Argent Advisors, Inc. — 13F Holdings

2026 Q2  ·  192 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Argent Advisors, Inc. maintained a portfolio of 192 distinct positions. The most significant new addition was ACCENTURE PLC IRELAND SHS CLAS, now representing 0.22% of the total fund value. They heavily accumulated shares in JP MORGAN, increasing the position by 32.3%. Conversely, Argent Advisors, Inc. completely exited their position in FIRST TRUST ALTERNATIVE OPPORT.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
192
Quarter
2026 Q2
Top Holding
IEFA (5.2%)
Top 10 Concentration
36.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 192

Argent Advisors, Inc. Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IEFA
ISHARES CORE MS...
ETF 5.22% 5.23% #1
Prev: #1
4.6
4,549 2.2%
P
S
216,088 $20,869,764
$54.15 +86.9%
$96.58 +4.8%
2019 Q4 13F Filing 2026-06-30 2026-08-05
IJH
ISHARES CORE S&...
ETF 4.89% 4.58% #2
Prev: #2
4.0
5,046 2.0%
P
S
253,613 $19,556,067 2019 Q4 13F Filing 2026-06-30 2026-08-05
DGRO
ISHARES CORE DI...
ETF 3.83% 3.76% #3 1
Prev: #4
3.0
5,925 3.0%
P
S
201,942 $15,305,197 2019 Q4 13F Filing 2026-06-30 2026-08-05
AVUV
AMERICAN CENTUR...
ETF 3.79% 3.55% #4 1
Prev: #5
2.5
3,699 3.1%
P
S
121,361 $15,140,989 2026 Q1 13F Filing 2026-06-30 2026-08-05
IVV
ISHARES CORE S&...
ETF 3.40% 3.19% #5 2
Prev: #7
2.4
249 1.4%
P
S
18,149 $13,591,289 2019 Q4 13F Filing 2026-06-30 2026-08-05
RDVI
FT VEST RISING ...
ETF 3.24% 3.11% #6 2
Prev: #8
1.8
-4,125 -0.9%
P
S
441,026 $12,966,178 2024 Q4 13F Filing 2026-06-30 2026-08-05
EQWL
INVESCO S&P 100...
ETF 3.11% 2.94% #7 2
Prev: #9
1.7
3,071 3.3%
P
S
96,380 $12,434,943 2025 Q4 13F Filing 2026-06-30 2026-08-05
SHY
ISHARES 1-3 YEA...
ETF 3.05% 3.31% #8 2
Prev: #6
1.7
1,570 1.1%
P
S
148,295 $12,176,473 2019 Q4 13F Filing 2026-06-30 2026-08-05
JPM
JP MORGAN
Financial Services 3.01% 2.23% #9 2
Prev: #11
3.7
8,966 32.3%
P
S
36,746 $12,028,068 2019 Q4 13F Filing 2026-06-30 2026-08-05
AAPL
APPLE INC COM
Technology 2.92% 2.73% #10
Prev: #10
1.7
948 2.4%
P
S
40,317 $11,666,015 2019 Q4 13F Filing 2026-06-30 2026-08-05
XOM
EXXON MOBIL COR...
Energy 2.38% 3.86% #11 8
Prev: #3
1.5
-13,719 -16.5%
P
S
69,524 $9,505,371 2019 Q4 13F Filing 2026-06-30 2026-08-05
KNG
FT VEST S&P 500...
ETF 2.06% 2.18% #12 1
Prev: #13
1.3
-1,058 -0.6%
P
S
162,868 $8,224,815 2024 Q1 13F Filing 2026-06-30 2026-08-05
DVYE
ISHARES EMERGIN...
ETF 1.91% 2.21% #13 1
Prev: #12
1.3
751 0.3%
P
S
236,275 $7,615,136 2019 Q4 13F Filing 2026-06-30 2026-08-05
CAT
CATERPILLAR INC...
Industrials 1.90% 1.40% #14 2
Prev: #16
1.3
-121 -1.7%
P
S
7,133 $7,596,283 2019 Q4 13F Filing 2026-06-30 2026-08-05
NVDA
NVIDIA CORPORAT...
Technology 1.54% 1.45% #15
Prev: #15
1.1
168 0.6%
P
S
30,707 $6,144,167 2019 Q4 13F Filing 2026-06-30 2026-08-05
GOOGL
ALPHABET INC CA...
Communication Services 1.44% 1.28% #16 3
Prev: #19
1.1
-158 -1.0%
P
S
16,145 $5,769,739 2019 Q4 13F Filing 2026-06-30 2026-08-05
MSFT
MICROSOFT CORP ...
Technology 1.44% 1.54% #17 3
Prev: #14
1.1
223 1.5%
P
S
15,439 $5,759,136 2019 Q4 13F Filing 2026-06-30 2026-08-05
LLY
ELI LILLY & CO ...
Healthcare 1.32% 1.09% #18 5
Prev: #23
1.0
34 0.8%
P
S
4,391 $5,266,697 2019 Q4 13F Filing 2026-06-30 2026-08-05
JNJ
JOHNSON & JOHNS...
Healthcare 1.28% 1.33% #19 2
Prev: #17
1.0
120 0.6%
P
S
20,074 $5,098,119 2019 Q4 13F Filing 2026-06-30 2026-08-05
WMT
WALMART INC COM
Consumer Defensive 1.24% 1.19% #20 1
Prev: #21
3.0
8,627 24.6%
P
S
43,697 $4,949,131 2019 Q4 13F Filing 2026-06-30 2026-08-05
V
VISA INC COM CL...
Financial Services 1.22% 0.94% #21 6
Prev: #27
3.0
2,830 24.7%
P
S
14,268 $4,895,280 2019 Q4 13F Filing 2026-06-30 2026-08-05
KO
COCA COLA CO CO...
Consumer Defensive 1.22% 1.26% #22 2
Prev: #20
1.0
-634 -1.0%
P
S
60,157 $4,888,919 2019 Q4 13F Filing 2026-06-30 2026-08-05
CSCO
CISCO SYS INC C...
Technology 1.17% 0.85% #23 8
Prev: #31
1.0
-589 -1.5%
P
S
39,762 $4,670,403 2019 Q4 13F Filing 2026-06-30 2026-08-05
AMZN
AMAZON COM INC ...
Consumer Cyclical 1.04% 0.90% #24 4
Prev: #28
2.4
1,498 9.4%
P
S
17,403 $4,147,831 2019 Q4 13F Filing 2026-06-30 2026-08-05
TRV
TRAVELERS COMPA...
Financial Services 1.02% 0.98% #25
Prev: #25
0.9
18 0.1%
P
S
12,376 $4,085,565 2019 Q4 13F Filing 2026-06-30 2026-08-05
DVY
ISHARES SELECT ...
ETF 0.98% 1.03% #26 2
Prev: #24
0.9
50 0.2%
P
S
24,974 $3,903,474 2020 Q4 13F Filing 2026-06-30 2026-08-05
IDV
ISHARES INTERNA...
ETF 0.94% 1.10% #27 5
Prev: #22
0.9
-4,081 -4.3%
P
S
90,426 $3,746,349 2019 Q4 13F Filing 2026-06-30 2026-08-05
AXP
AMERICAN EXPRES...
Financial Services 0.87% 0.84% #28 4
Prev: #32
0.8
140 1.4%
P
S
10,335 $3,495,814 2019 Q4 13F Filing 2026-06-30 2026-08-05
MDT
MEDTRONIC PLC S...
Healthcare 0.87% 0.87% #29 1
Prev: #30
2.8
7,720 21.0%
P
S
44,475 $3,479,240 2022 Q1 13F Filing 2026-06-30 2026-08-05
CVX
CHEVRON CORPORA...
Energy 0.86% 1.30% #30 12
Prev: #18
0.8
-2,157 -9.4%
P
S
20,839 $3,454,297 2019 Q4 13F Filing 2026-06-30 2026-08-05
RTX
RTX CORPORATION...
Industrials 0.80% 0.88% #31 2
Prev: #29
0.8
121 0.7%
P
S
16,747 $3,177,408 2021 Q1 13F Filing 2026-06-30 2026-08-05
MRK
MERCK & CO INC ...
Healthcare 0.79% 0.81% #32 2
Prev: #34
0.8
-211 -0.9%
P
S
24,547 $3,154,290 2019 Q4 13F Filing 2026-06-30 2026-08-05
VZ
VERIZON COMMUNI...
Communication Services 0.75% 0.95% #33 7
Prev: #26
0.8
1,284 1.9%
P
S
70,497 $2,984,829 2019 Q4 13F Filing 2026-06-30 2026-08-05
GS
GOLDMAN SACHS G...
Financial Services 0.70% 0.65% #34 6
Prev: #40
0.8
-30 -1.1%
P
S
2,763 $2,794,594 2019 Q4 13F Filing 2026-06-30 2026-08-05
GSK
GSK PLC ADR
Healthcare 0.68% 0.80% #35
Prev: #35
0.8
-1,367 -2.6%
P
S
51,943 $2,722,852 2019 Q4 13F Filing 2026-06-30 2026-08-05
SHV
ISHARES TRUST I...
ETF 0.68% 0.79% #36
Prev: #36
0.8
-1,539 -5.9%
P
S
24,642 $2,719,245 2024 Q3 13F Filing 2026-06-30 2026-08-05
PFE
PFIZER INC COM
Healthcare 0.66% 0.82% #37 4
Prev: #33
0.8
2,913 2.7%
P
S
109,643 $2,640,195 2019 Q4 13F Filing 2026-06-30 2026-08-05
ENB
ENBRIDGE INC CO...
Energy 0.65% 0.73% #38 1
Prev: #37
0.8
-1,376 -2.8%
P
S
47,897 $2,596,469 2019 Q4 13F Filing 2026-06-30 2026-08-05
IJK
ISHARES S&P MID...
ETF 0.62% 0.58% #39 4
Prev: #43
0.7
-155 -0.7%
P
S
20,961 $2,462,918 2024 Q4 13F Filing 2026-06-30 2026-08-05
DUK
DUKE ENERGY COR...
Utilities 0.59% 0.66% #40 1
Prev: #39
0.7
213 1.2%
P
S
18,647 $2,360,274 2019 Q4 13F Filing 2026-06-30 2026-08-05
ISTB
ISHARES CORE 1-...
ETF 0.59% 0.63% #41 1
Prev: #42
0.7
1,308 2.8%
P
S
48,834 $2,356,256 2019 Q4 13F Filing 2026-06-30 2026-08-05
WFC
WELLS FARGO & C...
Financial Services 0.57% 0.64% #42 1
Prev: #41
0.7
-1,743 -5.9%
P
S
27,563 $2,277,765 2019 Q4 13F Filing 2026-06-30 2026-08-05
TFC
TRUIST FINL COR...
Financial Services 0.57% 0.57% #43 2
Prev: #45
0.7
-28 -0.1%
P
S
45,456 $2,264,593 2019 Q4 13F Filing 2026-06-30 2026-08-05
HD
HOME DEPOT INC ...
Consumer Cyclical 0.55% 0.47% #44 9
Prev: #53
2.7
1,081 20.8%
P
S
6,276 $2,213,420 2019 Q4 13F Filing 2026-06-30 2026-08-05
LAMR
LAMAR ADVERTISI...
Real Estate 0.55% 0.50% #45 4
Prev: #49
0.7
-353 -2.4%
P
S
14,073 $2,195,029 2019 Q4 13F Filing 2026-06-30 2026-08-05
SLQD
ISHARES 0-5 YEA...
ETF 0.54% 0.58% #46 2
Prev: #44
0.7
1,326 3.2%
P
S
43,234 $2,177,713 2019 Q4 13F Filing 2026-06-30 2026-08-05
META
META PLATFORMS ...
Communication Services 0.54% 0.56% #47 1
Prev: #46
2.2
203 5.6%
P
S
3,818 $2,150,641 2019 Q4 13F Filing 2026-06-30 2026-08-05
GOOG
ALPHABET INC CA...
Communication Services 0.53% 0.46% #48 6
Prev: #54
0.7
106 1.8%
P
S
6,019 $2,126,693 2019 Q4 13F Filing 2026-06-30 2026-08-05
IVW
ISHARES S&P 500...
ETF 0.49% 0.44% #49 8
Prev: #57
0.7
-144 -1.0%
P
S
14,261 $1,961,275 2019 Q4 13F Filing 2026-06-30 2026-08-05
IEMG
ISHARES CORE MS...
ETF 0.48% 0.44% #50 8
Prev: #58
0.7
203 0.9%
P
S
23,246 $1,925,731 2019 Q4 13F Filing 2026-06-30 2026-08-05
Showing 1-50 of 192 holdings

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