Long-term investor
Argent Advisors, Inc. @argentadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001426851).
Record
- Tracked since 2025-06-30 (441 days), 111 trades recorded
- Returns: week n/a · month n/a · 90 days +6.3% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEFA · 5.2% · long · since 2025-06-30
- IJH · 4.9% · long · since 2025-06-30
- DGRO · 3.8% · long · since 2025-06-30
- AVUV · 3.8% · long · since 2026-03-31
- IVV · 3.4% · long · since 2025-06-30
- RDVI · 3.2% · long · since 2025-06-30
- EQWL · 3.1% · long · since 2025-12-31
- SHY · 3.0% · long · since 2025-06-30
- JPM · 3.0% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- XOM · 2.4% · long · since 2025-06-30
- KNG · 2.1% · long · since 2025-06-30