Stephens Consulting, LLC Incresed Positions in Q2 2025

Stephens Consulting, LLC

  • $422 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
C
Citigroup Inc

Financial Services
15
+ 9.43%
$58.13 - $85.12 $872 - $1.28K
174 $14.8M
SHEL
Shell PLC

Energy
60
+ 20.0%
$59.75 - $73.05 $3.59K - $4.38K
360 $25.3M
NVO
Novo Nordisk A S

Healthcare
58
+ 2.72%
$58.08 - $81.05 $3.37K - $4.7K
2.19K $151M
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 9.19%
$285.55 - $321.23 $12K - $13.5K
499 $146M
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 23.94%
$210.83 - $235.28 $3.58K - $4K
88 $19.5M
LMT
Lockheed Martin Corp

Industrials
4
+ 6.06%
$430.82 - $486.45 $1.72K - $1.95K
70 $32.4M
DG
Dollar General Corp

Consumer Defensive
6
+ 7.41%
$86.02 - $114.95 $516 - $690
87 $9.94M
CB
Chubb LTD

Financial Services
10
+ 100.0%
$274.32 - $302.46 $2.74K - $3.02K
20 $5.8M
PEBO
Peoples Bancorp Inc

Financial Services
18
+ 0.72%
$26.85 - $31.02 $483 - $558
2.52K $76.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 66.67%
$390.26 - $489.06 $3.9K - $4.89K
25 $10.1M
KMI
Kinder Morgan, Inc.

Energy
32
+ 1.66%
$25.21 - $29.4 $807 - $941
1.96K $57.5M
CL
Colgate Palmolive CO

Consumer Defensive
29
+ 290.0%
$87.57 - $96.0 $2.54K - $2.78K
39 $3.55M
HPE
Hewlett Packard Enterprise CO

Technology
102
+ 102.0%
$12.51 - $20.45 $1.28K - $2.09K
202 $4.13M
STLA
Stellantis N.V.

Consumer Cyclical
248
+ 4960.0%
$8.53 - $11.27 $2.12K - $2.79K
253 $2.54M
FTV
Fortive Corp

Technology
51
+ 392.31%
$52.13 - $74.29 $2.66K - $3.79K
64 $3.34M
ECL
Ecolab Inc.

Basic Materials
7
+ 23.33%
$225.65 - $270.95 $1.58K - $1.9K
37 $9.97M
ESE
Esco Technologies Inc

Technology
11
+ 220.0%
$139.86 - $194.5 $1.54K - $2.14K
16 $3.07M
ABC
Amerisourcebergen Corp

Healthcare
3
+ 5.0%
N/A
63 $18.9M
UNP
Union Pacific Corp

Industrials
12
+ 12.12%
$208.27 - $238.46 $2.5K - $2.86K
111 $25.5M
ABCB
Ameris Bancorp

Financial Services
31
+ 155.0%
$50.69 - $64.92 $1.57K - $2.01K
51 $3.3M
FXR
First Trust Industrials/Produc

ETFs
1
+ 0.24%
$60.85 - $74.22 $60.9 - $74.2
425 $31.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
34
+ 3.99%
$63.54 - $68.5 $2.16K - $2.33K
886 $59.8M
NET
Cloudflare, Inc.

Technology
7
+ 116.67%
$97.08 - $195.83 $680 - $1.37K
13 $2.55M
CRM
Salesforce, Inc.

Technology
6
+ 60.0%
$236.26 - $291.15 $1.42K - $1.75K
16 $4.36M
GM
General Motors CO

Consumer Cyclical
34
+ 1700.0%
$42.48 - $50.46 $1.44K - $1.72K
36 $1.77M
GD
General Dynamics Corp

Industrials
5
+ 71.43%
$247.68 - $291.66 $1.24K - $1.46K
12 $3.5M
DOV
Dover Corp

Industrials
5
+ 5.75%
$151.14 - $186.7 $756 - $934
92 $16.9M
TTE
Total Energies Se

Energy
40
+ 14.71%
N/A
312 $19.2M
WM
Waste Management Inc

Industrials
7
+ 25.93%
$216.47 - $242.1 $1.52K - $1.69K
34 $7.78M
WDFC
Wd 40 CO

Basic Materials
7
+ 140.0%
$217.49 - $248.93 $1.52K - $1.74K
12 $2.74M
FDX
Fedex Corp

Industrials
9
+ 27.27%
$198.07 - $245.17 $1.78K - $2.21K
42 $9.56M
ITW
Illinois Tool Works Inc

Industrials
6
+ 20.0%
$218.41 - $252.43 $1.31K - $1.51K
36 $8.9M
PRIM
Primoris Services Corp

Industrials
10
+ 50.0%
$52.66 - $80.05 $527 - $801
30 $2.34M
MSI
Motorola Solutions, Inc.

Technology
4
+ 12.5%
$394.72 - $440.39 $1.58K - $1.76K
36 $15.1M
GPI
Group 1 Automotive Inc

Consumer Cyclical
2
+ 50.0%
$372.3 - $448.86 $745 - $898
6 $2.62M
CMI
Cummins Inc

Industrials
2
+ 6.45%
$267.12 - $336.65 $534 - $673
33 $10.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
35
+ 1.14%
$22.68 - $23.28 $794 - $815
3.11K $72.2M
SIG
Signet Jewelers LTD

Consumer Cyclical
10
+ 100.0%
$50.77 - $82.74 $508 - $827
20 $1.59M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
71
+ 15.64%
$10.59 - $11.48 $752 - $815
525 $6.03M
AFL
Aflac Inc

Financial Services
17
+ 11.04%
$99.77 - $112.45 $1.7K - $1.91K
171 $18M
UPS
United Parcel Service Inc

Industrials
29
+ 13.0%
$91.92 - $110.2 $2.67K - $3.2K
252 $25.4M
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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