Helen Stephens Group, LLC Purchases in Q4 2024

Helen Stephens Group, LLC

  • $337 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
517K
+ 3374.27%
$61.52 - $66.5 $31.8M - $34.3M
532K $33.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
314K
+ 8003.42%
$54.54 - $61.04 $17.1M - $19.2M
318K $17.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
285K
+ 157.62%
$46.07 - $48.17 $13.2M - $13.8M
467K $21.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
19.2K
+ 12.07%
$129.96 - $144.97 $2.49M - $2.78M
178K $24.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
81.3K
+ 35.55%
$44.04 - $49.49 $3.58M - $4.02M
310K $13.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
52.2K
+ 26.42%
$50.02 - $51.24 $2.61M - $2.68M
250K $12.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
159K
+ 16.02%
$25.61 - $28.0 $4.07M - $4.45M
1.15M $29.8M
JPIE
J P Morgan Exchange Traded Fd
10.3K
New
$45.59 - $46.25 $470K - $476K
10.3K $469K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.53K
+ 13.79%
$50.67 - $50.9 $331K - $332K
53.9K $2.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
274
+ 2.67%
$567.81 - $607.81 $156K - $167K
10.5K $6.17M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.67K
+ 1.36%
$176.42 - $186.91 $472K - $500K
199K $35.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.04K
New
$94.43 - $105.47 $193K - $215K
2.04K $207K
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 0.38%
$205.18 - $250.29 $3.49K - $4.25K
4.53K $1.09M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
25
+ 0.68%
$107.98 - $143.92 $2.7K - $3.6K
3.69K $495K
ET
Energy Transfer LP

Energy
301
+ 1.74%
$16.05 - $19.86 $4.83K - $5.98K
17.6K $343K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.05%
$163.08 - $198.16 $163 - $198
2.03K $386K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.08%
$873.59 - $994.69 $874 - $995
1.33K $1.22M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.33K
+ 3.41%
$47.65 - $48.6 $63.6K - $64.8K
40.5K $1.93M
HYMU
Blackrock ETF Tr Ii High Yield
2.48K
+ 4.27%
$22.59 - $23.2 $55.9K - $57.4K
60.5K $1.37M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.1%
$316.94 - $357.88 $317 - $358
974 $334K
CVX
Chevron Corp

Energy
159
+ 4.77%
$141.15 - $162.53 $22.4K - $25.8K
3.49K $505K
RF
Regions Financial Corp

Financial Services
183
+ 1.1%
$22.45 - $27.47 $4.11K - $5.03K
16.8K $394K
Dimensional ETF Trust
227
+ 6.14%
N/A
3.92K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.11%
$126.68 - $134.74 $507 - $539
3.75K $478K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
54
+ 1.06%
$49.79 - $51.14 $2.69K - $2.76K
5.17K $259K
HYD
Vaneck High Yield Muni ETF

ETFs
98
+ 1.46%
$51.09 - $53.06 $5.01K - $5.2K
6.79K $352K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
23
+ 0.87%
$91.94 - $100.02 $2.11K - $2.3K
2.67K $247K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.47%
$385.02 - $431.37 $1.16K - $1.29K
642 $249K
DGRO
Ishares Core Dividend Growth E

ETFs
89
+ 0.62%
$60.73 - $64.94 $5.4K - $5.78K
14.4K $885K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
26
+ 1.09%
$99.2 - $108.47 $2.58K - $2.82K
2.41K $239K
EEMV
Ishares Msci Emerging Markets

ETFs
114
+ 2.41%
$57.85 - $63.11 $6.59K - $7.19K
4.85K $281K
ABBV
Abb Vie Inc.

Healthcare
61
+ 4.66%
$164.99 - $203.87 $10.1K - $12.4K
1.37K $243K
DUHP
Dimensional ETF Tr Dimensional

ETFs
279
+ 0.26%
$33.62 - $35.69 $9.38K - $9.96K
108K $3.64M
GD
General Dynamics Corp

Industrials
4
+ 0.44%
$260.28 - $314.03 $1.04K - $1.26K
904 $238K
EFA
Ishares Tr Msci Eafe ETF

ETFs
111
+ 1.33%
$75.1 - $82.99 $8.34K - $9.21K
8.48K $640K
IXUS
Ishares Tr

ETFs
210
+ 1.79%
$65.95 - $72.56 $13.8K - $15.2K
11.9K $789K
XOM
Exxon Mobil Corp

Energy
2.83K
+ 7.28%
$105.51 - $125.37 $298K - $354K
41.6K $4.48M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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