Stephenson & Company, Inc. Purchases and Sells in Q2 2025

Stephenson & Company, Inc.

$165 Billion
Q2 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.53K + 4.46%	$498.8 - $620.9 $763K - $949K	35.8K $22.2B
VEA	8.58K + 2.27%	$45.65 - $57.01 $392K - $489K	387K $22B
RSP	4.43K + 3.59%	$152.93 - $181.74 $677K - $804K	128K $23.2B
BSV	16.3K + 8.18%	$77.74 - $78.78 $1.27M - $1.29M	216K $17B
VWO	3.3K + 3.02%	$39.89 - $49.46 $132K - $163K	112K $5.56B
IJR	3.11K + 5.91%	$90.56 - $109.49 $282K - $340K	55.7K $6.09B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLD	1.14K New	$273.71 - $316.29 $313K - $362K	1.14K $349M
TSLA	779 New	$221.86 - $362.89 $173K - $283K	779 $247M
NVDA	1.32K New	$94.31 - $157.99 $124K - $209K	1.32K $209M
AMZN	947 New	$167.32 - $223.3 $158K - $211K	947 $208M
VB	859 New	$193.73 - $237.37 $166K - $204K	859 $204M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-135 - 0.27%	$483.48 - $539.8 $65.3K - $72.9K	50.4K $24.5B
FNF	-320 - 7.35%	$53.62 - $66.59 $17.2K - $21.3K	4.03K $226M
SCHF	-2.4K - 20.66%	$17.76 - $22.1 $42.6K - $53K	9.21K $203M
DE	-44 - 7.82%	$412.99 - $531.48 $18.2K - $23.4K	519 $264M
IWD	-16 - 0.93%	$166.82 - $194.23 $2.67K - $3.11K	1.71K $332M
IWR	-100 - 3.51%	$74.88 - $91.97 $7.49K - $9.2K	2.75K $253M

Activity Summary All Purchases 21 New Holdings 5 Increased Positions 16 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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