Sequent Planning LLC - Q12026 Holdings

Sequent Planning LLC holds 242 stocks with a total portfolio value of $ 413.58M as of Q12026. In Q12026, Sequent Planning LLC added 27 new positions, increased stakes in 127 stocks, reduced 76 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (AGG), representing 7.01% of the total portfolio.