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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, USPX, FLCB, XOCT, QDEC, and represent 24.80% of Sequent Planning's stock portfolio.
Added to shares of these 10 stocks: AGG, USPX, FLCB, VOO, FLQL, IEFA, XJAN, PGRO, VEA, FLMI.
Started 27 new stock positions in EME, ETN, BLV, IYW, IYF, JEPI, MO, MPC, VYM, DWX.
Reduced shares in these 10 stocks: GLD, QDEC, XMAY, QMAG, SPY, XOCT, DMAY, QJUN, OEF, XAUG.
Sold out of its positions in AMD, SIXJ, XMAY, XAUG, DMAY, INTC, OEF, DSI, ORCL, CSM. SCHG.
Sequent Planning was a net buyer of stock by $26M.
Sequent Planning has $414M in assets under management (AUM), dropping by 5.26%.
Central Index Key (CIK): 0002009724

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Portfolio Holdings for Sequent Planning

Sequent Planning holds 242 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	7.0	$29M	+11%	292k	99.27	View chart
Franklin Templeton Etf Tr Us Equity Index (USPX)	5.1	$21M	+15%	374k	56.87	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	4.9	$20M	+9%	935k	21.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	4.1	$17M	-2%	455k	37.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	3.7	$15M	-4%	486k	31.46	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	3.4	$14M	+11%	205k	67.64	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.4	$10M	+9%	75k	132.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	2.1	$8.8M	-2%	227k	38.63	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$8.2M	-9%	19k	430.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCOC)	1.9	$7.7M		351k	21.99	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	1.7	$7.2M	+4%	170k	42.56	View chart
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)	1.6	$6.6M	+10%	322k	20.43	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$6.2M	+13%	89k	69.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$6.0M	+22%	66k	90.53	View chart
Amazon (AMZN)	1.3	$5.4M		26k	208.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	1.2	$5.1M	+3%	126k	40.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	1.2	$5.1M	-4%	117k	43.43	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.2	$4.8M	+2%	120k	39.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	1.1	$4.7M	-3%	141k	33.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$4.7M		16k	287.57	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.1	$4.5M	-2%	104k	43.59	View chart
NVIDIA Corporation (NVDA)	1.0	$4.3M	+2%	25k	174.40	View chart
Putnam Etf Trust Focsd Larcp Gwt (PGRO)	1.0	$4.1M	+29%	102k	40.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.9M	-4%	12k	320.80	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$3.8M	-2%	34k	110.36	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.9	$3.6M	+13%	34k	108.98	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.9	$3.6M		175k	20.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.9	$3.6M	-10%	114k	31.25	View chart
Pepsi (PEP)	0.8	$3.4M		22k	155.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$3.2M	+87%	5.3k	597.55	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.7	$2.9M	+44%	118k	24.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.8M		4.8k	577.22	View chart
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)	0.7	$2.8M	+11%	130k	21.42	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.6	$2.7M		123k	21.57	View chart
Apple (AAPL)	0.6	$2.6M	-2%	10k	253.79	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.6	$2.6M	+5%	102k	25.55	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.6	$2.6M	+3%	22k	118.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$2.6M	+53%	41k	64.08	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.6M	+2%	31k	82.57	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.6	$2.6M	+5%	52k	48.71	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.6	$2.5M	-5%	102k	24.83	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.6	$2.5M	-3%	103k	24.77	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	0.6	$2.5M	-7%	147k	17.14	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.6	$2.5M	+6%	109k	22.95	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$2.4M	+30%	23k	106.15	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$2.4M	+4%	35k	68.28	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.6	$2.4M	+6%	90k	26.56	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$2.3M	+25%	78k	29.08	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$2.2M	+4%	9.2k	237.62	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.5	$2.2M	+14%	20k	110.86	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIJN)	0.5	$2.1M		68k	30.72	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.5	$2.0M	+7%	14k	146.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.5	$2.0M	-3%	68k	29.69	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.5	$2.0M		65k	30.28	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.5	$1.9M		32k	60.12	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$1.9M		16k	118.45	View chart
Tesla Motors (TSLA)	0.4	$1.9M	+4%	5.0k	371.75	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$1.7M		11k	161.73	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.4	$1.5M	+10%	19k	81.98	View chart
Meta Platforms Cl A (META)	0.4	$1.5M	+2%	2.7k	572.17	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$1.5M	+6%	16k	93.66	View chart
Mueller Industries (MLI)	0.4	$1.5M	+2%	13k	110.80	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$1.5M		4.4k	337.95	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$1.5M	+2%	32k	47.03	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$1.4M	+33%	31k	47.08	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$1.4M	+4%	31k	46.83	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.4M	+2%	15k	92.76	View chart
Microsoft Corporation (MSFT)	0.3	$1.4M		3.7k	370.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)	0.3	$1.4M	+273%	38k	36.12	View chart
McKesson Corporation (MCK)	0.3	$1.4M		1.6k	865.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.4M	+18%	2.1k	653.25	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$1.3M		24k	56.58	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$1.3M	+5%	14k	91.64	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.3	$1.3M	+4%	7.9k	163.58	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$1.3M	+4%	12k	110.78	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.3	$1.2M	+3%	45k	27.28	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq-100 (QMAG)	0.3	$1.2M	-34%	53k	23.15	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.2M	-3%	18k	70.18	View chart
Netflix (NFLX)	0.3	$1.2M	+9%	13k	96.15	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.2M	-2%	22k	54.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.2M	+35%	22k	54.05	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$1.2M	+4%	20k	61.26	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.3	$1.2M	+23%	49k	24.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.1M	+2%	1.6k	697.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.3	$1.1M	+197%	26k	41.91	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$1.1M		14k	79.06	View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)	0.2	$1000k	-2%	32k	31.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA)	0.2	$981k	+45%	46k	21.54	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$971k	+3%	51k	18.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QMNV)	0.2	$953k	-2%	42k	22.78	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.2	$918k	+13%	11k	82.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$910k	+4%	2.1k	436.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$861k		4.0k	215.06	View chart
Vanguard World Health Car Etf (VHT)	0.2	$852k	+6%	3.1k	272.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$852k	-2%	1.8k	479.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.2	$819k	-4%	21k	39.42	View chart
Broadcom (AVGO)	0.2	$817k	+202%	2.6k	309.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.2	$815k	-12%	19k	42.96	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$809k	+103%	16k	49.99	View chart
Franklin Templeton Etf Tr Emer Mkt Cor Div (DIEM)	0.2	$804k	+23%	23k	35.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.2	$803k	-16%	26k	30.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$789k	+2%	11k	73.64	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.2	$731k		22k	33.47	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.2	$718k	+90%	7.2k	99.94	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$703k		18k	39.69	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$698k	+13%	3.0k	234.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$669k	-5%	3.5k	191.94	View chart
Wal-Mart Stores (WMT)	0.2	$658k		5.3k	124.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.2	$655k		15k	44.91	View chart
Raytheon Technologies Corp (RTX)	0.2	$650k		3.4k	192.88	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$642k	+29%	5.5k	117.18	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$639k	+12%	13k	49.97	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$631k	+158%	8.1k	78.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Concentr (QVMT)	0.2	$629k	-14%	11k	59.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.2	$626k	+7%	17k	37.02	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$601k		12k	50.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasdaq 1 (QCAP)	0.1	$594k		25k	24.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.1	$592k		14k	41.88	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$591k	+7%	24k	25.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.1	$579k	-9%	16k	37.40	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$573k	+173%	12k	48.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$563k	+22%	2.9k	196.21	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$552k	NEW	4.7k	116.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$546k	+5%	2.1k	261.92	View chart
Ball Corporation (BALL)	0.1	$539k		9.1k	59.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL)	0.1	$534k	-2%	14k	38.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$533k	NEW	13k	42.53	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	0.1	$528k		16k	33.59	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$526k		5.7k	91.77	View chart
Exxon Mobil Corporation (XOM)	0.1	$523k		3.1k	169.68	View chart
Chevron Corporation (CVX)	0.1	$508k	+3%	2.5k	206.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$507k	+17%	4.5k	113.10	View chart
ConocoPhillips (COP)	0.1	$502k		3.8k	132.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$501k	-5%	21k	23.40	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$494k	+19%	12k	40.83	View chart
AutoZone (AZO)	0.1	$493k		146.00	3377.78	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$491k	+27%	8.4k	58.18	View chart
Procter & Gamble Company (PG)	0.1	$486k	+3%	3.4k	144.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$473k	+9%	6.4k	74.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$444k	+29%	2.1k	211.15	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$441k	+106%	8.9k	49.37	View chart
Johnson & Johnson (JNJ)	0.1	$437k	+3%	1.8k	244.46	View chart
Vanguard World Energy Etf (VDE)	0.1	$422k		2.4k	173.06	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$419k	+5%	3.9k	107.30	View chart
Doubleline Income Solutions (DSL)	0.1	$407k		38k	10.83	View chart
Bank of America Corporation (BAC)	0.1	$406k		8.3k	48.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$406k	-13%	2.1k	191.77	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$404k	NEW	19k	20.96	View chart
Suncor Energy (SU)	0.1	$404k		6.1k	66.11	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$403k	+5%	20k	20.41	View chart
Power Solutions Intl Com New (PSIX)	0.1	$391k	+4%	6.4k	60.88	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$388k	-3%	5.2k	75.19	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$378k		5.7k	66.78	View chart
Spdr Series Trust State Street Spd (PSK)	0.1	$377k		12k	30.84	View chart
McDonald's Corporation (MCD)	0.1	$376k		1.2k	310.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$361k	-8%	7.7k	47.04	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$360k	-20%	7.8k	45.89	View chart
Dominion Resources (D)	0.1	$349k		5.6k	61.82	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$349k		2.4k	145.80	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$346k		941.00	367.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$344k	-27%	8.5k	40.47	View chart
Fs Kkr Capital Corp (FSK)	0.1	$342k	-2%	34k	10.18	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.1	$342k		2.7k	126.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$340k	-6%	5.0k	67.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$334k	-35%	8.1k	41.06	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$333k		3.8k	86.69	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$329k	+4%	12k	26.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.1	$324k		7.9k	40.78	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$322k		2.9k	109.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$319k	+24%	7.8k	41.09	View chart
Lowe's Companies (LOW)	0.1	$316k		1.3k	236.28	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$314k	+40%	4.1k	76.54	View chart
Canadian Natural Resources (CNQ)	0.1	$311k		6.4k	48.73	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$307k	+22%	2.7k	112.12	View chart
Visa Com Cl A (V)	0.1	$307k		1.0k	302.21	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$306k	NEW	2.7k	111.39	View chart
Talen Energy Corp (TLN)	0.1	$306k	+8%	957.00	319.23	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$305k	+24%	3.5k	86.92	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$304k	NEW	1.7k	181.42	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$303k	+20%	3.3k	92.34	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.1	$298k	-3%	6.4k	46.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$296k	NEW	1.4k	205.85	View chart
Union Pacific Corporation (UNP)	0.1	$296k	+4%	1.2k	242.72	View chart
Garmin SHS (GRMN)	0.1	$294k		1.3k	231.99	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$294k		7.4k	39.80	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Enha (XAPR)	0.1	$293k		8.0k	36.85	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$291k	NEW	6.2k	46.95	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$291k	-6%	6.3k	46.07	View chart
Abbvie (ABBV)	0.1	$289k	-8%	1.3k	217.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$286k	-66%	440.00	649.61	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$285k	NEW	3.7k	77.19	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$284k	NEW	4.1k	68.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$283k	NEW	5.0k	56.68	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$279k	NEW	2.6k	106.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$277k		723.00	383.40	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$276k	-14%	3.8k	73.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$272k		7.0k	38.94	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$272k	NEW	1.1k	240.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$272k	-31%	6.7k	40.49	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$268k	+32%	5.8k	46.19	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$268k	+35%	2.5k	109.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$264k		6.1k	43.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$263k		5.7k	46.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.1	$262k	+23%	7.4k	35.21	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$261k		5.1k	50.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$261k		5.7k	45.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$259k	+3%	902.00	286.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$255k		10k	24.75	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$253k	NEW	4.7k	53.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$253k		5.8k	43.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.1	$249k	+4%	6.0k	41.69	View chart
Emcor (EME)	0.1	$249k	NEW	337.00	737.93	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$247k	+17%	2.5k	97.93	View chart
Cisco Systems (CSCO)	0.1	$247k	+21%	3.2k	77.60	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$247k	+13%	4.9k	49.95	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$245k	+3%	8.6k	28.66	View chart
Coca-Cola Company (KO)	0.1	$243k		3.2k	76.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.1	$241k	NEW	8.0k	30.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$234k	-4%	5.0k	46.74	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$231k	+4%	1.2k	200.82	View chart
JPMorgan Chase & Co. (JPM)	0.1	$230k	-3%	783.00	294.25	View chart
Arrow Etf Tr Arrow Dj Glb Yld (GYLD)	0.1	$224k	+8%	16k	13.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$224k		4.4k	50.33	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$222k	-3%	10k	21.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$221k	NEW	5.0k	44.28	View chart
Marathon Petroleum Corp (MPC)	0.1	$221k	NEW	904.00	244.24	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$220k		4.0k	55.53	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$220k	-10%	12k	18.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$220k	NEW	1.5k	148.10	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$219k	+4%	11k	20.90	View chart
Altria (MO)	0.1	$217k	NEW	3.3k	65.99	View chart
Eaton Corp SHS (ETN)	0.1	$216k	NEW	604.00	357.39	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$215k	NEW	1.8k	117.65	View chart
Spdr Index Shs Fds State Street Spd (DWX)	0.1	$211k	NEW	4.6k	45.60	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$211k	NEW	2.9k	71.75	View chart
ON Semiconductor (ON)	0.1	$210k	NEW	3.4k	61.92	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$208k	NEW	2.8k	75.74	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$208k	-4%	2.6k	80.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$207k	-30%	6.1k	33.77	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$207k	NEW	1.8k	115.73	View chart
Caterpillar (CAT)	0.0	$202k	NEW	285.00	709.05	View chart
Jasper Therapeutics Com New (JSPR)	0.0	$13k	+19%	15k	0.88	View chart

Past Filings by Sequent Planning

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

Sequent Planning 2026 Q1 filed April 21, 2026
Sequent Planning 2025 Q4 filed Feb. 5, 2026
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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