Helen Stephens Group, LLC Incresed Positions in Q4 2025

Helen Stephens Group, LLC

  • $463 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
81.4K
+ 13.01%
$47.34 - $48.01 $3.85M - $3.91M
707K $33.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
49.9K
+ 3.76%
$32.24 - $33.72 $1.61M - $1.68M
1.38M $46M
DFUS
Dimensional ETF Tr U S Equity

ETFs
26.7K
+ 3.67%
$71.0 - $74.64 $1.89M - $1.99M
754K $55M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.88K
+ 2.64%
$191.01 - $199.18 $1.12M - $1.17M
229K $44.5M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
34.9K
+ 10.88%
$50.33 - $50.81 $1.76M - $1.77M
356K $18M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
27.9K
+ 38.81%
$50.85 - $51.0 $1.42M - $1.42M
99.6K $5.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.33K
+ 2.12%
$52.54 - $55.77 $385K - $409K
353K $19.3M
HYMU
Blackrock ETF Tr Ii High Yield
33.1K
+ 21.0%
N/A
191K $4.38M
NVDA
Nvidia Corp

Technology
3.84K
+ 258.93%
$179.83 - $207.04 $691K - $795K
5.32K $993K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.7K
+ 6.22%
$50.57 - $50.77 $644K - $647K
218K $11M
AAPL
Apple Inc.

Technology
960
+ 8.06%
$245.27 - $275.25 $235K - $264K
12.9K $3.44M
AMZN
Amazon Com Inc

Consumer Cyclical
1.3K
+ 54.39%
$213.04 - $254.0 $277K - $330K
3.69K $866K
DFAT
Dimensional ETF Tr U S Target

ETFs
16.5K
+ 3.24%
$55.75 - $58.83 $918K - $969K
525K $29.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.87K
+ 5.24%
$31.28 - $33.46 $152K - $163K
97.7K $3.23M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
4.49K
+ 6.56%
$47.98 - $48.33 $216K - $217K
73K $3.52M
VTI
Vanguard Total Stock Market Et

ETFs
592
+ 14.52%
$321.8 - $337.95 $191K - $200K
4.67K $1.54M
IBMO
Ishares Tr Ibonds December 202

ETFs
8K
+ 22.97%
$25.52 - $25.62 $204K - $205K
42.8K $1.1M
IBMP
Ishares Tr Ibonds December 202

ETFs
8.08K
+ 23.01%
$25.31 - $25.44 $205K - $206K
43.2K $1.1M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.03K
+ 22.99%
$25.48 - $25.62 $205K - $206K
43K $1.1M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
4.84K
+ 33.26%
$23.54 - $23.83 $114K - $115K
19.4K $458K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
4.95K
+ 33.39%
$23.18 - $23.38 $115K - $116K
19.8K $458K
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.13K
+ 33.52%
$22.27 - $22.52 $114K - $116K
20.5K $456K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
4.86K
+ 38.91%
$23.44 - $23.83 $114K - $116K
17.4K $408K
JNJ
Johnson & Johnson

Healthcare
263
+ 8.31%
$185.98 - $199.58 $48.9K - $52.5K
3.43K $683K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.05%
$237.49 - $291.74 $237 - $292
2.17K $619K
LMT
Lockheed Martin Corp

Industrials
241
+ 27.83%
$452.1 - $514.24 $109K - $124K
1.11K $521K
JPIE
J P Morgan Exchange Traded Fd
1.88K
+ 17.25%
$46.18 - $46.47 $86.7K - $87.3K
12.8K $590K
SLV
I Shares Silver Trust

ETFs
1.23K
+ 16.4%
$42.4 - $49.17 $52.2K - $60.5K
8.74K $401K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100
+ 3.05%
$475.68 - $513.11 $47.6K - $51.3K
3.38K $1.72M
MSFT
Microsoft Corp

Technology
208
+ 4.47%
$496.82 - $542.07 $103K - $113K
4.86K $2.47M
GLD
Spdr Gold Trust

ETFs
15
+ 0.87%
$354.79 - $403.15 $5.32K - $6.05K
1.74K $652K
ITOT
Ishares Core S&P Total U.S. St

ETFs
78
+ 0.26%
$142.79 - $150.05 $11.1K - $11.7K
29.9K $4.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19
+ 0.57%
$600.51 - $631.95 $11.4K - $12K
3.38K $2.09M
VV
Vanguard Large Cap ETF

ETFs
20
+ 0.54%
$301.9 - $317.98 $6.04K - $6.36K
3.72K $1.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
48
+ 0.34%
$653.02 - $687.39 $31.3K - $33K
14K $9.33M
EFA
Ishares Tr Msci Eafe ETF

ETFs
45
+ 0.53%
$92.24 - $96.56 $4.15K - $4.35K
8.46K $805K
IEFA
Ishares Tr

ETFs
38
+ 0.39%
$86.09 - $89.88 $3.27K - $3.42K
9.76K $865K
AVGO
Broadcom Inc.

Technology
15
+ 1.37%
$324.63 - $385.98 $4.87K - $5.79K
1.11K $378K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.21%
$394.96 - $425.89 $790 - $852
977 $399K
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.47%
$656.2 - $690.71 $5.25K - $5.53K
1.72K $1.16M
ILCB
Ishares Morningstar U.S. Equit

ETFs
16
+ 0.32%
$90.64 - $95.28 $1.45K - $1.52K
4.94K $460K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
98
+ 1.78%
$42.26 - $44.28 $4.14K - $4.34K
5.62K $245K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.03%
$78.97 - $83.03 $79 - $83
3.52K $285K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
60
+ 1.14%
$49.98 - $50.59 $3K - $3.04K
5.34K $268K
CVX
Chevron Corp

Energy
13
+ 0.36%
$148.9 - $157.72 $1.94K - $2.05K
3.66K $566K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.1%
$118.29 - $126.28 $237 - $253
2.05K $248K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
11
+ 0.29%
$137.47 - $143.13 $1.51K - $1.57K
3.78K $532K
Ishares Tr
187
+ 1.68%
N/A
11.3K $0
Ishares Tr
8.07K
+ 22.95%
N/A
43.2K $0
Activity Summary
Buys All Purchases 77 New Holdings 17 Increased Positions 60 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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