Helen Stephens Group, LLC Incresed Positions in Q2 2025

Helen Stephens Group, LLC

  • $402 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
97.9K
+ 16.38%
$53.65 - $67.02 $5.25M - $6.56M
696K $46.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
125K
+ 34.22%
$44.8 - $53.97 $5.62M - $6.77M
492K $26.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
12.1K
+ 6.27%
$113.67 - $150.4 $1.37M - $1.82M
205K $30.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
28.4K
+ 2.22%
$24.94 - $31.15 $709K - $886K
1.31M $40.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.18K
+ 4.35%
$152.42 - $182.82 $1.4M - $1.68M
220K $40.2M
WMT
Walmart Inc.

Consumer Defensive
33.5K
+ 187.11%
$81.79 - $99.98 $2.74M - $3.35M
51.5K $5.03M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
55.9K
+ 21.89%
$48.46 - $50.2 $2.71M - $2.81M
311K $15.5M
DFAU
Dimensional ETF Tr

ETFs
34.1K
+ 29.36%
$34.04 - $42.36 $1.16M - $1.44M
150K $6.36M
DFAI
Dimensional ETF Tr

ETFs
28.2K
+ 14.17%
$28.02 - $34.71 $791K - $980K
227K $7.86M
VUG
Vanguard Growth ETF

ETFs
1.28K
+ 9.55%
$329.49 - $438.4 $422K - $562K
14.7K $6.42M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
35.7K
+ 62.77%
$23.4 - $29.68 $835K - $1.06M
92.6K $2.75M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
23.6K
+ 51.26%
$46.77 - $47.89 $1.1M - $1.13M
69.6K $3.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.18K
+ 21.08%
$108.12 - $135.04 $560K - $699K
29.7K $4.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
364
+ 2.73%
$496.48 - $617.85 $181K - $225K
13.7K $8.46M
HYMU
Blackrock ETF Tr Ii High Yield
38.5K
+ 61.3%
N/A
101K $2.33M
MSFT
Microsoft Corp

Technology
5
+ 0.11%
$354.56 - $497.45 $1.77K - $2.49K
4.57K $2.27M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.84K
+ 1.24%
$45.9 - $47.2 $314K - $323K
557K $26.2M
JPM
Jpmorgan Chase & CO

Financial Services
205
+ 4.46%
$210.28 - $289.91 $43.1K - $59.4K
4.8K $1.39M
IWF
Ishares Russell 1000 Gr ETF

ETFs
154
+ 4.8%
$320.42 - $421.7 $49.3K - $64.9K
3.36K $1.42M
VTI
Vanguard Total Stock Market Et

ETFs
533
+ 15.85%
$243.75 - $303.93 $130K - $162K
3.9K $1.18M
JPIE
J P Morgan Exchange Traded Fd
5.03K
+ 86.3%
$45.12 - $46.32 $227K - $233K
10.9K $502K
GLD
Spdr Gold Trust

ETFs
677
+ 66.96%
$273.71 - $316.29 $185K - $214K
1.69K $514K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
64
+ 0.23%
$58.41 - $72.69 $3.74K - $4.65K
28.4K $2.07M
USRT
Ishares Core U.S. Reit ETF

ETFs
3.46K
+ 30.45%
$50.37 - $57.97 $174K - $201K
14.8K $834K
IVV
Ishares Core S&P 500 ETF

ETFs
16
+ 0.95%
$498.8 - $620.9 $7.98K - $9.93K
1.7K $1.05M
AMZN
Amazon Com Inc

Consumer Cyclical
140
+ 6.89%
$167.32 - $223.3 $23.4K - $31.3K
2.17K $476K
IEFA
Ishares Tr

ETFs
170
+ 1.82%
$67.83 - $84.09 $11.5K - $14.3K
9.53K $795K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.05%
$146.58 - $180.01 $147 - $180
2.03K $360K
ILCB
Ishares Morningstar U.S. Equit

ETFs
14
+ 0.29%
$68.63 - $85.78 $961 - $1.2K
4.91K $418K
ET
Energy Transfer LP

Energy
2.42K
+ 13.36%
$15.65 - $18.93 $37.9K - $45.8K
20.5K $372K
RF
Regions Financial Corp

Financial Services
198
+ 1.17%
$18.34 - $23.52 $3.63K - $4.66K
17.1K $403K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7
+ 0.18%
$114.78 - $133.31 $803 - $933
3.94K $524K
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 5.94%
$335.24 - $380.78 $13.4K - $15.2K
713 $261K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
23
+ 0.42%
$35.35 - $42.68 $813 - $982
5.44K $231K
Dimensional ETF Trust
146
+ 3.25%
N/A
4.64K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
43
+ 0.83%
$48.13 - $49.85 $2.07K - $2.14K
5.24K $256K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11
+ 0.46%
$90.85 - $102.31 $999 - $1.13K
2.39K $240K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.36%
$210.83 - $235.28 $1.05K - $1.18K
1.4K $310K
PG
Procter & Gamble CO

Consumer Defensive
5
+ 0.17%
$157.66 - $172.39 $788 - $862
2.97K $473K
XOM
Exxon Mobil Corp

Energy
3.98K
+ 9.54%
$99.93 - $119.04 $398K - $474K
45.7K $4.93M
JNJ
Johnson & Johnson

Healthcare
12
+ 0.38%
$146.36 - $159.82 $1.76K - $1.92K
3.16K $482K
CVX
Chevron Corp

Energy
145
+ 4.14%
$133.73 - $168.51 $19.4K - $24.4K
3.65K $522K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
165
+ 5.3%
$483.48 - $539.8 $79.8K - $89.1K
3.28K $1.59M
AAPL
Apple Inc.

Technology
151
+ 1.3%
$172.42 - $223.89 $26K - $33.8K
11.8K $2.42M
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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