Sequent Planning LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 14, 2024
Value $: $290M
Signature - Title: Rick Reed - Chief Compliance Officer
Location: Omaha, NE
Summary: This page shows a list of all the recent 13F filings made by Sequent Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sequent Planning LLC reported 146 stock holdings with total value $290M as of Q3 2024. Top holdings included QMAG, GLD, TIP, VTI, and XJUN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	146	$290M	+$75.7M	-$88.5M	-$12.8M	QMAG, GLD, TIP, VTI, XJUN	13F-HR	11/14/2024, 10:37 AM
Q2 2024	138	$292M	+$97M	-$86.3M	+$10.7M	QMMY, GLD, TIP, VTI, XJUN	13F-HR	8/12/2024, 02:28 PM
Q1 2024	142	$276M	$0	$0		QMAR, GLD, XJAN, TIP, VTI	13F-HR	5/14/2024, 12:02 PM