$123 Million is the total value of Stegent Equity Advisors, Inc.'s 100 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ABRDN PRECIOUS METALS BASKET | 8 | Q3 2023 | 9.2% |
| EA SERIES TRUST | 8 | Q3 2023 | 5.5% |
| INNOVATOR ETFS TR | 8 | Q3 2023 | 3.3% |
| INVESCO EXCH TRADED FD TR II | 8 | Q3 2023 | 3.5% |
| TIDAL ETF TR | 8 | Q3 2023 | 3.5% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 2.4% |
| FIRST TR VALUE LINE DIVID IN | 8 | Q3 2023 | 4.0% |
| APPLE INC | 8 | Q3 2023 | 2.3% |
| SPDR SER TR | 8 | Q3 2023 | 2.1% |
| TEXAS PACIFIC LAND CORPORATI | 8 | Q3 2023 | 2.2% |
View Stegent Equity Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-08 |
View Stegent Equity 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.