Stephens Consulting, LLC Incresed Positions in Q4 2024

Stephens Consulting, LLC

  • $400 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
290K
+ 265.6%
$22.72 - $23.0 $6.58M - $6.66M
399K $9.09B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
938
+ 0.63%
$521.84 - $558.82 $489K - $524K
150K $80.7B
EFA
Ishares Tr Msci Eafe ETF

ETFs
21.3K
+ 15012.68%
$75.1 - $82.99 $1.6M - $1.77M
21.5K $1.62B
BND
Vanguard Bd Index Fd Inc Total

ETFs
40.6K
+ 7.86%
$71.75 - $75.11 $2.91M - $3.05M
557K $40.1B
AVUV
American Centy ETF Tr Avantis

ETFs
8.69K
+ 4.36%
$94.37 - $106.41 $820K - $924K
208K $20.1B
DGRO
Ishares Core Dividend Growth E

ETFs
15.5K
+ 18.65%
$60.73 - $64.94 $944K - $1.01M
98.8K $6.06B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
10.2K
+ 346.09%
$61.87 - $64.86 $630K - $660K
13.1K $813M
J P Morgan Exchange Traded F
8.66K
+ 11.3%
N/A
85.3K $5.29B
BA
Boeing CO

Industrials
3.01K
+ 764.89%
$138.14 - $180.72 $415K - $543K
3.4K $602M
TSLA
Tesla, Inc.

Consumer Cyclical
891
+ 126.74%
$213.65 - $479.86 $190K - $428K
1.59K $644M
AVDE
American Centy ETF Tr Avantis

ETFs
20.3K
+ 13.79%
$60.9 - $66.69 $1.24M - $1.36M
168K $10.3B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.56K
+ 5.76%
$100.18 - $109.1 $257K - $279K
47K $4.93B
QQMG
Invesco Exchange Traded Fd Tr

ETFs
9.61K
+ 37.76%
$32.89 - $36.52 $316K - $351K
35.1K $1.22B
T Rowe Price ETF Inc
11.5K
+ 12.26%
N/A
105K $3.4B
VO
Vanguard Mid Cap ETF

ETFs
1.07K
+ 0.79%
$261.5 - $284.63 $279K - $304K
136K $36B
SNOW
Snowflake Inc.

Technology
2K
+ 7407.41%
$109.65 - $186.51 $219K - $373K
2.03K $313M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
18.1K
+ 19.83%
$32.68 - $36.28 $590K - $655K
109K $3.57B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.93K
+ 12.84%
$98.47 - $109.35 $387K - $430K
34.5K $3.4B
DELL
Dell Technologies Inc.

Technology
2K
+ 6666.67%
$111.96 - $144.21 $224K - $288K
2.03K $234M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.4K
+ 3.43%
$50.02 - $51.24 $519K - $531K
313K $15.7B
COIN
Coinbase Global, Inc.

Technology
500
+ 200.0%
$163.17 - $343.62 $81.6K - $172K
750 $186M
QQQ
Invesco Qqq Trust, Series 1

ETFs
19
+ 0.35%
$481.22 - $538.17 $9.14K - $10.2K
5.42K $2.77B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.41K
+ 4.25%
$91.29 - $91.8 $129K - $130K
34.6K $3.17B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.58K
+ 21.86%
$77.02 - $78.58 $122K - $124K
8.83K $682M
MMM
3 M CO

Industrials
900
+ 151.26%
$124.74 - $137.12 $112K - $123K
1.5K $193M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.03K
+ 3.61%
$41.09 - $45.94 $83.2K - $93K
58.1K $2.44B
ABBV
Abb Vie Inc.

Healthcare
723
+ 41.6%
$164.99 - $203.87 $119K - $147K
2.46K $437M
ORCL
Oracle Corp

Technology
482
+ 16.21%
$165.41 - $192.43 $79.7K - $92.8K
3.46K $576M
VTI
Vanguard Total Stock Market Et

ETFs
229
+ 63.97%
$280.04 - $302.45 $64.1K - $69.3K
587 $170M
ABT
Abbott Laboratories

Healthcare
585
+ 158.54%
$111.93 - $119.39 $65.5K - $69.8K
954 $108M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
450
+ 28.27%
$113.29 - $121.45 $51K - $54.7K
2.04K $236M
PFE
Pfizer Inc

Healthcare
2.32K
+ 66.08%
$24.8 - $30.19 $57.5K - $70K
5.83K $155M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
609
+ 237.89%
$72.85 - $89.2 $44.4K - $54.3K
865 $72.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
659
+ 15.18%
$77.86 - $79.27 $51.3K - $52.2K
5K $390M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.13K
+ 20.74%
$33.39 - $37.66 $71.3K - $80.4K
12.4K $415M
MSFT
Microsoft Corp

Technology
178
+ 4.39%
$406.35 - $454.46 $72.3K - $80.9K
4.23K $1.78B
CSCO
Cisco Systems, Inc.

Technology
398
+ 15.23%
$52.45 - $60.02 $20.9K - $23.9K
3.01K $178M
GILD
Gilead Sciences, Inc.

Healthcare
260
+ 325.0%
$83.95 - $97.9 $21.8K - $25.5K
340 $31.4M
SO
Southern CO

Utilities
513
+ 21.27%
$81.5 - $94.15 $41.8K - $48.3K
2.93K $241M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
536
+ 23.64%
$41.64 - $45.75 $22.3K - $24.5K
2.8K $117M
BAC
Bank Of America Corp

Financial Services
297
+ 16.62%
$39.22 - $47.77 $11.6K - $14.2K
2.08K $91.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
167
+ 2087.5%
$106.33 - $110.69 $17.8K - $18.5K
175 $18.6M
GOOG
Alphabet Inc.

Communication Services
26
+ 5.17%
$163.08 - $198.16 $4.24K - $5.15K
529 $101M
MCD
Mcdonalds Corp

Consumer Cyclical
75
+ 17.01%
$288.47 - $316.54 $21.6K - $23.7K
516 $150M
Fidelity Wise Origin Bitcoin
123
+ 61.5%
N/A
323 $26.4M
Ishares Bitcoin Trust ETF
189
+ 62.79%
N/A
490 $26M
MDT
Medtronic PLC

Healthcare
204
+ 145.71%
$79.61 - $92.24 $16.2K - $18.8K
344 $27.5M
FTCS
First Trust Capital Strength E

ETFs
183
+ 20.65%
$87.62 - $94.03 $16K - $17.2K
1.07K $93.9M
META
Meta Platforms, Inc.

Communication Services
16
+ 5.32%
$554.08 - $632.68 $8.87K - $10.1K
317 $186M
Activity Summary
Buys All Purchases 156 New Holdings 43 Increased Positions 113 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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