Sequent Planning LLC
Top Portfolio Positions
50 positions ·
$56,571,105 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
19,062 | $8,202,187 | 14.50% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,118 | $5,439,595 | 9.62% |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,434 | $4,725,761 | 8.35% |
| NVDA |
Nvidia Corp
Technology
|
24,813 | $4,327,387 | 7.65% |
| PEP |
Pepsico Inc
Consumer Defensive
|
21,984 | $3,413,895 | 6.03% |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,847 | $2,797,591 | 4.95% |
| AAPL |
Apple Inc.
Technology
|
10,316 | $2,618,097 | 4.63% |
| SMA |
SmartStop Self Storage REIT, Inc.
Real Estate
|
64,571 | $1,955,209 | 3.46% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,000 | $1,858,750 | 3.29% |
| META |
Meta Platforms, Inc.
Communication Services
|
2,687 | $1,537,313 | 2.72% |
Portfolio Trend
Holdings in DSL
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $406,558 | 37,540 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $424,642 | 37,679 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $488,879 | 39,811 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $601,669 | 49,156 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $473,858 | 37,578 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $496,024 | 39,461 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $621,677 | 47,895 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $672,073 | 53,680 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $625,208 | 49,229 | Shares | Sole | 2024-05-14 | |
| No quarters match your search. | ||||||