Top 50 Argent Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE ETF | 5.23% | 211.5K | $19.2M | +1.74%(+3.61K) | $62.64(+55.07%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 4.58% | 248.6K | $16.8M | +1.98%(+4.83K) | $46.14(+58.51%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 3.86% | 83.2K | $14.1M | -0.95%(-802) | $89.38(+69.57%) | 2026-03-31 | |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 3.76% | 196.0K | $13.8M | +3.15%(+5.99K) | $47.07(+55.45%) | 2026-03-31 | |
| AVUV | AMERICAN CENTURY U.S. SMALL CAP VALUE | 3.55% | 117.7K | $13.0M | new | $106.23(+10.91%) | 2026-03-31 | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 3.31% | 146.7K | $12.1M | +1.45%(+2.10K) | $82.11(+0.09%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.19% | 17.9K | $11.7M | +1.97%(+345) | $357.29(+108.72%) | 2026-03-31 | |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 3.11% | 445.2K | $11.4M | +2.16%(+9.42K) | $24.48(+10.67%) | 2026-03-31 | |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | 2.94% | 93.3K | $10.8M | +6.01%(+5.29K) | $108.61(+14.87%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.73% | 39.4K | $10.0M | -2.08%(-835) | $123.49(+142.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.95% | +32.92% |
| Top 20 Holdings Unweighted | +10.70% | +35.66% |
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