SEQUENT PLANNING LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SMA | 65K | $2.01M |
 | FSK | 34K | $508.70K |
 | AMZN | 26K | $6.02M |
 | NVDA | 24K | $4.54M |
 | PEP | 22K | $3.12M |
 | GOOGL | 16K | $5.08M |
 | MLI | 13K | $1.51M |
 | JSPR | 13K | $22.88K |
 | NFLX | 12K | $1.10M |
 | AAPL | 11K | $2.87M |
 | BALL | 9K | $482.88K |
 | BAC | 8K | $452.78K |
 | CNQ | 6K | $218.40K |
 | PSIX | 6K | $352.15K |
 | SU | 6K | $265.98K |
 | INTC | 6K | $207.71K |
 | D | 6K | $327.08K |
 | WMT | 5K | $590.93K |
 | TSLA | 5K | $2.16M |
 | TSM | 4K | $1.31M |
Smartstop Self Storage REIT Inc
SMA
Shares Held
65K
Value
$2.01M
FS KKR Capital Corp.
FSK
Shares Held
34K
Value
$508.70K
Amazon.com, Inc.
AMZN
Shares Held
26K
Value
$6.02M
NVIDIA Corporation
NVDA
Shares Held
24K
Value
$4.54M
PepsiCo, Inc.
PEP
Shares Held
22K
Value
$3.12M
Alphabet Inc.
GOOGL
Shares Held
16K
Value
$5.08M
Mueller Industries, Inc.
MLI
Shares Held
13K
Value
$1.51M
Jasper Therapeutics, Inc.
JSPR
Shares Held
13K
Value
$22.88K
Netflix, Inc.
NFLX
Shares Held
12K
Value
$1.10M
Apple Inc.
AAPL
Shares Held
11K
Value
$2.87M
Ball Corporation
BALL
Shares Held
9K
Value
$482.88K
Bank of America Corporation
BAC
Shares Held
8K
Value
$452.78K
Canadian Natural Resources Limited
CNQ
Shares Held
6K
Value
$218.40K
Power Solutions International, Inc.
PSIX
Shares Held
6K
Value
$352.15K
Suncor Energy Inc.
SU
Shares Held
6K
Value
$265.98K
Intel Corporation
INTC
Shares Held
6K
Value
$207.71K
Dominion Energy, Inc.
D
Shares Held
6K
Value
$327.08K
Walmart Inc.
WMT
Shares Held
5K
Value
$590.93K
Tesla, Inc.
TSLA
Shares Held
5K
Value
$2.16M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
4K
Value
$1.31M