Stephens Consulting
Latest statistics and disclosures from Stephens Consulting's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, BND, VO, VTV, IEFA, and represent 53.42% of Stephens Consulting's stock portfolio.
- Added to shares of these 10 stocks: FRDM, VOO, RJF, Raymond James Financial Inc option, VTV, AVUV, VO, DTE, BND, VCEB.
- Started 1044 new stock positions in PAYO, TIPT, WK, SWTX, LMB, SMTC, SCVL, TRNS, TRC, PL.
- Reduced shares in these 10 stocks: HELO, Boeing Co option, IMTM, MSFT, TFI, SCHD, MUB, BOXX, VEA, QQQM.
- Sold out of its positions in AVEM, ADSK, GOLD, BTZ, Boeing Co option, CI, EXEEL, CMG, DEO, D.
- Stephens Consulting was a net buyer of stock by $4.6M.
- Stephens Consulting has $399M in assets under management (AUM), dropping by -0.18%.
- Central Index Key (CIK): 0001961632
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Portfolio Holdings for Stephens Consulting
Stephens Consulting holds 1514 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Stephens Consulting has 1514 total positions. Only the first 250 positions are shown.
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- Download the Stephens Consulting March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 19.6 | $78M | 152k | 513.91 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 10.4 | $42M | 566k | 73.45 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 9.1 | $36M | +2% | 140k | 258.62 |
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| Vanguard Index Fds Value Etf (VTV) | 8.8 | $35M | +2% | 204k | 172.74 |
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| Ishares Tr Core Msci Eafe (IEFA) | 5.5 | $22M | 289k | 75.65 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.8 | $19M | +4% | 218k | 87.17 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 3.9 | $16M | 315k | 50.00 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.9 | $11M | +2% | 172k | 66.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $9.9M | 19k | 532.58 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 2.3 | $9.2M | 402k | 22.94 |
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| Ishares Tr National Mun Etf (MUB) | 2.0 | $7.8M | -2% | 74k | 105.44 |
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| Raymond James Financial (RJF) | 1.7 | $6.6M | +16% | 48k | 138.91 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.6 | $6.3M | +2% | 102k | 61.78 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 1.4 | $5.8M | +50% | 164k | 35.05 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 1.2 | $4.8M | +4% | 49k | 97.95 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.9 | $3.5M | +11% | 38k | 91.53 |
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| T Rowe Price Etf Small Mid Cap (TMSL) | 0.9 | $3.5M | +8% | 115k | 30.48 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.9 | $3.4M | -4% | 18k | 193.01 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.8 | $3.3M | +4% | 36k | 91.73 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $3.3M | 15k | 221.76 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.7 | $3.0M | -5% | 27k | 111.49 |
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| NVIDIA Corporation (NVDA) | 0.7 | $2.7M | -2% | 25k | 108.38 |
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| Apple (AAPL) | 0.7 | $2.7M | +4% | 12k | 222.13 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $2.6M | 7.2k | 361.10 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.5M | -3% | 5.2k | 468.90 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.6 | $2.3M | +4% | 61k | 38.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $2.2M | +22% | 6.0k | 370.82 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.9M | 7.8k | 245.31 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.8M | 22k | 81.73 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $1.4M | 19k | 76.57 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.4M | -11% | 28k | 50.83 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.3 | $1.4M | +66% | 22k | 62.92 |
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| DTE Energy Company (DTE) | 0.3 | $1.2M | +135% | 9.0k | 138.27 |
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| Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) | 0.3 | $1.2M | +10% | 39k | 31.78 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.2M | 12k | 98.92 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.1M | 6.4k | 173.23 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.0M | -3% | 6.0k | 170.89 |
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| Microsoft Corporation (MSFT) | 0.3 | $1.0M | -35% | 2.7k | 375.39 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.0M | +45% | 13k | 78.28 |
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| International Business Machines (IBM) | 0.2 | $965k | 3.9k | 248.68 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $956k | 1.7k | 561.87 |
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| Brown Forman Corp CL B (BF.B) | 0.2 | $950k | 28k | 33.94 |
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| Raymond James Finl Put Put Option (Principal) | 0.2 | $945k | NEW | 6.8k | 138.91 |
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| Brown Forman Corp Cl A (BF.A) | 0.2 | $786k | 24k | 33.47 |
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| Johnson & Johnson (JNJ) | 0.2 | $782k | +13% | 4.7k | 165.83 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $779k | 4.5k | 172.26 |
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| Amazon (AMZN) | 0.2 | $669k | +36% | 3.5k | 190.26 |
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| Linde SHS (LIN) | 0.2 | $661k | 1.4k | 465.64 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $654k | -7% | 4.2k | 154.64 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $654k | 3.4k | 194.02 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $646k | -9% | 11k | 58.35 |
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| Republic Services (RSG) | 0.1 | $571k | 2.4k | 242.16 |
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| Boeing Company (BA) | 0.1 | $530k | -8% | 3.1k | 170.55 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $521k | -10% | 1.8k | 288.14 |
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| Altria (MO) | 0.1 | $503k | 8.4k | 60.02 |
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| Oracle Corporation (ORCL) | 0.1 | $501k | +3% | 3.6k | 139.81 |
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| Wal-Mart Stores (WMT) | 0.1 | $497k | 5.7k | 87.79 |
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| Procter & Gamble Company (PG) | 0.1 | $469k | -3% | 2.7k | 170.42 |
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| Pepsi (PEP) | 0.1 | $453k | -5% | 3.0k | 149.94 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $452k | +4% | 13k | 34.95 |
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| Amgen (AMGN) | 0.1 | $435k | 1.4k | 311.55 |
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| Ishares Tr Morningstar Valu (ILCV) | 0.1 | $430k | 5.3k | 81.45 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $402k | -2% | 8.3k | 48.35 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $393k | 3.0k | 128.98 |
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| Stryker Corporation (SYK) | 0.1 | $388k | 1.0k | 372.25 |
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| Abbvie (ABBV) | 0.1 | $382k | -25% | 1.8k | 209.51 |
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| Hca Holdings (HCA) | 0.1 | $375k | 1.1k | 345.55 |
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| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.1 | $373k | 5.7k | 65.39 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $362k | 1.9k | 186.27 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $353k | 1.0k | 352.58 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $350k | 2.8k | 127.08 |
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| Home Depot (HD) | 0.1 | $344k | +13% | 938.00 | 366.49 |
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| Tesla Motors (TSLA) | 0.1 | $344k | -16% | 1.3k | 259.16 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $336k | -2% | 2.8k | 118.95 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $334k | -15% | 4.2k | 78.94 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $327k | -18% | 1.6k | 206.53 |
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| CMS Energy Corporation (CMS) | 0.1 | $317k | -2% | 4.2k | 75.11 |
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| Southern Company (SO) | 0.1 | $311k | +15% | 3.4k | 91.95 |
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| Snowflake Cl A (SNOW) | 0.1 | $294k | 2.0k | 146.16 |
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| Costco Wholesale Corporation (COST) | 0.1 | $279k | +25% | 295.00 | 945.78 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $278k | NEW | 5.7k | 48.40 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.1 | $262k | -94% | 4.4k | 59.68 |
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| Tesla Call Call Option (Principal) | 0.1 | $259k | NEW | 1.0k | 259.16 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $240k | 1.3k | 179.70 |
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| Spdr Ser Tr Spdr Msci Usa Ge (SHE) | 0.1 | $233k | 2.0k | 114.13 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $218k | -2% | 1.8k | 121.97 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $211k | 1.7k | 121.91 |
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| Caterpillar (CAT) | 0.1 | $206k | +38% | 625.00 | 329.80 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $199k | 2.1k | 96.48 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $198k | 13k | 15.01 |
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| Cisco Systems (CSCO) | 0.0 | $194k | +4% | 3.1k | 61.71 |
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| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.0 | $192k | 3.6k | 53.22 |
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| Avery Dennison Corporation (AVY) | 0.0 | $186k | 1.0k | 177.97 |
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| Dell Technologies CL C (DELL) | 0.0 | $185k | 2.0k | 91.15 |
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| Coca-Cola Company (KO) | 0.0 | $184k | -10% | 2.6k | 71.62 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $181k | 894.00 | 202.13 |
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| Elastic N V Ord Shs (ESTC) | 0.0 | $178k | 2.0k | 89.10 |
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| RPM International (RPM) | 0.0 | $174k | 1.5k | 115.68 |
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| Masco Corporation (MAS) | 0.0 | $173k | 2.5k | 69.54 |
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| Philip Morris International (PM) | 0.0 | $170k | 1.1k | 158.67 |
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| Walt Disney Company (DIS) | 0.0 | $170k | -17% | 1.7k | 98.71 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $168k | 1.1k | 150.98 |
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| Ishares Tr Core Total Usd (IUSB) | 0.0 | $168k | 3.6k | 46.08 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $163k | 592.00 | 274.78 |
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| Gilead Sciences (GILD) | 0.0 | $160k | +320% | 1.4k | 112.05 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $157k | 2.7k | 58.96 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $155k | 1.7k | 93.66 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $154k | 2.1k | 73.70 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $154k | 300.00 | 512.01 |
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| Ford Motor Company (F) | 0.0 | $153k | 15k | 10.03 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $151k | 269.00 | 559.58 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $148k | -6% | 2.1k | 69.44 |
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| McDonald's Corporation (MCD) | 0.0 | $143k | -11% | 457.00 | 312.37 |
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| Honeywell International (HON) | 0.0 | $141k | +124% | 668.00 | 211.71 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $141k | 549.00 | 257.03 |
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| Deere & Company (DE) | 0.0 | $136k | +4% | 290.00 | 469.35 |
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| Ingredion Incorporated (INGR) | 0.0 | $135k | 1.0k | 135.21 |
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| American Express Company (AXP) | 0.0 | $135k | +82% | 501.00 | 269.05 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $134k | -49% | 1.6k | 81.67 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $130k | 2.7k | 47.48 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $129k | 750.00 | 172.23 |
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| Ishares Tr Esg Select Scre (XJH) | 0.0 | $124k | +13% | 3.2k | 39.07 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.0 | $124k | NEW | 4.2k | 29.76 |
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| Merck & Co (MRK) | 0.0 | $123k | -5% | 1.4k | 89.76 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $123k | -2% | 2.4k | 50.42 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $123k | +2% | 2.3k | 53.97 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $122k | +12% | 895.00 | 135.72 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $118k | 1.0k | 118.35 |
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| Becton, Dickinson and (BDX) | 0.0 | $117k | 511.00 | 229.06 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $115k | 921.00 | 124.53 |
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| Devon Energy Corporation (DVN) | 0.0 | $112k | NEW | 3.0k | 37.40 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $110k | -5% | 2.2k | 50.63 |
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| Analog Devices (ADI) | 0.0 | $110k | -2% | 544.00 | 201.67 |
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| Oklo Com Cl A (OKLO) | 0.0 | $108k | -16% | 5.0k | 21.63 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $107k | 1.3k | 80.11 |
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| Dow (DOW) | 0.0 | $106k | +10% | 3.0k | 34.92 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $106k | 2.5k | 42.37 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $105k | 527.00 | 199.49 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $103k | 4.7k | 22.08 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $101k | 2.0k | 50.71 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.0 | $100k | -85% | 2.5k | 39.93 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $100k | 1.1k | 92.29 |
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| Meta Platforms Cl A (META) | 0.0 | $100k | -45% | 173.00 | 576.36 |
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| American Electric Power Company (AEP) | 0.0 | $97k | 891.00 | 109.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $96k | -74% | 3.4k | 27.96 |
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| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.0 | $91k | -5% | 2.2k | 41.46 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.0 | $87k | -3% | 1.8k | 47.80 |
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| Bank of America Corporation (BAC) | 0.0 | $86k | 2.1k | 41.74 |
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| Norfolk Southern (NSC) | 0.0 | $80k | 339.00 | 236.85 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $79k | -17% | 886.00 | 89.64 |
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| Yum! Brands (YUM) | 0.0 | $79k | -12% | 500.00 | 157.36 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $78k | +61% | 1.1k | 73.49 |
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| Chevron Corporation (CVX) | 0.0 | $78k | 463.00 | 167.29 |
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| Verizon Communications (VZ) | 0.0 | $77k | +23% | 1.7k | 45.36 |
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| Domino's Pizza (DPZ) | 0.0 | $76k | 166.00 | 459.45 |
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| Vaneck Etf Trust Video Gmng Esprt (ESPO) | 0.0 | $75k | 865.00 | 86.28 |
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| Peoples Ban (PEBO) | 0.0 | $74k | 2.5k | 29.66 |
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| At&t (T) | 0.0 | $74k | +12% | 2.6k | 28.28 |
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| 3M Company (MMM) | 0.0 | $73k | -66% | 495.00 | 146.86 |
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| Anthem (ELV) | 0.0 | $71k | 164.00 | 434.96 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $71k | +26% | 538.00 | 132.46 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $71k | 3.1k | 23.16 |
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| Columbia Banking System (COLB) | 0.0 | $70k | 2.8k | 24.94 |
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| Emerson Electric (EMR) | 0.0 | $69k | +212% | 628.00 | 109.64 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $68k | 576.00 | 117.50 |
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| Eli Lilly & Co. (LLY) | 0.0 | $67k | -19% | 81.00 | 825.91 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $65k | 107.00 | 605.23 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $65k | 154.00 | 419.88 |
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| Truist Financial Corp equities (TFC) | 0.0 | $64k | 1.6k | 41.15 |
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| Pfizer (PFE) | 0.0 | $62k | -57% | 2.5k | 25.34 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $62k | -34% | 2.1k | 30.10 |
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| Marvell Technology (MRVL) | 0.0 | $62k | 1.0k | 61.57 |
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| Principal Financial (PFG) | 0.0 | $61k | 725.00 | 84.37 |
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| Discover Financial Services (DFS) | 0.0 | $60k | 350.00 | 170.70 |
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| Wec Energy Group (WEC) | 0.0 | $59k | +138% | 544.00 | 108.98 |
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| Dupont De Nemours (DD) | 0.0 | $59k | 789.00 | 74.68 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $59k | 559.00 | 104.57 |
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| Antero Midstream Corp antero midstream (AM) | 0.0 | $58k | 3.2k | 18.00 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $58k | 720.00 | 80.37 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $58k | -6% | 852.00 | 67.85 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $57k | 474.00 | 121.12 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $55k | 736.00 | 74.72 |
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| Kinder Morgan (KMI) | 0.0 | $55k | 1.9k | 28.53 |
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| Eaton Corp SHS (ETN) | 0.0 | $54k | -5% | 200.00 | 271.83 |
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| Agnico (AEM) | 0.0 | $54k | 500.00 | 108.41 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $54k | -16% | 1.2k | 45.25 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $53k | +24% | 1.4k | 36.90 |
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| EastGroup Properties (EGP) | 0.0 | $53k | 300.00 | 176.15 |
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| Enbridge (ENB) | 0.0 | $51k | 1.2k | 44.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $51k | -37% | 328.00 | 156.23 |
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| FirstEnergy (FE) | 0.0 | $50k | 1.2k | 40.42 |
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| Applied Materials (AMAT) | 0.0 | $50k | 343.00 | 145.12 |
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| Visa Com Cl A (V) | 0.0 | $48k | -66% | 137.00 | 350.47 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $48k | 1.8k | 26.20 |
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| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $47k | 460.00 | 102.42 |
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| Corteva (CTVA) | 0.0 | $47k | 747.00 | 62.93 |
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| Biontech Se Sponsored Ads (BNTX) | 0.0 | $46k | 500.00 | 91.06 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $45k | 501.00 | 90.55 |
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| Abbott Laboratories (ABT) | 0.0 | $45k | -64% | 340.00 | 132.53 |
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| Ge Aerospace Com New (GE) | 0.0 | $43k | +20% | 217.00 | 200.15 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $43k | 1.4k | 30.99 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $41k | 256.00 | 160.54 |
|
|
| Target Corporation (TGT) | 0.0 | $41k | -4% | 393.00 | 104.36 |
|
| Prudential Financial (PRU) | 0.0 | $41k | 367.00 | 111.68 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $41k | 1.7k | 24.21 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $41k | 1.6k | 25.15 |
|
|
| ON Semiconductor (ON) | 0.0 | $41k | 1.0k | 40.69 |
|
|
| Nextera Energy (NEE) | 0.0 | $39k | 552.00 | 70.89 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $39k | 555.00 | 69.81 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $38k | +93% | 339.00 | 111.09 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $37k | 481.00 | 77.63 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $37k | +8% | 122.00 | 305.70 |
|
| Polaris Industries (PII) | 0.0 | $37k | 910.00 | 40.94 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $36k | 1.5k | 24.18 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $35k | 377.00 | 93.45 |
|
|
| Exelon Corporation (EXC) | 0.0 | $35k | -2% | 762.00 | 46.08 |
|
| Micron Technology (MU) | 0.0 | $34k | +45% | 394.00 | 86.96 |
|
| Enterprise Products Partners (EPD) | 0.0 | $34k | 1.0k | 34.14 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $34k | 540.00 | 63.00 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $34k | +29% | 449.00 | 75.04 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $33k | 1.3k | 25.26 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $32k | 172.00 | 188.16 |
|
|
| Broadcom (AVGO) | 0.0 | $32k | -32% | 190.00 | 167.43 |
|
| General Mills (GIS) | 0.0 | $32k | 526.00 | 59.79 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $31k | 430.00 | 72.70 |
|
|
| Medtronic SHS (MDT) | 0.0 | $30k | -3% | 331.00 | 89.86 |
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.0 | $30k | 424.00 | 69.62 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $30k | 66.00 | 446.71 |
|
|
| Constellation Energy (CEG) | 0.0 | $29k | 146.00 | 201.63 |
|
|
| Phillips 66 (PSX) | 0.0 | $29k | -2% | 237.00 | 123.48 |
|
| Two Rds Shared Tr Hypatia Women (WCEO) | 0.0 | $29k | 1.0k | 27.83 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $29k | 296.00 | 97.48 |
|
|
| Ea Series Trust Strive Us Energy (DRLL) | 0.0 | $28k | 957.00 | 29.70 |
|
|
| Fortinet (FTNT) | 0.0 | $28k | 295.00 | 96.26 |
|
|
| Omni (OMC) | 0.0 | $28k | 333.00 | 82.91 |
|
|
| Nike CL B (NKE) | 0.0 | $27k | -44% | 420.00 | 63.48 |
|
| Intel Corporation (INTC) | 0.0 | $27k | +8% | 1.2k | 22.71 |
|
| Owens & Minor (OMI) | 0.0 | $26k | 2.9k | 9.03 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $26k | 690.00 | 38.25 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $26k | 181.00 | 145.69 |
|
|
| Cleveland-cliffs (CLF) | 0.0 | $26k | 3.2k | 8.22 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $26k | -14% | 500.00 | 52.06 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $26k | 403.00 | 63.53 |
|
|
| Li Auto Sponsored Ads (LI) | 0.0 | $25k | 1.0k | 25.20 |
|
|
| Paychex (PAYX) | 0.0 | $25k | +4% | 159.00 | 154.28 |
|
| United Parcel Service CL B (UPS) | 0.0 | $25k | 223.00 | 109.99 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $24k | +36% | 609.00 | 38.74 |
|
| Union Pacific Corporation (UNP) | 0.0 | $23k | -18% | 99.00 | 236.24 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $23k | 323.00 | 71.97 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $23k | 685.00 | 33.79 |
|
Past Filings by Stephens Consulting
SEC 13F filings are viewable for Stephens Consulting going back to 2022
- Stephens Consulting 2025 Q1 filed April 17, 2025
- Stephens Consulting 2024 Q4 filed Jan. 27, 2025
- Stephens Consulting 2024 Q3 filed Oct. 18, 2024
- Stephens Consulting 2024 Q2 filed July 29, 2024
- Stephens Consulting 2024 Q1 filed April 17, 2024
- Stephens Consulting 2023 Q4 filed Feb. 1, 2024
- Stephens Consulting 2023 Q3 filed Oct. 25, 2023
- Stephens Consulting 2023 Q2 filed July 21, 2023
- Stephens Consulting 2023 Q1 filed April 19, 2023
- Stephens Consulting 2021 Q4 filed Jan. 20, 2023
- Stephens Consulting 2022 Q1 filed Jan. 20, 2023
- Stephens Consulting 2022 Q2 filed Jan. 20, 2023
- Stephens Consulting 2022 Q3 filed Jan. 20, 2023
- Stephens Consulting 2022 Q4 filed Jan. 20, 2023