Stegent Equity Advisors, Inc. Reduced Holdings in Q1 2025

Stegent Equity Advisors, Inc.

  • $84.8 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-24.3K
- 72.58%
$56.17 - $59.71 $1.37M - $1.45M
9.18K $524K
TPL
Texas Pacific Land Corp

Energy
-1.21K
- 38.61%
$1180.08 - $1431.01 $1.42M - $1.72M
1.92K $2.54M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-7.86K
- 61.34%
$113.59 - $123.29 $892K - $968K
4.95K $577K
PG
Procter & Gamble CO

Consumer Defensive
-4.83K
- 43.19%
$158.56 - $176.26 $766K - $851K
6.35K $1.08M
CL
Colgate Palmolive CO

Consumer Defensive
-8.59K
- 63.4%
$85.68 - $97.5 $736K - $837K
4.96K $464K
RACE
Ferrari N.V.

Consumer Cyclical
-1.74K
- 59.22%
$413.73 - $508.15 $719K - $883K
1.2K $512K
NVO
Novo Nordisk A S

Healthcare
-4.01K
- 17.32%
$69.3 - $90.95 $278K - $365K
19.1K $1.33M
RDVY
First Trust Rising Dividend Ac

ETFs
-8.76K
- 12.64%
$57.22 - $63.39 $501K - $555K
60.5K $3.54M
SPYG
Spdr Portfolio

ETFs
-3.23K
- 9.61%
$80.05 - $92.39 $258K - $298K
30.3K $2.44M
MO
Altria Group, Inc.

Consumer Defensive
-11K
- 57.36%
$50.81 - $60.02 $558K - $659K
8.16K $490K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.96K
- 9.97%
$64.88 - $72.1 $192K - $213K
26.7K $1.76M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-715
- 3.06%
$67.24 - $84.27 $48.1K - $60.3K
22.7K $1.55M
FIW
First Trust Water ETF

ETFs
-1.6K
- 4.01%
$99.48 - $106.74 $159K - $171K
38.4K $3.86M
AAPL
Apple Inc.

Technology
-28
- 0.4%
$209.68 - $247.1 $5.87K - $6.92K
7.01K $1.56M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-277
- 16.94%
$468.34 - $539.52 $130K - $149K
1.36K $636K
HLI
Houlihan Lokey, Inc.

Financial Services
-490
- 5.02%
$154.43 - $187.4 $75.7K - $91.8K
9.27K $1.5M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-514
- 1.37%
$17.57 - $25.81 $9.03K - $13.3K
37.1K $679K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-5.95K
- 33.59%
$32.66 - $36.43 $194K - $217K
11.8K $412K
AMZN
Amazon Com Inc

Consumer Cyclical
-204
- 8.24%
$190.26 - $242.06 $38.8K - $49.4K
2.27K $432K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-595
- 7.54%
$73.27 - $96.21 $43.6K - $57.2K
7.3K $534K
CLX
Clorox CO

Consumer Defensive
-445
- 17.58%
$141.76 - $162.89 $63.1K - $72.5K
2.09K $307K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-122
- 1.03%
$113.13 - $127.79 $13.8K - $15.6K
11.7K $1.33M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.13K
- 4.83%
$62.72 - $71.92 $70.9K - $81.3K
22.3K $1.4M
CRM
Salesforce, Inc.

Technology
-1
- 0.08%
$268.36 - $359.95 $268 - $360
1.22K $326K
SPMD
Spdr Portfolio

ETFs
-456
- 2.89%
$50.21 - $57.73 $22.9K - $26.3K
15.3K $784K
RMD
Resmed Inc

Healthcare
-245
- 7.04%
$219.7 - $257.65 $53.8K - $63.1K
3.23K $723K
AVDV
American Centy ETF Tr Avantis

ETFs
-2.02K
- 13.16%
$63.74 - $71.96 $129K - $145K
13.3K $928K
HD
Home Depot, Inc.

Consumer Cyclical
-97
- 10.62%
$347.25 - $424.87 $33.7K - $41.2K
816 $299K
AXP
American Express CO

Financial Services
-53
- 4.42%
$255.39 - $325.87 $13.5K - $17.3K
1.15K $308K
DHR
Danaher Corp

Healthcare
-71
- 6.07%
$201.62 - $250.59 $14.3K - $17.8K
1.1K $225K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-51
- 0.75%
$58.81 - $68.2 $3K - $3.48K
6.78K $405K
META
Meta Platforms, Inc.

Communication Services
-23
- 2.29%
$576.36 - $736.67 $13.3K - $16.9K
982 $565K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-187
- 4.5%
$70.83 - $76.62 $13.2K - $14.3K
3.96K $281K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-48
- 0.89%
$40.03 - $46.81 $1.92K - $2.25K
5.37K $218K
VNQ
Vanguard Specialized Funds Van

ETFs
-301
- 9.44%
$85.55 - $94.34 $25.8K - $28.4K
2.89K $261K
BDX
Becton Dickinson & CO

Healthcare
-33
- 1.89%
$222.79 - $249.08 $7.35K - $8.22K
1.71K $391K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-66.2K
- 60.69%
N/A
42.9K $0
HIGH
Simplify Exchange Traded Fds E
-4.4K
- 4.25%
N/A
99.1K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
-528
- 5.83%
N/A
8.54K $0
CME
Cme Group Inc.

Financial Services
-200
- 11.33%
$225.82 - $266.54 $45.2K - $53.3K
1.57K $415K
NOC
Northrop Grumman Corp

Industrials
-124
- 7.47%
$433.45 - $513.82 $53.7K - $63.7K
1.54K $786K
V
Visa Inc.

Financial Services
-98
- 7.44%
$306.92 - $362.71 $30.1K - $35.5K
1.22K $427K
WRB
Berkley W R Corp

Financial Services
-3.75K
- 16.55%
$56.7 - $71.27 $213K - $267K
18.9K $1.35M
SBUX
Starbucks Corp

Consumer Cyclical
-35
- 0.69%
$91.75 - $115.81 $3.21K - $4.05K
5.07K $496K
EMLP
First Tr Exchange Traded Iv

ETFs
-159
- 0.75%
$35.79 - $38.28 $5.69K - $6.09K
21K $786K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.43%
$442.66 - $534.52 $2.21K - $2.67K
1.16K $616K
FNV
Franco Nevada Corp

Basic Materials
-94
- 3.11%
$120.72 - $157.56 $11.3K - $14.8K
2.93K $461K
Activity Summary
Buys All Purchases 42 New Holdings 13 Increased Positions 29 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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