Stegent Equity Advisors, Inc. Purchases in Q4 2024

Stegent Equity Advisors, Inc.

  • $84.5 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
11.2K
New
$161.05 - $179.7 $1.8M - $2.01M
11.2K $1.87M
HLI
Houlihan Lokey, Inc.

Financial Services
9.76K
New
$158.81 - $190.49 $1.55M - $1.86M
9.76K $1.7M
RACE
Ferrari N.V.

Consumer Cyclical
2.94K
New
$422.83 - $490.34 $1.24M - $1.44M
2.94K $1.25M
FTLS
First Tr Long/Short Equity ETF

ETFs
16.1K
+ 31.72%
$63.1 - $67.29 $1.02M - $1.09M
67K $4.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.64K
New
$481.22 - $538.17 $787K - $880K
1.64K $835K
RMD
Resmed Inc

Healthcare
3.48K
New
$228.69 - $256.07 $795K - $891K
3.48K $795K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
18.7K
New
$37.46 - $43.08 $702K - $808K
18.7K $713K
IEO
Ishares Tr

ETFs
6K
+ 29.88%
$85.22 - $101.77 $511K - $610K
26.1K $2.34M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.34K
+ 22.32%
$56.06 - $61.35 $524K - $573K
51.2K $2.89M
MCD
Mcdonalds Corp

Consumer Cyclical
1.53K
+ 150.15%
$288.47 - $316.54 $442K - $485K
2.55K $740K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.26K
+ 16.17%
$58.39 - $67.04 $190K - $218K
23.4K $1.49M
AVUV
American Centy ETF Tr Avantis

ETFs
2.74K
+ 23.37%
$94.37 - $106.41 $258K - $291K
14.5K $1.4M
FTNT
Fortinet, Inc.

Technology
2.85K
New
$76.49 - $99.21 $218K - $283K
2.85K $269K
FICO
Fair Isaac Corp

Technology
127
New
$1911.01 - $2382.4 $243K - $303K
127 $252K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.91K
+ 10.89%
$66.77 - $71.52 $195K - $208K
29.7K $2.04M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
1.83K
+ 12.74%
$111.94 - $126.4 $205K - $231K
16.2K $1.88M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.23K
New
$131.85 - $172.52 $162K - $212K
1.23K $201K
AVLV
American Centy ETF Tr Avantis
3K
New
$65.51 - $71.22 $197K - $214K
3K $200K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
6.27K
New
$31.29 - $32.43 $196K - $203K
6.27K $200K
SPYG
Spdr Portfolio

ETFs
101
+ 0.3%
$81.74 - $91.38 $8.26K - $9.23K
33.6K $2.95M
AMZN
Amazon Com Inc

Consumer Cyclical
164
+ 7.09%
$180.88 - $232.93 $29.7K - $38.2K
2.48K $543K
V
Visa Inc.

Financial Services
204
+ 18.33%
$273.87 - $320.91 $55.9K - $65.5K
1.32K $416K
CL
Colgate Palmolive CO

Consumer Defensive
2.58K
+ 23.52%
$90.22 - $102.31 $233K - $264K
13.5K $1.23M
CME
Cme Group Inc.

Financial Services
294
+ 19.99%
$221.17 - $246.02 $65K - $72.3K
1.77K $409K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.66K
+ 5.66%
$109.14 - $121.63 $181K - $201K
30.9K $3.39M
WRB
Berkley W R Corp

Financial Services
661
+ 3.0%
$56.48 - $64.94 $37.3K - $42.9K
22.7K $1.33M
CRM
Salesforce, Inc.

Technology
11
+ 0.91%
$270.87 - $367.87 $2.98K - $4.05K
1.22K $407K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
175
+ 17.71%
$442.29 - $483.08 $77.4K - $84.5K
1.16K $527K
AZO
Autozone Inc

Consumer Cyclical
21
+ 24.71%
$2981.19 - $3370.27 $62.6K - $70.8K
106 $339K
CLX
Clorox CO

Consumer Defensive
408
+ 19.22%
$156.51 - $169.74 $63.9K - $69.3K
2.53K $411K
FNV
Franco Nevada Corp

Basic Materials
579
+ 23.7%
$113.26 - $137.22 $65.6K - $79.5K
3.02K $355K
KO
Coca Cola CO

Consumer Defensive
1.38K
+ 33.84%
$61.74 - $71.71 $85.1K - $98.8K
5.45K $339K
EMLP
First Tr Exchange Traded Iv

ETFs
95
+ 0.45%
$33.69 - $38.24 $3.2K - $3.63K
21.1K $753K
ICE
Intercontinental Exchange, Inc.

Financial Services
448
+ 24.9%
$148.29 - $166.93 $66.4K - $74.8K
2.25K $334K
PYPL
Pay Pal Holdings, Inc.

Financial Services
142
+ 3.22%
$77.25 - $91.3 $11K - $13K
4.55K $388K
AXP
American Express CO

Financial Services
22
+ 1.87%
$267.35 - $305.57 $5.88K - $6.72K
1.2K $356K
SPGI
S&P Global Inc.

Financial Services
82
+ 14.72%
$480.36 - $529.17 $39.4K - $43.4K
639 $318K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
559
+ 7.62%
$81.34 - $96.75 $45.5K - $54.1K
7.89K $642K
HD
Home Depot, Inc.

Consumer Cyclical
92
+ 11.21%
$385.02 - $431.37 $35.4K - $39.7K
913 $355K
VNQ
Vanguard Specialized Funds Van

ETFs
507
+ 18.91%
$87.85 - $98.6 $44.5K - $50K
3.19K $283K
MSFT
Microsoft Corp

Technology
101
+ 3.83%
$406.35 - $454.46 $41K - $45.9K
2.74K $1.15M
LMT
Lockheed Martin Corp

Industrials
124
+ 26.11%
$479.66 - $614.62 $59.5K - $76.2K
599 $291K
SMOT
Vaneck ETF Tr Morningstar Smid
22.5K
+ 105.66%
N/A
43.7K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
20.4K
+ 23.05%
N/A
109K $0
GOAU
ETF Ser Solutions Us Global Go
17.3K
+ 11.37%
N/A
170K $0
SBUX
Starbucks Corp

Consumer Cyclical
256
+ 5.28%
$87.44 - $102.5 $22.4K - $26.2K
5.1K $464K
JEPI
J P Morgan Exchange Traded Fd

ETFs
898
+ 2.75%
$57.53 - $60.83 $51.7K - $54.6K
33.5K $1.93M
NVR
Nvr Inc

Consumer Cyclical
4
+ 13.79%
$8101.21 - $9940.51 $32.4K - $39.8K
33 $269K
DHR
Danaher Corp

Healthcare
145
+ 14.15%
$226.16 - $274.52 $32.8K - $39.8K
1.17K $268K
Activity Summary
Buys All Purchases 56 New Holdings 11 Increased Positions 45 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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