HoldingsChannel.com
Argent Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
TECHTARGET INC 2,199,298 -17,095 $43,282
     TTGT2,199,298-17,095$43,282
ISHARES TR (DGRO) 1,266,868 +268,734 $42,643
     DGRO1,266,868+268,734$42,643
ISHARES TR (IBDL) 1,428,588 -278,828 $35,886
     IBDL1,428,588-278,828$35,886
ISHARES TR (IBDN) 947,057 -183,826 $23,449
     IBDN947,057-183,826$23,449
ISHARES TR (IBDM) 941,852 -221,890 $23,151
     IBDM941,852-221,890$23,151
ISHARES TR (SLQD) 389,617 +76,889 $19,524
     SLQD389,617+76,889$19,524
SCHWAB STRATEGIC TR 613,385 +60,897 $15,911
     SCHF613,385+60,897$15,911
ISHARES TR (QUAL) 132,279 +43,662 $11,045
     QUAL132,279+43,662$11,045
ISHARES TR (FLOT) 218,480 -25,994 $10,719
     FLOT218,480-25,994$10,719
ISHARES TR (IEFA) 208,077 -2,724 $10,396
     IEFA208,077-2,724$10,396
ISHARES TR (IVV) 38,450 -5,229 $10,220
     IVV38,450-5,229$10,220
SCHWAB STRATEGIC TR 113,792 +19,762 $9,306
     SCHG113,792+19,762$9,306
ISHARES TR (IWF) 58,111 +2,050 $9,015
     IWF58,111+2,050$9,015
APPLE INC 33,362 -16,965 $8,757
     AAPL33,362-16,965$8,757
SCHWAB STRATEGIC TR 189,746 +4,966 $8,626
     SCHV189,746+4,966$8,626
ISHARES TR (IVW) 49,645 +7,942 $8,471
     IVW49,645+7,942$8,471
ISHARES TR (IBDO) 321,710 -48,761 $7,959
     IBDO321,710-48,761$7,959
ISHARES TR (IVE) 79,264 +9,549 $7,813
     IVE79,264+9,549$7,813
ISHARES TR (MUB) 69,719 -15,754 $7,753
     MUB69,719-15,754$7,753
SCHWAB STRATEGIC TR 118,451 -30,434 $6,482
     SCHZ118,451-30,434$6,482
SCHWAB STRATEGIC TR 293,807 +29,317 $6,191
     SCHE293,807+29,317$6,191
ISHARES TR (IBDP) 245,503 -31,596 $6,032
     IBDP245,503-31,596$6,032
ISHARES TR (AGG) 50,912 -14,965 $5,882
     AGG50,912-14,965$5,882
MICROSOFT CORP 31,909 -1,748 $5,274
     MSFT31,909-1,748$5,274
SPDR SER TR (FLRN) 173,466 +4,958 $5,152
     FLRN173,466+4,958$5,152
BERKSHIRE HATHAWAY INC DEL      $4,968
     BRK.B26,821-2,165$4,968
ISHARES TR (IWD) 48,642 -7,542 $4,928
     IWD48,642-7,542$4,928
SPDR SER TR (MDYV) 117,176 +10,428 $4,102
     MDYV117,176+10,428$4,102
SPDR SER TR (MDYG) 91,460 +28,893 $3,934
     MDYG91,460+28,893$3,934
PROCTER & GAMBLE CO 32,785 +2,262 $3,862
     PG32,785+2,262$3,862
SPDR GOLD TRUST (GLD) 23,842 +23,842 $3,740
     GLD23,842+23,842$3,740
ISHARES INC (IEMG) 88,444 +7,309 $3,661
     IEMG88,444+7,309$3,661
ISHARES TR (LQD) 29,523 -13,822 $3,646
     LQD29,523-13,822$3,646
JOHNSON & JOHNSON 24,611 -39 $3,440
     JNJ24,611-39$3,440
BROOKFIELD ASSET MGMT INC 106,985 +44,324 $3,370
     BAM106,985+44,324$3,370
ISHARES TR (QLTA) 58,027 +2,388 $3,165
     QLTA58,027+2,388$3,165
ISHARES TR (IJJ) 28,551 +3,459 $3,110
     IJJ28,551+3,459$3,110
SSGA ACTIVE ETF TR (TOTL) 58,487 -11,729 $2,811
     TOTL58,487-11,729$2,811
WISDOMTREE TR 107,104 -29,020 $2,689
     USFR107,104-29,020$2,689
DISNEY WALT CO 26,901 +1,909 $2,679
     DIS26,901+1,909$2,679
PFIZER INC 72,954 -799 $2,522
     PFE72,954-799$2,522
ISHARES TR (IJK) 13,566 +1,331 $2,432
     IJK13,566+1,331$2,432
ISHARES TR (IWN) 29,978 -5,507 $2,411
     IWN29,978-5,507$2,411
ISHARES TR (EFA) 38,576 -6,658 $2,068
     EFA38,576-6,658$2,068
NOVARTIS A G 23,866 -845 $2,046
     NVS23,866-845$2,046
ORACLE CORP 39,353 +85 $2,026
     ORCL39,353+85$2,026
ISHARES TR (SHV) 17,567 -9,114 $1,948
     SHV17,567-9,114$1,948
ISHARES TR (IWO) 12,175 -541 $1,912
     IWO12,175-541$1,912
3M CO 13,505 +10,095 $1,900
     MMM13,505+10,095$1,900
ISHARES TR (IJS) 19,422 +5,879 $1,897
     IJS19,422+5,879$1,897

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

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

Size ($ in 1000's)
At 03/31/2020: $492,096
At 12/31/2019: $596,680

Combined Holding Report Includes:
Argent Wealth Management LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC
Boston Trust Walden Co
3EDGE Asset Management LP
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
Aristotle Capital Management LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC
Boston Trust Walden Co
3EDGE Asset Management LP
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
Aristotle Capital Management LLC

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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