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Andrea Butler

Sequent Planning Llc

Assets Managed
$413.581M
Holdings
242
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
5.26%(2Q avg: 8.39%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Sequent Planning Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 242 positions.

Assets under management

The assets under management (AUM) of Sequent Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 413.581M in assets, with a quarterly growth rate of 5.26% and a 2-quarter average growth rate of 8.39%. The portfolio is managed by Andrea Butler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 11.42%
7.01%
$28.982M
291,946 shares@ $99.28 avg price
USPX
Franklin U.s. Equity Index E
Recent Activity
Increased 15.65%
5.15%
$21.261M
373,851 shares@ $56.87 avg price
FLCB
Franklin U.s. Core Bond Etf
Recent Activity
Increased 9.97%
4.86%
$20.099M
935,273 shares@ $21.49 avg price
XOCT
Ft Vest Us Equity Enhance &
Recent Activity
Decreased -2.64%
4.1%
$16.942M
454,609 shares@ $37.27 avg price
QDEC
Ft Vest Nasdaq-100 Buffer Et
Recent Activity
Decreased -4.5%
3.7%
$15.278M
485,639 shares@ $31.47 avg price
FLQL
Franklin U.s. Large Cap Mult
Recent Activity
Increased 11.62%
3.36%
$13.895M
205,420 shares@ $67.65 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 9.69%
2.42%
$9.967M
74,999 shares@ $132.9 avg price
GOCT
Ft Vest Us Equity Moderate B
Recent Activity
Decreased -2.37%
2.12%
$8.757M
226,717 shares@ $38.63 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -9.62%
1.99%
$8.202M
19,062 shares@ $430.29 avg price
QCOC
Ft Ndq100 Cns Buff Etf - Oct
Recent Activity
Decreased -0.41%
1.87%
$7.708M
350,515 shares@ $22.0 avg price

1-10 of 242