$597 Million is the total value of Argent Wealth Management LLC's 177 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TTGT | New | TECHTARGET INC | $57,848,000 | – | 2,216,393 | +100.0% | 9.70% | – |
| IBDL | New | ISHARES TRibonds dec20 etf | $43,198,000 | – | 1,707,416 | +100.0% | 7.24% | – |
| DGRO | New | ISHARES TRcore div grwth | $41,991,000 | – | 998,134 | +100.0% | 7.04% | – |
| IBDM | New | ISHARES TRibonds dec21 etf | $29,047,000 | – | 1,163,742 | +100.0% | 4.87% | – |
| IBDN | New | ISHARES TRibonds dec22 etf | $28,600,000 | – | 1,130,883 | +100.0% | 4.79% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $18,580,000 | – | 552,488 | +100.0% | 3.11% | – |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $15,962,000 | – | 312,728 | +100.0% | 2.68% | – |
| AAPL | New | APPLE INC | $14,779,000 | – | 50,327 | +100.0% | 2.48% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $14,119,000 | – | 43,679 | +100.0% | 2.37% | – |
| IEFA | New | ISHARES TRcore msci eafe | $13,753,000 | – | 210,801 | +100.0% | 2.30% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $12,449,000 | – | 244,474 | +100.0% | 2.09% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $11,109,000 | – | 184,780 | +100.0% | 1.86% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $9,862,000 | – | 56,061 | +100.0% | 1.65% | – |
| MUB | New | ISHARES TRnational mun etf | $9,736,000 | – | 85,473 | +100.0% | 1.63% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $9,469,000 | – | 370,471 | +100.0% | 1.59% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $9,069,000 | – | 69,715 | +100.0% | 1.52% | – |
| QUAL | New | ISHARES TRusa quality fctr | $8,950,000 | – | 88,617 | +100.0% | 1.50% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $8,736,000 | – | 94,030 | +100.0% | 1.46% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $8,075,000 | – | 41,703 | +100.0% | 1.35% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $7,955,000 | – | 148,885 | +100.0% | 1.33% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $7,668,000 | – | 56,184 | +100.0% | 1.28% | – |
| AGG | New | ISHARES TRcore us aggbd et | $7,403,000 | – | 65,877 | +100.0% | 1.24% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $7,239,000 | – | 264,490 | +100.0% | 1.21% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $7,119,000 | – | 277,099 | +100.0% | 1.19% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $6,565,000 | – | 28,986 | +100.0% | 1.10% | – |
| MDYV | New | SPDR SERIES TRUSTs&p 400 mdcp val | $5,848,000 | – | 106,748 | +100.0% | 0.98% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $5,546,000 | – | 43,345 | +100.0% | 0.93% | – |
| MSFT | New | MICROSOFT CORP | $5,308,000 | – | 33,657 | +100.0% | 0.89% | – |
| FLRN | New | SPDR SERIES TRUSTblomberg brc inv | $5,178,000 | – | 168,508 | +100.0% | 0.87% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $4,563,000 | – | 35,485 | +100.0% | 0.76% | – |
| IEMG | New | ISHARES INCcore msci emkt | $4,362,000 | – | 81,135 | +100.0% | 0.73% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $4,284,000 | – | 25,092 | +100.0% | 0.72% | – |
| TPYP | New | MANAGED PORTFOLIO SERtortoise nram pi | $3,906,000 | – | 166,195 | +100.0% | 0.66% | – |
| PG | New | PROCTER & GAMBLE CO | $3,812,000 | – | 30,523 | +100.0% | 0.64% | – |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $3,622,000 | – | 62,661 | +100.0% | 0.61% | – |
| DIS | New | DISNEY WALT CO | $3,615,000 | – | 24,992 | +100.0% | 0.61% | – |
| JNJ | New | JOHNSON & JOHNSON | $3,596,000 | – | 24,650 | +100.0% | 0.60% | – |
| MDYG | New | SPDR SERIES TRUSTs&p 400 mdcp grw | $3,572,000 | – | 62,567 | +100.0% | 0.60% | – |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $3,440,000 | – | 70,216 | +100.0% | 0.58% | – |
| USFR | New | WISDOMTREE TRfloatng rat trea | $3,411,000 | – | 136,124 | +100.0% | 0.57% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $3,348,000 | – | 30,053 | +100.0% | 0.56% | – |
| EFA | New | ISHARES TRmsci eafe etf | $3,141,000 | – | 45,234 | +100.0% | 0.53% | – |
| QLTA | New | ISHARES TRa rate cp bd etf | $3,041,000 | – | 55,639 | +100.0% | 0.51% | – |
| SHV | New | ISHARES TRshort treas bd | $2,947,000 | – | 26,681 | +100.0% | 0.49% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $2,913,000 | – | 12,235 | +100.0% | 0.49% | – |
| PFE | New | PFIZER INC | $2,890,000 | – | 73,753 | +100.0% | 0.48% | – |
| USB | New | US BANCORP DEL | $2,849,000 | – | 48,050 | +100.0% | 0.48% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $2,724,000 | – | 12,716 | +100.0% | 0.46% | – |
| EXG | New | EATON VANCE TAX MNGD GBL DV | $2,693,000 | – | 306,773 | +100.0% | 0.45% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $2,340,000 | – | 24,711 | +100.0% | 0.39% | – |
| MDT | New | MEDTRONIC PLC | $2,265,000 | – | 19,969 | +100.0% | 0.38% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $2,178,000 | – | 13,543 | +100.0% | 0.36% | – |
| SLYV | New | SPDR SERIES TRUSTs&p 600 smcp val | $2,169,000 | – | 33,011 | +100.0% | 0.36% | – |
| WFC | New | WELLS FARGO CO NEW | $2,145,000 | – | 39,870 | +100.0% | 0.36% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $2,132,000 | – | 35,449 | +100.0% | 0.36% | – |
| ORCL | New | ORACLE CORP | $2,080,000 | – | 39,268 | +100.0% | 0.35% | – |
| AON | New | AON PLC | $2,064,000 | – | 9,910 | +100.0% | 0.35% | – |
| DSU | New | BLACKROCK DEBT STRAT FD INC | $2,034,000 | – | 181,639 | +100.0% | 0.34% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $1,949,000 | – | 43,446 | +100.0% | 0.33% | – |
| EBTC | New | ENTERPRISE BANCORP INC MASS | $1,875,000 | – | 55,360 | +100.0% | 0.31% | – |
| ABT | New | ABBOTT LABS | $1,712,000 | – | 19,714 | +100.0% | 0.29% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,708,000 | – | 20,824 | +100.0% | 0.29% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $1,661,000 | – | 8,593 | +100.0% | 0.28% | – |
| MKL | New | MARKEL CORP | $1,624,000 | – | 1,420 | +100.0% | 0.27% | – |
| FISV | New | FISERV INC | $1,547,000 | – | 13,378 | +100.0% | 0.26% | – |
| IXUS | New | ISHARES TRcore msci total | $1,463,000 | – | 23,637 | +100.0% | 0.24% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $1,462,000 | – | 4,972 | +100.0% | 0.24% | – |
| IXG | New | ISHARES TRglobal finls etf | $1,436,000 | – | 20,887 | +100.0% | 0.24% | – |
| SLYG | New | SPDR SERIES TRUSTs&p 600 smcp grw | $1,317,000 | – | 20,406 | +100.0% | 0.22% | – |
| AME | New | AMETEK INC NEW | $1,306,000 | – | 13,097 | +100.0% | 0.22% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $1,301,000 | – | 7,853 | +100.0% | 0.22% | – |
| OKE | New | ONEOK INC NEW | $1,270,000 | – | 16,780 | +100.0% | 0.21% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $1,258,000 | – | 48,511 | +100.0% | 0.21% | – |
| JPM | New | JPMORGAN CHASE & CO | $1,226,000 | – | 8,792 | +100.0% | 0.20% | – |
| HD | New | HOME DEPOT INC | $1,209,000 | – | 5,534 | +100.0% | 0.20% | – |
| PH | New | PARKER HANNIFIN CORP | $1,191,000 | – | 5,786 | +100.0% | 0.20% | – |
| XOM | New | EXXON MOBIL CORP | $1,120,000 | – | 16,051 | +100.0% | 0.19% | – |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $1,101,000 | – | 42,728 | +100.0% | 0.18% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $1,094,000 | – | 6,601 | +100.0% | 0.18% | – |
| TTE | New | TOTAL S Asponsored ads | $1,028,000 | – | 18,598 | +100.0% | 0.17% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $995,000 | – | 6,215 | +100.0% | 0.17% | – |
| UBER | New | UBER TECHNOLOGIES INC | $991,000 | – | 33,326 | +100.0% | 0.17% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $973,000 | – | 2,996 | +100.0% | 0.16% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $925,000 | – | 4,495 | +100.0% | 0.16% | – |
| BKNG | New | BOOKING HLDGS INC | $922,000 | – | 449 | +100.0% | 0.16% | – |
| CNA | New | CNA FINL CORP | $922,000 | – | 20,581 | +100.0% | 0.16% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $914,000 | – | 9,756 | +100.0% | 0.15% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $915,000 | – | 10,916 | +100.0% | 0.15% | – |
| UNF | New | UNIFIRST CORP MASS | $900,000 | – | 4,455 | +100.0% | 0.15% | – |
| FTEC | New | FIDELITY COVINGTON TRmsci info tech i | $897,000 | – | 12,373 | +100.0% | 0.15% | – |
| MRK | New | MERCK & CO INC | $861,000 | – | 9,466 | +100.0% | 0.14% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $821,000 | – | 18,458 | +100.0% | 0.14% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $817,000 | – | 14,098 | +100.0% | 0.14% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $818,000 | – | 2,542 | +100.0% | 0.14% | – |
| BAC | New | BANK AMER CORP | $805,000 | – | 22,863 | +100.0% | 0.14% | – |
| SHW | New | SHERWIN WILLIAMS CO | $777,000 | – | 1,332 | +100.0% | 0.13% | – |
| ETY | New | EATON VANCE TX MGD DIV EQ IN | $751,000 | – | 59,946 | +100.0% | 0.13% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $737,000 | – | 16,717 | +100.0% | 0.12% | – |
| SYY | New | SYSCO CORP | $716,000 | – | 8,371 | +100.0% | 0.12% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $718,000 | – | 11,697 | +100.0% | 0.12% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $698,000 | – | 521 | +100.0% | 0.12% | – |
| FRA | New | BLACKROCK FLOAT RATE OME STR | $696,000 | – | 51,789 | +100.0% | 0.12% | – |
| JQC | New | NUVEEN CR STRATEGIES INCM FD | $687,000 | – | 89,585 | +100.0% | 0.12% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $677,000 | – | 4,138 | +100.0% | 0.11% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $666,000 | – | 14,344 | +100.0% | 0.11% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $665,000 | – | 4,124 | +100.0% | 0.11% | – |
| STT | New | STATE STR CORP | $651,000 | – | 8,231 | +100.0% | 0.11% | – |
| PEP | New | PEPSICO INC | $633,000 | – | 4,631 | +100.0% | 0.11% | – |
| INTC | New | INTEL CORP | $627,000 | – | 10,471 | +100.0% | 0.10% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $602,000 | – | 31,149 | +100.0% | 0.10% | – |
| MMM | New | 3M CO | $602,000 | – | 3,410 | +100.0% | 0.10% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $602,000 | – | 4,075 | +100.0% | 0.10% | – |
| WMT | New | WALMART INC | $592,000 | – | 4,980 | +100.0% | 0.10% | – |
| C | New | CITIGROUP INC | $566,000 | – | 7,085 | +100.0% | 0.10% | – |
| AMGN | New | AMGEN INC | $560,000 | – | 2,321 | +100.0% | 0.09% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $547,000 | – | 3,650 | +100.0% | 0.09% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $543,000 | – | 406 | +100.0% | 0.09% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $540,000 | – | 10,050 | +100.0% | 0.09% | – |
| LMT | New | LOCKHEED MARTIN CORP | $533,000 | – | 1,369 | +100.0% | 0.09% | – |
| CSCO | New | CISCO SYS INC | $515,000 | – | 10,733 | +100.0% | 0.09% | – |
| FB | New | FACEBOOK INCcl a | $498,000 | – | 2,426 | +100.0% | 0.08% | – |
| LOW | New | LOWES COS INC | $491,000 | – | 4,098 | +100.0% | 0.08% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $476,000 | – | 6,010 | +100.0% | 0.08% | – |
| BDX | New | BECTON DICKINSON & CO | $466,000 | – | 1,713 | +100.0% | 0.08% | – |
| CVS | New | CVS HEALTH CORP | $453,000 | – | 6,094 | +100.0% | 0.08% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $443,000 | – | 2,601 | +100.0% | 0.07% | – |
| NEE | New | NEXTERA ENERGY INC | $435,000 | – | 1,795 | +100.0% | 0.07% | – |
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $437,000 | – | 7,485 | +100.0% | 0.07% | – |
| T | New | AT&T INC | $414,000 | – | 10,583 | +100.0% | 0.07% | – |
| MCD | New | MCDONALDS CORP | $413,000 | – | 2,088 | +100.0% | 0.07% | – |
| RTN | New | RAYTHEON CO | $382,000 | – | 1,740 | +100.0% | 0.06% | – |
| DELL | New | DELL TECHNOLOGIES INCcl c | $375,000 | – | 7,303 | +100.0% | 0.06% | – |
| PGR | New | PROGRESSIVE CORP OHIO | $375,000 | – | 5,175 | +100.0% | 0.06% | – |
| TJX | New | TJX COS INC NEW | $362,000 | – | 5,930 | +100.0% | 0.06% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $359,000 | – | 2,681 | +100.0% | 0.06% | – |
| BA | New | BOEING CO | $355,000 | – | 1,090 | +100.0% | 0.06% | – |
| IGIB | New | ISHARES TRintrm tr crp etf | $351,000 | – | 6,047 | +100.0% | 0.06% | – |
| MA | New | MASTERCARD INCcl a | $354,000 | – | 1,185 | +100.0% | 0.06% | – |
| AMZN | New | AMAZON COM INC | $344,000 | – | 186 | +100.0% | 0.06% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $333,000 | – | 2,394 | +100.0% | 0.06% | – |
| CVX | New | CHEVRON CORP NEW | $331,000 | – | 2,747 | +100.0% | 0.06% | – |
| ACN | New | ACCENTURE PLC IRELAND | $314,000 | – | 1,491 | +100.0% | 0.05% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $310,000 | – | 4,261 | +100.0% | 0.05% | – |
| TFC | New | TRUIST FINL CORP | $310,000 | – | 5,503 | +100.0% | 0.05% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $310,000 | – | 5,620 | +100.0% | 0.05% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $311,000 | – | 3,844 | +100.0% | 0.05% | – |
| AXP | New | AMERICAN EXPRESS CO | $307,000 | – | 2,462 | +100.0% | 0.05% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $305,000 | – | 6,785 | +100.0% | 0.05% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $303,000 | – | 3,307 | +100.0% | 0.05% | – |
| ADBE | New | ADOBE INC | $304,000 | – | 923 | +100.0% | 0.05% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $298,000 | – | 6,821 | +100.0% | 0.05% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $295,000 | – | 5,910 | +100.0% | 0.05% | – |
| TXN | New | TEXAS INSTRS INC | $287,000 | – | 2,237 | +100.0% | 0.05% | – |
| DHR | New | DANAHER CORPORATION | $276,000 | – | 1,796 | +100.0% | 0.05% | – |
| PPTY | New | ETF SER SOLUTIONSus diversified | $274,000 | – | 8,430 | +100.0% | 0.05% | – |
| EFG | New | ISHARES TReafe grwth etf | $277,000 | – | 3,199 | +100.0% | 0.05% | – |
| FNF | New | FIDELITY NATIONAL FINANCIAL | $276,000 | – | 6,077 | +100.0% | 0.05% | – |
| ALC | New | ALCON INC | $268,000 | – | 4,729 | +100.0% | 0.04% | – |
| FDX | New | FEDEX CORP | $263,000 | – | 1,738 | +100.0% | 0.04% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $248,000 | – | 6,592 | +100.0% | 0.04% | – |
| BAX | New | BAXTER INTL INC | $244,000 | – | 2,913 | +100.0% | 0.04% | – |
| KO | New | COCA COLA CO | $224,000 | – | 4,056 | +100.0% | 0.04% | – |
| GLW | New | CORNING INC | $225,000 | – | 7,713 | +100.0% | 0.04% | – |
| SYK | New | STRYKER CORP | $223,000 | – | 1,064 | +100.0% | 0.04% | – |
| CGNX | New | COGNEX CORP | $219,000 | – | 3,908 | +100.0% | 0.04% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $223,000 | – | 1,151 | +100.0% | 0.04% | – |
| VOO | New | VANGUARD INDEX FDS | $216,000 | – | 730 | +100.0% | 0.04% | – |
| HDV | New | ISHARES TRcore high dv etf | $214,000 | – | 2,184 | +100.0% | 0.04% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $211,000 | – | 993 | +100.0% | 0.04% | – |
| GILD | New | GILEAD SCIENCES INC | $211,000 | – | 3,244 | +100.0% | 0.04% | – |
| EMKR | New | EMCORE CORP | $205,000 | – | 67,312 | +100.0% | 0.03% | – |
| ATHX | New | ATHERSYS INC | $192,000 | – | 155,746 | +100.0% | 0.03% | – |
| BTZ | New | BLACKROCK CR ALLCTN INC TR | $182,000 | – | 13,022 | +100.0% | 0.03% | – |
| CTXR | New | CITIUS PHARMACEUTICALS INC | $168,000 | – | 164,444 | +100.0% | 0.03% | – |
| RBBN | New | RIBBON COMMUNICATIONS INC | $99,000 | – | 31,914 | +100.0% | 0.02% | – |
| BB | New | BLACKBERRY LTD | $64,000 | – | 10,000 | +100.0% | 0.01% | – |
| VERU | New | VERU INC | $45,000 | – | 13,521 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- PARAMETRIC PORTFOLIO ASSOCIATES LLC #1
- Boston Trust Walden Co #2
- 3EDGE Asset Management, LP #3
- Aristotle Capital Management, LLC #4
- BAIRD ROBERT W & CO INC /WI/ #5
- Boston Common Asset Management, LLC #6
- CG Asset Management LLC #7
- Clearbridge Investments, LLC #8
- CONGRESS ASSET MANAGEMENT CO /MA #9
- Cubic Asset Management, LLC #10
- DELAWARE CAPITAL MANAGEMENT INC #11
- EARNEST PARTNERS LLC #12
- ESSEX INVESTMENT MANAGEMENT CO LLC #13
- GOLDMAN SACHS ASSET MANAGEMENT/ #14
- HARDING LOEVNER LP #15
- Hillman Capital Management, Inc. #16
- INSIGHT CAPITAL RESEARCH & MANAGEMENT INC #17
- IRONWOOD INVESTMENT MANAGEMENT LLC #18
- JENSEN INVESTMENT MANAGEMENT INC #19
- LONDON CO OF VIRGINIA #20
- Neuberger Berman Group LLC #21
- OAK RIDGE INVESTMENTS LLC #22
- POLEN CAPITAL MANAGEMENT LLC #23
- SCHAFER CULLEN CAPITAL MANAGEMENT INC #24
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TECHTARGET INC | 3 | Q2 2020 | 12.3% |
| ISHARES TR | 3 | Q2 2020 | 9.2% |
| ISHARES TR | 3 | Q2 2020 | 7.3% |
| ISHARES TR | 3 | Q2 2020 | 5.5% |
| ISHARES TR | 3 | Q2 2020 | 4.9% |
| ISHARES TR | 3 | Q2 2020 | 4.0% |
| SCHWAB STRATEGIC TR | 3 | Q2 2020 | 3.2% |
| APPLE INC | 3 | Q2 2020 | 2.5% |
| ISHARES TR | 3 | Q2 2020 | 2.4% |
| ISHARES TR | 3 | Q2 2020 | 2.3% |
View Argent Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-08-17 |
| 13F-HR | 2020-05-12 |
| 13F-HR | 2020-02-13 |
View Argent Wealth Management LLC'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.