Sequent Planning LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $290 Billion distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchng Traded Fd Vi with a value of $58.6B, Spdr Gold Trust with a value of $25.6B, Ishares Tr Tips Bd ETF with a value of $11.8B, Vanguard Total Stock Market Et with a value of $9.82B, and Ft Exch Trd Fd Viii Cboe Vest with a value of $8.65B.
Examining the 13F form we can see an decrease of $1.95B in the current position value, from $292B to 290B.
Sequent Planning LLC is based out at Omaha, NE
Below you can find more details about Sequent Planning LLC portfolio as well as his latest detailed transactions.
