Stegent Equity Advisors, Inc. has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $77.8 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Rising Dividend Ac with a value of $4.35M, First Trust Water ETF with a value of $4.35M, Texas Pacific Land Corp with a value of $3.44M, Abrdn Precious Metals Basket ETF Trust with a value of $3.31M, and First Tr Long/Short Equity ETF with a value of $3.23M.

Examining the 13F form we can see an decrease of $4.23M in the current position value, from $82M to 77.8M.

Stegent Equity Advisors, Inc. is based out at Houston, TX

Below you can find more details about Stegent Equity Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $77.8 Million
ETFs: $48.9 Million
Energy: $5.71 Million
Technology: $4.61 Million
Financial Services: $3.98 Million
Consumer Defensive: $3.9 Million
Healthcare: $3.25 Million
Communication Services: $3.05 Million
Consumer Cyclical: $2.1 Million
Other: $2.27 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $77.8 Million
  • Prior Value $82 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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