Stephens Consulting, LLC Purchases in Q2 2025

Stephens Consulting, LLC

  • $422 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DLTR
Dollar Tree, Inc.

Consumer Defensive
9
+ 3.0%
$67.22 - $100.51 $605 - $905
309 $30.6M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
189
New
$36.02 - $41.92 $6.81K - $7.92K
189 $7.92M
INTU
Intuit Inc

Technology
10
New
$544.07 - $787.63 $5.44K - $7.88K
10 $7.88M
WFC
Wells Fargo & Company

Financial Services
93
New
$60.98 - $80.12 $5.67K - $7.45K
93 $7.45M
ASML
Asml Holding Nv

Technology
9
New
$595.37 - $815.24 $5.36K - $7.34K
9 $7.21M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
450
New
$13.71 - $15.46 $6.17K - $6.96K
450 $6.96M
QCOM
Qualcomm Inc

Technology
40
+ 44.44%
$124.66 - $159.48 $4.99K - $6.38K
130 $20.7M
SAN
Banco Santander, S.A.

Financial Services
772
New
$5.72 - $8.32 $4.42K - $6.42K
772 $6.41M
UNH
Unitedhealth Group Inc

Healthcare
31
+ 193.75%
$274.35 - $599.47 $8.5K - $18.6K
47 $14.7M
DLR
Digital Realty Trust, Inc.

Real Estate
9
+ 6.0%
$136.11 - $177.69 $1.22K - $1.6K
159 $27.7M
NKE
Nike, Inc.

Consumer Cyclical
39
+ 9.29%
$53.27 - $72.04 $2.08K - $2.81K
459 $32.6M
PANW
Palo Alto Networks Inc

Technology
19
+ 31.67%
$152.44 - $204.64 $2.9K - $3.89K
79 $16.2M
HSBC
Hsbc Holdings PLC

Financial Services
95
New
$46.68 - $61.09 $4.43K - $5.8K
95 $5.78M
EMN
Eastman Chemical CO

Basic Materials
76
New
$72.7 - $88.29 $5.53K - $6.71K
76 $5.68M
TRP
Tc Energy Corp

Energy
115
New
$44.48 - $51.4 $5.12K - $5.91K
115 $5.61M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
80
+ 4.4%
$22.92 - $28.05 $1.83K - $2.24K
1.9K $53.2M
SPGI
S&P Global Inc.

Financial Services
10
+ 200.0%
$438.31 - $527.29 $4.38K - $5.27K
15 $7.91M
MMM
3 M CO

Industrials
16
+ 3.23%
$126.09 - $154.15 $2.02K - $2.47K
511 $77.8M
T
At&T Inc.

Communication Services
116
+ 4.44%
$26.33 - $28.94 $3.05K - $3.36K
2.73K $78.9M
MA
Mastercard Inc

Financial Services
8
+ 19.51%
$479.92 - $590.74 $3.84K - $4.73K
49 $27.6M
UBER
Uber Technologies, Inc

Technology
38
+ 58.46%
$64.62 - $93.3 $2.46K - $3.55K
103 $9.61M
MPC
Marathon Petroleum Corp

Energy
7
+ 3.87%
$118.55 - $170.08 $830 - $1.19K
188 $31.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
22
New
$212.1 - $244.27 $4.67K - $5.37K
22 $4.81M
HMC
Honda Motor CO LTD

Consumer Cyclical
166
New
$25.0 - $30.93 $4.15K - $5.13K
166 $4.79M
CTAS
Cintas Corp

Industrials
21
New
$190.11 - $227.66 $3.99K - $4.78K
21 $4.68M
SPOT
Spotify Technology S.A.

Communication Services
6
New
$503.3 - $775.9 $3.02K - $4.66K
6 $4.61M
Blackrock Inc
3
+ 21.43%
N/A
17 $17.8M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 21.43%
$462.22 - $707.75 $1.39K - $2.12K
17 $12M
BSX
Boston Scientific Corp

Healthcare
40
New
$89.7 - $107.41 $3.59K - $4.3K
40 $4.3M
FTNT
Fortinet, Inc.

Technology
14
+ 4.75%
$84.71 - $108.69 $1.19K - $1.52K
309 $32.7M
RKT
Rocket Companies, Inc.

Financial Services
288
+ 480.0%
$11.11 - $15.4 $3.2K - $4.44K
348 $4.94M
ADP
Automatic Data Processing Inc

Industrials
13
+ 10.66%
$276.76 - $326.81 $3.6K - $4.25K
135 $41.5M
TFC
Truist Financial Corp

Financial Services
29
+ 1.86%
$34.79 - $42.99 $1.01K - $1.25K
1.58K $68.1M
SONY
Sony Group Corp

Technology
148
+ 370.0%
$21.24 - $26.88 $3.14K - $3.98K
188 $4.89M
AM
Antero Midstream Corp

Energy
42
+ 1.3%
$15.88 - $18.99 $667 - $798
3.28K $62.1M
UL
Unilever PLC

Consumer Defensive
62
New
$57.9 - $65.43 $3.59K - $4.06K
62 $3.79M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
276
New
$10.79 - $14.14 $2.98K - $3.9K
276 $3.79M
DHR
Danaher Corp

Healthcare
21
+ 33.87%
$174.64 - $205.16 $3.67K - $4.31K
83 $16.4M
FEX
First Tr Large Cap Core Alphde

ETFs
1
+ 0.22%
$90.17 - $109.96 $90.2 - $110
461 $50.7M
TMUS
T Mobile Us, Inc.

Communication Services
15
+ 1500.0%
$220.99 - $268.54 $3.31K - $4.03K
16 $3.81M
ALC
Alcon Inc

Healthcare
40
New
$82.88 - $98.3 $3.32K - $3.93K
40 $3.53M
C
Citigroup Inc

Financial Services
15
+ 9.43%
$58.13 - $85.12 $872 - $1.28K
174 $14.8M
MCO
Moodys Corp

Financial Services
7
New
$396.7 - $501.59 $2.78K - $3.51K
7 $3.51M
UBS
Ubs Group Ag

Financial Services
103
New
$26.12 - $33.82 $2.69K - $3.48K
103 $3.48M
DASH
Door Dash, Inc.

Communication Services
14
New
$163.16 - $246.51 $2.28K - $3.45K
14 $3.45M
NMR
Nomura Holdings Inc

Financial Services
518
New
$4.95 - $6.6 $2.56K - $3.42K
518 $3.41M
ING
Ing Groep Nv

Financial Services
154
New
$16.62 - $21.98 $2.56K - $3.38K
154 $3.37M
SHEL
Shell PLC

Energy
60
+ 20.0%
$59.75 - $73.05 $3.59K - $4.38K
360 $25.3M
CRS
Carpenter Technology Corp

Industrials
7
+ 46.67%
$151.3 - $276.38 $1.06K - $1.93K
22 $6.08M
Activity Summary
Buys All Purchases 783 New Holdings 561 Increased Positions 222 Sells All Sells 227 Reductions 227 Sold out 0 Options Calls 2 Puts 1
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