Helen Stephens Group, LLC Incresed Positions in Q3 2025

Helen Stephens Group, LLC

  • $445 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
32.2K
+ 4.62%
$67.01 - $72.84 $2.15M - $2.34M
728K $52.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
68K
+ 12.2%
$46.37 - $47.77 $3.15M - $3.25M
625K $29.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
16.6K
+ 3.38%
$53.36 - $59.69 $887K - $992K
509K $29.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
22.1K
+ 1.69%
$30.76 - $33.01 $679K - $729K
1.33M $43.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.91K
+ 1.32%
$182.33 - $194.5 $531K - $566K
223K $42.6M
VUG
Vanguard Growth ETF

ETFs
2.89K
+ 19.64%
$433.97 - $484.08 $1.25M - $1.4M
17.6K $8.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.44K
+ 2.2%
$49.43 - $54.52 $368K - $405K
345K $18.5M
HYMU
Blackrock ETF Tr Ii High Yield
56.4K
+ 55.62%
N/A
158K $3.62M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
19.7K
+ 37.78%
$50.81 - $51.07 $1M - $1.01M
71.8K $3.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
277
+ 2.02%
$617.65 - $666.84 $171K - $185K
14K $9.31M
AAPL
Apple Inc.

Technology
122
+ 1.04%
$202.38 - $256.87 $24.7K - $31.3K
11.9K $3.03M
DFAU
Dimensional ETF Tr

ETFs
226
+ 0.15%
$42.42 - $45.96 $9.59K - $10.4K
150K $6.88M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.2K
+ 4.7%
$50.47 - $50.74 $464K - $467K
205K $10.4M
DFAR
Dimensional ETF Tr Dimensional

ETFs
10.7K
+ 3.17%
$22.9 - $24.1 $244K - $257K
347K $8.28M
ITOT
Ishares Core S&P Total U.S. St

ETFs
67
+ 0.23%
$135.0 - $146.02 $9.05K - $9.78K
29.8K $4.34M
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.01%
$94.4 - $104.27 $566 - $626
51.5K $5.31M
DUHP
Dimensional ETF Tr Dimensional

ETFs
222
+ 0.19%
$35.76 - $37.93 $7.94K - $8.42K
117K $4.4M
XOM
Exxon Mobil Corp

Energy
197
+ 0.43%
$105.83 - $117.22 $20.8K - $23.1K
45.9K $5.18M
ABBV
Abb Vie Inc.

Healthcare
791
+ 60.11%
$184.85 - $231.54 $146K - $183K
2.11K $487K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
293
+ 0.32%
$29.55 - $32.52 $8.66K - $9.53K
92.9K $2.98M
GOOG
Alphabet Inc.

Communication Services
134
+ 6.59%
$175.16 - $255.24 $23.5K - $34.2K
2.17K $527K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 0.63%
$567.77 - $614.76 $11.9K - $12.9K
3.36K $2.06M
VTI
Vanguard Total Stock Market Et

ETFs
183
+ 4.7%
$303.93 - $329.86 $55.6K - $60.4K
4.08K $1.32M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
87
+ 0.31%
$72.65 - $78.68 $6.32K - $6.85K
28.5K $2.2M
MSFT
Microsoft Corp

Technology
80
+ 1.75%
$491.09 - $535.64 $39.3K - $42.9K
4.65K $2.41M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.09%
$420.11 - $472.68 $1.26K - $1.42K
3.37K $1.55M
NVS
Novartis Ag

Healthcare
753
+ 17.84%
$113.5 - $129.73 $85.5K - $97.7K
4.98K $637K
JNJ
Johnson & Johnson

Healthcare
4
+ 0.13%
$155.17 - $185.42 $621 - $742
3.16K $586K
GLD
Spdr Gold Trust

ETFs
33
+ 1.95%
$300.96 - $355.47 $9.93K - $11.7K
1.72K $611K
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.59%
$620.67 - $670.08 $6.21K - $6.7K
1.71K $1.14M
VV
Vanguard Large Cap ETF

ETFs
11
+ 0.3%
$285.05 - $309.14 $3.14K - $3.4K
3.7K $1.13M
VTV
Vanguard Value ETF

ETFs
127
+ 2.2%
$175.51 - $186.57 $22.3K - $23.7K
5.89K $1.09M
RF
Regions Financial Corp

Financial Services
181
+ 1.06%
$24.03 - $27.41 $4.35K - $4.96K
17.3K $456K
NVDA
Nvidia Corp

Technology
56
+ 3.92%
$153.3 - $186.58 $8.58K - $10.4K
1.48K $276K
IEFA
Ishares Tr

ETFs
186
+ 1.95%
$81.7 - $87.53 $15.2K - $16.3K
9.72K $845K
DGRO
Ishares Core Dividend Growth E

ETFs
62
+ 0.55%
$64.12 - $68.08 $3.98K - $4.22K
11.3K $767K
AMZN
Amazon Com Inc

Consumer Cyclical
219
+ 10.09%
$211.65 - $238.24 $46.4K - $52.2K
2.39K $524K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.36%
$215.01 - $273.02 $1.08K - $1.37K
1.4K $352K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
72
+ 2.79%
$108.46 - $120.63 $7.81K - $8.69K
2.65K $315K
ILCB
Ishares Morningstar U.S. Equit

ETFs
14
+ 0.29%
$85.66 - $92.67 $1.2K - $1.3K
4.92K $449K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.56%
$357.4 - $423.42 $1.43K - $1.69K
717 $290K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
103
+ 3.94%
$94.17 - $99.95 $9.7K - $10.3K
2.72K $271K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.15%
$108.97 - $121.65 $327 - $365
2.05K $247K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
30
+ 0.55%
$42.26 - $47.16 $1.27K - $1.41K
5.47K $252K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
11
+ 0.31%
$74.93 - $80.73 $824 - $888
3.51K $280K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
26
+ 1.09%
$101.12 - $106.18 $2.63K - $2.76K
2.42K $252K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
44
+ 0.84%
$48.5 - $50.19 $2.13K - $2.21K
5.28K $264K
JPIE
J P Morgan Exchange Traded Fd
33
+ 0.3%
$46.01 - $46.55 $1.52K - $1.54K
10.9K $506K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
30
+ 0.8%
$122.0 - $138.74 $3.66K - $4.16K
3.78K $479K
Activity Summary
Buys All Purchases 73 New Holdings 20 Increased Positions 53 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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