Stephens Consulting, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $326 Billion distributed in 475 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 $61.4B, Vanguard Mid Cap ETF with a value of $35.9B, Vanguard Bd Index Fd Inc Total with a value of $31.1B, Vanguard Value ETF with a value of $30.5B, and Ishares Tr with a value of $19.7B.
Examining the 13F form we can see an increase of $30.7B in the current position value, from $295B to 326B.
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
$326 Billion
ETFs: $279 Billion
Financial Services: $14.8 Billion
Technology: $10.5 Billion
Healthcare: $3.65 Billion
Consumer Defensive: $2.69 Billion
Industrials: $2.5 Billion
Consumer Cyclical: $1.83 Billion
Communication Services: $1.26 Billion
Other: $3.46 Billion
Stock Holdings Table Market Cap. of $200 Billions or more