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Portfolio (Quarterly) Guide ↗

Sequent Planning LLC

· CIK 0002009724
13F Portfolio $414M AUM 242 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 119 Added 61 Reduced 11 Exited
Page 12 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 JPM JPMORGAN CHASE & CO Financial Services 783.0 $230K 0.06% -29.0 -3.6% $294.25 +13.3%
222 GYLD ARROW ETF TR 16,268.0 $224K 0.05% +1K +8.8% $13.75 +0.1%
223 FSEP FIRST TR EXCHNG TRADED FD VI 4,442.0 $224K 0.05% $50.33 +8.3%
224 HNDL STRATEGY SHS 10,165.0 $222K 0.05% -412.0 -3.9% $21.84 +4.0%
225 DDEC FIRST TR EXCHNG TRADED FD VI 4,992.0 $221K 0.05% NEW $44.28 +6.2%
226 MPC MARATHON PETE CORP Energy 904.0 $221K 0.05% NEW $244.24 +0.9%
227 JEPQ J P MORGAN EXCHANGE TRADED F 3,969.0 $220K 0.05% +75.0 +1.9% $55.53 +7.5%
228 DIV GLOBAL X FDS 11,656.0 $220K 0.05% -1K -10.1% $18.90 +0.8%
229 VYM VANGUARD WHITEHALL FDS 1,487.0 $220K 0.05% NEW $148.10 +6.7%
230 PCY INVESCO EXCH TRADED FD TR II 10,474.0 $219K 0.05% +465.0 +4.7% $20.90 +3.8%
231 MO ALTRIA GROUP INC Consumer Defensive 3,285.0 $217K 0.05% NEW $65.99 +9.2%
232 ETN EATON CORP PLC Industrials 604.0 $216K 0.05% NEW $357.39 +13.2%
233 IYF ISHARES TR 1,830.0 $215K 0.05% NEW $117.65 +9.0%
234 DWX SPDR INDEX SHS FDS 4,624.0 $211K 0.05% NEW $45.60 -0.0%
235 JAVA J P MORGAN EXCHANGE TRADED F 2,935.0 $211K 0.05% NEW $71.75 +9.8%
236 ON ON SEMICONDUCTOR CORP Technology 3,398.0 $210K 0.05% NEW $61.92 +87.0%
237 JIRE J P MORGAN EXCHANGE TRADED F 2,751.0 $208K 0.05% NEW $75.74 +6.8%
238 IGV ISHARES TR 2,599.0 $208K 0.05% -111.0 -4.1% $80.05 +7.7%
239 BUFR FIRST TR EXCHNG TRADED FD VI 6,122.0 $207K 0.05% -3K -30.4% $33.77 +7.1%
240 AIVL WISDOMTREE TR 1,786.0 $207K 0.05% NEW $115.73 +11.5%
Page 12 of 13  ·  242 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.8%
Technology 20.0%
Consumer Cyclical 15.9%
Communication Services 13.6%
Consumer Defensive 8.8%
Industrials 6.1%
Energy 4.3%
Healthcare 3.7%
Real Estate 3.4%
Utilities 1.2%