Stephens Consulting, LLC Purchases in Q4 2024

Stephens Consulting, LLC

  • $400 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.17%
$116.4 - $138.52 $116 - $139
576 $73M
PEBO
Peoples Bancorp Inc

Financial Services
27
+ 1.11%
$28.88 - $36.02 $780 - $973
2.45K $77.7M
GE
General Electric CO

Industrials
37
+ 25.87%
$159.95 - $194.23 $5.92K - $7.19K
180 $30M
ANIX
Anixa Biosciences Inc

Healthcare
1K
New
$2.48 - $3.97 $2.48K - $3.97K
1K $2.32M
VKTX
Viking Therapeutics, Inc.

Healthcare
50
New
$38.28 - $78.03 $1.91K - $3.9K
50 $2.01M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.9%
$280.08 - $307.97 $280 - $308
112 $32.7M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
2
+ 0.09%
$40.26 - $44.35 $80.5 - $88.7
2.33K $96.8M
PANW
Palo Alto Networks Inc

Technology
60
+ 100.0%
$181.96 - $405.9 $10.9K - $24.4K
120 $21.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
326
+ 11.11%
$75.65 - $83.47 $24.7K - $27.2K
3.26K $248M
Two Rds Shared Tr
72
+ 7.42%
N/A
1.04K $31.5M
SPTS
Spdr Portfolio Short Term Trea

ETFs
37
+ 32.46%
$28.88 - $29.33 $1.07K - $1.09K
151 $4.38M
AM
Antero Midstream Corp

Energy
49
+ 1.56%
$14.22 - $15.97 $697 - $783
3.19K $48.1M
AOR
Ishares Tr Core Growth Allocat

ETFs
13
+ 11.82%
$57.32 - $59.66 $745 - $776
123 $7.05M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
555
+ 128.77%
$18.41 - $40.87 $10.2K - $22.7K
986 $18.2M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
67
New
$5.7 - $8.27 $382 - $554
67 $453K
Ge Healthcare Technologies I
12
+ 38.71%
N/A
43 $3.36M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.68%
$104.59 - $118.05 $209 - $236
295 $32M
D
Dominion Energy, Inc

Utilities
14
+ 15.05%
$52.63 - $60.92 $737 - $853
107 $5.76M
CI
Cigna Corp

Healthcare
7
+ 31.82%
$265.59 - $358.58 $1.86K - $2.51K
29 $8.01M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
19
+ 1.19%
$25.0 - $25.11 $475 - $477
1.62K $40.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.07K
+ 193.7%
$22.4 - $68.28 $68.9K - $210K
4.66K $108M
Listed Fd Tr
6
New
N/A
6 $327K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 12.5%
$180.39 - $205.43 $180 - $205
9 $1.71M
FEX
First Tr Large Cap Core Alphde

ETFs
1
+ 0.22%
$103.29 - $112.88 $103 - $113
458 $47.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1
+ 0.67%
$78.43 - $87.17 $78.4 - $87.2
151 $12.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21
+ 1.26%
N/A
1.68K $40.5M
Expand Energy Corporation
1
New
N/A
1 $87K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4
+ 1.51%
$23.25 - $23.37 $93 - $93.5
269 $6.28M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.21K
+ 200.0%
$27.54 - $83.04 $33.4K - $101K
1.82K $50.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18
+ 100.0%
$25.33 - $51.16 $456 - $921
36 $931K
BLD
Top Build Corp

Industrials
0
New
$308.96 - $414.77 $0 - $0
0 $1K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7
+ 2.46%
$36.54 - $37.53 $256 - $263
291 $10.7M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
21
+ 1.44%
$23.88 - $24.32 $501 - $511
1.48K $35.6M
FXR
First Trust Industrials/Produc

ETFs
1
+ 0.24%
$74.81 - $83.27 $74.8 - $83.3
423 $31.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
356
+ 200.0%
$25.79 - $80.4 $9.18K - $28.6K
534 $13.9M
DG
Dollar General Corp

Consumer Defensive
1
+ 1.25%
$73.27 - $84.47 $73.3 - $84.5
81 $6.12M
FXG
First Tr Exchange Traded First

ETFs
1
+ 0.39%
$63.7 - $70.06 $63.7 - $70.1
256 $16.4M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.9%
$99.2 - $108.47 $198 - $217
225 $22.4M
CMS
Cms Energy Corp

Utilities
225
+ 5.49%
$65.76 - $71.94 $14.8K - $16.2K
4.33K $288M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
7
+ 0.37%
$47.98 - $49.47 $336 - $346
1.89K $91.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.06%
$88.59 - $94.57 $88.6 - $94.6
1.65K $147M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.51K
+ 96.8%
$22.63 - $47.53 $34.2K - $71.8K
3.07K $69.7M
KO
Coca Cola CO

Consumer Defensive
308
+ 12.08%
$61.74 - $71.71 $19K - $22.1K
2.86K $178M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.76%
$131.66 - $144.0 $790 - $864
794 $105M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
14
+ 0.16%
$47.58 - $48.56 $666 - $680
8.55K $408M
MDLZ
Mondelez International, Inc.

Consumer Defensive
59
+ 6.92%
$59.25 - $72.99 $3.5K - $4.31K
911 $54.4M
MRK
Merck & Co., Inc.

Healthcare
103
+ 7.62%
$96.31 - $114.76 $9.92K - $11.8K
1.45K $145M
TXN
Texas Instruments Inc

Technology
50
+ 3.88%
N/A
1.34K $251M
XOM
Exxon Mobil Corp

Energy
107
+ 3.84%
$105.51 - $125.37 $11.3K - $13.4K
2.89K $311M
Activity Summary
Buys All Purchases 156 New Holdings 43 Increased Positions 113 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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