Stephens Consulting, LLC Purchases in Q4 2025

Stephens Consulting, LLC

  • $309 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Solstice Advanced Matls Inc
75
New
N/A
75 $3.62M
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
IR
Ingersoll Rand Inc.

Industrials
43
New
$75.47 - $84.18 $3.25K - $3.62K
43 $3.41M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
50
New
$58.51 - $64.76 $2.93K - $3.24K
50 $3.2M
XLK
Technology Sector Spdr

ETFs
468
+ 100.21%
$278.39 - $304.13 $130K - $142K
935 $135M
HSBC
Hsbc Holdings PLC

Financial Services
37
New
$65.67 - $73.49 $2.43K - $2.72K
37 $2.91M
DFIS
Dimensional ETF Tr Dimensional

ETFs
81
New
$30.89 - $32.15 $2.5K - $2.6K
81 $2.67M
PLTR
Palantir Technologies Inc.

Technology
15
New
$172.14 - $207.18 $2.58K - $3.11K
15 $2.67M
UNH
Unitedhealth Group Inc

Healthcare
8
New
$320.52 - $369.92 $2.56K - $2.96K
8 $2.64M
CNQ
Canadian Natural Resources LTD

Energy
70
New
$29.91 - $33.57 $2.09K - $2.35K
70 $2.37M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.33%
$321.8 - $337.95 $322 - $338
306 $102M
SPOT
Spotify Technology S.A.

Communication Services
4
New
$616.91 - $707.3 $2.47K - $2.83K
4 $2.32M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
144
New
$14.62 - $15.79 $2.11K - $2.27K
144 $2.28M
Natwest Group PLC
123
New
N/A
123 $2.15M
Unilever PLC
31
New
N/A
31 $2.03M
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
SBUX
Starbucks Corp

Consumer Cyclical
22
New
$78.46 - $87.26 $1.73K - $1.92K
22 $1.85M
SNY
Sanofi

Healthcare
38
New
$48.09 - $52.34 $1.83K - $1.99K
38 $1.84M
Canadian Pacific Kansas City
25
New
N/A
25 $1.84M
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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19
New
$76.84 - $80.86 $1.46K - $1.54K
19 $1.53M
INTC
Intel Corp

Technology
40
New
$34.71 - $41.53 $1.39K - $1.66K
40 $1.48M
PANW
Palo Alto Networks Inc

Technology
8
New
$204.77 - $221.38 $1.64K - $1.77K
8 $1.47M
AMT
American Tower Corp

Real Estate
8
New
$176.64 - $193.32 $1.41K - $1.55K
8 $1.41M
Procap Finl Inc
394
New
N/A
394 $1.39M
EFV
Msci Eafe Value ETF

ETFs
19
New
$66.73 - $70.99 $1.27K - $1.35K
19 $1.36M
CL
Colgate Palmolive CO

Consumer Defensive
16
New
$74.98 - $79.86 $1.2K - $1.28K
16 $1.27M
EFG
Msci Eafe Growth ETF

ETFs
11
New
$112.91 - $117.61 $1.24K - $1.29K
11 $1.25M
MNST
Monster Beverage Corp

Consumer Defensive
16
New
$66.31 - $71.91 $1.06K - $1.15K
16 $1.23M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
33
New
$29.81 - $42.36 $984 - $1.4K
33 $1.22M
PEBO
Peoples Bancorp Inc

Financial Services
36
+ 1.4%
$27.67 - $30.27 $996 - $1.09K
2.6K $78.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
15
New
$75.19 - $77.98 $1.13K - $1.17K
15 $1.16M
CCI
Crown Castle International Corp

Real Estate
13
New
$87.81 - $98.87 $1.14K - $1.29K
13 $1.16M
NFLX
Netflix Inc

Communication Services
130
+ 1300.0%
$110.29 - $1241.35 $14.3K - $161K
140 $13.1M
ED
Consolidated Edison Inc

Utilities
11
New
$96.11 - $102.39 $1.06K - $1.13K
11 $1.09M
WDAY
Workday, Inc.

Technology
5
New
$223.49 - $245.67 $1.12K - $1.23K
5 $1.07M
TTWO
Take Two Interactive Software Inc

Communication Services
4
New
$232.0 - $262.29 $928 - $1.05K
4 $1.03M
EA
Electronic Arts Inc.

Communication Services
5
New
$199.89 - $202.0 $999 - $1.01K
5 $1.02M
ABC
Amerisourcebergen Corp

Healthcare
3
New
N/A
3 $1.01M
IT
Gartner Inc

Technology
4
New
$226.44 - $258.17 $906 - $1.03K
4 $1.01M
CSGP
Costar Group, Inc.

Real Estate
15
New
$67.23 - $84.8 $1.01K - $1.27K
15 $1.01M
CPT
Camden Property Trust

Real Estate
9
New
$97.58 - $105.59 $878 - $950
9 $991K
MAA
Mid America Apartment Communities Inc.

Real Estate
7
New
$126.28 - $138.0 $884 - $966
7 $973K
VRSN
Verisign Inc

Technology
4
New
$232.82 - $275.44 $931 - $1.1K
4 $972K
SBAC
Sba Communications Corp

Real Estate
5
New
$187.49 - $202.84 $937 - $1.01K
5 $968K
EVRG
Evergy, Inc.

Utilities
13
New
$75.56 - $78.73 $982 - $1.02K
13 $943K
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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