StockDriftsStockDriftsTop 50 Sequent Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 7.01% | 291.9K | $29.0M | +11.41%(+29.91K) | $99.72(-1.05%) | 2026-03-31 | |
| USPX | FRANKLIN TEMPLETON ETF TR | 5.14% | 373.9K | $21.3M | +15.64%(+50.57K) | $57.04(+13.59%) | 2026-03-31 | |
| FLCB | FRANKLIN TEMPLETON ETF TR | 4.86% | 935.3K | $20.1M | +9.96%(+84.73K) | $21.62(-1.24%) | 2026-03-31 | |
| XOCT | FIRST TR EXCHNG TRADED FD VI | 4.1% | 454.6K | $16.9M | -2.65%(-12.37K) | $34.04(+14.82%) | 2026-03-31 | |
| QDEC | FIRST TR EXCHNG TRADED FD VI | 3.69% | 485.6K | $15.3M | -4.51%(-22.93K) | $27.04(+30.14%) | 2026-03-31 | |
| FLQL | FRANKLIN TEMPLETON ETF TR | 3.36% | 205.4K | $13.9M | +11.62%(+21.38K) | $66.38(+15.95%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 2.41% | 75.0K | $10.0M | +9.68%(+6.62K) | $116.23(+52.16%) | 2026-03-31 | |
| GOCT | FIRST TR EXCHNG TRADED FD VI | 2.12% | 226.7K | $8.8M | -2.37%(-5.51K) | $34.84(+17.90%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 1.98% | 19.1K | $8.2M | -9.62%(-2.03K) | $224.19(+92.03%) | 2026-03-31 | |
| QCOC | FIRST TR EXCHNG TRADED FD VI | 1.86% | 350.5K | $7.7M | -0.41%(-1.46K) | $20.71(+14.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.36% | +38.08% |
| Top 20 Holdings Unweighted | +10.12% | +33.54% |
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