• 13F History

Strategent Financial, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$110M
Signature - Title
Dale S. Lam - President
Location
Harrisonburg, VA
Summary
This page shows a list of all the recent 13F filings made by Strategent Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategent Financial, LLC reported 33 stock holdings with total value $110M as of Q1 2025. Top holdings included VOO, JQUA, JPST, QQQ, and QQQM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 33 $110M +$17M -$5.02M +$12M VOO, JQUA, JPST, QQQ, QQQM 13F-HR 4/11/2025, 02:43 PM
Q4 2024 32 $101M $0 $0 VOO, JQUA, JPST, QQQ, SDY 13F-HR 2/4/2025, 03:09 PM