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| Happy Holidays!! thanks for using AUM13F!! |
| Stegent Equity Advisors Inc
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|---|---|
| CRD # | 114518 |
| SEC # | 801-63736 |
| CIK # | 0001908976 |
| AUM | $209.0 M (2025-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 7138409300104 |
| Address | 24 Greenway Plaza Houston, TX 77046 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Precious Metals Basket Trust | 4.5 | ||
| Houlihan Lokey Inc | 2.6 | ||
| Verisk Analytics Inc | 1.9 | ||
| Texas Pacific Land Corp | 1.8 | ||
| Apple Inc | 1.6 | ||
| Berkley W R Corp | 1.5 | ||
| Microsoft Corp | 1.5 | ||
| AbbVie Inc | 1.5 | ||
| Conocophillips | 1.5 | ||
| Altria Group Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 11.7 |
| (b) Individuals (high net worth individuals) | 62 | 193.8 |
| (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 | 0.7 |
| (h) Charitable organizations | 0 | 2.8 |
| (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 | 372 | 209.0 |
| By Discretionary | ||
| Discretionary | 365 | 207.8 |
| Non-Discretionary | 7 | 1.2 |
| Total | 372 | 209.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 209.0 | |
| Total | 372 | 209.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908976] |
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MD | 0.2 |
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0.2 | |
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GA | 0.2 |
|
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CO | 0.2 |
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TX | 0.2 |