Stegent Equity Advisors, Inc. Reduced Holdings in Q3 2025

Stegent Equity Advisors, Inc.

  • $102 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRSK
Verisk Analytics, Inc.

Industrials
-2.74K
- 43.85%
$242.3 - $312.95 $665K - $859K
3.51K $883K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-8.55K
- 33.64%
$116.43 - $123.68 $995K - $1.06M
16.9K $2.09M
HLI
Houlihan Lokey, Inc.

Financial Services
-6.23K
- 43.7%
$181.55 - $209.19 $1.13M - $1.3M
8.03K $1.65M
ABBV
Abb Vie Inc.

Healthcare
-4.47K
- 55.89%
$184.85 - $231.54 $826K - $1.04M
3.53K $817K
RMD
Resmed Inc

Healthcare
-2.23K
- 72.75%
$252.01 - $293.73 $562K - $655K
835 $228K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-11.8K
- 22.73%
$55.15 - $58.11 $652K - $687K
40.2K $2.31M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-20K
- 66.23%
$26.46 - $28.43 $530K - $570K
10.2K $285K
TPL
Texas Pacific Land Corp

Energy
-265
- 15.74%
$854.83 - $1075.97 $227K - $285K
1.42K $1.32M
FTLS
First Tr Long/Short Equity ETF

ETFs
-8.38K
- 13.71%
$65.78 - $69.95 $551K - $586K
52.7K $3.69M
AVUV
American Centy ETF Tr Avantis

ETFs
-6.64K
- 18.52%
$90.37 - $102.12 $600K - $678K
29.2K $2.91M
COIN
Coinbase Global, Inc.

Technology
-626
- 22.2%
$297.99 - $419.78 $187K - $263K
2.19K $740K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-1.71K
- 35.02%
$167.19 - $219.52 $285K - $374K
3.16K $694K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-3.22K
- 45.66%
$86.72 - $111.84 $279K - $360K
3.83K $428K
FIW
First Trust Water ETF

ETFs
-3.18K
- 8.41%
$107.54 - $115.08 $342K - $366K
34.7K $3.9M
SPGI
S&P Global Inc.

Financial Services
-321
- 39.53%
$484.94 - $564.15 $156K - $181K
491 $238K
CRM
Salesforce, Inc.

Technology
-417
- 26.7%
$231.66 - $273.65 $96.6K - $114K
1.15K $271K
SPMD
Spdr Portfolio

ETFs
-3.29K
- 21.76%
$54.43 - $58.29 $179K - $192K
11.8K $677K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.34K
- 18.1%
$65.64 - $78.22 $87.8K - $105K
6.05K $405K
CTAS
Cintas Corp

Industrials
-341
- 13.58%
$199.29 - $226.27 $68K - $77.2K
2.17K $445K
KO
Coca Cola CO

Consumer Defensive
-1.09K
- 16.83%
$65.67 - $71.67 $71.5K - $78K
5.38K $357K
ICE
Intercontinental Exchange, Inc.

Financial Services
-299
- 9.55%
$167.28 - $188.45 $50K - $56.3K
2.83K $477K
NVO
Novo Nordisk A S

Healthcare
-268
- 5.11%
$45.38 - $71.7 $12.2K - $19.2K
4.98K $276K
CME
Cme Group Inc.

Financial Services
-244
- 14.47%
$258.83 - $287.1 $63.2K - $70.1K
1.44K $389K
V
Visa Inc.

Financial Services
-106
- 8.39%
$332.09 - $358.86 $35.2K - $38K
1.16K $394K
LMT
Lockheed Martin Corp

Industrials
-185
- 16.96%
$410.74 - $499.21 $76K - $92.4K
906 $452K
META
Meta Platforms, Inc.

Communication Services
-60
- 9.82%
$695.21 - $791.73 $41.7K - $47.5K
551 $404K
AXP
American Express CO

Financial Services
-184
- 13.94%
$294.27 - $342.31 $54.1K - $63K
1.14K $377K
DHR
Danaher Corp

Healthcare
-213
- 12.07%
$181.46 - $212.2 $38.7K - $45.2K
1.55K $307K
PEP
Pepsico Inc

Consumer Defensive
-439
- 14.08%
$133.81 - $152.16 $58.7K - $66.8K
2.68K $376K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-250
- 1.59%
$18.74 - $23.05 $4.69K - $5.76K
15.4K $303K
AMZN
Amazon Com Inc

Consumer Cyclical
-137
- 4.92%
$211.65 - $238.24 $29K - $32.6K
2.65K $580K
GOOGL
Alphabet Inc.

Communication Services
-2.11K
- 29.13%
$174.36 - $254.72 $368K - $537K
5.13K $1.25M
MSFT
Microsoft Corp

Technology
-133
- 4.44%
$491.09 - $535.64 $65.3K - $71.2K
2.86K $1.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-46
- 3.87%
$459.11 - $506.91 $21.1K - $23.3K
1.14K $575K
HIGH
Simplify Exchange Traded Fds E
-409
- 0.43%
N/A
95.3K $0
Valued Advisers Tr
-7.61K
- 44.69%
N/A
9.42K $0
American Centy ETF Tr
-82
- 1.18%
N/A
6.85K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-10.6K
- 14.64%
N/A
62.1K $0
Ea Series Trust
-2.4K
- 22.18%
N/A
8.42K $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10
- 0.12%
$55.61 - $57.37 $556 - $574
8.17K $466K
EMLP
First Tr Exchange Traded Iv

ETFs
-347
- 1.66%
$36.99 - $38.38 $12.8K - $13.3K
20.6K $786K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-178
- 5.27%
$70.51 - $77.82 $12.6K - $13.9K
3.2K $247K
BDX
Becton Dickinson & CO

Healthcare
-86
- 5.02%
$172.41 - $199.66 $14.8K - $17.2K
1.63K $304K
WRB
Berkley W R Corp

Financial Services
-635
- 3.09%
$67.78 - $76.62 $43K - $48.7K
19.9K $1.52M
AZO
Autozone Inc

Consumer Cyclical
-10
- 8.4%
$3649.42 - $4354.54 $36.5K - $43.5K
109 $467K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-350
- 2.98%
$40.04 - $45.11 $14K - $15.8K
11.4K $505K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-249
- 1.22%
$41.13 - $44.7 $10.2K - $11.1K
20.1K $899K
COP
Conocophillips

Energy
-238
- 1.45%
$91.0 - $98.99 $21.7K - $23.6K
16.2K $1.53M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-921
- 6.2%
$56.05 - $67.13 $51.6K - $61.8K
13.9K $933K
Activity Summary
Buys All Purchases 39 New Holdings 13 Increased Positions 26 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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