Stephens Consulting, LLC Purchases in Q3 2024

Stephens Consulting, LLC

  • $392 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.37K
+ 1.62%
$475.2 - $527.7 $1.13M - $1.25M
149K $78.5B
DGRO
Ishares Core Dividend Growth E

ETFs
78K
+ 1483.33%
$57.47 - $62.76 $4.48M - $4.9M
83.3K $5.22B
J P Morgan Exchange Traded F
75.6K
+ 7814.67%
N/A
76.6K $4.68B
BND
Vanguard Bd Index Fd Inc Total

ETFs
40.4K
+ 8.48%
$71.45 - $75.64 $2.88M - $3.05M
517K $38.8B
VTV
Vanguard Value ETF

ETFs
3.8K
+ 1.95%
$159.75 - $174.57 $607K - $663K
199K $34.7B
VO
Vanguard Mid Cap ETF

ETFs
1.71K
+ 1.28%
$237.84 - $263.83 $407K - $451K
135K $35.7B
AVUV
American Centy ETF Tr Avantis

ETFs
5.88K
+ 3.04%
$88.24 - $99.7 $518K - $586K
199K $19.1B
AVDE
American Centy ETF Tr Avantis

ETFs
9.79K
+ 7.11%
$60.09 - $67.67 $588K - $663K
148K $9.89B
QQMG
Invesco Exchange Traded Fd Tr

ETFs
25.4K
New
$29.89 - $34.82 $761K - $886K
25.4K $851M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.85K
+ 18.84%
$94.31 - $103.26 $457K - $501K
30.6K $3.14B
T Rowe Price ETF Inc
12.7K
+ 15.59%
N/A
93.9K $3.05B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.95K
+ 12.59%
$178.94 - $207.0 $349K - $404K
17.5K $3.51B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.26K
+ 1.09%
$50.15 - $51.27 $164K - $167K
302K $15.5B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.52K
+ 3.53%
$91.37 - $101.65 $138K - $154K
44.5K $4.52B
Ea Series Trust
2.53K
+ 9.27%
N/A
29.8K $3.24B
AAPL
Apple Inc.

Technology
39
+ 0.32%
$207.23 - $234.82 $8.08K - $9.16K
12.1K $2.82B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.29K
+ 83.33%
$76.38 - $78.87 $252K - $260K
7.25K $570M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
6.04K
+ 7.1%
$31.97 - $37.3 $193K - $225K
91.1K $3.26B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.68K
+ 8.65%
$22.55 - $23.1 $196K - $201K
109K $2.51B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.55K
New
$50.25 - $50.74 $228K - $231K
4.55K $231M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.87K
New
$50.52 - $50.95 $196K - $197K
3.87K $197M
IBM
International Business Machines Corp

Technology
3
+ 0.08%
$175.1 - $223.38 $525 - $670
4K $885M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.94K
New
$61.6 - $65.13 $181K - $191K
2.94K $191M
MUB
Ishares National Muni Bond ETF

ETFs
26
+ 0.03%
$106.13 - $108.7 $2.76K - $2.83K
76K $8.25B
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.11%
$162.83 - $179.16 $1.14K - $1.25K
6.42K $1.15B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18
+ 0.09%
$74.26 - $78.84 $1.34K - $1.42K
19K $1.49B
CMS
Cms Energy Corp

Utilities
343
+ 9.12%
$58.7 - $70.62 $20.1K - $24.2K
4.1K $290M
TSLA
Tesla, Inc.

Consumer Cyclical
35
+ 5.24%
$191.76 - $263.26 $6.71K - $9.21K
703 $184M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3
+ 0.03%
$96.25 - $101.98 $289 - $306
11.3K $1.14B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
272
+ 2.72%
$32.04 - $37.11 $8.71K - $10.1K
10.3K $375M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
282
+ 21.53%
$102.79 - $114.21 $29K - $32.2K
1.59K $181M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9
+ 0.29%
$117.9 - $128.2 $1.06K - $1.15K
3.13K $401M
NKE
Nike, Inc.

Consumer Cyclical
128
+ 20.0%
$71.09 - $89.44 $9.1K - $11.4K
768 $67.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
125
New
$89.91 - $101.33 $11.2K - $12.7K
125 $12.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.64%
$125.95 - $142.04 $630 - $710
788 $112M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
+ 0.12%
$83.76 - $91.82 $168 - $184
1.65K $151M
Ishares Bitcoin Trust ETF
301
New
N/A
301 $10.9M
IWY
Ishares Tr Russell 200 Growth

ETFs
49
New
$194.66 - $225.97 $9.54K - $11.1K
49 $10.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3
+ 0.32%
$127.29 - $141.5 $382 - $425
932 $130M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1
+ 0.05%
$66.31 - $74.08 $66.3 - $74.1
2.11K $155M
NEE
Nextera Energy Inc

Utilities
21
+ 4.01%
$69.9 - $84.97 $1.47K - $1.78K
545 $46.1M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
3
+ 0.13%
$36.99 - $40.84 $111 - $123
2.33K $95.1M
XOM
Exxon Mobil Corp

Energy
21
+ 0.76%
$109.72 - $119.0 $2.3K - $2.5K
2.78K $326M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 1.77%
$105.53 - $118.34 $1.06K - $1.18K
575 $67.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
127
New
$49.93 - $51.15 $6.34K - $6.5K
127 $6.49M
IBLC
Ishares Tr Blockchain & Tech E

ETFs
183
New
$24.34 - $39.0 $4.45K - $7.14K
183 $5.41M
Two Rds Shared Tr
70
+ 7.78%
N/A
970 $30.3M
AVGO
Broadcom Inc.

Technology
324
+ 900.0%
$136.27 - $1745.86 $44.2K - $566K
360 $62.1M
ABT
Abbott Laboratories

Healthcare
5
+ 1.37%
$100.07 - $118.13 $500 - $591
369 $42.1M
Activity Summary
Buys All Purchases 88 New Holdings 25 Increased Positions 63 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 2 Puts 0
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