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Argent Advisors, Inc. 13F Holdings
Holdings from the most recent 13F from Argent Advisors, Inc.
Filed: 2025-08-07 (Q2 2025) | Holdings: 151 | Value: $323.5M | 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 1% ($178.2K) | 5.73% | $18.5M | +6.52% | +5.19% | ||
| ISTB - ISHARES CORE 1-5 YEAR USD BOND ETF | Reduce 1% $(135.9K) | 4.46% | $14.4M | +1.72% | +1.34% | ||
| IJH - ISHARES CORE S&P MID-CAP ETF | Add 3% ($443.4K) | 4.36% | $14.1M | +7.36% | +4.45% | ||
| SHY - ISHARES 1-3 YEAR TREASURY BOND ETF | 3.51% | $11.3M | +1.53% | +1.15% | |||
| IWM - ISHARES RUSSELL 2000 ETF | Add 2% ($213.4K) | 3.50% | $11.3M | +15.15% | +10.70% | ||
| IVV - ISHARES CORE S&P 500 ETF | Add 3% ($307.3K) | 3.40% | $11.0M | +7.85% | +7.80% | ||
| DGRO - ISHARES CORE DIVIDEND GROWTH ETF | Add 3% ($352.3K) | 3.36% | $10.9M | +8.67% | +5.33% | ||
| RSP - INVESCO S&P 500 EQUAL WEIGHT ETF | Add 1% ($107.8K) | 3.05% | $9.9M | ||||
| RDVI - FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | Reduce 3% $(279.6K) | 2.95% | $9.6M | +9.68% | +6.54% | ||
| JPM - JP MORGAN | Reduce 7% $(578.1K) | 2.45% | $7.9M | ||||
| XOM - EXXON MOBIL CORP COM | Add 17% ($1.1M) | 2.28% | $7.4M | +13.59% | +12.04% | ||
| AAPL - APPLE INC COM | Add 9% ($627.0K) | 2.26% | $7.3M | +26.28% | +22.26% | ||
| MSFT - MICROSOFT CORP COM | Add 2% ($110.9K) | 2.16% | $7.0M | -8.11% | -3.02% | ||
| DVYE - ISHARES EMERGING MARKETS DIVIDEND ETF | Add 1% ($89.7K) | 2.15% | $6.9M | +7.96% | +8.97% | ||
| KNG - FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | Reduce 1% $(34.2K) | 1.92% | $6.2M | +2.08% | -0.37% | ||
| MSTR - MICROSTRATEGY INC CL A NEW | Add 36% ($1.6M) | 1.87% | $6.1M | ||||
| VZ - VERIZON COMMUNICATIONS INC COM | Add 4% ($174.7K) | 1.31% | $4.2M | -3.50% | -5.95% | ||
| KO - COCA COLA CO COM | Add 1% ($59.1K) | 1.28% | $4.1M | +1.70% | +0.99% | ||
| NVDA - NVIDIA CORPORATION COM | Add 9% ($326.4K) | 1.25% | $4.0M | -3.59% | +9.65% | ||
| IDV - ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 1.04% | $3.4M | +9.82% | +6.32% | |||
| LLY - ELI LILLY & CO COM | 1.02% | $3.3M | +57.45% | +47.90% | |||
| WMT - WALMART INC COM | Add 9% ($278.6K) | 1.02% | $3.3M | +13.39% | -0.69% | ||
| DVY - ISHARES SELECT DIVIDEND ETF | 0.98% | $3.2M | +6.98% | +4.29% | |||
| AXP - AMERICAN EXPRESS CO COM | Add 2% ($55.5K) | 0.94% | $3.1M | ||||
| MDT - MEDTRONIC PLC SHS | Add 6% ($168.4K) | 0.93% | $3.0M | ||||
| OBK - ORIGIN BANCORP INC COM | Reduce 24% $(941.2K) | 0.92% | $3.0M | +10.42% | -0.78% | ||
| CAT - CATERPILLAR INC COM | Add 4% ($125.8K) | 0.92% | $3.0M | +42.59% | +36.14% | ||
| JNJ - JOHNSON & JOHNSON COM | Add 6% ($178.4K) | 0.91% | $2.9M | +25.42% | +10.98% | ||
| AMZN - AMAZON COM INC COM | Add 10% ($268.8K) | 0.88% | $2.9M | +1.37% | +11.32% | ||
| CVX - CHEVRON CORP NEW COM | Add 6% ($151.1K) | 0.85% | $2.7M | ||||
| CSCO - CISCO SYS INC COM | Add 5% ($116.1K) | 0.83% | $2.7M | +11.43% | +3.25% | ||
| V - VISA INC COM CL A | Add 2% ($60.0K) | 0.83% | $2.7M | ||||
| SHV - ISHARES SHORT TREASURY BOND ETF | Add 18% ($404.1K) | 0.82% | $2.7M | ||||
| GOOGL - ALPHABET INC CAP STK CL A | Add 2% ($40.4K) | 0.78% | $2.5M | ||||
| PFE - PFIZER INC COM | Add 6% ($148.7K) | 0.78% | $2.5M | +8.30% | +2.18% | ||
| TRV - TRAVELERS COMPANIES INC COM | Add 4% ($100.6K) | 0.76% | $2.4M | ||||
| RTX - RTX CORPORATION COM | Add 3% ($68.9K) | 0.75% | $2.4M | ||||
| WFC - WELLS FARGO CO NEW COM | Add 1% ($25.3K) | 0.72% | $2.3M | ||||
| ENB - ENBRIDGE INC COM | Add 3% ($57.0K) | 0.70% | $2.3M | +3.90% | +3.25% | ||
| GSK - GSK PLC ADR | Add 4% ($75.7K) | 0.67% | $2.2M | ||||
| DUK - DUKE ENERGY CORP NEW COM NEW | Add 2% ($42.1K) | 0.66% | $2.1M | ||||
| TFC - TRUIST FINANCIAL CORPORATION COM | Add 7% ($126.9K) | 0.59% | $1.9M | ||||
| GS - GOLDMAN SACHS GROUP INC COM | New Purchase | 0.58% | $1.9M | +23.60% | +10.42% | ||
| CMCSA - COMCAST CORP NEW CL A | Add 7% ($116.8K) | 0.58% | $1.9M | -13.16% | -13.51% | ||
| GPC - GENUINE PARTS CO COM | Add 6% ($104.3K) | 0.56% | $1.8M | -0.34% | -5.93% | ||
| MRK - MERCK & CO INC | Add 12% ($188.4K) | 0.56% | $1.8M | +26.43% | +9.35% | ||
| PNC - PNC FINL SVCS GROUP INC COM | New Purchase | 0.56% | $1.8M | +12.84% | -0.82% | ||
| SLQD - ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | Reduce 9% $(184.9K) | 0.55% | $1.8M | +1.71% | +1.34% | ||
| HD - HOME DEPOT INC COM | Add 5% ($84.7K) | 0.54% | $1.7M | -5.95% | -3.76% | ||
| TGT - TARGET CORP COM | Add 10% ($157.7K) | 0.54% | $1.7M | -6.08% | -13.32% | ||
| UNP - UNION PAC CORP COM | Reduce 100% | 0.00% | $0.00 | ||||
| EPD - ENTERPRISE PRODS PARTNERS L P COM | Reduce 100% | 0.00% | $0.00 | ||||