Stephens Consulting, LLC Portfolio Holdings
Stephens Consulting, LLC
- $422 Billion
- Q2 2025
Stephens Consulting, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $422 Billion distributed in 1186 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 $86.7B, Vanguard Bd Index Fd Inc Total with a value of $40.6B, Vanguard Mid Cap ETF with a value of $39.3B, Vanguard Value ETF with a value of $36.3B, and Ishares Tr with a value of $19.6B.
Examining the 13F form we can see an increase of $22.9B in the current position value, from $399B to 422B.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 1,186
- Current Value $422 Billion
- Prior Value $399 Billion
- Filing
- Period Q2 2025
- Filing Date July 25, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 561 stocks
- Additional Purchases 222 stocks
- Sold out of 0 stocks
- Reduced holdings in 227 stocks