Sequent-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ABBV",
  "GOOGL",
  "VDE",
  null,
  "LOW",
  "AIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  "PEP",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  null,
  null,
  null,
  "RTX",
  "GLD",
  null,
  null,
  "SPLG",
  null,
  "VIRC",
  "VWO",
  "VSS",
  null,
  "DSL",
  null,
  "VIG",
  null,
  "XLB",
  "SU",
  null,
  null,
  null,
  "FSK",
  "MLI",
  "F",
  "INSW",
  "AMZN",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "MGK",
  "VTEB",
  "BND",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WLK",
  null,
  "GRMN",
  "CNQ",
  null,
  "ON",
  null,
  null,
  null,
  null,
  "DGRO",
  "MCK",
  "SPYV",
  null,
  null,
  "AZO",
  "BAC",
  "BRK-B",
  "CVX",
  "CIVI",
  "COP",
  "QQQ",
  "XOM",
  "JNJ",
  "TSLA",
  "PM",
  "XLK",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 146
Total Value: 277761399
Accession Number: 0001214659-25-007428
Form Type: 13F-HR
CIK: sequent-planning
Manager Name: Sequent-Planning

Data Enrichment

43% identified

63 identified83 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

146 positions • $277.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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UNION PACIFIC CORP

UNP|907818108

Shares:878

Value:$207.4K

% of Portfolio:0.1% ($207.4K/$277.8M)

33740U307

Shares:4.6K

Value:$205.6K

% of Portfolio:0.1% ($205.6K/$277.8M)

33740F425

Shares:5.8K

Value:$205.2K

% of Portfolio:0.1% ($205.2K/$277.8M)

336917109

Shares:4.6K

Value:$201.0K

% of Portfolio:0.1% ($201.0K/$277.8M)

04273H104

Shares:12.2K

Value:$157.5K

% of Portfolio:0.1% ($157.5K/$277.8M)

FORD MOTOR CO

F|345370860

Shares:12.7K

Value:$127.4K

% of Portfolio:0.0% ($127.4K/$277.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNION PACIFIC CORP(UNPcusip907818108)	878	QoQ NEW(+878) YoY NEW(+878)	All Managers (Combined)	$207.4K	0.1% ($207.4K/$277.8M)	QoQ NEW(+$207.4K) YoY NEW(+$207.4K)
(cusip33740U307)✕	4.6K	QoQ -3.39% (-162) YoY NEW(+4.6K)	All Managers (Combined)	$205.6K	0.1% ($205.6K/$277.8M)	QoQ -5.81% (-$12.7K) YoY NEW(+$205.6K)
(cusip33740F425)✕	5.8K	QoQ -1.40% (-83) YoY NEW(+5.8K)	All Managers (Combined)	$205.2K	0.1% ($205.2K/$277.8M)	QoQ -1.85% (-$3.9K) YoY NEW(+$205.2K)
(cusip336917109)✕	4.6K	QoQ NEW(+4.6K) YoY -23.25% (-1.4K)	All Managers (Combined)	$201.0K	0.1% ($201.0K/$277.8M)	QoQ NEW(+$201.0K) YoY -13.36% (-$31.0K)
(cusip04273H104)✕	12.2K	QoQ +7.76% (+878) YoY -8.45% (-1.1K)	All Managers (Combined)	$157.5K	0.1% ($157.5K/$277.8M)	QoQ +13.37% (+$18.6K) YoY -10.39% (-$18.3K)
FORD MOTOR CO(Fcusip345370860)	12.7K	QoQ 0.00% (+1) YoY -1.63% (-211)	All Managers (Combined)	$127.4K	0.0% ($127.4K/$277.8M)	QoQ +1.32% (+$1.7K) YoY -25.70% (-$44.1K)