Stephens Consulting, LLC Purchases in Q1 2025

Stephens Consulting, LLC

  • $399 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROCK
Gibraltar Industries, Inc.

Industrials
5
New
$56.2 - $67.05 $281 - $335
5 $294K
OXM
Oxford Industries Inc

Consumer Cyclical
5
New
$55.24 - $88.05 $276 - $440
5 $294K
XPEL
Xpel, Inc.

Consumer Cyclical
10
New
$29.38 - $44.62 $294 - $446
10 $294K
DCO
Ducommun Inc

Industrials
5
New
$56.57 - $69.9 $283 - $350
5 $291K
APPN
Appian Corp

Technology
10
New
$28.81 - $37.23 $288 - $372
10 $289K
TBK
Triumph Bancorp, Inc.

Financial Services
5
New
N/A
5 $289K
SAH
Sonic Automotive Inc

Consumer Cyclical
5
New
$55.11 - $75.24 $276 - $376
5 $285K
BHRB
Burke Herbert Finl Svcs Corp C
5
New
N/A
5 $281K
UVV
Universal Corp

Consumer Defensive
5
New
$49.67 - $56.43 $248 - $282
5 $281K
MCB
Metropolitan Bank Holding Corp.

Financial Services
5
New
$52.53 - $65.79 $263 - $329
5 $280K
GEF
Greif, Inc

Consumer Cyclical
5
New
$54.57 - $62.45 $273 - $312
5 $275K
IIPR
Innovative Industrial Properties Inc

Real Estate
5
New
$54.09 - $74.56 $270 - $373
5 $271K
EFSC
Enterprise Financial Services Corp

Financial Services
5
New
$53.74 - $61.95 $269 - $310
5 $269K
ALGT
Allegiant Travel CO

Industrials
5
New
$51.65 - $105.3 $258 - $527
5 $259K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
5
New
$49.96 - $103.01 $250 - $515
5 $256K
TREE
Lending Tree, Inc.

Financial Services
5
New
$36.27 - $55.58 $181 - $278
5 $252K
VGSH
Vanguard

ETFs
2
+ 0.89%
$58.07 - $58.69 $116 - $117
226 $13.3M
Digitalbridge Group Inc
40
+ 51.95%
N/A
117 $1.03M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3
+ 1.03%
$36.63 - $37.45 $110 - $112
294 $10.8M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 11.11%
$175.5 - $209.86 $176 - $210
10 $1.81M
SUB
Ishares Short Term National Mu

ETFs
1
New
$105.3 - $106.24 $105 - $106
1 $106K
NEE
Nextera Energy Inc

Utilities
7
+ 1.28%
$66.96 - $76.16 $469 - $533
552 $39.1M
PLUG
Plug Power Inc

Industrials
250
+ 70.42%
$1.34 - $3.15 $335 - $788
605 $817K
DDD
3 D Systems Corp

Technology
27
New
$2.12 - $4.72 $57.2 - $127
27 $58K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2
+ 0.74%
$23.29 - $23.38 $46.6 - $46.8
271 $6.34M
BLD
Top Build Corp

Industrials
0
New
$295.17 - $354.82 $0 - $0
0 $1K
HYD
Vaneck High Yield Muni ETF

ETFs
1
+ 0.43%
$50.79 - $52.53 $50.8 - $52.5
235 $12M
FEX
First Tr Large Cap Core Alphde

ETFs
2
+ 0.44%
$99.27 - $109.89 $199 - $220
460 $47.1M
FXR
First Trust Industrials/Produc

ETFs
1
+ 0.24%
$68.3 - $79.81 $68.3 - $79.8
424 $29.5M
SOUN
Soundhound Ai, Inc.

Technology
120
+ 43.32%
$8.12 - $20.62 $974 - $2.47K
397 $3.22M
PH
Parker Hannifin Corp

Industrials
1
+ 0.94%
$591.65 - $707.05 $592 - $707
107 $64.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.34%
$96.3 - $112.23 $96.3 - $112
296 $28.9M
PEBO
Peoples Bancorp Inc

Financial Services
45
+ 1.83%
$29.2 - $33.78 $1.31K - $1.52K
2.5K $74.1M
DOW
Dow Inc.

Basic Materials
300
+ 10.92%
$34.36 - $41.92 $10.3K - $12.6K
3.05K $106M
MDXG
Mimedx Group, Inc.

Healthcare
50
+ 2.17%
$7.54 - $9.28 $377 - $464
2.35K $17.9M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.85%
$271.18 - $303.12 $1.36K - $1.52K
592 $163M
OMI
Owens & Minor Inc

Healthcare
45
+ 1.56%
$6.22 - $15.07 $280 - $678
2.93K $26.4M
WMT
Walmart Inc.

Consumer Defensive
15
+ 0.27%
$84.5 - $105.05 $1.27K - $1.58K
5.66K $497M
HBAN
Huntington Bancshares Inc

Financial Services
33
+ 0.25%
$14.28 - $17.39 $471 - $574
13.2K $198M
ORCL
Oracle Corp

Technology
127
+ 3.67%
$139.81 - $186.47 $17.8K - $23.7K
3.58K $501M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.79K
+ 4.81%
$37.84 - $44.02 $106K - $123K
60.9K $2.34B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.26K
+ 4.81%
$96.93 - $109.51 $219K - $247K
49.3K $4.83B
AAPL
Apple Inc.

Technology
487
+ 4.15%
$209.68 - $247.1 $102K - $120K
12.2K $2.71B
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.01%
$217.89 - $252.64 $218 - $253
14.9K $3.29B
AVUV
American Centy ETF Tr Avantis

ETFs
9.67K
+ 4.65%
$84.95 - $100.62 $821K - $973K
218K $19B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.64K
+ 1.76%
$507.05 - $563.67 $1.34M - $1.49M
152K $78.3B
Activity Summary
Buys All Purchases 1147 New Holdings 1043 Increased Positions 104 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 1 Puts 1
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