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CIK: 0001426851
Total reported value
$399.7M
$399.7M
148 檔
16.4%
During the Q1 2025 filing period, Argent Advisors, Inc. (CIK: 0001426851) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $399.7M across 148 reported positions.
In Q1 2025, Argent Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, ISTB, IJH) accounted for 16.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEFA
市值: $16.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.57% | -0.01% | +7.53% | |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 4.85% | -0.04% | +8.62% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.30% | +0.31% | -2.64% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.80% | -0.26% | -3.33% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.44% | -0.01% | -2.15% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.40% | +0.07% | -10.89% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.23% | +0.21% | -0.73% | |
| 8 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 3.16% | +0.13% | +50.84% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.11% | -0.03% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.42% | +0.19% | +18.74% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.41% | +0.78% | +1.99% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.33% | -1.48% | -24.97% | |
| 13 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 2.18% | -0.30% | +4.97% | |
| 14 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 2.15% | -0.12% | +23.96% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.10% | +23.33% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.43% | -0.20% | +10.19% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.38% | -0.04% | +3.63% | |
| 18 | OBK | Origin Bancorp Inc | Stock-Other | 1.27% | +0.09% | +870.27% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.23% | +7.17% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.07% | -0.05% | +3.64% | |
| 21 | MSTR | Strategy Inc | Stock-Tech | 1.06% | -0.13% | +29.41% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.44% | +94.40% | |
| 23 | IDV | Ishares International Select | ETF-Other | 1.01% | -0.16% | +7.72% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.05% | +5.28% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 0.98% | — | +9.91% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | +0.05% | -26.77% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.28% | +16.87% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.09% | +1102.30% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.85% | +0.03% | +11.97% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.83% | -0.16% | +12.56% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | +0.50% | +4.87% | |
| 32 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.78% | +0.04% | +11.95% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | +0.32% | +2.83% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.76% | -0.11% | +7.41% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | +0.14% | +697.63% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.16% | +36.59% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.72% | -0.07% | +2.09% | |
| 38 | ENB | Enbridge Inc | Stock-Energy | 0.72% | -0.08% | -0.68% | |
| 39 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.71% | -0.12% | +68.04% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.08% | -2.10% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.69% | -0.07% | -0.94% | |
| 42 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.65% | -0.04% | +20.70% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.02% | +24.31% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.61% | — | +21.42% | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.59% | -0.08% | -1.96% | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.57% | — | +0.96% | |
| 47 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.56% | +0.02% | +25.50% | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.56% | — | +20.19% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.02% | +5.28% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | +0.08% | +1.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 2 | ISTB | Ishares Core 1-5 Year Usd Bo | — | NEW | New buy |
| 3 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 5 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 6 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 7 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 8 | RDVI | Ft Vest Rising Dividend Achi | — | NEW | New buy |
| 9 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 10 | AAPL | Apple Inc | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 13 | DVYE | Ishares Emerging Markets Div | — | NEW | New buy |
| 14 | KNG | Ft Vest S&p 500 Dvd Arst Trg | — | NEW | New buy |
| 15 | MSFT | Microsoft CORP | — | NEW | New buy |
| 16 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 17 | KO | Coca-cola Co/the | — | NEW | New buy |
| 18 | OBK | Origin Bancorp Inc | — | NEW | New buy |
| 19 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 20 | DVY | Ishares Select Dividend ETF | — | NEW | New buy |
| 21 | MSTR | Strategy Inc | — | NEW | New buy |
| 22 | CVX | Chevron CORP | — | NEW | New buy |
| 23 | IDV | Ishares International Select | — | NEW | New buy |
| 24 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 25 | MDT | Medtronic plc | — | NEW | New buy |
| 26 | WMT | Walmart Inc | — | NEW | New buy |
| 27 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 28 | NVDA | Nvidia CORP | — | NEW | New buy |
| 29 | AXP | American Express Co | — | NEW | New buy |
| 30 | PFE | Pfizer Inc | — | NEW | New buy |
| 31 | CAT | Caterpillar Inc | — | NEW | New buy |
| 32 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 33 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 35 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 36 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 37 | DUK | Duke Energy CORP | — | NEW | New buy |
| 38 | ENB | Enbridge Inc | — | NEW | New buy |
| 39 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 40 | RTX | Rtx CORP | — | NEW | New buy |
| 41 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 42 | SLQD | Ishares 0-5 Yr Inv Grd CORP | — | NEW | New buy |
| 43 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 44 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 45 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 46 | TFC | Truist Financial CORP | — | NEW | New buy |
| 47 | GPC | Genuine Parts Co | — | NEW | New buy |
| 48 | TGT | Target CORP | — | NEW | New buy |
| 49 | UNP | Union Pacific CORP | — | NEW | New buy |
| 50 | HD | Home Depot Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Argent Advisors, Inc. reported a total U.S. public equity portfolio value of $399.7M across 148 disclosed positions in Q1 2025.
During Q1 2025, Argent Advisors, Inc.'s top holdings by market value included IEFA (5.6%)、ISTB (4.8%)、IJH (4.3%). The largest single position, IEFA, represented 5.6% of total portfolio value.
In Q1 2025, Argent Advisors, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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