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Sequent Planning

Latest statistics and disclosures from Sequent Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, XOCT, FLCB, QDEC, USPX, and represent 25.89% of Sequent Planning's stock portfolio.
Added to shares of these 10 stocks: AGG (+$21M), FLCB (+$17M), USPX (+$16M), FLQL (+$11M), LVHD (+$6.4M), FLGV (+$5.4M), DIVI, IEMG, IEFA, PGRO.
Started 43 new stock positions in FLHY, AVGO, FLCO, JEPQ, SMA, QCJL, FDT, DIEM, DJUL, RSP.
Reduced shares in these 10 stocks: QDEC (-$49M), BGLD (-$18M), TIP (-$8.6M), VTI (-$8.2M), GLD, SHY, IJS, IEI, QMAR, QMMY.
Sold out of its positions in DIS, IYW, QUAL, PM.
Sequent Planning was a net buyer of stock by $17M.
Sequent Planning has $352M in assets under management (AUM), dropping by 11.63%.
Central Index Key (CIK): 0002009724

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Portfolio Holdings for Sequent Planning

Sequent Planning holds 201 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	6.5	$23M	+1529%	228k	100.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	5.3	$19M	-3%	503k	36.86	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	4.8	$17M	NEW	772k	21.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	4.7	$17M	-74%	536k	31.12	View chart
Franklin Templeton Etf Tr Us Equity Index (USPX)	4.7	$16M	NEW	280k	58.58	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	3.2	$11M	NEW	163k	68.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	3.0	$10M		272k	38.31	View chart
Select Sector Spdr Tr Technology (XLK)	2.3	$8.2M	+2%	29k	281.86	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$7.1M	-36%	20k	355.47	View chart
NVIDIA Corporation (NVDA)	1.9	$6.9M		37k	186.58	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	1.8	$6.4M	NEW	154k	41.34	View chart
Amazon (AMZN)	1.7	$6.0M		27k	219.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	1.6	$5.8M	-2%	262k	22.02	View chart
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)	1.5	$5.4M	NEW	263k	20.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	1.5	$5.3M	-2%	122k	43.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	1.4	$5.0M	-2%	124k	40.10	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.4	$4.8M		109k	44.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	1.4	$4.8M	-20%	150k	32.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	1.2	$4.2M	+4%	135k	31.11	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.2	$4.2M	NEW	111k	37.31	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$4.1M	NEW	62k	65.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$4.1M	-66%	12k	328.18	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	1.1	$3.8M	-82%	158k	23.83	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	1.1	$3.8M	+2%	177k	21.23	View chart
Ishares Tr Tips Bd Etf (TIP)	1.1	$3.7M	-69%	34k	111.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$3.5M	NEW	40k	87.31	View chart
Microsoft Corporation (MSFT)	0.9	$3.1M		5.9k	517.91	View chart
Pepsi (PEP)	0.9	$3.1M		22k	140.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.0M		12k	243.09	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.8	$3.0M	+20%	12k	239.64	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.8	$2.8M	-18%	115k	24.49	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.8	$2.8M	+2%	128k	21.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$2.8M	-16%	4.6k	600.42	View chart
Apple (AAPL)	0.8	$2.8M	+7%	11k	254.62	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.8	$2.8M		109k	25.19	View chart
Putnam Etf Trust Focsd Larcp Gwt (PGRO)	0.7	$2.6M	NEW	58k	44.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.7	$2.5M	-2%	83k	30.38	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.7	$2.3M	-49%	20k	119.51	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$2.3M	-59%	28k	82.96	View chart
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)	0.7	$2.3M	NEW	105k	21.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$2.1M	-2%	8.4k	247.13	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.5	$1.8M	-23%	79k	23.22	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.5	$1.8M	+8%	29k	60.26	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIJN)	0.5	$1.7M	+61%	54k	31.09	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$1.7M	-65%	15k	110.59	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$1.6M		17k	93.64	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$1.6M	NEW	28k	57.52	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$1.6M	+80%	13k	118.37	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$1.6M	+5%	60k	25.85	View chart
Mueller Industries (MLI)	0.4	$1.6M		15k	101.11	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$1.5M		15k	98.59	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$1.5M	+85%	11k	139.18	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.4	$1.4M	+4%	61k	23.71	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$1.4M		31k	46.24	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.4M	+299%	13k	106.49	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$1.4M	+3%	28k	49.31	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.4	$1.3M	NEW	53k	24.77	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$1.3M	+90%	8.4k	154.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.3M	+29%	2.1k	612.24	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.3M	NEW	46k	27.90	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$1.3M	+4%	19k	67.26	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.4	$1.3M	+8%	26k	47.51	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$1.2M	-2%	18k	68.08	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.2M	+8%	21k	57.52	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$1.2M	NEW	13k	91.75	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.3	$1.1M	+6%	41k	27.76	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.3	$1.1M	+10%	20k	55.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.1M		1.5k	746.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.1M	+28%	18k	59.92	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.3	$1.1M	+7%	14k	80.65	View chart
McKesson Corporation (MCK)	0.3	$1.1M		1.4k	772.56	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$1.1M	+61%	14k	78.37	View chart
Visa Com Cl A (V)	0.3	$1.1M		3.1k	341.33	View chart
Lowe's Companies (LOW)	0.3	$1.0M		4.2k	251.30	View chart
Suncor Energy (SU)	0.3	$1.0M		25k	41.81	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.3	$962k	+5%	50k	19.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.3	$931k	+26%	42k	22.30	View chart
Tesla Motors (TSLA)	0.3	$931k	+5%	2.1k	444.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.3	$930k	+9%	22k	42.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$923k	+3%	1.8k	502.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.3	$908k	+8%	23k	38.88	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.3	$889k	NEW	25k	35.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$869k		1.3k	666.38	View chart
Applied Industrial Technologies (AIT)	0.2	$865k	-2%	3.3k	261.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$858k		4.0k	215.80	View chart
Canadian Natural Resources (CNQ)	0.2	$853k		27k	31.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$849k	-2%	1.8k	479.74	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$847k	NEW	26k	32.82	View chart
Teck Resources CL B (TECK)	0.2	$843k		19k	43.89	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$829k	-15%	11k	74.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA)	0.2	$824k	+73%	38k	21.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$809k	-18%	1.2k	669.38	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.2	$804k	+10%	29k	27.68	View chart
Vanguard World Health Car Etf (VHT)	0.2	$785k		3.0k	259.60	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$753k	+12%	2.7k	279.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$713k	+18%	13k	54.18	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.2	$710k	NEW	29k	24.53	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$683k	NEW	7.6k	89.64	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$683k	NEW	7.6k	89.34	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.2	$653k	NEW	19k	34.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.2	$642k		15k	43.50	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity E (XMAY)	0.2	$638k	+131%	19k	34.24	View chart
AutoZone (AZO)	0.2	$626k		146.00	4290.24	View chart
ON Semiconductor (ON)	0.2	$619k	-3%	13k	49.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.2	$607k		17k	36.68	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$603k	+9%	16k	37.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.2	$582k	+164%	15k	38.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.2	$578k	-19%	25k	23.31	View chart
International Seaways (INSW)	0.2	$569k		12k	46.08	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$558k	+10%	7.6k	73.48	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$557k	+8%	7.6k	73.29	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$557k	+8%	11k	50.78	View chart
Raytheon Technologies Corp (RTX)	0.2	$554k		3.3k	167.32	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.2	$543k	+7%	22k	25.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$516k	+23%	13k	40.47	View chart
Fs Kkr Capital Corp (FSK)	0.1	$516k		35k	14.93	View chart
Procter & Gamble Company (PG)	0.1	$501k		3.3k	153.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$500k	+35%	12k	41.67	View chart
Doubleline Income Solutions (DSL)	0.1	$489k	-19%	40k	12.28	View chart
Meta Platforms Cl A (META)	0.1	$483k	+10%	658.00	734.50	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$482k	+5%	4.0k	121.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$473k	NEW	20k	23.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.1	$469k	+4%	11k	41.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$466k		12k	39.25	View chart
Spdr Series Trust Ice Pfd Sec Etf (PSK)	0.1	$461k	-20%	14k	33.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$449k	-5%	1.8k	254.28	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$439k	NEW	9.2k	47.55	View chart
Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM)	0.1	$435k	NEW	14k	32.13	View chart
Civitas Resources Com New (CIVI)	0.1	$435k		13k	32.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.1	$426k	+46%	9.6k	44.32	View chart
Bank of America Corporation (BAC)	0.1	$425k		8.2k	51.59	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$407k	+10%	4.5k	89.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$405k	-3%	10k	39.22	View chart
First Tr Exchange-traded SHS (QQEW)	0.1	$392k	-3%	2.8k	141.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$392k	+7%	8.4k	46.50	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$383k	+8%	952.00	402.48	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	0.1	$377k		11k	33.34	View chart
Westlake Chemical Corporation (WLK)	0.1	$373k		4.8k	77.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)	0.1	$371k		10k	36.03	View chart
Chevron Corporation (CVX)	0.1	$364k		2.3k	155.29	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$363k	-26%	7.7k	47.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$353k		10k	34.95	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$350k	+9%	17k	20.93	View chart
Wal-Mart Stores (WMT)	0.1	$347k		3.4k	103.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$346k	NEW	8.5k	40.56	View chart
Dominion Resources (D)	0.1	$342k		5.6k	61.17	View chart
McDonald's Corporation (MCD)	0.1	$340k	NEW	1.1k	303.96	View chart
Exxon Mobil Corporation (XOM)	0.1	$340k		3.0k	112.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$340k		8.6k	39.69	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$338k	+6%	3.1k	110.37	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$337k	NEW	3.9k	87.21	View chart
ConocoPhillips (COP)	0.1	$329k		3.5k	94.59	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$324k	NEW	7.7k	42.13	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$323k	+8%	2.3k	142.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$319k	+7%	4.9k	65.26	View chart
Garmin SHS (GRMN)	0.1	$319k		1.3k	246.31	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$315k	+5%	5.0k	63.43	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$312k	-37%	2.7k	115.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$311k	NEW	6.8k	45.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$310k	NEW	6.8k	45.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$310k	NEW	7.2k	43.10	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$309k	NEW	8.1k	38.36	View chart
Vanguard World Energy Etf (VDE)	0.1	$306k		2.4k	125.84	View chart
Abbvie (ABBV)	0.1	$304k		1.3k	231.48	View chart
Johnson & Johnson (JNJ)	0.1	$300k		1.6k	185.42	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$295k	+9%	11k	27.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$294k	+4%	8.8k	33.42	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$294k	+3%	1.1k	279.29	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Enha (XAPR)	0.1	$285k		8.0k	35.82	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$277k		3.1k	89.38	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$274k	NEW	2.3k	120.66	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$271k	-5%	12k	22.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$256k	NEW	5.5k	46.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$253k		6.2k	40.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$251k	+12%	6.3k	40.10	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$246k	+6%	14k	17.69	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$245k	-4%	5.7k	42.70	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$240k		1.9k	125.95	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$240k	NEW	4.7k	50.47	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$237k	-2%	2.8k	83.32	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$236k	NEW	1.8k	134.42	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$236k	-3%	4.7k	50.64	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$235k	-6%	3.0k	78.34	View chart
Broadcom (AVGO)	0.1	$234k	NEW	708.00	330.11	View chart
Virco Mfg. Corporation (VIRC)	0.1	$230k	-2%	30k	7.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$227k		4.5k	50.54	View chart
Eaton Corp SHS (ETN)	0.1	$226k	-7%	604.00	373.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XAUG)	0.1	$222k	NEW	6.0k	36.75	View chart
Arrow Etf Tr Arrow Dj Glb Yld (GYLD)	0.1	$222k	-5%	17k	13.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.1	$221k		6.0k	36.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$220k	-4%	5.8k	38.05	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$219k	NEW	2.9k	75.37	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$217k	NEW	10k	21.56	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$214k	-4%	1.9k	114.29	View chart
JPMorgan Chase & Co. (JPM)	0.1	$213k	-17%	676.00	315.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.1	$209k	NEW	3.8k	54.86	View chart
Union Pacific Corporation (UNP)	0.1	$207k		877.00	236.29	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$202k	NEW	1.3k	151.08	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.1	$201k	NEW	7.0k	28.90	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$200k	NEW	1.1k	189.72	View chart
Jasper Therapeutics Com New (JSPR)	0.0	$30k	+19%	13k	2.38	View chart

Past Filings by Sequent Planning

SEC 13F filings are viewable for Sequent Planning going back to 2024

Sequent Planning 2025 Q3 filed Nov. 12, 2025
Sequent Planning 2025 Q2 filed Aug. 14, 2025
Sequent Planning 2025 Q1 filed May 13, 2025
Sequent Planning 2024 Q4 filed Feb. 11, 2025
Sequent Planning 2024 Q3 filed Nov. 14, 2024
Sequent Planning 2024 Q2 filed Aug. 12, 2024
Sequent Planning 2024 Q1 filed May 14, 2024

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