Sequent Planning LLC
Top Portfolio Positions
50 positions ·
$56,571,105 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
9 quarters · across all stocks
Holdings in JSPR
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,052 | 14,900 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $22,875 | 12,500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $29,750 | 12,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $58,275 | 10,500 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||