Stegent Equity Advisors, Inc. has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $102 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Abrdn Precious Metals Basket ETF Trust with a value of $5M, American Centy ETF Tr Avantis with a value of $4.9M, Sprott Fds Tr Uranium Miners E with a value of $4.32M, First Trust Water ETF with a value of $3.9M, and First Trust Rising Dividend Ac with a value of $3.82M.
Examining the 13F form we can see an increase of $4.93M in the current position value, from $96.7M to 102M.
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
$102 Million
ETFs: $57.6 Million
Consumer Defensive: $8.99 Million
Technology: $7.91 Million
Financial Services: $6.65 Million
Communication Services: $4.67 Million
Energy: $4.27 Million
Consumer Cyclical: $3.91 Million
Industrials: $3.02 Million
Other: $3.23 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions