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Portfolio (Quarterly) Guide ↗

Sequent Planning LLC

· CIK 0002009724
13F Portfolio $393M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 226 New
Page 9 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TLT ISHARES TR 3,832.0 $334K 0.09% NEW $87.16 +0.3%
162 ABBV ABBVIE INC Healthcare 1,458.0 $333K 0.09% NEW $228.53 +2.8%
163 TLN TALEN ENERGY CORP Utilities 886.0 $332K 0.09% NEW $374.84 +8.3%
164 GJUL FIRST TR EXCHNG TRADED FD VI 7,946.0 $328K 0.08% NEW $41.33 +4.8%
165 D DOMINION ENERGY INC Utilities 5,582.0 $327K 0.08% NEW $58.60 +18.2%
166 LOW LOWES COS INC Consumer Cyclical 1,354.0 $327K 0.08% NEW $241.23 -8.2%
167 AGZ ISHARES TR 2,932.0 $323K 0.08% NEW $110.25 -0.8%
168 FALN ISHARES TR 11,759.0 $321K 0.08% NEW $27.30 -0.4%
169 FLRT PACER FDS TR 6,680.0 $315K 0.08% NEW $47.13 -0.5%
170 SPLV INVESCO EXCH TRADED FD TR II 4,389.0 $313K 0.08% NEW $71.42 +4.6%
171 JPIE J P MORGAN EXCHANGE TRADED F 6,745.0 $312K 0.08% NEW $46.29 -0.6%
172 VDE VANGUARD WORLD FD 2,436.0 $307K 0.08% NEW $125.90 +19.8%
173 AVGO BROADCOM INC Technology 872.0 $302K 0.08% NEW $345.95 +10.4%
174 BUFR FIRST TR EXCHNG TRADED FD VI 8,797.0 $301K 0.08% NEW $34.26 +5.6%
175 OEF ISHARES TR 864.0 $296K 0.07% NEW $342.97 +4.8%
176 FIRST TR EXCHNG TRADED FD VI 7,951.0 $290K 0.07% NEW $36.44
177 PAPR INNOVATOR ETFS TRUST 7,396.0 $289K 0.07% NEW $39.12 +7.4%
178 IGV ISHARES TR 2,710.0 $286K 0.07% NEW $105.69 -18.4%
179 GOOG ALPHABET INC Communication Services 871.0 $273K 0.07% NEW $313.85 +9.9%
180 GNOV FIRST TR EXCHNG TRADED FD VI 6,852.0 $272K 0.07% NEW $39.72 +4.5%
Page 9 of 12  ·  226 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 24.7%
Technology 20.7%
Consumer Cyclical 17.1%
Communication Services 14.2%
Consumer Defensive 7.7%
Industrials 4.8%
Healthcare 3.5%
Real Estate 3.5%
Energy 2.7%
Utilities 1.1%