Argent Advisors, Inc.
ARGENT ADVISORS, INC. is a SEC-registered investment adviser firm headquartered in Monroe, Louisiana. Founded in 1997 as a subsidiary of Argent Financial Group, it serves individuals and institutional clients with financial advisory, planning, and fiduciary solutions. The firm specializes in personalized retirement planning, portfolio management, and investment consulting, and has grown to a team of approximately 9 employees in Monroe with access to the wider resources of Argent Financial Group.
Investment Strategy
Argent Advisors uses a client-centric financial planning model focused on individualized retirement planning and portfolio management. Each client's plan is tailored to their unique circumstances, balancing assets, savings, expenses, and retirement lifestyle goals. The firm emphasizes active engagement and custom portfolio solutions, aiming to anticipate client needs and adapt strategies as financial situations change. Fiduciary responsibility and fee-based advice are central to their approach, serving both individual and institutional investors.
Latest 13F Filing Activity
Argent Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 151 equity positions with a total 13F market value of $324M. The fund increased holdings in Microstrategy Inc. CL A New, Ishares Core Msci Eafe Etf, Microsoft Corp. Com among other positions. Argent Advisors, Inc. reduced exposure to Regions Financial Corp. New Com, Origin Bancorp Inc. Com, Delta Air Lines Inc. Del Com New among others.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES CORE MSCI EAFE ETF | 5.73% | $18.5M | 222,039 | $60.57 | $83.48 | +$1.9M |
I ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | 4.46% | $14.4M | 296,781 | $48.76 | $48.65 | -$46.0K |
I IJH | ISHARES CORE S&P MID-CAP ETF | 4.36% | $14.1M | 227,579 | $45.40 | $62.02 | +$1.3M |
S SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 3.50% | $11.3M | 136,845 | $82.26 | $82.86 | -$3.1K |
I IWM | ISHARES RUSSELL 2000 ETF | 3.50% | $11.3M | 52,459 | $202.14 | $215.79 | +$1.1M |
Industry Allocation
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