Fund Holdings — Stegent Equity Advisors, Inc.

Total Portfolio Value
$122.83M
Total Bought
$21.30M
Total Sold
$16.64M
Net Transaction
+$4.66M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FEDERATED HERMES ETF TRUST
MDT LARGE CAP
091,484+91,48402,9862.43%+2,986
PACER FDS TR
US LRG CP CASH
18,70566,186+47,4816572,4031.96%+1,746
ETF SER SOLUTIONS
US GBL GLD PRE
142,764145,126+2,3624,1895,8384.75%+1,649
AMERICAN CENTY ETF TR41,35255,061+13,7093,2784,9023.99%+1,624
BROADCOM INC(AVGO)3,6157,669+4,0549962,5302.06%+1,534
TELEFONICA BRASIL SA(VIV)35,778144,391+108,6134081,8411.50%+1,433
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
4,95112,189+7,2387021,8951.54%+1,193
OREILLY AUTOMOTIVE INC(ORLY)07,815+7,81508430.69%+843
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
48,93856,832+7,8943,0703,8233.11%+752
SPROTT FDS TR
URANI MINER ETF
75,48471,501-3,9833,6184,3213.52%+703
MCDONALDS CORP(MCD)1,9103,732+1,8225581,1340.92%+576
ABRDN PRECIOUS METALS BASKET32,21630,194-2,0224,4514,9964.07%+545
ATOUR LIFESTYLE HLDGS LTD(ATAT)012,949+12,94904870.40%+487
CHURCH & DWIGHT CO INC(CHD)9,98716,319+6,3329601,4301.16%+470
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
22,28122,759+4781,8142,2001.79%+387
CLOROX CO DEL(CLX)5,3388,036+2,6986419910.81%+350
ALTRIA GROUP INC(MO)22,11224,777+2,6651,2961,6371.33%+340
VIKING HOLDINGS LTD(VIK)05,133+5,13303190.26%+319
UNITED PARCEL SERVICE INC(UPS)03,692+3,69203080.25%+308
MONSTER BEVERAGE CORP NEW(MNST)04,574+4,57403080.25%+308
PAN AMERN SILVER CORP(PAAS)07,863+7,86303050.25%+305
EXXON MOBIL CORP02,692+2,69203040.25%+304
BRITISH AMERN TOB PLC(BTI)05,681+5,68103020.25%+302
BITWISE BITCOIN ETF TR(BITB)11,23715,013+3,7766589340.76%+276
ETF SER SOLUTIONS
DEFIA QUANT ETF
9,02510,475+1,4508291,0990.89%+270
AMERICAN CENTY ETF TR5,4568,880+3,4243726420.52%+270
HERSHEY CO(HSY)4,6025,392+7907641,0090.82%+245
FORTINET INC(FTNT)02,774+2,77402330.19%+233
VANECK ETF TRUST
DIGI TRANSFRM
010,664+10,66402320.19%+232
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
16,72123,328+6,6075367660.62%+229
APPLE INC(AAPL)7,7677,141-6261,5941,8181.48%+225
COLGATE PALMOLIVE CO(CL)02,670+2,67002130.17%+213
ISHARES SILVER TR(SLV)05,035+5,03502130.17%+213
SPDR SERIES TRUST
ST STR P500GRW
24,34723,976-3712,3212,5062.04%+185
SPDR SERIES TRUST
ST STR P500ETF
26,69527,080+3851,9402,1211.73%+181
VANECK ETF TRUST
URANI NUCLE ETF
7,2987,29808119900.81%+179
NORTHROP GRUMMAN CORP(NOC)1,5361,537+17689360.76%+169
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
20,20922,151+1,9421,5271,6841.37%+156
ALPHABET INC(GOOG)2,3432,34304165710.46%+155
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
11,44311,491+481,5911,7361.41%+145
PHILLIPS 66(PSX)8,1858,157-289761,1100.90%+133
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
7,5997,59907298500.69%+121
VANGUARD WORLD FD
INF TECH ETF
1,0991,09907298210.67%+92
FRANCO NEV CORP(FNV)2,9242,560-3644795710.46%+91
ISHARES TR36,87536,242-6333,2673,3562.73%+89
AMPLIFY ETF TR14,84413,923-9218489330.76%+86
ISHARES GOLD TR(IAU)7,8327,83204885700.46%+82
CAL MAINE FOODS INC(CALM)6,0087,014+1,0065996600.54%+61
TRAVELERS COMPANIES INC(TRV)2,1122,238+1265656250.51%+60
CONOCOPHILLIPS(COP)16,45616,218-2381,4771,5341.25%+57
NVIDIA CORPORATION(NVDA)1,8081,80802863370.27%+52
RBB FUND TRUST
FIRST EAGLE GBL
13,19913,19905335840.48%+51
HOME DEPOT INC(HD)9801,006+263594080.33%+48
LISTED FDS TR
HORI KI INFL ETF
20,37320,124-2498598990.73%+40
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
6,7796,77904324640.38%+32
EA SERIES TRUST
FREEDOM 100 EM
11,76311,413-3504755060.41%+30
WALMART INC(WMT)5,0275,02704925180.42%+27
AUTOZONE INC(AZO)119109-104424680.38%+26
SPDR SERIES TRUST
ST STR SP600 SML
5,3715,37102292490.20%+20
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
10,32610,32604855040.41%+19
AMERICAN CENTY ETF TR6,9336,851-824534720.38%+19
BERKLEY W R CORP20,52919,894-6351,5081,5241.24%+16
AMPLIFY ETF TR6,6066,60602812940.24%+13
BECTON DICKINSON & CO(BDX)1,7131,627-862953040.25%+9
INNOVATOR ETFS TRUST
POWER BUFFER SET
6,1546,15402052140.17%+9
PACER FDS TR
TRENDPILOT 100
3,3753,197-1782412480.20%+7
T-MOBILE US INC(TMUS)2,5242,526+26016050.49%+3
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
20,89820,551-3477847870.64%+3
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
8,1788,168-104654660.38%+1
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
10,90610,90602152160.18%+1
BERKSHIRE HATHAWAY INC DEL1,1901,144-465785750.47%-3
MICROSOFT CORP(MSFT)2,9932,860-1331,4891,4821.21%-7
EA SERIES TRUST
SARMA THEMA ETF
10,8248,423-2,4013012840.23%-17
ALPHABET INC(GOOG)7,2445,134-2,1101,2771,2481.02%-29
AMAZON COM INC(AMZN)2,7822,645-1376105810.47%-30
PROSHARES TR
BITCOIN ETF
15,68815,438-2503373040.25%-34
PEPSICO INC(PEP)3,1172,678-4394123760.31%-35
DANAHER CORPORATION(DHR)1,7641,551-2133483080.25%-41
AMERICAN EXPRESS CO(AXP)1,3201,136-1844213770.31%-44
META PLATFORMS INC(META)611551-604514050.33%-46
LOCKHEED MARTIN CORP(LMT)1,091906-1855054520.37%-53
VISA INC(V)1,2631,157-1064483950.32%-53
CME GROUP INC(CME)1,6861,442-2444653900.32%-75
INTUIT(INTU)731732+15765000.41%-76
NOVO-NORDISK A S(NVO)5,2434,975-2683622760.22%-86
INTERCONTINENTAL EXCHANGE IN(ICE)3,1312,832-2995744770.39%-97
COCA COLA CO(KO)6,4725,383-1,0894583570.29%-101
CINTAS CORP(CTAS)2,5112,170-3415604450.36%-114
SIMPLIFY EXCHANGE TRADED FUN
ENHANCED INM ETF
95,73395,324-4092,3202,2011.79%-119
PAYPAL HLDGS INC(PYPL)7,3926,054-1,3385494060.33%-143
SPDR SERIES TRUST
ST STR P400MID
15,13611,843-3,2938236770.55%-146
SALESFORCE INC(CRM)1,5621,145-4174262710.22%-155
S&P GLOBAL INC(SPGI)812491-3214282390.19%-189
FIRST TR EXCHANGE-TRADED FD
WTR ETF
37,87834,694-3,1844,0903,8983.17%-192
VALUED ADVISERS TR
REGAN FLTG RATE
17,0379,424-7,6134352400.20%-195
MEDPACE HLDGS INC(MEDP)6470-6472030—-203
FIRST TR EXCHANGE-TRADED FD
SHS
4,5610-4,5612040—-204
WHEATON PRECIOUS METALS CORP(WPM)7,0463,829-3,2176334280.35%-205
GRAND CANYON ED INC(LOPE)4,8683,163-1,7059206940.57%-226
COINBASE GLOBAL INC(COIN)2,8202,194-6269887400.60%-248
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