SA

Sequent Asset Management, LLC

13F
Sequent Asset Management, LLC
Last update 2025-04-29 64 Stocks (2 new)
Value $118.00 Mil Turnover 6 %
Countries:
Top Holdings: XLK(12.29%)SLB(8.97%)SPYG(8.37%)IWP(6.69%)SPY(6.09%)
Summary Stock Picks Current Portfolio
Sequent Asset Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWS 		iShares Russell Mid-Cap Value ETF2024-12-31New Buy
+1.67%
●
128.08 ($133.89) 140.32
$123.91
-7.45%
New holding
15,536
15,536
IWP 		iShares Russell Mid-Cap Growth ETF2024-12-31Reduce
-1.55%
●
116.84 ($127.29) 138.52
$123.08
-3.31%
Reduce -18.75%
67,320
-15,536
HR 		Healthcare Realty Trust Inc2024-12-31Sold Out
-0.91%
●
16.63 ($17.58) 18.55
$15.19
-13.59%
Sold Out
0
-60,450
IVV 		iShares Core S&P 500 ETF2024-12-31Add
+0.56%
●
570.51 ($592.23) 610.83
$561.54
-5.18%
Add 125.08%
2,046
1,137
SLB 		Schlumberger Ltd2024-12-31Reduce
-0.52%
●
36.83 ($41.96) 45.59
$33.58
-19.97%
Reduce -5.58%
253,729
-15,000
EOG 		EOG Resources Inc2024-12-31Sold Out
-0.24%
●
118.22 ($127.78) 136.54
$108.72
-14.92%
Sold Out
0
-2,327
TSLA 		Tesla Inc2024-12-31New Buy
+0.22%
●
213.65 ($322.75) 479.86
$275.35
-14.69%
New holding
642
642
FIDI 		Fidelity International High Dividend ETF2024-12-31Sold Out
-0.22%
●
19.3 ($20.48) 21.68
$22.78
11.22%
Sold Out
0
-12,050
AMAT 		Applied Materials Inc2024-12-31Sold Out
-0.20%
●
161.44 ($180.98) 213.89
$153.03
-15.44%
Sold Out
0
-1,195
AAPL 		Apple Inc2024-12-31New Buy
+0.18%
●
221.69 ($235.83) 259.02
$198.51
-15.82%
New holding
864
864

Sequent Asset Management, LLC Total Holding History ($B)

To

Sequent Asset Management, LLC's Asset Allocation

To

Sequent Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sequent Asset Management, LLC's Hypothetical Growth since 2025-03-31

Sequent Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sequent Asset Management, LLC News

  • 1

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