Stephens Consulting, LLC Purchases in Q1 2025

Stephens Consulting, LLC

  • $399 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PATK
Patrick Industries Inc

Consumer Cyclical
10
New
$82.13 - $97.92 $821 - $979
10 $846K
TDW
Tidewater Inc

Energy
20
New
$39.93 - $57.69 $799 - $1.15K
20 $846K
TRN
Trinity Industries Inc

Industrials
30
New
$28.06 - $39.45 $842 - $1.18K
30 $842K
LMAT
Lemaitre Vascular Inc

Healthcare
10
New
$78.82 - $104.0 $788 - $1.04K
10 $839K
AKR
Acadia Realty Trust

Real Estate
40
New
$20.95 - $24.75 $838 - $990
40 $838K
AVA
Avista Corp

Utilities
20
New
$35.2 - $41.87 $704 - $837
20 $838K
AZZ
Azz Inc

Industrials
10
New
$82.13 - $99.01 $821 - $990
10 $837K
SEM
Select Medical Holdings Corp

Healthcare
50
New
$16.56 - $20.38 $828 - $1.02K
50 $835K
RELY
Remitly Global, Inc.

Technology
40
New
$19.49 - $27.14 $780 - $1.09K
40 $832K
BCPC
Balchem Corp

Basic Materials
5
New
$154.22 - $176.16 $771 - $881
5 $830K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.2%
$85.55 - $94.34 $85.6 - $94.3
501 $45.4M
EBC
Eastern Bankshares, Inc.

Financial Services
50
New
$15.29 - $19.15 $765 - $957
50 $820K
OFC
Corporate Office Properties Trust

Real Estate
30
New
N/A
30 $819K
LAUR
Laureate Education, Inc.

Consumer Defensive
40
New
$18.04 - $20.97 $722 - $839
40 $818K
CXW
Core Civic, Inc.

Real Estate
40
New
$18.02 - $23.05 $721 - $922
40 $812K
AKRO
Akero Therapeutics, Inc.

Healthcare
20
New
$21.87 - $57.56 $437 - $1.15K
20 $810K
FRME
First Merchants Corp

Financial Services
20
New
$37.99 - $45.25 $760 - $905
20 $809K
SXI
Standex International Corp

Industrials
5
New
$160.36 - $196.08 $802 - $980
5 $807K
AAT
American Assets Trust, Inc.

Real Estate
40
New
$19.65 - $26.32 $786 - $1.05K
40 $806K
JBGS
Jbg Smith Properties

Real Estate
50
New
$14.0 - $16.11 $700 - $806
50 $806K
GNL
Global Net Lease, Inc.

Real Estate
100
New
$6.91 - $8.26 $691 - $826
100 $804K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
40
New
$17.15 - $21.07 $686 - $843
40 $800K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
30
New
$25.03 - $42.15 $751 - $1.26K
30 $800K
TNC
Tennant CO

Industrials
10
New
$79.73 - $89.16 $797 - $892
10 $798K
ESE
Esco Technologies Inc

Technology
5
New
$128.92 - $169.65 $645 - $848
5 $796K
VSH
Vishay Intertechnology Inc

Technology
50
New
$15.9 - $19.1 $795 - $955
50 $795K
BUR
Burford Capital LTD

Financial Services
60
New
$12.5 - $15.6 $750 - $936
60 $793K
TNET
Trinet Group, Inc.

Industrials
10
New
$66.51 - $95.72 $665 - $957
10 $793K
AIV
Apartment Investment & Management CO

Real Estate
90
New
$8.54 - $9.12 $769 - $821
90 $792K
LBRT
Liberty Energy Inc.

Energy
50
New
$14.13 - $23.12 $707 - $1.16K
50 $792K
Ncr Atleos Corporation
30
New
N/A
30 $792K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
20
New
$37.37 - $42.55 $747 - $851
20 $791K
ALKT
Alkami Technology, Inc.

Technology
30
New
$23.76 - $37.53 $713 - $1.13K
30 $788K
AWR
American States Water CO

Utilities
10
New
$70.84 - $80.98 $708 - $810
10 $787K
OSCR
Oscar Health, Inc.

Healthcare
60
New
$12.83 - $17.3 $770 - $1.04K
60 $787K
TWST
Twist Bioscience Corp

Healthcare
20
New
$36.71 - $54.07 $734 - $1.08K
20 $786K
HP
Helmerich & Payne, Inc.

Energy
30
New
$24.69 - $36.7 $741 - $1.1K
30 $784K
VIAV
Viavi Solutions Inc.

Technology
70
New
$9.71 - $12.8 $680 - $896
70 $784K
APAM
Artisan Partners Asset Management Inc.

Financial Services
20
New
$38.51 - $45.32 $770 - $906
20 $782K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
90
New
$8.61 - $10.05 $775 - $905
90 $782K
YOU
Clear Secure, Inc.

Technology
30
New
$22.12 - $27.62 $664 - $829
30 $778K
FCF
First Commonwealth Financial Corp

Financial Services
50
New
$15.37 - $17.13 $769 - $857
50 $777K
VC
Visteon Corp

Consumer Cyclical
10
New
$77.62 - $90.68 $776 - $907
10 $777K
APLE
Apple Hospitality Reit, Inc.

Real Estate
60
New
$12.87 - $15.85 $772 - $951
60 $775K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
40
New
$19.28 - $22.3 $771 - $892
40 $772K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
30
New
$25.31 - $30.02 $759 - $901
30 $772K
FTDR
Frontdoor, Inc.

Consumer Cyclical
20
New
$37.07 - $62.39 $741 - $1.25K
20 $769K
SITM
Sitime Corp

Technology
5
New
$150.28 - $257.0 $751 - $1.29K
5 $765K
PBF
Pbf Energy Inc.

Energy
40
New
$18.97 - $31.31 $759 - $1.25K
40 $764K
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
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