Stephens Consulting, LLC Purchases in Q1 2025

Stephens Consulting, LLC

  • $399 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
37
+ 20.56%
$168.59 - $212.13 $6.24K - $7.85K
217 $43.4M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
1.03K
New
$11.57 - $12.07 $12K - $12.5K
1.03K $12.1M
MU
Micron Technology Inc

Technology
124
+ 45.93%
$86.89 - $109.38 $10.8K - $13.6K
394 $34.3M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
3.73K
+ 10.63%
$31.77 - $36.65 $118K - $137K
38.8K $1.23B
AM
Antero Midstream Corp

Energy
44
+ 1.38%
$15.47 - $18.04 $681 - $794
3.24K $58.2M
CMI
Cummins Inc

Industrials
31
New
$312.92 - $386.07 $9.7K - $12K
31 $9.72M
CMCSA
Comcast Corp

Communication Services
279
+ 24.16%
$33.19 - $38.23 $9.26K - $10.7K
1.43K $52.9M
XLP
Consumer Staples Sector Spdr

ETFs
101
+ 101.0%
N/A
201 $16.4M
Gsk PLC
163
+ 36.55%
N/A
609 $23.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.06%
$87.68 - $94.52 $87.7 - $94.5
1.65K $155M
SYY
Sysco Corp

Consumer Defensive
101
+ 29.02%
$70.0 - $77.13 $7.07K - $7.79K
449 $33.7M
C
Citigroup Inc

Financial Services
98
+ 160.66%
$67.23 - $84.63 $6.59K - $8.29K
159 $11.3M
IEMG
Ishares Inc

ETFs
55
+ 2.48%
N/A
2.27K $123M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
371
+ 13.24%
$38.41 - $44.06 $14.3K - $16.3K
3.17K $124M
CHY
Calamos Convertible & High Income Fund

Financial Services
600
New
$10.1 - $12.0 $6.06K - $7.2K
600 $6.06M
RIET
ETF Ser Solutions Hoya Capital

ETFs
600
New
$9.79 - $10.5 $5.87K - $6.3K
600 $6.02M
SUN
Sunoco LP

Energy
100
New
$51.29 - $59.25 $5.13K - $5.93K
100 $5.81M
INTC
Intel Corp

Technology
96
+ 8.93%
$19.1 - $27.39 $1.83K - $2.63K
1.17K $26.6M
SON
Sonoco Products CO

Consumer Cyclical
100
New
$44.71 - $49.22 $4.47K - $4.92K
100 $4.72M
ADP
Automatic Data Processing Inc

Industrials
10
+ 8.93%
$286.85 - $318.64 $2.87K - $3.19K
122 $37.3M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
30
New
$132.75 - $177.12 $3.98K - $5.31K
30 $4.58M
NOK
Nokia Corp

Technology
709
+ 100.85%
$4.43 - $5.42 $3.14K - $3.84K
1.41K $7.44M
INSM
Insmed Inc

Healthcare
50
New
$65.25 - $83.83 $3.26K - $4.19K
50 $3.82M
AIT
Applied Industrial Technologies Inc

Industrials
15
New
$218.93 - $269.18 $3.28K - $4.04K
15 $3.38M
Ftai Aviation LTD
30
New
N/A
30 $3.33M
PAYX
Paychex Inc

Industrials
7
+ 4.61%
$136.06 - $154.52 $952 - $1.08K
159 $24.5M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
263
New
$11.13 - $11.61 $2.93K - $3.05K
263 $2.95M
CORT
Corcept Therapeutics Inc

Healthcare
25
New
$49.85 - $114.22 $1.25K - $2.86K
25 $2.86M
SSB
South State Corp

Financial Services
30
New
$89.4 - $108.33 $2.68K - $3.25K
30 $2.79M
CRS
Carpenter Technology Corp

Industrials
15
New
$172.39 - $212.53 $2.59K - $3.19K
15 $2.72M
MLI
Mueller Industries Inc

Industrials
35
New
$76.14 - $82.67 $2.66K - $2.89K
35 $2.67M
SPGI
S&P Global Inc.

Financial Services
5
New
$478.26 - $543.77 $2.39K - $2.72K
5 $2.54M
COOP
Mr. Cooper Group Inc.

Financial Services
20
New
$91.4 - $119.6 $1.83K - $2.39K
20 $2.39M
CVLT
Commvault Systems Inc

Technology
15
New
$146.82 - $187.9 $2.2K - $2.82K
15 $2.37M
EXLS
Exl Service Holdings, Inc.

Technology
50
New
$44.13 - $51.8 $2.21K - $2.59K
50 $2.36M
URA
Global X Uranium ETF

ETFs
100
New
$22.92 - $30.98 $2.29K - $3.1K
100 $2.29M
EAT
Brinker International, Inc

Consumer Cyclical
15
New
$133.46 - $189.14 $2K - $2.84K
15 $2.24M
HALO
Halozyme Therapeutics, Inc.

Healthcare
35
New
$47.74 - $65.16 $1.67K - $2.28K
35 $2.23M
HLNE
Hamilton Lane Inc

Financial Services
15
New
$137.87 - $170.18 $2.07K - $2.55K
15 $2.23M
HQY
Healthequity, Inc.

Healthcare
25
New
$84.32 - $114.51 $2.11K - $2.86K
25 $2.21M
TCI
Transcontinental Realty Investors Inc

Real Estate
78
New
$25.74 - $30.05 $2.01K - $2.34K
78 $2.18M
GTLS
Chart Industries Inc

Industrials
15
New
$141.99 - $218.35 $2.13K - $3.28K
15 $2.17M
RKLB
Rocket Lab Usa, Inc.

Industrials
120
New
$17.12 - $31.57 $2.05K - $3.79K
120 $2.15M
Primo Brands Corporation
60
New
N/A
60 $2.13M
ONB
Old National Bancorp

Financial Services
100
New
$20.11 - $24.45 $2.01K - $2.45K
100 $2.12M
CNO
Cno Financial Group, Inc.

Financial Services
50
New
$35.99 - $42.34 $1.8K - $2.12K
50 $2.08M
UMBF
Umb Financial Corp

Financial Services
20
New
$98.0 - $122.56 $1.96K - $2.45K
20 $2.02M
CRDO
Credo Technology Group Holding LTD

Technology
50
New
$39.45 - $85.5 $1.97K - $4.28K
50 $2.01M
FN
Fabrinet

Technology
10
New
$183.66 - $267.24 $1.84K - $2.67K
10 $1.98M
Activity Summary
Buys All Purchases 1147 New Holdings 1043 Increased Positions 104 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 1 Puts 1
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