Stephens Consulting, LLC Purchases in Q2 2025

Stephens Consulting, LLC

  • $422 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
17
+ 3.39%
$231.39 - $318.98 $3.93K - $5.42K
518 $165M
SYK
Stryker Corp

Healthcare
12
+ 1.15%
$337.37 - $395.63 $4.05K - $4.75K
1.05K $417M
DTM
Dt Midstream, Inc.

Energy
4
+ 0.19%
$87.23 - $109.91 $349 - $440
2.06K $227M
BP
Bp PLC

Energy
1.01K
+ 147.88%
$26.11 - $33.81 $26.4K - $34.2K
1.7K $50.8M
HBAN
Huntington Bancshares Inc

Financial Services
79
+ 0.6%
$12.49 - $16.76 $987 - $1.32K
13.3K $222M
NFLX
Netflix Inc

Communication Services
15
+ 150.0%
$855.86 - $1339.13 $12.8K - $20.1K
25 $33.5M
DXCM
Dexcom Inc

Healthcare
262
New
$59.83 - $87.57 $15.7K - $22.9K
262 $22.9M
GE
General Electric CO

Industrials
39
+ 17.97%
$166.81 - $257.39 $6.51K - $10K
256 $65.9M
ADI
Analog Devices Inc

Technology
10
+ 1.84%
$164.6 - $238.02 $1.65K - $2.38K
554 $132M
GOOG
Alphabet Inc.

Communication Services
82
+ 25.0%
$146.58 - $180.01 $12K - $14.8K
410 $72.7M
DFSD
Dimensional ETF Tr Short Durat

ETFs
418
New
$47.09 - $48.01 $19.7K - $20.1K
418 $20.1M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 2.37%
$908.13 - $1056.85 $6.36K - $7.4K
302 $299M
CEG
Constellation Energy Corp

Utilities
6
+ 4.11%
$170.96 - $322.76 $1.03K - $1.94K
152 $49.1M
ETN
Eaton Corp PLC

Industrials
7
+ 3.5%
$246.52 - $356.99 $1.73K - $2.5K
207 $73.9M
V
Visa Inc.

Financial Services
52
+ 37.96%
$308.27 - $373.31 $16K - $19.4K
189 $67.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 1.86%
$496.48 - $617.85 $2.48K - $3.09K
274 $169M
MRVL
Marvell Technology, Inc.

Technology
36
+ 3.6%
$49.38 - $79.97 $1.78K - $2.88K
1.04K $80.2M
VEGN
ETF Ser Solutions Us Vegan Cli

ETFs
292
New
$44.25 - $56.02 $12.9K - $16.4K
292 $16.4M
AMAT
Applied Materials Inc

Technology
17
+ 4.96%
$126.95 - $183.52 $2.16K - $3.12K
360 $65.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
205
+ 4.4%
$19.6 - $24.44 $4.02K - $5.01K
4.87K $119M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
29
+ 1.15%
$36.01 - $45.69 $1.04K - $1.33K
2.54K $116M
F
Ford Motor CO

Consumer Cyclical
247
+ 1.62%
$8.69 - $10.85 $2.15K - $2.68K
15.5K $168M
DE
Deere & CO

Industrials
7
+ 2.41%
$412.99 - $531.48 $2.89K - $3.72K
297 $151M
RTX
Raytheon Technologies Corp

Industrials
45
+ 8.36%
$113.75 - $148.48 $5.12K - $6.68K
583 $85.1M
Lam Research Corp
32
+ 7.44%
N/A
462 $45M
HD
Home Depot, Inc.

Consumer Cyclical
37
+ 3.94%
$335.24 - $380.78 $12.4K - $14.1K
975 $357M
NVTS
Navitas Semiconductor Corp

Technology
2K
New
$1.61 - $8.09 $3.22K - $16.2K
2K $13.1M
NOC
Northrop Grumman Corp

Industrials
33
+ 11.0%
$456.3 - $540.39 $15.1K - $17.8K
333 $166M
Linde PLC
16
+ 1.13%
N/A
1.44K $674M
AVSD
American Centy ETF Tr Avantis

ETFs
183
New
$53.85 - $67.74 $9.85K - $12.4K
183 $12.4M
ON
On Semiconductor Corp

Technology
11
+ 1.1%
$31.95 - $54.21 $351 - $596
1.01K $53M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.17%
$104.34 - $138.68 $104 - $139
577 $80M
CCL
Carnival Corp

Consumer Cyclical
326
+ 123.02%
$16.43 - $28.12 $5.36K - $9.17K
591 $16.6M
MCHP
Microchip Technology Inc

Technology
13
+ 2.78%
$35.34 - $71.6 $459 - $931
480 $33.8M
PH
Parker Hannifin Corp

Industrials
2
+ 1.87%
$517.23 - $700.54 $1.03K - $1.4K
109 $75.9M
MS
Morgan Stanley

Financial Services
56
+ 44.8%
$99.83 - $140.86 $5.59K - $7.89K
181 $25.5M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
88
+ 293.33%
$101.91 - $134.83 $8.97K - $11.9K
118 $14.8M
CTVA
Corteva, Inc.

Basic Materials
27
+ 3.61%
$55.52 - $74.53 $1.5K - $2.01K
774 $57.7M
AMD
Advanced Micro Devices Inc

Technology
71
+ 710.0%
$78.21 - $143.81 $5.55K - $10.2K
81 $11.5M
Fidelity Wise Origin Bitcoin
27
+ 8.36%
N/A
350 $32.9M
SAP
Sap Se

Technology
31
New
$237.53 - $309.8 $7.36K - $9.6K
31 $9.43M
Dimensional ETF Trust
185
New
N/A
185 $9.39M
PLTR
Palantir Technologies Inc.

Technology
68
New
$74.01 - $144.25 $5.03K - $9.81K
68 $9.27M
RELX
Relx PLC

Communication Services
162
New
$45.31 - $55.66 $7.34K - $9.02K
162 $8.8M
KO
Coca Cola CO

Consumer Defensive
155
+ 6.04%
$68.37 - $73.9 $10.6K - $11.5K
2.72K $193M
Exchange Traded Concepts Tru
148
New
N/A
148 $8.37M
NVS
Novartis Ag

Healthcare
69
New
$101.96 - $121.01 $7.04K - $8.35K
69 $8.35M
NSC
Norfolk Southern Corp

Industrials
7
+ 2.06%
$206.34 - $257.46 $1.44K - $1.8K
346 $88.6M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
74
New
$66.89 - $111.18 $4.95K - $8.23K
74 $8.23M
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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