Stephens Consulting, LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $352 Billion distributed in 648 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 $73.2B, Vanguard Bd Index Fd Inc Total with a value of $34.3B, Vanguard Mid Cap ETF with a value of $32.4B, Vanguard Value ETF with a value of $31.3B, and Ishares Tr with a value of $19.7B.
Examining the 13F form we can see an increase of $26B in the current position value, from $326B to 352B.
Also it can be appreciated an additional of 191 stocks purchases and 1 closed positions.
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
$352 Billion
ETFs: $299 Billion
Financial Services: $15.4 Billion
Technology: $12.2 Billion
Healthcare: $3.71 Billion
Consumer Defensive: $2.75 Billion
Industrials: $2.49 Billion
Consumer Cyclical: $2.1 Billion
Communication Services: $1.58 Billion
Other: $3.45 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions