
-12
- 1.35%
$214.91 - $237.16 $2.58K - $2.85K
877 $207M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-194
- 6.08%
$72.65 - $78.68 $14.1K - $15.3K
3K $235M
First Tr Exchng Traded Fd Vi
-41
- 0.51%
N/A
7.96K $285M
VB
Vanguard Small Cap ETF

ETFs
-108
- 5.76%
$237.58 - $259.17 $25.7K - $28K
1.77K $449M
FTA
First Tr Large Cap Value

ETFs
-87
- 2.97%
$78.13 - $83.78 $6.8K - $7.29K
2.85K $237M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-70
- 1.53%
$47.96 - $50.54 $3.36K - $3.54K
4.49K $227M
First Tr Exchng Traded Fd Vi
-94
- 0.91%
N/A
10.3K $371M
CNQ
Canadian Natural Resources LTD

Energy
-140
- 0.52%
$29.31 - $32.93 $4.1K - $4.61K
26.7K $853M
SIXJ
Aim ETF Prods Tr Allianzim U S
-44
- 0.39%
$31.96 - $33.34 $1.41K - $1.47K
11.3K $377M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-32
- 1.65%
$115.96 - $125.95 $3.71K - $4.03K
1.91K $240M
WMT
Walmart Inc.

Consumer Defensive
-3
- 0.09%
$94.4 - $104.27 $283 - $313
3.37K $347M
VHT
Vanguard Health Care ETF

ETFs
-61
- 1.98%
$239.12 - $259.95 $14.6K - $15.9K
3.02K $785M
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
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