Stephens Consulting, LLC Incresed Positions in Q2 2025

Stephens Consulting, LLC

  • $422 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 30.0%
$160.22 - $209.35 $481 - $628
13 $2.72M
ALG
Alamo Group Inc

Industrials
3
+ 60.0%
$158.47 - $219.45 $475 - $658
8 $1.75M
LUV
Southwest Airlines CO

Industrials
29
+ 35.8%
$24.04 - $34.36 $697 - $996
110 $3.57M
VSEC
Vse Corp

Industrials
6
+ 120.0%
$103.15 - $140.55 $619 - $843
11 $1.44M
GVA
Granite Construction Inc

Industrials
6
+ 40.0%
$71.89 - $93.51 $431 - $561
21 $1.96M
HPQ
Hp Inc

Technology
47
+ 47.0%
$21.88 - $29.32 $1.03K - $1.38K
147 $3.6M
AGM
Federal Agricultural Mortgage Corp

Financial Services
4
+ 80.0%
$165.45 - $198.11 $662 - $792
9 $1.75M
REVG
Rev Group, Inc.

Industrials
10
+ 50.0%
$28.82 - $47.59 $288 - $476
30 $1.43M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.34%
$83.54 - $100.04 $83.5 - $100
297 $29.6M
Annaly Capital Management In
39
+ 156.0%
N/A
64 $1.21M
AZN
Astrazeneca PLC

Healthcare
64
+ 6.05%
$64.87 - $75.0 $4.15K - $4.8K
1.12K $78.4M
LKFN
Lakeland Financial Corp

Financial Services
10
+ 200.0%
$51.45 - $61.84 $515 - $618
15 $922K
OSIS
Osi Systems Inc

Technology
2
+ 40.0%
$174.22 - $239.05 $348 - $478
7 $1.58M
Digitalbridge Group Inc
40
+ 34.19%
N/A
157 $1.63M
AZZ
Azz Inc

Industrials
5
+ 50.0%
$75.58 - $95.07 $378 - $475
15 $1.42M
F&G Annuities & Life Inc
19
+ 190.0%
N/A
29 $928K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17
+ 1.14%
$23.96 - $24.27 $407 - $413
1.51K $36.7M
LYB
Lyondell Basell Industries N.V.

Basic Materials
12
+ 92.31%
$53.23 - $70.65 $639 - $848
25 $1.45M
MGM
Mgm Resorts International

Consumer Cyclical
1
+ 1.0%
$25.79 - $34.95 $25.8 - $35
101 $3.47M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
10
+ 100.0%
$35.46 - $44.91 $355 - $449
20 $886K
HUBS
Hubspot Inc

Technology
1
+ 20.0%
$487.07 - $672.24 $487 - $672
6 $3.34M
OFG
Ofg Bancorp

Financial Services
10
+ 100.0%
$34.78 - $43.28 $348 - $433
20 $856K
FE
Firstenergy Corp

Utilities
16
+ 1.28%
$38.31 - $43.17 $613 - $691
1.26K $50.8M
BFH
Bread Financial Holdings, Inc.

Financial Services
5
+ 25.0%
$41.88 - $57.12 $209 - $286
25 $1.43M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1
+ 0.66%
$66.87 - $79.47 $66.9 - $79.5
152 $12.1M
PGC
Peapack Gladstone Financial Corp

Financial Services
15
+ 100.0%
$24.64 - $29.4 $370 - $441
30 $848K
GOGL
Golden Ocean Group LTD

Industrials
55
+ 122.22%
$6.48 - $8.39 $356 - $461
100 $732K
RRC
Range Resources Corp

Energy
1
+ 0.23%
$32.1 - $43.23 $32.1 - $43.2
431 $17.5M
HFWA
Heritage Financial Corp

Financial Services
15
+ 100.0%
$20.97 - $24.5 $315 - $368
30 $716K
PNM
Pnm Resources Inc

Utilities
5
+ 25.0%
N/A
25 $1.41M
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 20.0%
$126.84 - $145.22 $634 - $726
30 $3.87M
ZM
Zoom Video Communications, Inc.

Technology
1
+ 2.27%
$66.7 - $84.62 $66.7 - $84.6
45 $3.51M
IE
Ivanhoe Electric Inc.

Basic Materials
1
+ 1.82%
$4.74 - $9.91 $4.74 - $9.91
56 $508K
VGSH
Vanguard

ETFs
2
+ 0.88%
$58.32 - $58.95 $117 - $118
228 $13.4M
VNQ
Vanguard Specialized Funds Van

ETFs
10
+ 2.0%
$79.79 - $91.42 $798 - $914
511 $45.5M
CHD
Church & Dwight CO Inc

Consumer Defensive
16
+ 16.0%
$91.57 - $110.76 $1.47K - $1.77K
116 $11.1M
WWW
Wolverine World Wide Inc

Consumer Cyclical
1
+ 4.0%
$10.07 - $18.79 $10.1 - $18.8
26 $471K
WERN
Werner Enterprises Inc

Industrials
5
+ 33.33%
$24.66 - $30.08 $123 - $150
20 $548K
VTRS
Viatris Inc

Healthcare
5
+ 1.98%
$7.26 - $9.12 $36.3 - $45.6
258 $2.3M
FBNC
First Bancorp

Financial Services
1
+ 10.0%
$36.02 - $44.09 $36 - $44.1
11 $485K
Solventum Corp
1
+ 2.86%
N/A
36 $2.73M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3
+ 1.11%
$23.29 - $23.38 $69.9 - $70.1
274 $6.4M
NOG
Northern Oil & Gas, Inc.

Energy
4
+ 13.33%
$20.6 - $32.16 $82.4 - $129
34 $964K
BHF
Brighthouse Financial, Inc.

Financial Services
1
+ 3.7%
$47.29 - $61.15 $47.3 - $61.2
28 $1.51M
Ge Healthcare Technologies I
4
+ 7.27%
N/A
59 $4.37M
TGT
Target Corp

Consumer Defensive
21
+ 5.34%
$88.76 - $105.77 $1.86K - $2.22K
414 $40.8M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.44%
$90.85 - $102.31 $90.9 - $102
226 $22.8M
PRU
Prudential Financial Inc

Financial Services
12
+ 3.27%
$95.12 - $112.71 $1.14K - $1.35K
379 $40.7M
PNW
Pinnacle West Capital Corp

Utilities
3
+ 3.0%
$88.3 - $95.43 $265 - $286
103 $9.22M
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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