Argent Financial Group, Inc.
CIK 1521234 · Holdings on Sep 30, 2024 · First reported Nov 13, 2024
Top ten holdings
Q3 2024- AAPL6.27%
- MSFT5.98%
- VEA3.35%
- ABBV2.23%
- GOOG2.14%
- SPY2.03%
- QCOM1.88%
- UNH1.87%
- JPM1.83%
- ORCL1.62%
Share classes counted separately29.20%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCCOMMON STOCK View history and evidence | $52.85M | 6.27% | 226.84K shares | Prior unavailable — | — | ↗▾ |
| 02 | MSFTMICROSOFT CORPCOMMON STOCK View history and evidence | $50.42M | 5.98% | 117.16K shares | Prior unavailable — | — | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFETF-EQUITY View history and evidence | $28.22M | 3.35% | 534.30K shares | Prior unavailable — | — | ↗▾ |
| 04 | ABBVABBVIE INCCOMMON STOCK View history and evidence | $18.79M | 2.23% | 95.16K shares | Prior unavailable — | — | ↗▾ |
| 05 | GOOGALPHABET INC-CL CCOMMON STOCK View history and evidence | $18.04M | 2.14% | 107.92K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USETF-EQUITY View history and evidence | $17.09M | 2.03% | 29.78K shares | Prior unavailable — | — | ↗▾ |
| 07 | QCOMQUALCOMM INCCOMMON STOCK View history and evidence | $15.82M | 1.88% | 93.02K shares | Prior unavailable — | — | ↗▾ |
| 08 | UNHUNITEDHEALTH GROUP INCCOMMON STOCK View history and evidence | $15.74M | 1.87% | 26.91K shares | Prior unavailable — | — | ↗▾ |
| 09 | JPMJPMORGAN CHASE & COCOMMON STOCK View history and evidence | $15.45M | 1.83% | 73.25K shares | Prior unavailable — | — | ↗▾ |
| 10 | ORCLORACLE CORPCOMMON STOCK View history and evidence | $13.67M | 1.62% | 80.20K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1521234 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 842475446
}Research all 300 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.