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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sequent Planning LLC
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|---|---|
| CRD # | 160381 |
| SEC # | 801-113971 |
| CIK # | 0002009724 |
| AUM | $394.7 M (2025-07-10) |
| Employees | 91 (77% Investors, 1% Brokers) |
| Phone | 402-953-3544 |
| Address | 8420 West Dodge Road Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 9.6 | ||
| Amazon Com Inc | 6.0 | ||
| Nvidia Corp | 5.8 | ||
| Microsoft Corp | 2.9 | ||
| PepsiCo Inc | 2.9 | ||
| Alphabet Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,075 | 348.9 |
| (b) Individuals (high net worth individuals) | 27 | 45.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,102 | 394.7 |
| By Discretionary | ||
| Discretionary | 5,102 | 394.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,102 | 394.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.7 | |
| Total | 5,102 | 394.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009724] |
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|---|---|---|
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TX | 0.4 |
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0.4 | |
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Eaton-Cambridge Inc
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AZ | 0.4 |
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Nova Financial LLC
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AZ | 0.4 |
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Wood Tarver Financial Group LLC
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ID | 0.4 |