Stephens Consulting, LLC Purchases in Q4 2025

Stephens Consulting, LLC

  • $309 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
KRG
Kite Realty Group Trust

Real Estate
644
New
$21.33 - $23.13 $13.7K - $14.9K
644 $15.4M
C
Citigroup Inc

Financial Services
132
New
$93.93 - $102.87 $12.4K - $13.6K
132 $15.4M
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
BSX
Boston Scientific Corp

Healthcare
127
New
$94.95 - $104.98 $12.1K - $13.3K
127 $12.1M
ASML
Asml Holding Nv

Technology
10
New
$936.19 - $1075.45 $9.36K - $10.8K
10 $10.7M
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
ING
Ing Groep Nv

Financial Services
308
New
$23.66 - $26.51 $7.29K - $8.17K
308 $8.62M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
182
New
$46.57 - $47.16 $8.48K - $8.58K
182 $8.47M
DE
Deere & CO

Industrials
13
+ 4.48%
$439.11 - $480.78 $5.71K - $6.25K
303 $141M
NVS
Novartis Ag

Healthcare
61
New
$121.8 - $132.39 $7.43K - $8.08K
61 $8.41M
SONY
Sony Group Corp

Technology
324
New
$27.71 - $30.26 $8.98K - $9.8K
324 $8.3M
BP
Bp PLC

Energy
226
New
$32.78 - $37.35 $7.41K - $8.44K
226 $7.85M
V
Visa Inc.

Financial Services
19
+ 22.09%
$325.75 - $352.42 $6.19K - $6.7K
105 $36.8M
SAP
Sap Se

Technology
30
New
$238.9 - $280.46 $7.17K - $8.41K
30 $7.29M
IBM
International Business Machines Corp

Technology
1
+ 0.22%
$275.97 - $314.98 $276 - $315
452 $134M
FISV
Fiserv Inc

Technology
98
New
N/A
98 $6.58M
TMO
Thermo Fisher Scientific Inc.

Healthcare
11
New
$524.58 - $588.02 $5.77K - $6.47K
11 $6.37M
MA
Mastercard Inc

Financial Services
11
+ 36.67%
$536.85 - $580.45 $5.91K - $6.38K
41 $23.4M
UBS
Ubs Group Ag

Financial Services
132
New
$37.56 - $41.1 $4.96K - $5.43K
132 $6.11M
SCHW
Schwab Charles Corp

Financial Services
60
New
$91.91 - $97.71 $5.51K - $5.86K
60 $6M
BHP
Bhp Group LTD

Basic Materials
98
New
$53.62 - $57.96 $5.25K - $5.68K
98 $5.92M
Blackrock Inc
5
New
N/A
5 $5.35M
COP
Conocophillips

Energy
56
+ 56.0%
$85.66 - $95.46 $4.8K - $5.35K
156 $14.6M
CRM
Salesforce, Inc.

Technology
19
+ 475.0%
$235.69 - $263.41 $4.48K - $5K
23 $6.09M
ISRG
Intuitive Surgical Inc

Healthcare
9
New
$429.59 - $576.2 $3.87K - $5.19K
9 $5.1M
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
ADBE
Adobe Inc.

Technology
13
New
$325.07 - $359.91 $4.23K - $4.68K
13 $4.55M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
200
New
$17.53 - $24.57 $3.51K - $4.91K
200 $4.46M
RY
Royal Bank Of Canada

Financial Services
26
New
$143.64 - $149.05 $3.73K - $3.88K
26 $4.43M
CEG
Constellation Energy Corp

Utilities
2
+ 1.37%
$335.74 - $401.43 $671 - $803
148 $52.3M
AVDV
American Centy ETF Tr Avantis

ETFs
43
New
$87.37 - $90.92 $3.76K - $3.91K
43 $4.04M
BCS
Barclays PLC

Financial Services
158
New
$19.36 - $22.51 $3.06K - $3.56K
158 $4.02M
INTU
Intuit Inc

Technology
6
New
$641.79 - $683.39 $3.85K - $4.1K
6 $3.98M
Fs Specialty Lending Fd
281
New
N/A
281 $3.93M
TM
Toyota Motor Corp

Consumer Cyclical
18
New
$185.22 - $211.24 $3.33K - $3.8K
18 $3.85M
NOW
Service Now, Inc.

Technology
25
New
$835.79 - $946.29 $20.9K - $23.7K
25 $3.83M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
99
New
$33.18 - $38.64 $3.28K - $3.83K
99 $3.82M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
98
New
$37.19 - $37.8 $3.64K - $3.7K
98 $3.67M
ITW
Illinois Tool Works Inc

Industrials
16
+ 80.0%
$242.03 - $260.73 $3.87K - $4.17K
36 $8.87M
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
Track This Portfolio

Track Stephens Consulting, LLC Portfolio

Follow Stephens Consulting, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephens Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stephens Consulting, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email