Stephens Consulting, LLC Purchases in Q2 2025

Stephens Consulting, LLC

  • $422 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
166
+ 0.11%
$456.74 - $568.03 $75.8K - $94.3K
153K $86.7B
Fidelity Covington Trust
135K
+ 3260.55%
N/A
140K $4.64B
VIG
Vanguard Dividend Appreciation

ETFs
18.4K
+ 545.87%
N/A
21.8K $4.45B
VO
Vanguard Mid Cap ETF

ETFs
1.01K
+ 0.73%
$228.54 - $279.83 $232K - $283K
141K $39.3B
AVDE
American Centy ETF Tr Avantis

ETFs
20K
+ 11.6%
$59.32 - $74.36 $1.18M - $1.48M
192K $14.2B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
23.4K
+ 14.25%
$30.96 - $40.6 $725K - $951K
188K $7.58B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
36.6K
+ 11.61%
$48.46 - $50.2 $1.77M - $1.84M
352K $17.5B
Ea Series Trust
13.8K
+ 51.68%
N/A
40.4K $4.55B
NVDA
Nvidia Corp

Technology
643
+ 2.55%
$94.31 - $157.99 $60.6K - $102K
25.8K $4.08B
VTV
Vanguard Value ETF

ETFs
1.52K
+ 0.74%
$153.67 - $176.74 $233K - $268K
205K $36.3B
JPM
Jpmorgan Chase & CO

Financial Services
906
+ 11.62%
$210.28 - $289.91 $191K - $263K
8.7K $2.52B
QQMG
Invesco Exchange Traded Fd Tr

ETFs
6.17K
+ 15.91%
$28.26 - $37.83 $174K - $233K
44.9K $1.7B
TSLA
Tesla, Inc.

Consumer Cyclical
1.08K
+ 81.75%
$221.86 - $362.89 $240K - $393K
2.41K $766M
VV
Vanguard Large Cap ETF

ETFs
1.36K
+ 248.45%
$228.25 - $285.3 $311K - $389K
1.91K $546M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
5.29K
+ 24.23%
$61.25 - $63.4 $324K - $335K
27.1K $1.72B
SMG
Scotts Miracle Gro CO

Basic Materials
5.21K
+ 15317.65%
$48.21 - $66.48 $251K - $346K
5.24K $346M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.16K
+ 32.37%
$77.74 - $78.78 $324K - $328K
17K $1.34B
AVSC
American Centy ETF Tr Avantis
5.17K
+ 90.01%
$42.39 - $51.76 $219K - $268K
10.9K $563M
Coreweave Inc
1.52K
New
N/A
1.52K $248M
VB
Vanguard Small Cap ETF

ETFs
21
+ 0.14%
$193.73 - $237.37 $4.07K - $4.98K
14.9K $3.53B
PRK
Park National Corp

Financial Services
1.14K
+ 22760.0%
$141.75 - $170.63 $161K - $194K
1.14K $191M
GILD
Gilead Sciences, Inc.

Healthcare
1.63K
+ 113.7%
$96.91 - $113.0 $158K - $184K
3.06K $339M
VEA
Vanguard Ftse Developed Market

ETFs
30
+ 0.11%
$45.65 - $57.01 $1.37K - $1.71K
27.9K $1.59B
VBR
Vanguard Small Cap Value ETF

ETFs
802
+ 41.32%
$162.76 - $195.77 $131K - $157K
2.74K $535M
AMZN
Amazon Com Inc

Consumer Cyclical
298
+ 8.48%
$167.32 - $223.3 $49.9K - $66.5K
3.81K $837M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3
+ 0.01%
$72.96 - $90.39 $219 - $271
21.5K $1.92B
CRWD
Crowd Strike Holdings, Inc.

Technology
7
+ 0.7%
$321.63 - $509.31 $2.25K - $3.57K
1.01K $513M
SNOW
Snowflake Inc.

Technology
3
+ 0.15%
$130.53 - $223.77 $392 - $671
2.02K $451M
IWB
Ishares Tr Russell 1000 ETF

ETFs
435
New
$272.36 - $339.57 $118K - $148K
435 $148M
COIN
Coinbase Global, Inc.

Technology
7
+ 0.93%
$151.47 - $375.07 $1.06K - $2.63K
757 $265M
GOOGL
Alphabet Inc.

Communication Services
214
+ 5.06%
$144.7 - $178.6 $31K - $38.2K
4.45K $783M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.46K
+ 1.11%
$22.81 - $22.97 $102K - $102K
407K $9.32B
Ea Series Trust
976
New
N/A
976 $86.7M
COF
Capital One Financial Corp

Financial Services
357
+ 307.76%
$150.57 - $212.76 $53.8K - $76K
473 $101M
META
Meta Platforms, Inc.

Communication Services
68
+ 39.31%
$484.66 - $738.09 $33K - $50.2K
241 $178M
XLK
Technology Sector Spdr

ETFs
1
+ 0.06%
$179.73 - $253.23 $180 - $253
1.58K $401M
DELL
Dell Technologies Inc.

Technology
15
+ 0.74%
$71.63 - $125.98 $1.07K - $1.89K
2.05K $251M
WMT
Walmart Inc.

Consumer Defensive
76
+ 1.34%
$81.79 - $99.98 $6.22K - $7.6K
5.73K $561M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
533
+ 95.35%
$90.56 - $109.49 $48.3K - $58.4K
1.09K $119M
Ishares Bitcoin Trust ETF
910
+ 481.48%
N/A
1.1K $67.3M
DIS
Walt Disney CO

Communication Services
42
+ 2.44%
$81.72 - $124.01 $3.43K - $5.21K
1.76K $219M
VOTE
Engine No 1 ETF Tr

ETFs
17
+ 0.3%
$58.2 - $72.74 $989 - $1.24K
5.72K $416M
HCA
Hca Healthcare, Inc.

Healthcare
4
+ 0.37%
$317.61 - $387.52 $1.27K - $1.55K
1.09K $417M
TXN
Texas Instruments Inc

Technology
15
+ 1.12%
N/A
1.35K $280M
AVGO
Broadcom Inc.

Technology
71
+ 37.37%
$146.29 - $275.65 $10.4K - $19.6K
261 $71.9M
JCI
Johnson Controls International PLC

Industrials
16
+ 1.2%
$71.14 - $105.62 $1.14K - $1.69K
1.35K $143M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
417
+ 9.85%
$77.94 - $79.5 $32.5K - $33.2K
4.65K $370M
CSCO
Cisco Systems, Inc.

Technology
126
+ 4.02%
$53.19 - $69.38 $6.7K - $8.74K
3.26K $226M
PM
Philip Morris International Inc.

Consumer Defensive
41
+ 3.82%
$149.23 - $184.95 $6.12K - $7.58K
1.11K $203M
Activity Summary
Buys All Purchases 783 New Holdings 561 Increased Positions 222 Sells All Sells 227 Reductions 227 Sold out 0 Options Calls 2 Puts 1
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