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Argent Advisors, Inc. 13F Holdings
Holdings from the most recent 13F from Argent Advisors, Inc.
Filed: 2025-04-25 (Q1 2025) | Holdings: 148 | Value: $298.8M | 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 |
| IEFA - ISHARES CORE MSCI EAFE ETF | Add 8% ($1.2M) | 5.57% | $16.6M | +17.10% | +8.65% | ||
| ISTB - ISHARES CORE 1-5 YEAR USD BOND ETF | Add 9% ($1.1M) | 4.85% | $14.5M | +3.59% | +1.23% | ||
| IJH - ISHARES CORE S&P MID-CAP ETF | Reduce 3% $(348.5K) | 4.30% | $12.9M | +19.16% | +13.58% | ||
| SHY - ISHARES 1-3 YEAR TREASURY BOND ETF | Reduce 3% $(390.2K) | 3.80% | $11.3M | +2.58% | +0.58% | ||
| IWM - ISHARES RUSSELL 2000 ETF | Reduce 2% $(225.2K) | 3.44% | $10.3M | +31.25% | +15.55% | ||
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | Reduce 11% $(1.2M) | 3.40% | $10.2M | +19.21% | +10.70% | ||
| IVV - ISHARES CORE S&P 500 ETF | Reduce 1% $(71.4K) | 3.23% | $9.7M | +24.43% | +15.87% | ||
| RDVI - FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | Add 51% ($3.2M) | 3.16% | $9.4M | +21.42% | +11.73% | ||
| RSP - INVESCO S&P 500 EQUAL WEIGHT ETF | New Purchase | 3.11% | $9.3M | ||||
| AAPL - APPLE INC COM | Add 19% ($1.1M) | 2.42% | $7.2M | +32.97% | +2.06% | ||
| JPM - JP MORGAN | Add 2% ($140.3K) | 2.41% | $7.2M | ||||
| XOM - EXXON MOBIL CORP COM | Reduce 25% $(2.3M) | 2.33% | $7.0M | +12.27% | +3.42% | ||
| DVYE - ISHARES EMERGING MARKETS DIVIDEND ETF | Add 5% ($308.8K) | 2.18% | $6.5M | +20.01% | +9.69% | ||
| KNG - FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | Add 24% ($1.2M) | 2.15% | $6.4M | +8.51% | +6.43% | ||
| MSFT - MICROSOFT CORP COM | Add 23% ($980.9K) | 1.74% | $5.2M | +22.74% | +30.99% | ||
| VZ - VERIZON COMMUNICATIONS INC COM | Add 10% ($394.6K) | 1.43% | $4.3M | +0.63% | +2.49% | ||
| KO - COCA COLA CO COM | Add 4% ($144.2K) | 1.38% | $4.1M | -0.01% | -4.86% | ||
| OBK - ORIGIN BANCORP INC COM | New Purchase | 1.27% | $3.8M | +24.91% | +20.83% | ||
| LLY - ELI LILLY & CO COM | Add 7% ($234.6K) | 1.17% | $3.5M | +18.72% | -6.97% | ||
| DVY - ISHARES SELECT DIVIDEND ETF | Add 4% ($112.0K) | 1.07% | $3.2M | +14.78% | +7.91% | ||
| MSTR - MICROSTRATEGY INC CL A NEW | Add 29% ($720.7K) | 1.06% | $3.2M | ||||
| CVX - CHEVRON CORP NEW COM | New Purchase | 1.01% | $3.0M | ||||
| IDV - ISHARES INTERNATIONAL SELECT DIVIDEND ETF | Add 8% ($216.1K) | 1.01% | $3.0M | +26.56% | +12.80% | ||
| JNJ - JOHNSON & JOHNSON COM | Add 5% ($150.6K) | 1.00% | $3.0M | +39.12% | +7.81% | ||
| MDT - MEDTRONIC PLC SHS | Add 10% ($264.7K) | 0.98% | $2.9M | ||||
| WMT - WALMART INC COM | Reduce 27% $(986.3K) | 0.90% | $2.7M | +23.55% | +2.89% | ||
| V - VISA INC COM CL A | Add 17% ($368.9K) | 0.86% | $2.6M | ||||
| NVDA - NVIDIA CORPORATION COM | New Purchase | 0.85% | $2.6M | +59.59% | +61.15% | ||
| AXP - AMERICAN EXPRESS CO COM | Add 12% ($270.4K) | 0.85% | $2.5M | ||||
| PFE - PFIZER INC COM | Add 13% ($276.8K) | 0.83% | $2.5M | +18.41% | +9.43% | ||
| CAT - CATERPILLAR INC COM | Add 5% ($112.1K) | 0.81% | $2.4M | +96.38% | +41.79% | ||
| TRV - TRAVELERS COMPANIES INC COM | Add 12% ($247.8K) | 0.78% | $2.3M | ||||
| CSCO - CISCO SYS INC COM | Add 3% ($62.8K) | 0.76% | $2.3M | +39.30% | +20.88% | ||
| SHV - ISHARES SHORT TREASURY BOND ETF | Add 7% ($156.1K) | 0.76% | $2.3M | ||||
| AMZN - AMAZON COM INC COM | New Purchase | 0.75% | $2.2M | +18.98% | +22.45% | ||
| GOOGL - ALPHABET INC CAP STK CL A | Add 37% ($584.2K) | 0.73% | $2.2M | ||||
| DUK - DUKE ENERGY CORP NEW COM NEW | Add 2% ($44.3K) | 0.72% | $2.2M | ||||
| ENB - ENBRIDGE INC COM | Reduce 1% $(14.6K) | 0.72% | $2.1M | +7.38% | -2.03% | ||
| GSK - GSK PLC ADR | New Purchase | 0.71% | $2.1M | ||||
| RTX - RTX CORPORATION COM | Reduce 2% $(45.6K) | 0.71% | $2.1M | ||||
| WFC - WELLS FARGO CO NEW COM | Reduce 1% $(19.5K) | 0.69% | $2.1M | ||||
| SLQD - ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | Add 21% ($335.4K) | 0.65% | $2.0M | +3.60% | +1.32% | ||
| MRK - MERCK & CO INC COM | Add 24% ($361.6K) | 0.62% | $1.8M | +23.26% | +2.29% | ||
| CMCSA - COMCAST CORP NEW CL A | New Purchase | 0.61% | $1.8M | -18.08% | -0.18% | ||
| EPD - ENTERPRISE PRODS PARTNERS L P COM | Reduce 2% $(35.2K) | 0.59% | $1.8M | +7.93% | +1.05% | ||
| TFC - TRUIST FINL CORP COM | Add 1% ($16.3K) | 0.57% | $1.7M | ||||
| GPC - GENUINE PARTS CO COM | New Purchase | 0.56% | $1.7M | +15.09% | +14.66% | ||
| TGT - TARGET CORP COM | Add 20% ($282.0K) | 0.56% | $1.7M | +4.17% | +11.56% | ||
| UNP - UNION PAC CORP COM | Add 5% ($84.1K) | 0.56% | $1.7M | +14.68% | +8.25% | ||
| HD - HOME DEPOT INC COM | Add 1% ($22.7K) | 0.56% | $1.7M | +2.32% | +6.03% | ||
| PNC - PNC FINL SVCS GROUP INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| MLPX - GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | Reduce 100% | 0.00% | $0.00 | ||||
| BAC - BANK AMERICA CORP COM | Reduce 100% | 0.00% | $0.00 | ||||
| QCOM - QUALCOMM INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| IGSB - ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| WMB - WILLIAMS COS INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| LAMR - LAMAR ADVERTISING CO NEW CL A | Reduce 100% | 0.00% | $0.00 | ||||