| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF | 19 | Q2 2024 | 7.5% |
| ISHARES CORE S&P 500 ETF | 19 | Q2 2024 | 7.2% |
| ISHARES S&P MIDCAP FUND | 19 | Q2 2024 | 5.8% |
| ISHARES 1-3 YEAR TREASURY BOND MKT | 19 | Q2 2024 | 10.3% |
| EXXON MOBIL CORP COM | 19 | Q2 2024 | 3.8% |
| APPLE INC COM | 19 | Q2 2024 | 3.1% |
| MICROSOFT CORP COM | 19 | Q2 2024 | 2.5% |
| JPMORGAN CHASE & CO. COM | 19 | Q2 2024 | 3.3% |
| ORIGIN BANCORP INC COM | 19 | Q2 2024 | 4.0% |
| JOHNSON & JOHNSON COM | 19 | Q2 2024 | 2.1% |
View Argent Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-01 |
| MA-A | 2024-03-27 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-24 |
| MA-A | 2023-03-23 |
| 13F-HR | 2023-02-02 |
View Argent Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.