Stephens Consulting, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $400 Billion distributed in 517 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $80.7B, Vanguard Bd Index Fd Inc Total with a value of $40.1B, Vanguard Mid Cap ETF with a value of $36B, Vanguard Value ETF with a value of $33.7B, and American Centy ETF Tr Avantis with a value of $20.1B.
Examining the 13F form we can see an increase of $7.47B in the current position value, from $392B to 400B.
Stephens Consulting, LLC is based out at Flint, MI
Below you can find more details about Stephens Consulting, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$400 Billion
ETFs: $338 Billion
Financial Services: $17.9 Billion
Technology: $12.1 Billion
Healthcare: $3.43 Billion
Industrials: $2.94 Billion
Consumer Defensive: $2.87 Billion
Consumer Cyclical: $2.47 Billion
Communication Services: $1.66 Billion
Other: $3.14 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
