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Sequent Asset Management, LLC

Sequent Asset Management, LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001509550
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameSequent Asset Management, LLC
Ticker–
CIK0001509550

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)TX
Geschäftsadresse952 ECHO LANE, SUITE 312, 77024 HOUSTON, TX
Telefon(713) 467-0008
EIN (IRS)26-3013042

Listing & Historie

Fiskaljahr-Ende31.12.

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
WELLS FARGO & COMPANY/MN21.326.829021.326.829785.468.633Neu+100,0%
AMERIPRISE FINANCIAL INC12.470.075012.470.075461.514.851Neu+100,0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO11.049.450011.049.450398.202.335Neu+100,0%
FMR LLC9.804.99309.804.993352.932.377Neu+100,0%
LPL Financial LLC6.361.08806.361.088260.067.304Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC3.880.8783.222.204658.674159.972.819Aufgestockt+20,4%
RAYMOND JAMES FINANCIAL INC3.505.04803.505.048133.878.554Neu+100,0%
Creative Planning1.792.76901.792.769118.785.756Neu+100,0%
MORGAN STANLEY2.089.87402.089.874113.351.840Neu+100,0%
HUNTINGTON NATIONAL BANK2.912.38602.912.386104.729.438Neu+100,0%
BANK OF AMERICA CORP /DE/1.609.21301.609.21394.738.479Neu+100,0%
GOLDMAN SACHS GROUP INC742.7170742.71785.725.064Neu+100,0%
Cetera Investment Advisers2.132.65302.132.65381.061.676Neu+100,0%
OSAIC HOLDINGS, INC.2.021.10402.021.10474.824.681Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC1.919.81701.919.81774.062.606Neu+100,0%
Kestra Advisory Services, LLC1.719.5851.917.987-198.40272.386.624Reduziert-10,3%
Richard P Slaughter Associates Inc1.417.4431.299.753117.69057.519.837Aufgestockt+9,1%
ROYAL BANK OF CANADA1.188.46601.188.46650.698.000Neu+100,0%
ASSETMARK, INC667.7000667.70050.114.673Neu+100,0%
GW HENSSLER & ASSOCIATES LTD1.211.1131.179.65331.46049.146.975Aufgestockt+2,7%
STATE STREET CORP530.6700530.67048.017.211Neu+100,0%
Madison Wealth Partners, Inc1.226.13501.226.13544.091.797Neu+100,0%
UBS Group AG749.3580749.35838.634.386Neu+100,0%
KFG WEALTH MANAGEMENT, LLC947.794896.87450.92038.461.461Aufgestockt+5,7%
MML INVESTORS SERVICES, LLC896.1200896.12034.877.329Neu+100,0%
McNamara Financial Services, Inc.773.260769.0314.22931.378.891Aufgestockt+0,5%
LIFELONG WEALTH ADVISORS, INC.736.675761.568-24.89329.894.286Reduziert-3,3%
ADAMSBROWN WEALTH CONSULTANTS LLC625.634601.48924.14525.388.210Aufgestockt+4,0%
Mariner, LLC375.3360375.33625.380.782Neu+100,0%
Axiom Financial Strategies, LLC212.4530212.45324.633.973Neu+100,0%
Summit Financial Wealth Advisors, LLC579.236551.75827.47823.505.414Aufgestockt+5,0%
Retirement Management Systems Inc.562.734529.50733.22722.835.766Aufgestockt+6,3%
AE Wealth Management LLC299.0450299.04522.552.992Neu+100,0%
Duncan Williams Asset Management, LLC533.9330533.93321.666.982Neu+100,0%
Merit Financial Group, LLC468.988424.28044.70820.168.706Aufgestockt+10,5%
Equitable Holdings, Inc.473.9120473.91219.628.459Neu+100,0%
NewEdge Advisors, LLC227.8910227.89119.532.483Neu+100,0%
Tyche Wealth Partners LLC536.8150536.81519.303.855Neu+100,0%
TRUE Private Wealth Advisors122.9447.690115.25419.128.931Aufgestockt+1498,8%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC195.3640195.36418.192.296Neu+100,0%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC446.041426.13019.91118.100.357Aufgestockt+4,7%
Baird Financial Group, Inc.404.8760404.87615.827.961Neu+100,0%
Mayfair Advisory Group, LLC395.5540395.55414.224.117Neu+100,0%
swisspartners Advisors Ltd147.8100147.81013.671.714Neu+100,0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management182.808177.9874.82113.583.580Aufgestockt+2,7%
CITADEL ADVISORS LLC115.9550115.95513.444.982Neu+100,0%
Private Advisor Group, LLC290.402375.756-85.35413.279.313Reduziert-22,7%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC309.926174.725135.20113.153.491Aufgestockt+77,4%
Parkside Investments, LLC356.4710356.47112.818.710Neu+100,0%
Fortis Group Advisors, LLC77.23543.56433.67112.017.023Aufgestockt+77,3%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
COMMONWEALTH EQUITY SERVICES, LLC3.880.8783.222.204+20,4%159.972.81917,13–17 Q
Kestra Advisory Services, LLC1.719.5851.917.987-10,3%72.386.6247,75–17 Q
Richard P Slaughter Associates Inc1.417.4431.299.753+9,1%57.519.8376,160 %6 Q
GW HENSSLER & ASSOCIATES LTD1.211.1131.179.653+2,7%49.146.9755,260 %3 Q
KFG WEALTH MANAGEMENT, LLC947.794896.874+5,7%38.461.4614,120 %10 Q
McNamara Financial Services, Inc.773.260769.031+0,5%31.378.8913,360 %3 Q
LIFELONG WEALTH ADVISORS, INC.736.675761.568-3,3%29.894.2863,20100 %3 Q
ADAMSBROWN WEALTH CONSULTANTS LLC625.634601.489+4,0%25.388.2102,720 %4 Q
Summit Financial Wealth Advisors, LLC579.236551.758+5,0%23.505.4142,520 %3 Q
Retirement Management Systems Inc.562.734529.507+6,3%22.835.7662,450 %3 Q
Duncan Williams Asset Management, LLC533.9330+100,0%21.666.9822,320 %1 Q
Merit Financial Group, LLC468.988424.280+10,5%20.168.7062,160 %11 Q
TRUE Private Wealth Advisors122.9447.690+1498,8%19.128.9312,050 %12 Q
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC446.041426.130+4,7%18.100.3571,940 %2 Q
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management182.808177.987+2,7%13.583.5801,4592 %17 Q
Private Advisor Group, LLC290.402375.756-22,7%13.279.3131,420 %17 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC309.926174.725+77,4%13.153.4911,4111 %12 Q
Fortis Group Advisors, LLC77.23543.564+77,3%12.017.0231,290 %4 Q
Redhawk Wealth Advisors, Inc.281.4640+100,0%11.421.7961,220 %4 Q
Apella Capital, LLC133.347137.577-3,1%9.655.3551,030 %16 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.24022,1956
31.03.2026✓506153,16.088
31.12.2025✓484112,24.729
30.09.2025✓42266,62.970
30.06.2025✓38447,21.983
31.03.2025✓35449,91.923

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Tyche Wealth Partners LLC536.81519.303.855
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC426.13015.323.621
Serenity Investment Advisors286.05611.210.535
GTS SECURITIES LLC109.3889.754.550
Pure Financial Advisors, LLC114.4547.567.722
Jump Financial, LLC53.4276.194.861
Csenge Advisory Group35.4674.112.399
Cornerstone Wealth, LLC/TN76.0702.889.899
Andrews Advisory Associates, LLC74.3152.672.367
Independent Advisor Alliance65.7682.621.384

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
WELLS FARGO & COMPANY/MN21.326.82917.262.635+424.7 %785.468.625
AMERIPRISE FINANCIAL INC12.470.0752.609.683+26.5 %461.514.851
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO11.049.4501.838.116+20.0 %398.202.335
Madison Wealth Partners, Inc1.226.1351.216.720+12923.2 %44.091.797
RAYMOND JAMES FINANCIAL INC3.505.048878.830+33.5 %133.878.554
COMMONWEALTH EQUITY SERVICES, LLC3.222.204867.221+36.8 %118.378.468
LPL Financial LLC6.361.088852.261+15.5 %260.067.304
MORGAN STANLEY2.089.874787.545+60.5 %113.351.840
FMR LLC9.804.993571.425+6.2 %352.932.377
ROYAL BANK OF CANADA1.188.466510.035+75.2 %50.698.000

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
WADDELL & ASSOCIATES, LLC53.583-593.866-91.7 %3.542.928
Armor Investment Advisors, LLC272.493-255.134-48.4 %9.798.861
MARSHALL INVESTMENT MANAGEMENT, LLC2.129-237.936-99.1 %76.541
TrueWealth Advisors, LLC9.171-103.100-91.8 %329.781
GOLDMAN SACHS GROUP INC742.717-91.046-10.9 %85.725.064
Creative Planning1.792.769-87.992-4.7 %118.785.756
PFG Advisors136.235-80.098-37.0 %7.526.321
AE Wealth Management LLC299.045-79.020-20.9 %22.552.980
Sequent Asset Management, LLC150.836-66.155-30.5 %5.183.153
Qube Research & Technologies Ltd5.654-51.436-90.1 %230.324

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