Stephens Consulting, LLC Purchases in Q3 2025

Stephens Consulting, LLC

  • $292 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BLFS
Biolife Solutions Inc

Healthcare
89
New
$20.64 - $26.74 $1.84K - $2.38K
89 $2.27M
ICUI
Icu Medical Inc

Healthcare
18
New
$108.1 - $137.26 $1.95K - $2.47K
18 $2.16M
Procap Acquisition Corp
200
New
N/A
200 $2.1M
EPD
Enterprise Products Partners L.P.

Energy
56
+ 5.6%
$30.74 - $32.14 $1.72K - $1.8K
1.06K $33M
FIVN
Five9, Inc.

Technology
81
New
$24.05 - $29.16 $1.95K - $2.36K
81 $1.96M
ONON
On Holding Ag

Consumer Cyclical
50
+ 250.0%
$42.35 - $54.36 $2.12K - $2.72K
70 $2.97M
KLTR
Kaltura Inc

Technology
1.24K
New
$1.38 - $2.02 $1.71K - $2.5K
1.24K $1.79M
SAM
Boston Beer CO Inc

Consumer Defensive
8
+ 800.0%
$191.38 - $226.97 $1.53K - $1.82K
9 $1.9M
AMPL
Amplitude, Inc.

Technology
155
New
$10.72 - $13.29 $1.66K - $2.06K
155 $1.66M
QDEL
Quidel Ortho Corp

Healthcare
53
New
$22.81 - $31.57 $1.21K - $1.67K
53 $1.56M
AOSL
Alpha & Omega Semiconductor LTD

Technology
52
New
$24.69 - $30.69 $1.28K - $1.6K
52 $1.45M
NU
Nu Holdings Ltd.

Financial Services
81
+ 426.32%
$11.92 - $16.3 $966 - $1.32K
100 $1.6M
NCNO
N Cino, Inc.

Technology
44
New
$26.19 - $32.69 $1.15K - $1.44K
44 $1.19M
OPEN
Opendoor Technologies Inc.

Real Estate
133
New
$0.56 - $10.52 $74.5 - $1.4K
133 $1.06M
TPR
Tapestry, Inc.

Consumer Cyclical
6
+ 66.67%
$86.48 - $116.14 $519 - $697
15 $1.7M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.88%
$101.12 - $106.18 $202 - $212
228 $23.5M
NVGS
Navigator Holdings Ltd.

Energy
48
New
$14.28 - $16.85 $685 - $809
48 $744K
EIX
Edison International

Utilities
2
+ 1.53%
$50.42 - $56.35 $101 - $113
133 $7.36M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
16
+ 1.06%
$24.14 - $24.34 $386 - $389
1.53K $37.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
16
+ 1.06%
N/A
1.52K $37M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
15
+ 1.04%
$25.09 - $25.19 $376 - $378
1.46K $36.9M
SHOP
Shopify Inc.

Technology
2
New
$112.11 - $157.12 $224 - $314
2 $298K
Luminar Technologies Inc
61
New
N/A
61 $117K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3
+ 1.09%
$23.29 - $23.38 $69.9 - $70.1
277 $6.47M
Scilex Holding CO
2
New
N/A
2 $40K
PEBO
Peoples Bancorp Inc

Financial Services
47
+ 1.87%
$28.16 - $32.1 $1.32K - $1.51K
2.56K $76.9M
MCHP
Microchip Technology Inc

Technology
10
+ 2.08%
$60.95 - $75.26 $610 - $753
490 $31.4M
KMX
Carmax Inc

Consumer Cyclical
39
+ 18.57%
$44.86 - $71.57 $1.75K - $2.79K
249 $11.2M
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
Track This Portfolio

Track Stephens Consulting, LLC Portfolio

Follow Stephens Consulting, 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 Stephens Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stephens Consulting, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email