Stephens Consulting, LLC New Holdings in Q4 2025

Stephens Consulting, LLC

  • $309 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CNQ
Canadian Natural Resources LTD

Energy
70
New
$29.91 - $33.57 $2.09K - $2.35K
70 $2.37M
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
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
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
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
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
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
CRWD
Crowd Strike Holdings, Inc.

Technology
2
New
$482.23 - $557.53 $964 - $1.12K
2 $938K
AWK
American Water Works Company, Inc.

Utilities
7
New
$125.97 - $145.43 $882 - $1.02K
7 $914K
JKHY
Henry Jack & Associates Inc

Technology
5
New
$146.26 - $167.17 $731 - $836
5 $913K
HSY
Hershey CO

Consumer Defensive
5
New
$162.31 - $195.56 $812 - $978
5 $910K
ROP
Roper Technologies Inc

Industrials
2
New
$443.27 - $520.0 $887 - $1.04K
2 $891K
STZ
Constellation Brands, Inc.

Consumer Defensive
6
New
$127.65 - $142.97 $766 - $858
6 $828K
MCK
Mckesson Corp

Healthcare
1
New
$738.06 - $859.37 $738 - $859
1 $821K
KMB
Kimberly Clark Corp

Consumer Defensive
8
New
$100.05 - $123.23 $800 - $986
8 $808K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
New
$557.73 - $694.99 $558 - $695
1 $772K
PPL
Ppl Corp

Utilities
22
New
$36.25 - $37.97 $798 - $835
22 $771K
FFIV
F5, Inc.

Technology
3
New
$234.0 - $343.17 $702 - $1.03K
3 $766K
OMC
Omnicom Group Inc.

Communication Services
9
New
$72.23 - $81.23 $650 - $731
9 $727K
IWS
Ishares Russell Midcap Value E

ETFs
5
New
$135.66 - $140.93 $678 - $705
5 $706K
POOL
Pool Corp

Industrials
3
New
$242.32 - $312.05 $727 - $936
3 $687K
APP
App Lovin Corp

Technology
1
New
$552.64 - $704.09 $553 - $704
1 $674K
CHD
Church & Dwight CO Inc

Consumer Defensive
8
New
$81.8 - $90.01 $654 - $720
8 $671K
CAH
Cardinal Health Inc

Healthcare
3
New
$153.27 - $206.06 $460 - $618
3 $617K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
New
$506.07 - $566.91 $506 - $567
1 $606K
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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