Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Argent Advisors, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Argent Advisors, Inc. (CIK 1426851) reported $366.2M across 173 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEFA ($19.2M, 5.23%), IJH ($16.8M, 4.58%), XOM ($14.1M, 3.86%), DGRO ($13.8M, 3.76%), AVUV ($13.0M, 3.55%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IEFAISHARES CORE MSCI EAFE ETF$19.2M5.23%211,539Added
2IJHISHARES CORE S&P MID-CAP ETF$16.8M4.58%248,567Added
3XOMEXXON MOBIL CORP COM$14.1M3.86%83,243Trimmed
4DGROISHARES CORE DIVIDEND GROWTH ETF$13.8M3.76%196,017Added
5AVUVAMERICAN CENTURY U.S. SMALL CAP VALUE$13.0M3.55%117,662New
6SHYISHARES 1-3 YEAR TREASURY BOND ETF$12.1M3.31%146,725Added
7IVVISHARES CORE S&P 500 ETF$11.7M3.19%17,900Added
8RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF$11.4M3.11%445,151Added
9EQWLINVESCO S&P 100 EQUAL WEIGHT ETF$10.8M2.94%93,309Added
10AAPLAPPLE INC COM$10.0M2.73%39,369Trimmed
11JPMJP MORGAN$8.2M2.23%27,780Trimmed
12DVYEISHARES EMERGING MARKETS DIVIDEND ETF$8.1M2.21%235,524Added
13KNGFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF$8.0M2.18%163,926Added
14MSFTMICROSOFT CORP COM$5.6M1.54%15,216Trimmed
15NVDANVIDIA CORPORATION COM$5.3M1.45%30,539Added
16CATCATERPILLAR INC COM$5.1M1.40%7,254Trimmed
17JNJJOHNSON & JOHNSON COM$4.9M1.33%19,954Trimmed
18CVXCHEVRON CORPORATION COM$4.8M1.30%22,996Added
19GOOGLALPHABET INC CAP STK CL A$4.7M1.28%16,303Trimmed
20KOCOCA COLA CO COM$4.6M1.26%60,791Added
21WMTWALMART INC COM$4.4M1.19%35,070Trimmed
22IDVISHARES INTERNATIONAL SELECT DIVIDEND ETF$4.0M1.10%94,507Added
23LLYELI LILLY & CO COM$4.0M1.09%4,357Trimmed
24DVYISHARES SELECT DIVIDEND ETF$3.8M1.03%24,924Added
25TRVTRAVELERS COMPANIES INC COM$3.6M0.98%12,358Added

Source: SEC Form 13F filings · as of 2026-03-31