Stephens Consulting, LLC New Holdings in Q3 2025

Stephens Consulting, LLC

  • $292 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Circle Internet Group Inc
2K
New
N/A
2K $265M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1K
New
$100.4 - $119.58 $100K - $120K
1K $111M
COLB
Columbia Banking System, Inc.

Financial Services
2.82K
New
$23.26 - $27.31 $65.5K - $77K
2.82K $72.5M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
174
New
$121.46 - $130.92 $21.1K - $22.8K
174 $22.7M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
1.28K
New
$15.39 - $16.8 $19.7K - $21.5K
1.28K $19.8M
Qxo Inc
1K
New
N/A
1K $19.1M
AL
Air Lease Corp

Industrials
246
New
$54.35 - $64.28 $13.4K - $15.8K
246 $15.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
74
New
$136.48 - $142.97 $10.1K - $10.6K
74 $10.4M
AMRC
Ameresco, Inc.

Industrials
280
New
$15.87 - $34.84 $4.44K - $9.76K
280 $9.4M
Genedx Holdings Corp
81
New
N/A
81 $8.73M
MP
Mp Materials Corp.

Basic Materials
100
New
$30.03 - $77.13 $3K - $7.71K
100 $6.71M
ETSY
Etsy Inc

Consumer Cyclical
100
New
$51.36 - $74.34 $5.14K - $7.43K
100 $6.64M
Defi Technologies Inc
3K
New
N/A
3K $6.33M
LRGF
Ishares Tr

ETFs
89
New
$64.13 - $69.24 $5.71K - $6.16K
89 $6.15M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
140
New
N/A
140 $5.76M
CDNA
Care Dx, Inc.

Healthcare
332
New
$11.57 - $20.63 $3.84K - $6.85K
332 $4.83M
BL
Blackline, Inc.

Technology
81
New
$48.05 - $57.81 $3.89K - $4.68K
81 $4.3M
FRSH
Freshworks Inc.

Technology
339
New
$11.77 - $15.36 $3.99K - $5.21K
339 $3.99M
Columbus Circle Cap Corp. I
394
New
N/A
394 $3.99M
CARG
Car Gurus, Inc.

Communication Services
101
New
$29.11 - $37.85 $2.94K - $3.82K
101 $3.76M
ASPN
Aspen Aerogels Inc

Industrials
486
New
$6.0 - $8.26 $2.92K - $4.01K
486 $3.38M
VERX
Vertex, Inc.

Technology
133
New
$23.87 - $36.4 $3.17K - $4.84K
133 $3.3M
TMCI
Treace Medical Concepts, Inc.

Healthcare
473
New
$5.34 - $7.7 $2.53K - $3.64K
473 $3.17M
CELH
Celsius Holdings, Inc.

Consumer Defensive
50
New
$42.74 - $62.88 $2.14K - $3.14K
50 $2.88M
GNTX
Gentex Corp

Consumer Cyclical
96
New
$22.66 - $29.06 $2.18K - $2.79K
96 $2.72M
BLFS
Biolife Solutions Inc

Healthcare
89
New
$20.64 - $26.74 $1.84K - $2.38K
89 $2.27M
ICUI
Icu Medical Inc

Healthcare
18
New
$108.1 - $137.26 $1.95K - $2.47K
18 $2.16M
Procap Acquisition Corp
200
New
N/A
200 $2.1M
FIVN
Five9, Inc.

Technology
81
New
$24.05 - $29.16 $1.95K - $2.36K
81 $1.96M
KLTR
Kaltura Inc

Technology
1.24K
New
$1.38 - $2.02 $1.71K - $2.5K
1.24K $1.79M
AMPL
Amplitude, Inc.

Technology
155
New
$10.72 - $13.29 $1.66K - $2.06K
155 $1.66M
QDEL
Quidel Ortho Corp

Healthcare
53
New
$22.81 - $31.57 $1.21K - $1.67K
53 $1.56M
PRLB
Proto Labs Inc

Industrials
30
New
$38.74 - $51.02 $1.16K - $1.53K
30 $1.5M
AOSL
Alpha & Omega Semiconductor LTD

Technology
52
New
$24.69 - $30.69 $1.28K - $1.6K
52 $1.45M
NCNO
N Cino, Inc.

Technology
44
New
$26.19 - $32.69 $1.15K - $1.44K
44 $1.19M
OPEN
Opendoor Technologies Inc.

Real Estate
133
New
$0.56 - $10.52 $74.5 - $1.4K
133 $1.06M
NVGS
Navigator Holdings Ltd.

Energy
48
New
$14.28 - $16.85 $685 - $809
48 $744K
SHOP
Shopify Inc.

Technology
2
New
$112.11 - $157.12 $224 - $314
2 $298K
Luminar Technologies Inc
61
New
N/A
61 $117K
Scilex Holding CO
2
New
N/A
2 $40K
Activity Summary
Buys All Purchases 79 New Holdings 41 Increased Positions 38 Sells All Sells 195 Reductions 194 Sold out 1 Options Calls 1 Puts 0
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