Stephens Consulting, LLC Purchases in Q3 2025

Stephens Consulting, LLC

  • $292 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
601K
+ 430.13%
N/A
740K $26.1B
RJF
Raymond James Financial Inc

Financial Services
26.4K
+ 111.65%
$154.64 - $176.43 $4.08M - $4.65M
50K $8.63B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
18.7K
+ 5.32%
$49.09 - $50.58 $918K - $946K
370K $18.7B
HOOD
Robinhood Markets, Inc.

Technology
6.98K
+ 27900.0%
$91.27 - $143.18 $637K - $999K
7K $1B
AAPL
Apple Inc.

Technology
1.86K
+ 17.96%
$202.38 - $256.87 $377K - $478K
12.2K $3.11B
BA
Boeing CO

Industrials
1.98K
+ 8233.33%
$209.79 - $237.38 $415K - $469K
2K $432M
Circle Internet Group Inc
2K
New
N/A
2K $265M
KBH
Kb Home

Consumer Cyclical
2K
+ 199900.0%
$52.78 - $67.97 $106K - $136K
2K $127M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1K
New
$100.4 - $119.58 $100K - $120K
1K $111M
COLB
Columbia Banking System, Inc.

Financial Services
2.82K
New
$23.26 - $27.31 $65.5K - $77K
2.82K $72.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.35K
+ 75.47%
$22.9 - $23.58 $53.7K - $55.3K
5.45K $128M
Coreweave Inc
478
+ 31.41%
N/A
2K $274M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
174
New
$121.46 - $130.92 $21.1K - $22.8K
174 $22.7M
AXP
American Express CO

Financial Services
40
+ 7.72%
$294.27 - $342.31 $11.8K - $13.7K
558 $185M
BGH
Barings Global Short Duration High Yield Fund

Financial Services
1.28K
New
$15.39 - $16.8 $19.7K - $21.5K
1.28K $19.8M
VGSH
Vanguard

ETFs
333
+ 146.05%
$58.43 - $58.88 $19.5K - $19.6K
561 $33M
Qxo Inc
1K
New
N/A
1K $19.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
138
+ 8.85%
$87.05 - $93.19 $12K - $12.9K
1.7K $158M
AL
Air Lease Corp

Industrials
246
New
$54.35 - $64.28 $13.4K - $15.8K
246 $15.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
74
New
$136.48 - $142.97 $10.1K - $10.6K
74 $10.4M
AMRC
Ameresco, Inc.

Industrials
280
New
$15.87 - $34.84 $4.44K - $9.76K
280 $9.4M
Genedx Holdings Corp
81
New
N/A
81 $8.73M
TSEM
Tower Semiconductor LTD

Technology
100
New
$42.42 - $72.3 $4.24K - $7.23K
100 $7.23M
SWKS
Skyworks Solutions, Inc.

Technology
91
+ 1011.11%
$67.52 - $82.97 $6.14K - $7.55K
100 $7.7M
MP
Mp Materials Corp.

Basic Materials
100
New
$30.03 - $77.13 $3K - $7.71K
100 $6.71M
ETSY
Etsy Inc

Consumer Cyclical
100
New
$51.36 - $74.34 $5.14K - $7.43K
100 $6.64M
EXAS
Exact Sciences Corp

Healthcare
118
+ 2360.0%
$40.91 - $56.0 $4.83K - $6.61K
123 $6.73M
Defi Technologies Inc
3K
New
N/A
3K $6.33M
LRGF
Ishares Tr

ETFs
89
New
$64.13 - $69.24 $5.71K - $6.16K
89 $6.15M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
140
New
N/A
140 $5.76M
GNRC
Generac Holdings Inc.

Industrials
31
+ 3100.0%
$146.61 - $202.85 $4.54K - $6.29K
32 $5.36M
CDNA
Care Dx, Inc.

Healthcare
332
New
$11.57 - $20.63 $3.84K - $6.85K
332 $4.83M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
46
+ 115.0%
$68.94 - $86.3 $3.17K - $3.97K
86 $7.42M
BL
Blackline, Inc.

Technology
81
New
$48.05 - $57.81 $3.89K - $4.68K
81 $4.3M
Ishares Bitcoin Trust ETF
1
+ 0.09%
N/A
1.1K $71.5M
FRSH
Freshworks Inc.

Technology
339
New
$11.77 - $15.36 $3.99K - $5.21K
339 $3.99M
Columbus Circle Cap Corp. I
394
New
N/A
394 $3.99M
EQIX
Equinix Inc

Real Estate
5
+ 250.0%
$756.7 - $811.13 $3.78K - $4.06K
7 $5.48M
CARG
Car Gurus, Inc.

Communication Services
101
New
$29.11 - $37.85 $2.94K - $3.82K
101 $3.76M
ASPN
Aspen Aerogels Inc

Industrials
486
New
$6.0 - $8.26 $2.92K - $4.01K
486 $3.38M
FEX
First Tr Large Cap Core Alphde

ETFs
1
+ 0.22%
$110.0 - $117.08 $110 - $117
462 $54M
VERX
Vertex, Inc.

Technology
133
New
$23.87 - $36.4 $3.17K - $4.84K
133 $3.3M
PSTG
Pure Storage, Inc.

Technology
33
+ 194.12%
$54.47 - $88.29 $1.8K - $2.91K
50 $4.19M
TMCI
Treace Medical Concepts, Inc.

Healthcare
473
New
$5.34 - $7.7 $2.53K - $3.64K
473 $3.17M
CELH
Celsius Holdings, Inc.

Consumer Defensive
50
New
$42.74 - $62.88 $2.14K - $3.14K
50 $2.88M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
52
+ 5200.0%
$53.89 - $68.51 $2.8K - $3.56K
53 $2.9M
GNTX
Gentex Corp

Consumer Cyclical
96
New
$22.66 - $29.06 $2.18K - $2.79K
96 $2.72M
STM
St Microelectronics N.V.

Technology
86
+ 614.29%
$24.77 - $33.41 $2.13K - $2.87K
100 $2.83M
AM
Antero Midstream Corp

Energy
40
+ 1.22%
$16.87 - $19.58 $675 - $783
3.32K $64.5M
Activity Summary
Buys All Purchases 79 New Holdings 41 Increased Positions 38 Sells All Sells 195 Reductions 194 Sold out 1 Options Calls 1 Puts 0
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