Stegent Equity Advisors, Inc. Incresed Positions in Q2 2025

Stegent Equity Advisors, Inc.

  • $96.7 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
28K
+ 210.5%
$61.76 - $79.32 $1.73M - $2.22M
41.4K $3.28M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
16K
+ 26.81%
$28.15 - $47.93 $449K - $765K
75.5K $3.62M
AVUV
American Centy ETF Tr Avantis

ETFs
15.8K
+ 78.69%
$75.17 - $91.21 $1.19M - $1.44M
35.9K $3.27M
HLI
Houlihan Lokey, Inc.

Financial Services
4.99K
+ 53.78%
$141.59 - $182.75 $706K - $912K
14.3K $2.57M
MO
Altria Group, Inc.

Consumer Defensive
13.9K
+ 170.85%
$55.56 - $60.91 $775K - $850K
22.1K $1.3M
ABBV
Abb Vie Inc.

Healthcare
3.54K
+ 79.29%
$170.16 - $206.27 $602K - $730K
8K $1.48M
VRSK
Verisk Analytics, Inc.

Industrials
1.34K
+ 27.17%
$277.03 - $321.33 $370K - $430K
6.26K $1.95M
MSFT
Microsoft Corp

Technology
250
+ 9.11%
$354.56 - $497.45 $88.6K - $124K
2.99K $1.49M
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.35K
+ 160.87%
$70.56 - $92.75 $307K - $403K
7.05K $632K
CHD
Church & Dwight CO Inc

Consumer Defensive
5.04K
+ 101.76%
$91.57 - $110.76 $461K - $558K
9.99K $959K
CLX
Clorox CO

Consumer Defensive
3.25K
+ 155.9%
$118.01 - $148.69 $384K - $484K
5.34K $640K
SBUX
Starbucks Corp

Consumer Cyclical
3.07K
+ 60.61%
$79.69 - $99.41 $245K - $305K
8.14K $745K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.19K
+ 42.15%
$57.41 - $74.81 $126K - $164K
7.39K $549K
ICE
Intercontinental Exchange, Inc.

Financial Services
865
+ 38.17%
$151.62 - $183.47 $131K - $159K
3.13K $574K
CTAS
Cintas Corp

Industrials
677
+ 36.91%
$190.11 - $227.66 $129K - $154K
2.51K $559K
AMZN
Amazon Com Inc

Consumer Cyclical
510
+ 22.45%
$167.32 - $223.3 $85.3K - $114K
2.78K $610K
WRB
Berkley W R Corp

Financial Services
1.61K
+ 8.53%
$64.28 - $75.17 $104K - $121K
20.5K $1.51M
INTU
Intuit Inc

Technology
2
+ 0.27%
$544.07 - $787.63 $1.09K - $1.58K
731 $575K
DHR
Danaher Corp

Healthcare
665
+ 60.51%
$174.64 - $205.16 $116K - $136K
1.76K $348K
BALT
Innovator Etfs Tr
3.51K
+ 26.61%
$30.33 - $32.1 $107K - $113K
16.7K $536K
AXP
American Express CO

Financial Services
173
+ 15.08%
$231.39 - $318.98 $40K - $55.2K
1.32K $421K
CRM
Salesforce, Inc.

Technology
345
+ 28.35%
$236.26 - $291.15 $81.5K - $100K
1.56K $425K
SPGI
S&P Global Inc.

Financial Services
153
+ 23.22%
$438.31 - $527.29 $67.1K - $80.7K
812 $428K
AVLV
American Centy ETF Tr Avantis
1.06K
+ 24.17%
$56.85 - $68.21 $60.4K - $72.4K
5.46K $372K
LMT
Lockheed Martin Corp

Industrials
137
+ 14.36%
$430.82 - $486.45 $59K - $66.6K
1.09K $505K
TRV
Travelers Companies, Inc.

Financial Services
208
+ 10.92%
$233.83 - $276.34 $48.6K - $57.5K
2.11K $565K
HD
Home Depot, Inc.

Consumer Cyclical
164
+ 20.1%
$335.24 - $380.78 $55K - $62.4K
980 $359K
GOOG
Alphabet Inc.

Communication Services
63
+ 2.76%
$146.58 - $180.01 $9.23K - $11.3K
2.34K $415K
KO
Coca Cola CO

Consumer Defensive
893
+ 16.01%
$68.37 - $73.9 $61.1K - $66K
6.47K $457K
CME
Cme Group Inc.

Financial Services
121
+ 7.73%
$252.37 - $290.71 $30.5K - $35.2K
1.69K $464K
AAPL
Apple Inc.

Technology
760
+ 10.85%
$172.42 - $223.89 $131K - $170K
7.77K $1.59M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
538
+ 2.16%
$110.55 - $126.65 $59.5K - $68.1K
25.4K $3.12M
V
Visa Inc.

Financial Services
44
+ 3.61%
$308.27 - $373.31 $13.6K - $16.4K
1.26K $448K
AZO
Autozone Inc

Consumer Cyclical
6
+ 5.31%
$3478.38 - $3880.15 $20.9K - $23.3K
119 $441K
SMOT
Vaneck ETF Tr Morningstar Smid
22.1K
+ 43.72%
N/A
72.8K $0
Pacer Fds Tr
371
+ 2.02%
N/A
18.7K $0
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.76K
+ 6.19%
$26.61 - $29.9 $46.9K - $52.7K
30.3K $809K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 2.76%
$483.48 - $539.8 $15.5K - $17.3K
1.19K $578K
BDX
Becton Dickinson & CO

Healthcare
4
+ 0.23%
$165.15 - $226.42 $661 - $906
1.71K $295K
Activity Summary
Buys All Purchases 56 New Holdings 16 Increased Positions 40 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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