Sequent Planning LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$277.8B
Holdings
146
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (146 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CVXCHEVRON CORP NEW | 2,135 | $357.2M | 0.13% | |
| 102 | XFEBFIRST TR EXCHNG TRADED FD VI | 10,729 | $355.5M | 0.13% | |
| 103 | QQEWFIRST TR NAS100 EQ WEIGHTED | 2,937 | $355.2M | 0.13% | |
| 104 | SIXJAIM ETF PRODUCTS TRUST | 11,596 | $347.2M | 0.13% | |
| 105 | VBVANGUARD INDEX FDS | 1,560 | $345.9M | 0.12% | |
| 106 | BACBANK AMERICA CORP | 8,168 | $340.9M | 0.12% | |
| 107 | KLMNINVESCO EXCH TRADED FD TR II | 3,627 | $335.6M | 0.12% | |
| 108 | TLTISHARES TR | 3,664 | $333.5M | 0.12% | |
| 109 | METAMETA PLATFORMS INC | 578 | $333.2M | 0.12% | |
| 110 | GJANFIRST TR EXCHNG TRADED FD VI | 8,816 | $332.1M | 0.12% | |
| 111 | DJUNFIRST TR EXCHNG TRADED FD VI | 7,798 | $327.4M | 0.12% | |
| 112 | XFEBFIRST TR EXCHNG TRADED FD VI | 10,085 | $324.7M | 0.12% | |
| 113 | DDTOINNOVATOR ETFS TRUST | 8,564 | $306.8M | 0.11% | |
| 114 | VDEVANGUARD WORLD FD | 2,338 | $303.3M | 0.11% | |
| 115 | FALNISHARES TR | 11,110 | $297.6M | 0.11% | |
| 116 | BKLNINVESCO EXCH TRADED FD TR II | 14,230 | $294.6M | 0.11% | |
| 117 | VIRCVIRCO MFG CO | 30,351 | $287.1M | 0.10% | |
| 118 | GDECFIRST TR EXCHNG TRADED FD VI | 8,667 | $287.0M | 0.10% | |
| 119 | XOMEXXON MOBIL CORP | 2,393 | $284.5M | 0.10% | |
| 120 | GRMNGARMIN LTD | 1,300 | $282.3M | 0.10% | |
| 121 | WMTWALMART INC | 3,213 | $282.1M | 0.10% | |
| 122 | GMAYFIRST TR EXCHNG TRADED FD VI | 7,743 | $280.7M | 0.10% | |
| 123 | JNJJOHNSON & JOHNSON | 1,683 | $279.1M | 0.10% | |
| 124 | MGKVANGUARD WORLD FD | 840 | $259.5M | 0.09% | |
| 125 | XLBSELECT SECTOR SPDR TR | 2,922 | $251.3M | 0.09% | |
| 126 | MUBISHARES TR | 2,365 | $249.4M | 0.09% | |
| 127 | SPYMSPDR SER TR | 3,767 | $247.7M | 0.09% | |
| 128 | XLESELECT SECTOR SPDR TR | 2,611 | $244.0M | 0.09% | |
| 129 | QCJAFIRST TR EXCHNG TRADED FD VI | 12,513 | $240.0M | 0.09% | |
| 130 | IJHISHARES TR | 4,047 | $236.2M | 0.09% | |
| 131 | FTAFIRST TR LRG CP VL ALPHADEX | 3,017 | $231.5M | 0.08% | |
| 132 | XFEBFIRST TR EXCHNG TRADED FD VI | 6,235 | $229.3M | 0.08% | |
| 133 | ABBVABBVIE INC | 1,073 | $224.7M | 0.08% | |
| 134 | JMEEJ P MORGAN EXCHANGE TRADED F | 3,974 | $222.5M | 0.08% | |
| 135 | VSSVANGUARD INTL EQUITY INDEX F | 1,897 | $219.3M | 0.08% | |
| 136 | QUALISHARES TR | 1,263 | $215.9M | 0.08% | |
| 137 | VTEBVANGUARD MUN BD FDS | 4,347 | $215.7M | 0.08% | |
| 138 | GNOVFIRST TR EXCHNG TRADED FD VI | 6,235 | $213.8M | 0.08% | |
| 139 | XNOVFIRST TR EXCHNG TRADED FD VI | 6,259 | $210.9M | 0.08% | |
| 140 | 4I1PHILIP MORRIS INTL INC | 1,313 | $208.4M | 0.08% | |
| 141 | UNPUNION PAC CORP | 878 | $207.4M | 0.07% | |
| 142 | FSEPFIRST TR EXCHNG TRADED FD VI | 4,615 | $205.6M | 0.07% | |
| 143 | XJULFIRST TR EXCHNG TRADED FD VI | 5,810 | $205.2M | 0.07% | |
| 144 | FDLFIRST TR MORNINGSTAR DIVID L | 4,628 | $201.0M | 0.07% | |
| 145 | GYLDARROW ETF TR | 12,190 | $157.5M | 0.06% | |
| 146 | FFORD MTR CO | 12,699 | $127.4M | 0.05% |
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