Stephens Consulting, LLC Incresed Positions in Q4 2025

Stephens Consulting, LLC

  • $309 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
11
+ 36.67%
$536.85 - $580.45 $5.91K - $6.38K
41 $23.4M
CRM
Salesforce, Inc.

Technology
19
+ 475.0%
$235.69 - $263.41 $4.48K - $5K
23 $6.09M
COP
Conocophillips

Energy
56
+ 56.0%
$85.66 - $95.46 $4.8K - $5.35K
156 $14.6M
SHEL
Shell PLC

Energy
59
+ 19.67%
$71.37 - $77.01 $4.21K - $4.54K
359 $26.4M
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.61%
$303.78 - $362.34 $304 - $362
165 $57.8M
CEG
Constellation Energy Corp

Utilities
2
+ 1.37%
$335.74 - $401.43 $671 - $803
148 $52.3M
ITW
Illinois Tool Works Inc

Industrials
16
+ 80.0%
$242.03 - $260.73 $3.87K - $4.17K
36 $8.87M
MU
Micron Technology Inc

Technology
3
+ 13.64%
$181.6 - $253.3 $545 - $760
25 $7.22M
Gsk PLC
50
+ 29.24%
N/A
221 $10.8M
XLK
Technology Sector Spdr

ETFs
468
+ 100.21%
$278.39 - $304.13 $130K - $142K
935 $135M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.33%
$321.8 - $337.95 $322 - $338
306 $102M
DOW
Dow Inc.

Basic Materials
44
+ 2.15%
$20.65 - $25.73 $909 - $1.13K
2.09K $48.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
40
+ 2.38%
$28.9 - $30.17 $1.16K - $1.21K
1.72K $51.7M
CELH
Celsius Holdings, Inc.

Consumer Defensive
50
+ 100.0%
$41.52 - $64.86 $2.08K - $3.24K
100 $4.57M
HBAN
Huntington Bancshares Inc

Financial Services
32
+ 0.24%
$15.16 - $17.21 $485 - $551
13.3K $231M
PEBO
Peoples Bancorp Inc

Financial Services
36
+ 1.4%
$27.67 - $30.27 $996 - $1.09K
2.6K $78.1M
NFLX
Netflix Inc

Communication Services
130
+ 1300.0%
$110.29 - $1241.35 $14.3K - $161K
140 $13.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.81%
$105.91 - $113.18 $212 - $226
250 $28.4M
EIX
Edison International

Utilities
2
+ 1.5%
$52.12 - $59.08 $104 - $118
135 $8.11M
LMT
Lockheed Martin Corp

Industrials
2
+ 14.29%
$452.1 - $514.24 $904 - $1.03K
16 $7.74M
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 1.2%
$138.21 - $153.19 $829 - $919
506 $76.5M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
23
+ 1.51%
$24.24 - $24.37 $558 - $561
1.55K $37.6M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21
+ 1.38%
N/A
1.54K $37.4M
DXCM
Dexcom Inc

Healthcare
8
+ 3.2%
$54.84 - $71.06 $439 - $568
258 $17.1M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1
+ 0.69%
$80.59 - $84.32 $80.6 - $84.3
145 $12.2M
PNW
Pinnacle West Capital Corp

Utilities
3
+ 3.0%
$87.64 - $93.71 $263 - $281
103 $9.14M
XLE
Energy Sector Spdr

ETFs
377
+ 100.0%
$85.22 - $92.02 $32.1K - $34.7K
754 $33.7M
PLUG
Plug Power Inc

Industrials
77
+ 21.69%
$2.25 - $4.13 $173 - $318
432 $852K
EXC
Exelon Corp

Utilities
4
+ 0.91%
$44.97 - $48.24 $180 - $193
443 $19.3M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2
+ 1.31%
$398.46 - $431.24 $797 - $862
155 $64.6M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.19%
$144.33 - $160.86 $289 - $322
1.08K $173M
MSI
Motorola Solutions, Inc.

Technology
2
+ 6.25%
$379.98 - $462.26 $760 - $925
34 $13M
VZ
Verizon Communications Inc

Communication Services
27
+ 2.83%
$38.4 - $43.83 $1.04K - $1.18K
982 $40M
IWP
Ishares Russell Mid Cap Growth

ETFs
7
+ 1.21%
$136.84 - $145.3 $958 - $1.02K
584 $79.9M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.27%
$211.96 - $244.38 $848 - $978
1.46K $334M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.88%
$250.9 - $292.94 $251 - $293
114 $29.2M
AM
Antero Midstream Corp

Energy
43
+ 1.3%
$17.19 - $19.41 $739 - $835
3.36K $59.8M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 4.39%
$910.94 - $954.99 $11.8K - $12.4K
309 $266M
T
At&T Inc.

Communication Services
7
+ 0.28%
$24.44 - $27.55 $171 - $193
2.5K $62.1M
PG
Procter & Gamble CO

Consumer Defensive
127
+ 4.74%
$145.5 - $153.18 $18.5K - $19.5K
2.81K $402M
DUK
Duke Energy Corp

Utilities
2
+ 0.11%
$121.57 - $129.03 $243 - $258
1.79K $210M
CMS
Cms Energy Corp

Utilities
5
+ 0.12%
$71.83 - $75.31 $359 - $377
4.13K $289M
SO
Southern CO

Utilities
17
+ 0.79%
$90.58 - $99.72 $1.54K - $1.7K
2.16K $189M
ORCL
Oracle Corp

Technology
23
+ 10.09%
$217.57 - $313.0 $5K - $7.2K
251 $48.9M
Ishares Bitcoin Trust ETF
1
+ 0.09%
N/A
1.1K $54.7M
MO
Altria Group, Inc.

Consumer Defensive
17
+ 0.2%
$56.38 - $66.65 $958 - $1.13K
8.43K $486M
VO
Vanguard Mid Cap ETF

ETFs
773
+ 0.88%
$286.27 - $296.23 $221K - $229K
88.5K $25.7B
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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