Helen Stephens Group, LLC Sells in Q4 2025

Helen Stephens Group, LLC

  • $463 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-35.8K
- 4.81%
$37.61 - $39.41 $1.35M - $1.41M
709K $27.4M
XOM
Exxon Mobil Corp

Energy
-9.64K
- 20.99%
$110.64 - $119.78 $1.07M - $1.15M
36.3K $4.27M
PB
Prosperity Bancshares Inc

Financial Services
-9K
- 31.03%
$61.89 - $67.53 $557K - $608K
20K $1.34M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.23K
- 1.61%
$161.21 - $171.97 $521K - $556K
198K $32.7M
VIG
Vanguard Dividend Appreciation

ETFs
-1.58K
- 4.85%
N/A
31K $5.66M
SUB
Ishares Short Term National Mu

ETFs
-2.2K
- 9.56%
$106.22 - $106.81 $234K - $235K
20.8K $2.22M
NVS
Novartis Ag

Healthcare
-1.03K
- 20.78%
$121.8 - $132.39 $126K - $137K
3.94K $518K
VUG
Vanguard Growth ETF

ETFs
-654
- 3.72%
$470.44 - $504.26 $308K - $330K
16.9K $8.19M
BNDX
Vanguard Total International B

ETFs
-1.83K
- 6.16%
$49.3 - $49.91 $90.2K - $91.3K
27.9K $1.38M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-328
- 0.71%
$66.04 - $69.67 $21.7K - $22.9K
46K $3.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.28K
- 4.48%
$76.84 - $80.86 $98K - $103K
27.2K $2.15M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.01K
- 0.86%
$37.18 - $38.47 $37.4K - $38.7K
116K $4.35M
ABBV
Abb Vie Inc.

Healthcare
-236
- 11.2%
$211.96 - $244.38 $50K - $57.7K
1.87K $437K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-596
- 17.63%
$79.55 - $80.13 $47.4K - $47.8K
2.79K $221K
LOW
Lowes Companies Inc

Consumer Cyclical
-54
- 3.85%
$225.0 - $247.99 $12.2K - $13.4K
1.35K $303K
USRT
Ishares Core U.S. Reit ETF

ETFs
-335
- 2.35%
$56.64 - $59.67 $19K - $20K
13.9K $804K
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 1.49%
$910.94 - $954.99 $18.2K - $19.1K
1.32K $1.2M
MUB
Ishares National Muni Bond ETF

ETFs
-418
- 2.16%
$106.36 - $107.61 $44.5K - $45K
18.9K $2.02M
PG
Procter & Gamble CO

Consumer Defensive
-63
- 2.12%
$145.5 - $153.18 $9.17K - $9.65K
2.91K $424K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-88
- 2.33%
$120.73 - $128.98 $10.6K - $11.4K
3.69K $453K
WMT
Walmart Inc.

Consumer Defensive
-96
- 0.19%
$101.18 - $109.03 $9.71K - $10.5K
51.4K $5.29M
DGRO
Ishares Core Dividend Growth E

ETFs
-336
- 2.96%
$66.93 - $69.17 $22.5K - $23.2K
11K $752K
DFAU
Dimensional ETF Tr

ETFs
-889
- 0.59%
$44.77 - $47.01 $39.8K - $41.8K
149K $6.86M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-213
- 3.17%
$42.71 - $43.27 $9.1K - $9.22K
6.5K $277K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-103
- 3.79%
$98.0 - $102.56 $10.1K - $10.6K
2.61K $264K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10
- 0.38%
$114.27 - $121.15 $1.14K - $1.21K
2.64K $308K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-87
- 0.61%
$51.27 - $51.8 $4.46K - $4.51K
14.3K $736K
CSCO
Cisco Systems, Inc.

Technology
-316
- 10.04%
$67.46 - $78.0 $21.3K - $24.6K
2.83K $220K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-37
- 0.11%
$43.57 - $45.71 $1.61K - $1.69K
32.8K $1.48M
IBM
International Business Machines Corp

Technology
-7
- 0.85%
$275.97 - $314.98 $1.93K - $2.2K
814 $241K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8
- 0.24%
$459.47 - $491.71 $3.68K - $3.93K
3.36K $1.58M
DFAI
Dimensional ETF Tr

ETFs
-1.38K
- 0.61%
$35.82 - $37.52 $49.3K - $51.6K
225K $8.36M
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
Track This Portfolio

Track Helen Stephens Group, LLC Portfolio

Follow Helen Stephens Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email