Stegent Equity Advisors, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $84.8 Million distributed in 97 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 $4.43M, First Tr Long/Short Equity ETF with a value of $4M, First Trust Water ETF with a value of $3.86M, First Trust Rising Dividend Ac with a value of $3.54M, and Invesco ETF Tr Ii Kbw Property with a value of $3.1M.

Examining the 13F form we can see an increase of $254K in the current position value, from $84.5M to 84.8M.

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 $84.8 Million
ETFs: $48.1 Million
Financial Services: $6.59 Million
Consumer Defensive: $5.68 Million
Energy: $5.28 Million
Technology: $4.48 Million
Consumer Cyclical: $3.74 Million
Healthcare: $3.6 Million
Industrials: $3.05 Million
Other: $3.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $84.8 Million
  • Prior Value $84.5 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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