Helen Stephens Group, LLC Portfolio Holdings
Helen Stephens Group, LLC
- $288 Million
- Q2 2024
Helen Stephens Group, LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $288 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $45.6M, Ishares Msci Usa Quality Facto with a value of $31.2M, Dimensional ETF Tr Dimensional with a value of $22.2M, Ishares Core S&P U.S Growth Et with a value of $18.9M, and Vanguard Total International B with a value of $17.7M.
Examining the 13F form we can see an increase of $29.3M in the current position value, from $259M to 288M.
Below you can find more details about Helen Stephens Group, LLC portfolio as well as his latest detailed transactions.