Fund HoldingsSequent Planning LLC

Total Portfolio Value
$290.25M
Total Bought
$78.51M
Total Sold
$82.73M
Net Transaction
-$4.23M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
VEST NASDAQ-100
02,889,665+2,889,665058,63620.20%+58,636
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
030,825+30,82501,0770.37%+1,077
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
04,507+4,50709050.31%+905
ISHARES TR08,669+8,66908780.30%+878
SPDR SER TR
ST STR P500VAL
015,579+15,57908240.28%+824
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
016,457+16,45707820.27%+782
SPDR GOLD TR(GLD)115,460105,357-10,10324,89025,6088.82%+718
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0216,106+216,10608,1792.82%+8,179
INVESCO EXCH TRD SLF IDX FD
INTL DEV DYNAMIC
023,403+23,40305970.21%+597
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD 100
028,159+28,15905760.20%+576
INVESCO ACTIVELY MANAGED EXC
VAR RATE INVT
022,374+22,37405610.19%+561
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
7,19019,563+12,3732868100.28%+524
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT E
0254,369+254,36908,4392.91%+8,439
JANUS DETROIT STR TR
HENDRSON AAA CL
09,689+9,68904930.17%+493
WISDOMTREE TR(WT)012,523+12,52304450.15%+445
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
011,162+11,16204020.14%+402
FIRST TR NAS100 EQ WEIGHTED03,087+3,08703870.13%+387
MUELLER INDS INC(MLI)15,21716,743+1,5268541,2410.43%+387
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
18,61725,101+6,4848611,2120.42%+351
VANGUARD TAX-MANAGED FDS8,97114,485+5,5144447650.26%+321
LOWES COS INC(LOW)04,006+4,00601,0850.37%+1,085
NVIDIA CORPORATION(NVDA)37,12540,411+3,2864,6154,9081.69%+293
ISHARES TR
FALN ANGLS USD
010,697+10,69702920.10%+292
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQ
09,259+9,25902720.09%+272
VANGUARD INTL EQUITY INDEX F5,71910,622+4,9032515080.18%+257
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
25,39731,667+6,2709011,1560.40%+256
FIRST TR EXCHNG TRADED FD VI
FT VEST EQ ENHAN
24,75332,100+7,3477761,0310.36%+255
INNOVATOR ETFS TRUST
US EQTY PWR BUF
06,753+6,75302430.08%+243
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
03,885+3,88502370.08%+237
ISHARES TR03,743+3,74302330.08%+233
ISHARES TR
MSCI USA QLT FCT
01,287+1,28702310.08%+231
EATON CORP PLC(ETN)0669+66902220.08%+222
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
055,349+55,34901,3640.47%+1,364
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
04,916+4,91602210.08%+221
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
06,517+6,51702160.07%+216
IRON MTN INC DEL(IRM)01,814+1,81402160.07%+216
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,371+2,37102140.07%+214
VANGUARD MALVERN FDS04,286+4,28602110.07%+211
JOHNSON & JOHNSON(JNJ)01,295+1,29502100.07%+210
VANGUARD INTL EQUITY INDEX F01,632+1,63202060.07%+206
SELECT SECTOR SPDR TR
ST STR DISCR ETF
3,2203,906+6865897830.27%+193
APPLIED INDL TECHNOLOGIES IN(AIT)3,2103,599+3896118030.28%+192
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
119,082118,941-1412,4732,6640.92%+191
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9,73210,650+9182,2182,4040.83%+186
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
019,658+19,65801,1640.40%+1,164
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
164,123163,870-2533,3333,5021.21%+169
FIRST TR VALUE LINE DIVID IN
SHS
030,111+30,11101,3700.47%+1,370
FIRST TR EXCHANGE-TRADED FD017,630+17,63001,6010.55%+1,601
ISHARES TR
CORE DIV GRWTH
017,167+17,16701,0760.37%+1,076
TECK RESOURCES LTD(TECK)020,469+20,46901,0690.37%+1,069
FIRST TR EXCHANGE-TRADED FD
WTR ETF
2,2213,335+1,1142183650.13%+147
FS KKR CAP CORP(FSK)035,533+35,53307010.24%+701
PEPSICO INC(PEP)021,932+21,93203,7301.28%+3,730
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
026,568+26,56801,4470.50%+1,447
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
107,596104,768-2,8284,6134,7401.63%+127
VANGUARD SPECIALIZED FUNDS04,074+4,07408070.28%+807
ISHARES TR44,27640,662-3,6144,2614,3781.51%+117
ON SEMICONDUCTOR CORP(ON)013,076+13,07609490.33%+949
WESTLAKE CORPORATION(WLK)05,056+5,05607600.26%+760
VANGUARD INDEX FDS1,2371,558+3212683700.13%+102
VANGUARD WORLD FD
HEALTH CAR ETF
02,651+2,65107480.26%+748
APPLE INC(AAPL)6,4456,421-241,3971,4960.52%+99
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
102,668103,405+7372,5042,5990.90%+94
VISA INC(V)03,358+3,35809230.32%+923
TESLA INC(TSLA)2,0281,977-514265170.18%+92
SPDR SER TR
ST STR PR SP1500
10,50811,125+6176987790.27%+82
META PLATFORMS INC(META)454540+862293090.11%+80
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
019,756+19,75607580.26%+758
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
057,620+57,62001,3260.46%+1,326
RTX CORPORATION(RTX)3,2883,306+183274010.14%+73
WALMART INC(WMT)5,6705,630-403834550.16%+72
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
16,06416,116+521,2231,2940.45%+71
VANGUARD WORLD FD
INF TECH ETF
1,4031,507+1048178840.30%+67
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
27,76328,499+7361,4431,5100.52%+67
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
024,709+24,70901,3570.47%+1,357
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,0104,299+2893053570.12%+52
VANGUARD INDEX FDS765881+1162883380.12%+50
VIRCO MFG CO28,33030,767+2,4373784250.15%+47
ADVANCED MICRO DEVICES INC(AMD)02,019+2,01903310.11%+331
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,7371,874+1372092540.09%+44
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,5052,645+1403634070.14%+44
AUTOZONE INC(AZO)13213203744160.14%+42
SUNCOR ENERGY INC NEW(SU)025,790+25,79009520.33%+952
GARMIN LTD(GRMN)1,2451,307+622012300.08%+29
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
019,077+19,07707010.24%+701
VANGUARD INDEX FDS36,52634,676-1,8509,7919,8193.38%+28
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
45,20945,445+2368468730.30%+26
INVESCO EXCH TRD SLF IDX FD
RAFI STRATGIC US
8,2288,262+343894160.14%+26
MICROSOFT CORP(MSFT)4,6935,041+3482,1442,1690.75%+26
PROCTER AND GAMBLE CO(PG)3,2533,174-795295500.19%+20
PPG INDS INC(PPG)02,361+2,36103130.11%+313
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
6,0446,341+2972152330.08%+18
ISHARES TR4,2214,314+933693860.13%+17
GLOBAL X FDS14,33414,070-2642462630.09%+17
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
7,1047,213+1092462560.09%+10
SPDR S&P 500 ETF TR(SPY)1,2491,201-486816890.24%+8
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
15,07314,755-3185895970.21%+8
PACER FDS TR
ARIST HIGH ETF
9,2799,461+1824424490.15%+7
VANGUARD MUN BD FDS4,3474,34702172220.08%+5
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
139,462136,840-2,6225,0295,0321.73%+3
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