Stephens Consulting, LLC Portfolio Holdings
Stephens Consulting, LLC
- $400 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 517
- Current Value $400 Billion
- Prior Value $392 Billion
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 43 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 79 stocks