HoldingsChannel.com
Argent Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
TECHTARGET INC 2,216,393 +2,216,393 $57,848
     TTGT2,216,393+2,216,393$57,848
ISHARES TR (IBDL) 1,707,416 +1,707,416 $43,198
     IBDL1,707,416+1,707,416$43,198
ISHARES TR (DGRO) 998,134 +998,134 $41,991
     DGRO998,134+998,134$41,991
ISHARES TR (IBDM) 1,163,742 +1,163,742 $29,047
     IBDM1,163,742+1,163,742$29,047
ISHARES TR (IBDN) 1,130,883 +1,130,883 $28,600
     IBDN1,130,883+1,130,883$28,600
SCHWAB STRATEGIC TR 552,488 +552,488 $18,580
     SCHF552,488+552,488$18,580
ISHARES TR (SLQD) 312,728 +312,728 $15,962
     SLQD312,728+312,728$15,962
APPLE INC 50,327 +50,327 $14,779
     AAPL50,327+50,327$14,779
ISHARES TR (IVV) 43,679 +43,679 $14,119
     IVV43,679+43,679$14,119
ISHARES TR (IEFA) 210,801 +210,801 $13,753
     IEFA210,801+210,801$13,753
ISHARES TR (FLOT) 244,474 +244,474 $12,449
     FLOT244,474+244,474$12,449
SCHWAB STRATEGIC TR 184,780 +184,780 $11,109
     SCHV184,780+184,780$11,109
ISHARES TR (IWF) 56,061 +56,061 $9,862
     IWF56,061+56,061$9,862
ISHARES TR (MUB) 85,473 +85,473 $9,736
     MUB85,473+85,473$9,736
ISHARES TR (IBDO) 370,471 +370,471 $9,469
     IBDO370,471+370,471$9,469
ISHARES TR (IVE) 69,715 +69,715 $9,069
     IVE69,715+69,715$9,069
ISHARES TR (QUAL) 88,617 +88,617 $8,950
     QUAL88,617+88,617$8,950
SCHWAB STRATEGIC TR 94,030 +94,030 $8,736
     SCHG94,030+94,030$8,736
ISHARES TR (IVW) 41,703 +41,703 $8,075
     IVW41,703+41,703$8,075
SCHWAB STRATEGIC TR 148,885 +148,885 $7,955
     SCHZ148,885+148,885$7,955
ISHARES TR (IWD) 56,184 +56,184 $7,668
     IWD56,184+56,184$7,668
ISHARES TR (AGG) 65,877 +65,877 $7,403
     AGG65,877+65,877$7,403
SCHWAB STRATEGIC TR 264,490 +264,490 $7,239
     SCHE264,490+264,490$7,239
ISHARES TR (IBDP) 277,099 +277,099 $7,119
     IBDP277,099+277,099$7,119
BERKSHIRE HATHAWAY INC DEL      $6,565
     BRK.B28,986+28,986$6,565
SPDR SERIES TRUST (MDYV) 106,748 +106,748 $5,848
     MDYV106,748+106,748$5,848
ISHARES TR (LQD) 43,345 +43,345 $5,546
     LQD43,345+43,345$5,546
MICROSOFT CORP 33,657 +33,657 $5,308
     MSFT33,657+33,657$5,308
SPDR SERIES TRUST (FLRN) 168,508 +168,508 $5,178
     FLRN168,508+168,508$5,178
ISHARES TR (IWN) 35,485 +35,485 $4,563
     IWN35,485+35,485$4,563
ISHARES INC (IEMG) 81,135 +81,135 $4,362
     IEMG81,135+81,135$4,362
ISHARES TR (IJJ) 25,092 +25,092 $4,284
     IJJ25,092+25,092$4,284
MANAGED PORTFOLIO SER 166,195 +166,195 $3,906
     TPYP166,195+166,195$3,906
PROCTER & GAMBLE CO 30,523 +30,523 $3,812
     PG30,523+30,523$3,812
BROOKFIELD ASSET MGMT INC 62,661 +62,661 $3,622
     BAM62,661+62,661$3,622
DISNEY WALT CO 24,992 +24,992 $3,615
     DIS24,992+24,992$3,615
JOHNSON & JOHNSON 24,650 +24,650 $3,596
     JNJ24,650+24,650$3,596
SPDR SERIES TRUST (MDYG) 62,567 +62,567 $3,572
     MDYG62,567+62,567$3,572
SSGA ACTIVE ETF TR (TOTL) 70,216 +70,216 $3,440
     TOTL70,216+70,216$3,440
WISDOMTREE TR 136,124 +136,124 $3,411
     USFR136,124+136,124$3,411
MARSH & MCLENNAN COS INC 30,053 +30,053 $3,348
     MMC30,053+30,053$3,348
ISHARES TR (EFA) 45,234 +45,234 $3,141
     EFA45,234+45,234$3,141
ISHARES TR (QLTA) 55,639 +55,639 $3,041
     QLTA55,639+55,639$3,041
ISHARES TR (SHV) 26,681 +26,681 $2,947
     SHV26,681+26,681$2,947
ISHARES TR (IJK) 12,235 +12,235 $2,913
     IJK12,235+12,235$2,913
PFIZER INC 73,753 +73,753 $2,890
     PFE73,753+73,753$2,890
US BANCORP DEL 48,050 +48,050 $2,849
     USB48,050+48,050$2,849
ISHARES TR (IWO) 12,716 +12,716 $2,724
     IWO12,716+12,716$2,724
EATON VANCE TAX MNGD GBL DV 306,773 +306,773 $2,693
     EXG306,773+306,773$2,693
NOVARTIS A G 24,711 +24,711 $2,340
     NVS24,711+24,711$2,340

See Full List: All Stocks Held By Argent Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Argent Wealth Management LLC

Size ($ in 1000's)
At 12/31/2019: $596,680
At 09/30/2019: $0

Combined Holding Report Includes:
Argent Wealth Management LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC
Boston Trust Walden Co
3EDGE Asset Management LP
Aristotle Capital Management LLC
BAIRD ROBERT W & CO INC WI
Boston Common Asset Management LLC
CG Asset Management LLC
Clearbridge Investments LLC
CONGRESS ASSET MANAGEMENT CO MA
Cubic Asset Management LLC
DELAWARE CAPITAL MANAGEMENT INC
EARNEST PARTNERS LLC
ESSEX INVESTMENT MANAGEMENT CO LLC
GOLDMAN SACHS ASSET MANAGEMENT
HARDING LOEVNER LP
Hillman Capital Management Inc.
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
IRONWOOD INVESTMENT MANAGEMENT LLC
JENSEN INVESTMENT MANAGEMENT INC
LONDON CO OF VIRGINIA
Neuberger Berman Group LLC
OAK RIDGE INVESTMENTS LLC
POLEN CAPITAL MANAGEMENT LLC
SCHAFER CULLEN CAPITAL MANAGEMENT INC
PARAMETRIC PORTFOLIO ASSOCIATES LLC
Boston Trust Walden Co
3EDGE Asset Management LP
Aristotle Capital Management LLC
BAIRD ROBERT W & CO INC WI
Boston Common Asset Management LLC
CG Asset Management LLC
Clearbridge Investments LLC
CONGRESS ASSET MANAGEMENT CO MA
Cubic Asset Management LLC
DELAWARE CAPITAL MANAGEMENT INC
EARNEST PARTNERS LLC
ESSEX INVESTMENT MANAGEMENT CO LLC
GOLDMAN SACHS ASSET MANAGEMENT
HARDING LOEVNER LP
Hillman Capital Management Inc.
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC
IRONWOOD INVESTMENT MANAGEMENT LLC
JENSEN INVESTMENT MANAGEMENT INC
LONDON CO OF VIRGINIA
Neuberger Berman Group LLC
OAK RIDGE INVESTMENTS LLC
POLEN CAPITAL MANAGEMENT LLC
SCHAFER CULLEN CAPITAL MANAGEMENT INC

Argent Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Argent Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Argent Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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