Stephens Consulting, LLC Incresed Positions in Q4 2025

Stephens Consulting, LLC

  • $309 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
60.4K
+ 569.11%
$248.1 - $260.08 $15M - $15.7M
71K $18.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
881
+ 0.84%
$600.51 - $631.95 $529K - $557K
106K $66.3B
BA
Boeing CO

Industrials
6.02K
+ 301.1%
$191.81 - $225.32 $1.16M - $1.36M
8.02K $1.74B
Fidelity Covington Trust
8.59K
+ 1.16%
N/A
749K $27.4B
VTV
Vanguard Value ETF

ETFs
13
+ 0.01%
$182.87 - $189.72 $2.38K - $2.47K
116K $22.1B
HOOD
Robinhood Markets, Inc.

Technology
6K
+ 85.71%
$121.53 - $152.46 $729K - $915K
13K $1.47B
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.89K
+ 1.72%
$74.09 - $75.1 $510K - $517K
407K $30.2B
GOOGL
Alphabet Inc.

Communication Services
1.12K
+ 5615.0%
$236.57 - $291.31 $266K - $327K
1.14K $358M
ALCC
Alt C Acquisition Corp.

Financial Services
5K
+ 500.0%
N/A
6K $431M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.58K
+ 0.7%
$50.33 - $50.81 $130K - $131K
373K $18.8B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.26K
+ 1.6%
$22.88 - $22.95 $143K - $144K
398K $9.1B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
732
+ 25.51%
$137.47 - $143.13 $101K - $105K
3.6K $517M
JPM
Jpmorgan Chase & CO

Financial Services
162
+ 2.06%
$294.11 - $320.41 $47.6K - $51.9K
8.05K $2.59B
CAT
Caterpillar Inc

Industrials
89
+ 18.74%
$480.82 - $585.49 $42.8K - $52.1K
564 $323M
DELL
Dell Technologies Inc.

Technology
1K
+ 49.26%
$133.76 - $164.88 $134K - $165K
3.03K $381M
HD
Home Depot, Inc.

Consumer Cyclical
405
+ 49.63%
$358.03 - $397.02 $145K - $161K
1.22K $420M
JNJ
Johnson & Johnson

Healthcare
25
+ 0.74%
$185.98 - $199.58 $4.65K - $4.99K
3.43K $709M
XOM
Exxon Mobil Corp

Energy
401
+ 14.51%
$110.64 - $119.78 $44.4K - $48K
3.16K $381M
AMGN
Amgen Inc

Healthcare
10
+ 0.74%
$290.13 - $341.71 $2.9K - $3.42K
1.37K $448M
WMT
Walmart Inc.

Consumer Defensive
110
+ 1.95%
$101.18 - $109.03 $11.1K - $12K
5.75K $641M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3
+ 0.01%
$92.24 - $96.56 $277 - $290
21.5K $2.06B
KO
Coca Cola CO

Consumer Defensive
435
+ 51.18%
$66.1 - $71.61 $28.8K - $31.2K
1.29K $89.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.12K
+ 3108.33%
$27.17 - $28.65 $30.4K - $32.1K
1.16K $32.9M
LLY
Eli Lilly & CO

Healthcare
15
+ 37.5%
$799.57 - $1025.28 $12K - $15.4K
55 $59.1M
WPM
Wheaton Precious Metals Corp.

Basic Materials
200
+ 41.58%
$94.37 - $113.5 $18.9K - $22.7K
681 $80M
COF
Capital One Financial Corp

Financial Services
47
+ 10.28%
$201.01 - $225.01 $9.45K - $10.6K
504 $122M
MSFT
Microsoft Corp

Technology
193
+ 9.67%
$496.82 - $542.07 $95.9K - $105K
2.19K $1.06B
CSCO
Cisco Systems, Inc.

Technology
23
+ 0.89%
$67.46 - $78.0 $1.55K - $1.79K
2.61K $201M
JCI
Johnson Controls International PLC

Industrials
78
+ 5.83%
$105.55 - $122.66 $8.23K - $9.57K
1.42K $169M
AXP
American Express CO

Financial Services
2
+ 0.36%
$316.26 - $372.77 $633 - $746
560 $207M
CVX
Chevron Corp

Energy
147
+ 32.31%
$148.9 - $157.72 $21.9K - $23.2K
602 $91.8M
HLN
Haleon PLC

Healthcare
2K
+ 930.23%
$8.79 - $9.9 $17.6K - $19.8K
2.22K $22.4M
SYK
Stryker Corp

Healthcare
100
+ 9.61%
$353.81 - $388.35 $35.4K - $38.8K
1.14K $401M
GOOG
Alphabet Inc.

Communication Services
20
+ 15.15%
$237.49 - $291.74 $4.75K - $5.83K
152 $47.7M
META
Meta Platforms, Inc.

Communication Services
35
+ 29.66%
$609.01 - $751.67 $21.3K - $26.3K
153 $101M
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 1.29%
$401.99 - $468.37 $6.83K - $7.96K
1.33K $599M
BAC
Bank Of America Corp

Financial Services
215
+ 36.75%
$48.65 - $54.11 $10.5K - $11.6K
800 $44M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
41
+ 82.0%
$280.66 - $305.09 $11.5K - $12.5K
91 $27.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
103
+ 12.38%
$114.27 - $121.15 $11.8K - $12.5K
935 $112M
AZN
Astrazeneca PLC

Healthcare
34
+ 5.16%
$81.15 - $89.4 $2.76K - $3.04K
693 $63.7M
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 3.87%
$656.2 - $690.71 $7.87K - $8.29K
322 $221M
COIN
Coinbase Global, Inc.

Technology
100
+ 99.01%
$283.14 - $387.27 $28.3K - $38.7K
201 $45.5M
PSX
Phillips 66

Energy
90
+ 67.67%
$126.76 - $142.32 $11.4K - $12.8K
223 $28.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
111
+ 9.43%
$99.87 - $101.27 $11.1K - $11.2K
1.29K $129M
UNP
Union Pacific Corp

Industrials
44
+ 48.35%
$216.37 - $237.41 $9.52K - $10.4K
135 $31.2M
MS
Morgan Stanley

Financial Services
37
+ 29.6%
$151.86 - $169.92 $5.62K - $6.29K
162 $28.8M
DE
Deere & CO

Industrials
13
+ 4.48%
$439.11 - $480.78 $5.71K - $6.25K
303 $141M
V
Visa Inc.

Financial Services
19
+ 22.09%
$325.75 - $352.42 $6.19K - $6.7K
105 $36.8M
IBM
International Business Machines Corp

Technology
1
+ 0.22%
$275.97 - $314.98 $276 - $315
452 $134M
Activity Summary
Buys All Purchases 231 New Holdings 133 Increased Positions 98 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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