Stegent Equity Advisors, Inc.
RIA/Wealth
Stegent Equity Advisors, Inc. is a RIA/Wealth based in Houston, TX led by Loyd James Stegent, reporting $209.0M in AUM as of Q3 2025 with 56% ETF concentration.
PresidentLoyd James Stegent
- Portfolio Value
- $122.2M
- Positions
- 109
- Top Holding
- GOAU at 4.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Stegent Equity Advisors, Inc.'s portfolio (33.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $5.8M | 4.78% | +$95.0K Bought | — 145.1K shares | |
Unknown Unknown | $5.0M | 4.09% | -$334.5K Sold | — 30.2K shares | |
ETF ETF | $4.9M | 4.01% | +$1.2M Bought | — 55.1K shares | |
ETF ETF | $4.3M | 3.53% | -$240.7K Sold | — 71.5K shares | |
ETF ETF | $3.9M | 3.19% | -$357.7K Sold | — 34.7K shares | |
ETF ETF | $3.8M | 3.13% | +$531.0K Bought | — 56.8K shares | |
ETF ETF | $3.7M | 3.02% | -$586.0K Sold | — 52.7K shares | |
ETF ETF | $3.4M | 2.75% | -$58.6K Sold | — 36.2K shares | |
Unknown Unknown | $3.0M | 2.44% | +$3.0M New | — 91.5K shares | |
ETF ETF | $2.9M | 2.38% | -$661.3K Sold | — 29.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Stegent Equity Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Stegent Equity Advisors, Inc.
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