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Argent Advisors, Inc. 13F Holdings
Holdings from the most recent 13F from Argent Advisors, Inc.
Filed: 2021-02-11 (Q4 2020) | Holdings: 155 | Value: $163.4M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | Add 13% ($1.2M) | 6.14% | $10.0M | +50.42% | +8.57% | +17.31% | |
| IEFA - ISHARES CORE MSCI EAFE ETF | Reduce 5% $(565.2K) | 6.10% | $10.0M | +27.86% | +2.64% | +2.14% | |
| IVV - ISHARES CORE S&P 500 ETF | Add 10% ($743.3K) | 4.82% | $7.9M | +62.29% | +4.36% | +14.18% | |
| IJH - ISHARES CORE S&P MID-CAP ETF | Reduce 6% $(447.7K) | 4.23% | $6.9M | +29.21% | +4.10% | +5.50% | |
| IWM - ISHARES RUSSELL 2000 ETF | New Purchase | 3.71% | $6.1M | -2.11% | -6.06% | -10.33% | |
| AAPL - APPLE INC COM | Reduce 1% $(29.6K) | 3.13% | $5.1M | +61.10% | -8.46% | +26.45% | |
| JPM - JPMORGAN CHASE & CO COM | Reduce 28% $(1.5M) | 2.41% | $3.9M | +115.43% | +13.90% | +12.28% | |
| DVY - ISHARES SELECT DIVIDEND ETF | New Purchase | 2.33% | $3.8M | +51.93% | +17.16% | +24.55% | |
| MSFT - MICROSOFT CORP | Add 2% ($58.5K) | 2.24% | $3.7M | +93.40% | -1.80% | +21.95% | |
| XOM - EXXON MOBIL CORP | Reduce 1% $(30.4K) | 1.79% | $2.9M | +158.64% | +23.23% | +68.62% | |
| JNJ - JOHNSON & JOHNSON | Add 9% ($215.0K) | 1.64% | $2.7M | +3.77% | +2.95% | +3.27% | |
| CVX - CHEVRON CORP | Reduce 43% $(1.9M) | 1.60% | $2.6M | +85.54% | +18.96% | +57.14% | |
| ARKK - ARK INNOVATION ETF | Add 15% ($321.2K) | 1.50% | $2.5M | -61.54% | -33.61% | -53.22% | |
| CAT - CATERPILLAR INC COM | Add 2% ($40.4K) | 1.30% | $2.1M | +94.10% | +20.41% | +3.03% | |
| V - VISA INC CLASS A SHARES | Reduce 6% $(128.0K) | 1.28% | $2.1M | +79.88% | +5.38% | +8.30% | |
| WMT - WALMART INC | Add 1% ($17.7K) | 1.17% | $1.9M | +117.85% | -4.94% | -5.60% | |
| HD - HOME DEPOT INC | Add 22% ($333.6K) | 1.12% | $1.8M | +52.39% | +15.11% | +29.51% | |
| VZ - VERIZON COMMUNICATIONS INC | Add 8% ($135.9K) | 1.10% | $1.8M | +4.39% | +8.49% | +2.46% | |
| DVYE - ISHARES EMERGING MARKETS DIVIDEND ETF | Reduce 16% $(334.6K) | 1.07% | $1.7M | +6.58% | +2.69% | +9.06% | |
| BND - VANGUARD TOTAL BOND MARKET ETF | Add 17% ($242.0K) | 1.00% | $1.6M | -5.56% | -2.06% | -4.52% | |
| BLK - BLACKROCK INC | Add 2% ($38.2K) | 1.00% | $1.6M | +53.68% | +15.80% | +8.38% | |
| ISTB - ISHARES CORE 1-5 YEAR USD BOND ETF | Add 19% ($248.7K) | 0.97% | $1.6M | +4.98% | -0.23% | -2.84% | |
| SCHG - SCHWAB U.S.LARGE-CAP GROWTH ETF | Add 20% ($261.4K) | 0.96% | $1.6M | +66.63% | -3.70% | +6.45% | |
| PFE - PFIZER INC COM | Add 1% ($20.8K) | 0.95% | $1.6M | -19.15% | +16.38% | +49.77% | |
| CMCSA - COMCAST CORP CLASS A | Add 5% ($66.2K) | 0.92% | $1.5M | -25.32% | +6.68% | -9.47% | |
| SCHV - SCHWAB U.S. LARGE-CAP VALUE ETF | Add 24% ($283.2K) | 0.90% | $1.5M | +44.58% | +8.77% | +15.50% | |
| FBND - FIDELITY TOTAL BOND ETF | Reduce 24% $(444.5K) | 0.88% | $1.4M | -2.19% | -1.73% | -3.58% | |
| GOOG - ALPHABET INC CAP STK CL C | Reduce 15% $(236.4K) | 0.85% | $1.4M | +60.96% | +7.12% | +29.46% | |
| CSCO - CISCO SYSTEMS INC | Add 13% ($160.5K) | 0.85% | $1.4M | +52.33% | +9.58% | +15.17% | |
| HYLS - FIRST TRUST TACTICAL HIGH YIELD ETF | Reduce 47% $(1.2M) | 0.82% | $1.3M | +10.00% | -0.30% | -1.29% | |
| BAC - BANK OF AMERICA CORPORATION | New Purchase | 0.78% | $1.3M | +50.29% | +25.41% | +46.46% | |
| SLQD - ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | Add 18% ($191.7K) | 0.78% | $1.3M | +8.15% | -0.20% | -2.39% | |
| IEMG - ISHARES CORE MSCI EMERGING MARKETS ETF | Add 1% ($15.5K) | 0.76% | $1.2M | -6.69% | -8.30% | -11.83% | |
| NEE - NEXTERA ENERGY INC | New Purchase | 0.71% | $1.2M | -0.83% | -14.42% | -9.09% | |
| TIP - ISHARES TIPS BOND ETF | Add 14% ($142.4K) | 0.71% | $1.2M | +1.03% | +0.27% | +1.47% | |
| PG - PROCTER & GAMBLE CO | New Purchase | 0.69% | $1.1M | +41.73% | +6.57% | +25.45% | |
| IDV - ISHARES INTERNATIONAL SELECT DIVIDEND ETF | Add 6% ($59.9K) | 0.69% | $1.1M | +41.35% | +10.26% | +13.72% | |
| IVW - ISHARES S&P 500 GROWTH ETF | Add 227% ($771.3K) | 0.68% | $1.1M | +60.49% | -1.03% | +10.99% | |
| YUM - YUM BRANDS INC | Add 3% ($30.5K) | 0.68% | $1.1M | +51.19% | +11.10% | +16.50% | |
| MRK - MERCK & CO INC | Add 12% ($116.5K) | 0.68% | $1.1M | +21.63% | +5.31% | +11.23% | |
| ENB - ENBRIDGE INC COM | Add 6% ($65.8K) | 0.67% | $1.1M | +71.34% | +14.68% | +27.47% | |
| UNP - UNION PAC CORP COM | Add 6% ($61.6K) | 0.67% | $1.1M | +23.26% | +8.15% | +19.88% | |
| LUMN - LUMEN TECHNOLOGIES INC COM | Add 11% ($108.9K) | 0.66% | $1.1M | -58.99% | +23.18% | -7.39% | |
| QCOM - QUALCOMM INC COM | Reduce 14% $(173.8K) | 0.65% | $1.1M | +14.73% | -13.98% | +15.53% | |
| KO - COCA COLA CO COM | Reduce 4% $(41.0K) | 0.65% | $1.1M | +61.93% | +7.75% | +23.77% | |
| DIS - DISNEY WALT CO COM | New Purchase | 0.64% | $1.1M | -40.51% | -7.85% | -21.84% | |
| SHY - ISHARES 1-3 YEAR TREASURY BOND ETF | Reduce 82% $(4.7M) | 0.62% | $1.0M | +5.16% | -0.05% | -2.17% | |
| AMGN - AMGEN INC | Add 9% ($86.2K) | 0.62% | $1.0M | +31.12% | +6.72% | -1.52% | |
| D - DOMINION ENERGY INC | New Purchase | 0.61% | $1.0M | -7.72% | +7.05% | +12.07% | |
| AXP - AMERICAN EXPRESS CO COM | New Purchase | 0.57% | $936.0K | +146.45% | +19.17% | +51.65% | |
| GNMA - ISHARES BARCLAYS GNMA BOND FUND | Reduce 100% | 0.00% | $0.00 | ||||
| FHN - FIRST HORIZON NATIONAL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AMLP - ALERIAN MLP ETF | Reduce 100% | 0.00% | $0.00 | ||||
| UPS - United Parcel Service Inc | Reduce 100% | 0.00% | $0.00 | ||||
| TLH - ISHARES 10-20 YEAR TREASURY BOND ETF | Reduce 100% | 0.00% | $0.00 | ||||
| OBNK - ORIGIN BANCORP INC COM | Reduce 100% | 0.00% | $0.00 | ||||