Sequent Planning LLC Sells in Q1 2025

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-2K
- 5.17%
$106.98 - $149.43 $214K - $299K
36.7K $3.98B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.48K
- 5.19%
$190.26 - $242.06 $282K - $359K
27.1K $5.15B
First Tr Exchng Traded Fd Vi
-19.7K
- 12.66%
N/A
136K $4.06B
GOOGL
Alphabet Inc.

Communication Services
-574
- 4.59%
$154.33 - $206.19 $88.6K - $118K
11.9K $1.85B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-4.7K
- 2.35%
$27.95 - $30.87 $131K - $145K
195K $5.52B
QJUN
First Tr ETF
-4.59K
- 3.23%
$26.45 - $29.15 $121K - $134K
138K $3.64B
ON
On Semiconductor Corp

Technology
-56
- 0.43%
$40.69 - $64.51 $2.28K - $3.61K
12.9K $526M
AAPL
Apple Inc.

Technology
-241
- 3.4%
$209.68 - $247.1 $50.5K - $59.6K
6.84K $1.52B
First Tr Exchng Traded Fd Vi
-6.25K
- 21.98%
N/A
22.2K $781M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.54K
- 34.32%
$65.27 - $71.18 $231K - $252K
6.77K $449M
OMFL
Invesco Exchange Traded Self I

ETFs
-3.43K
- 12.58%
$52.19 - $57.45 $179K - $197K
23.8K $1.27B
CIVI
Civitas Resources, Inc.

Energy
-217
- 1.63%
$32.05 - $54.79 $6.95K - $11.9K
13.1K $456M
GTO
Invesco Actively Managed ETF T

ETFs
-3.5K
- 13.59%
$45.9 - $47.37 $161K - $166K
22.3K $1.05B
VRIG
Invesco Actively Managed ETF F

ETFs
-5.79K
- 23.1%
$25.06 - $25.19 $145K - $146K
19.3K $483M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-262
- 1.06%
$51.45 - $58.51 $13.5K - $15.3K
24.4K $1.26B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.96K
- 15.03%
$71.17 - $73.66 $139K - $144K
11.1K $814M
First Tr Exchng Traded Fd Vi
-2.3K
- 2.53%
N/A
88.7K $1.85B
IVV
Ishares Core S&P 500 ETF

ETFs
-135
- 8.31%
$554.06 - $615.85 $74.8K - $83.1K
1.49K $837M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-1.41K
- 1.07%
$36.38 - $38.05 $51.2K - $53.5K
130K $4.77B
First Tr Exchng Traded Fd Vi
-1.49K
- 1.35%
N/A
109K $2.2B
TECK
Teck Resources LTD

Basic Materials
-465
- 2.3%
$36.43 - $43.86 $16.9K - $20.4K
19.7K $718M
XOM
Exxon Mobil Corp

Energy
-1.16K
- 32.69%
$105.44 - $118.93 $123K - $138K
2.39K $285M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-4.28K
- 23.11%
$20.7 - $21.15 $88.6K - $90.5K
14.2K $295M
FTHI
First Trust Exchange Traded Fd

ETFs
-263
- 0.46%
$21.62 - $23.74 $5.69K - $6.24K
56.6K $1.24B
TDIV
First Trust Nasdaq Technology

ETFs
-121
- 0.77%
$73.39 - $83.95 $8.88K - $10.2K
15.6K $1.15B
MLI
Mueller Industries Inc

Industrials
-367
- 2.3%
$76.14 - $82.67 $27.9K - $30.3K
15.6K $1.19B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-940
- 19.97%
$64.88 - $72.1 $61K - $67.8K
3.77K $248M
WLK
Westlake Corp

Basic Materials
-13
- 0.26%
$99.12 - $119.16 $1.29K - $1.55K
4.98K $498M
FDN
First Tr Fd Dow Jones

ETFs
-60
- 2.39%
$221.38 - $266.86 $13.3K - $16K
2.45K $545M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.37K
- 17.38%
$68.32 - $75.06 $93.7K - $103K
6.52K $487M
FSK
Fs Kkr Capital Corp

Financial Services
-1.67K
- 4.47%
$20.47 - $24.06 $34.3K - $40.3K
35.8K $750M
AIT
Applied Industrial Technologies Inc

Industrials
-60
- 1.71%
$218.93 - $269.18 $13.1K - $16.2K
3.44K $775M
PG
Procter & Gamble CO

Consumer Defensive
-410
- 10.86%
$158.56 - $176.26 $65K - $72.3K
3.36K $573M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-806
- 3.87%
$38.02 - $39.4 $30.6K - $31.8K
20K $771M
RDVY
First Trust Rising Dividend Ac

ETFs
-381
- 2.04%
$57.22 - $63.39 $21.8K - $24.2K
18.3K $1.07B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-149
- 0.27%
N/A
54.1K $1.28B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-233
- 6.04%
$91.76 - $103.26 $21.4K - $24.1K
3.63K $336M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-671
- 4.89%
$32.39 - $34.01 $21.7K - $22.8K
13.1K $423M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-108
- 7.88%
$168.16 - $186.21 $18.2K - $20.1K
1.26K $216M
BAC
Bank Of America Corp

Financial Services
-223
- 2.66%
$39.61 - $47.74 $8.83K - $10.6K
8.17K $341M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-116
- 2.79%
$57.21 - $65.8 $6.64K - $7.63K
4.05K $236M
DSL
Double Line Income Solutions Fund

Financial Services
-1.88K
- 4.77%
$12.53 - $12.88 $23.6K - $24.3K
37.6K $474M
WMT
Walmart Inc.

Consumer Defensive
-144
- 4.29%
$84.5 - $105.05 $12.2K - $15.1K
3.21K $282M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-55
- 1.84%
$119.84 - $136.1 $6.59K - $7.49K
2.94K $355M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-280
- 2.89%
$50.48 - $51.04 $14.1K - $14.3K
9.41K $477M
VIG
Vanguard Dividend Appreciation

ETFs
-30
- 0.75%
N/A
3.95K $766M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-162
- 3.39%
$44.11 - $47.04 $7.15K - $7.62K
4.62K $206M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-30
- 0.38%
$41.51 - $44.56 $1.25K - $1.34K
7.8K $327M
CNQ
Canadian Natural Resources LTD

Energy
-229
- 0.85%
$26.72 - $32.74 $6.12K - $7.5K
26.8K $825M
Activity Summary
Buys All Purchases 72 New Holdings 12 Increased Positions 60 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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