Stephens Consulting, LLC Incresed Positions in Q1 2025

Stephens Consulting, LLC

  • $399 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
55.1K
+ 50.46%
$32.66 - $36.43 $1.8M - $2.01M
164K $5.76B
IEFA
Ishares Tr

ETFs
5.21K
+ 1.84%
$69.57 - $78.65 $362K - $409K
289K $21.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
344
+ 1.89%
$442.66 - $534.52 $152K - $184K
18.5K $9.88B
VTV
Vanguard Value ETF

ETFs
5.02K
+ 2.52%
$167.73 - $179.21 $842K - $899K
204K $35.2B
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.22K
+ 1.65%
$71.17 - $73.66 $656K - $679K
566K $41.6B
AVDE
American Centy ETF Tr Avantis

ETFs
4.19K
+ 2.5%
$60.63 - $68.55 $254K - $287K
172K $11.4B
DTE
Dte Energy CO

Utilities
5.19K
+ 135.19%
$117.6 - $138.27 $611K - $718K
9.04K $1.25B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
8.7K
+ 66.31%
$61.23 - $63.33 $533K - $551K
21.8K $1.37B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.03K
+ 45.65%
$76.94 - $78.28 $310K - $316K
12.9K $1.01B
RJF
Raymond James Financial Inc

Financial Services
6.85K
+ 16.85%
$137.62 - $172.64 $942K - $1.18M
47.5K $6.6B
VUG
Vanguard Growth ETF

ETFs
1.09K
+ 22.07%
$369.1 - $427.61 $403K - $467K
6.04K $2.24B
JNJ
Johnson & Johnson

Healthcare
571
+ 13.78%
$142.06 - $167.7 $81.1K - $95.8K
4.71K $782M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.39K
+ 4.01%
$91.45 - $91.75 $127K - $127K
36K $3.3B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.66K
+ 0.92%
$22.77 - $22.94 $83.3K - $83.9K
402K $9.23B
GILD
Gilead Sciences, Inc.

Healthcare
1.09K
+ 320.88%
$89.14 - $117.41 $97.3K - $128K
1.43K $160M
IBM
International Business Machines Corp

Technology
54
+ 1.41%
$217.4 - $264.74 $11.7K - $14.3K
3.88K $965M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.9K
+ 11.29%
$89.18 - $104.04 $348K - $406K
38.4K $3.52B
AMZN
Amazon Com Inc

Consumer Cyclical
949
+ 36.98%
$190.26 - $242.06 $181K - $230K
3.52K $669M
T Rowe Price ETF Inc
9.25K
+ 8.78%
N/A
115K $3.49B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.55K
+ 0.81%
$49.69 - $50.76 $127K - $129K
315K $15.8B
HON
Honeywell International Inc

Industrials
371
+ 124.92%
$202.75 - $226.52 $75.2K - $84K
668 $141M
AMGN
Amgen Inc

Healthcare
7
+ 0.5%
$258.59 - $327.36 $1.81K - $2.29K
1.4K $435M
SO
Southern CO

Utilities
452
+ 15.45%
$80.96 - $92.96 $36.6K - $42K
3.38K $311M
Linde PLC
7
+ 0.5%
N/A
1.42K $661M
VO
Vanguard Mid Cap ETF

ETFs
3.18K
+ 2.33%
$251.87 - $277.95 $800K - $882K
140K $36.1B
MO
Altria Group, Inc.

Consumer Defensive
19
+ 0.23%
$50.81 - $60.02 $965 - $1.14K
8.38K $503M
COST
Costco Wholesale Corp

Consumer Defensive
60
+ 25.53%
$890.62 - $1076.86 $53.4K - $64.6K
295 $279M
AXP
American Express CO

Financial Services
227
+ 82.85%
$255.39 - $325.87 $58K - $74K
501 $135M
JPM
Jpmorgan Chase & CO

Financial Services
31
+ 0.4%
$225.19 - $279.95 $6.98K - $8.68K
7.8K $1.91B
EMR
Emerson Electric CO

Industrials
427
+ 212.44%
$108.64 - $131.17 $46.4K - $56K
628 $68.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
193
+ 1.63%
$95.85 - $99.25 $18.5K - $19.2K
12K $1.19B
CAT
Caterpillar Inc

Industrials
175
+ 38.89%
$326.75 - $407.63 $57.2K - $71.3K
625 $206M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.19%
$117.15 - $158.79 $234 - $318
1.07K $170M
WEC
Wec Energy Group, Inc.

Utilities
316
+ 138.6%
$92.12 - $108.98 $29.1K - $34.4K
544 $59.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
504
+ 4.06%
$32.74 - $36.2 $16.5K - $18.2K
12.9K $452M
AZN
Astrazeneca PLC

Healthcare
402
+ 61.28%
$65.37 - $77.96 $26.3K - $31.3K
1.06K $77.8M
HD
Home Depot, Inc.

Consumer Cyclical
112
+ 13.56%
$347.25 - $424.87 $38.9K - $47.6K
938 $344M
VZ
Verizon Communications Inc

Communication Services
324
+ 23.63%
$37.81 - $46.49 $12.3K - $15.1K
1.7K $76.9M
RTX
Raytheon Technologies Corp

Industrials
112
+ 26.29%
$114.1 - $135.66 $12.8K - $15.2K
538 $71.3M
T
At&T Inc.

Communication Services
281
+ 12.07%
$21.56 - $28.28 $6.06K - $7.95K
2.61K $73.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
164
+ 93.71%
$106.22 - $111.09 $17.4K - $18.2K
339 $37.7M
DE
Deere & CO

Industrials
12
+ 4.32%
$408.57 - $509.27 $4.9K - $6.11K
290 $136M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
101
+ 12.72%
$128.74 - $138.67 $13K - $14K
895 $121M
CSCO
Cisco Systems, Inc.

Technology
124
+ 4.12%
$58.74 - $64.87 $7.28K - $8.04K
3.14K $193M
GE
General Electric CO

Industrials
37
+ 20.56%
$168.59 - $212.13 $6.24K - $7.85K
217 $43.4M
MU
Micron Technology Inc

Technology
124
+ 45.93%
$86.89 - $109.38 $10.8K - $13.6K
394 $34.3M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
3.73K
+ 10.63%
$31.77 - $36.65 $118K - $137K
38.8K $1.23B
AM
Antero Midstream Corp

Energy
44
+ 1.38%
$15.47 - $18.04 $681 - $794
3.24K $58.2M
CMCSA
Comcast Corp

Communication Services
279
+ 24.16%
$33.19 - $38.23 $9.26K - $10.7K
1.43K $52.9M
Activity Summary
Buys All Purchases 1147 New Holdings 1043 Increased Positions 104 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 1 Puts 1
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