Sequent Planning LLC Portfolio Holdings

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

Sequent Planning LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $278 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Tr Fd Viii Cboe Ve with a value of $52.4B, First Exch Tr Fd Cboe Vest Gol with a value of $19.4B, First Tr Exchng Traded Fd Vi with a value of $17.7B, Ishares Tr Tips Bd ETF with a value of $11.6B, and Vanguard Total Stock Market Et with a value of $9.77B.

Examining the 13F form we can see an increase of $5.28B in the current position value, from $272B to 278B.

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.

Portfolio value $278 Billion
ETFs: $181 Billion
Technology: $8.38 Billion
Consumer Cyclical: $7.58 Billion
Consumer Defensive: $4.32 Billion
Energy: $3.68 Billion
Financial Services: $3.56 Billion
Industrials: $2.59 Billion
Communication Services: $2.18 Billion
Other: $2.67 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.13T
$5.15 Billion 1.85% of portfolio
27,079
Q1 2025 Reduced 5.19%
$307B
$3.98 Billion 1.43% of portfolio
36,722
Q1 2025 Reduced 5.17%
$3.35T
$2.07 Billion 0.75% of portfolio
5,521
Q1 2025 Added 11.18%
$957B
$1.85 Billion 0.66% of portfolio
11,942
Q1 2025 Reduced 4.59%
$3.39T
$1.52 Billion 0.55% of portfolio
6,839
Q1 2025 Reduced 3.4%
$582B
$1.11 Billion 0.4% of portfolio
3,172
Q1 2025 Reduced 3.12%
$694B
$886 Million 0.32% of portfolio
1,664
Q1 2025 Added 11.3%
$381B
$573 Million 0.21% of portfolio
3,364
Q1 2025 Reduced 10.86%
$1.01T
$488 Million 0.18% of portfolio
1,884
Q1 2025 Added 2.17%
$277B
$357 Million 0.13% of portfolio
2,135
Q1 2025 Added 0.66%
$348B
$341 Million 0.12% of portfolio
8,168
Q1 2025 Reduced 2.66%
$1.25T
$333 Million 0.12% of portfolio
578
Q1 2025 Added 3.03%
$263B
$282 Million 0.1% of portfolio
3,213
Q1 2025 Reduced 4.29%
$455B
$285 Million 0.1% of portfolio
2,393
Q1 2025 Reduced 32.69%
$403B
$279 Million 0.1% of portfolio
1,683
Q1 2025 New
$336B
$225 Million 0.08% of portfolio
1,073
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $278 Billion
  • Prior Value $272 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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