Stephens Consulting, LLC New Holdings in Q1 2025

Stephens Consulting, LLC

  • $399 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVSC
American Centy ETF Tr Avantis
5.75K
New
$48.08 - $56.12 $276K - $322K
5.75K $278M
Fidelity Covington Trust
4.16K
New
N/A
4.16K $124M
DVN
Devon Energy Corp

Energy
3K
New
$33.15 - $38.55 $99.5K - $116K
3K $112M
VICI
Vici Properties Inc.

Real Estate
532
New
$28.21 - $32.68 $15K - $17.4K
532 $17.4M
STT
State Street Corp

Financial Services
164
New
$84.47 - $102.23 $13.9K - $16.8K
164 $14.7M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
1.03K
New
$11.57 - $12.07 $12K - $12.5K
1.03K $12.1M
CMI
Cummins Inc

Industrials
31
New
$312.92 - $386.07 $9.7K - $12K
31 $9.72M
HRB
H&R Block Inc

Consumer Cyclical
147
New
$49.96 - $55.97 $7.34K - $8.23K
147 $8.07M
CHY
Calamos Convertible & High Income Fund

Financial Services
600
New
$10.1 - $12.0 $6.06K - $7.2K
600 $6.06M
RIET
ETF Ser Solutions Hoya Capital

ETFs
600
New
$9.79 - $10.5 $5.87K - $6.3K
600 $6.02M
SON
Sonoco Products CO

Consumer Cyclical
100
New
$44.71 - $49.22 $4.47K - $4.92K
100 $4.72M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
30
New
$132.75 - $177.12 $3.98K - $5.31K
30 $4.58M
INSM
Insmed Inc

Healthcare
50
New
$65.25 - $83.83 $3.26K - $4.19K
50 $3.82M
AIT
Applied Industrial Technologies Inc

Industrials
15
New
$218.93 - $269.18 $3.28K - $4.04K
15 $3.38M
Ftai Aviation LTD
30
New
N/A
30 $3.33M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
263
New
$11.13 - $11.61 $2.93K - $3.05K
263 $2.95M
CORT
Corcept Therapeutics Inc

Healthcare
25
New
$49.85 - $114.22 $1.25K - $2.86K
25 $2.86M
SSB
South State Corp

Financial Services
30
New
$89.4 - $108.33 $2.68K - $3.25K
30 $2.79M
CRS
Carpenter Technology Corp

Industrials
15
New
$172.39 - $212.53 $2.59K - $3.19K
15 $2.72M
MLI
Mueller Industries Inc

Industrials
35
New
$76.14 - $82.67 $2.66K - $2.89K
35 $2.67M
SPGI
S&P Global Inc.

Financial Services
5
New
$478.26 - $543.77 $2.39K - $2.72K
5 $2.54M
COOP
Mr. Cooper Group Inc.

Financial Services
20
New
$91.4 - $119.6 $1.83K - $2.39K
20 $2.39M
CVLT
Commvault Systems Inc

Technology
15
New
$146.82 - $187.9 $2.2K - $2.82K
15 $2.37M
EXLS
Exl Service Holdings, Inc.

Technology
50
New
$44.13 - $51.8 $2.21K - $2.59K
50 $2.36M
URA
Global X Uranium ETF

ETFs
100
New
$22.92 - $30.98 $2.29K - $3.1K
100 $2.29M
EAT
Brinker International, Inc

Consumer Cyclical
15
New
$133.46 - $189.14 $2K - $2.84K
15 $2.24M
HALO
Halozyme Therapeutics, Inc.

Healthcare
35
New
$47.74 - $65.16 $1.67K - $2.28K
35 $2.23M
HLNE
Hamilton Lane Inc

Financial Services
15
New
$137.87 - $170.18 $2.07K - $2.55K
15 $2.23M
HQY
Healthequity, Inc.

Healthcare
25
New
$84.32 - $114.51 $2.11K - $2.86K
25 $2.21M
TCI
Transcontinental Realty Investors Inc

Real Estate
78
New
$25.74 - $30.05 $2.01K - $2.34K
78 $2.18M
GTLS
Chart Industries Inc

Industrials
15
New
$141.99 - $218.35 $2.13K - $3.28K
15 $2.17M
RKLB
Rocket Lab Usa, Inc.

Industrials
120
New
$17.12 - $31.57 $2.05K - $3.79K
120 $2.15M
Primo Brands Corporation
60
New
N/A
60 $2.13M
ONB
Old National Bancorp

Financial Services
100
New
$20.11 - $24.45 $2.01K - $2.45K
100 $2.12M
CNO
Cno Financial Group, Inc.

Financial Services
50
New
$35.99 - $42.34 $1.8K - $2.12K
50 $2.08M
UMBF
Umb Financial Corp

Financial Services
20
New
$98.0 - $122.56 $1.96K - $2.45K
20 $2.02M
CRDO
Credo Technology Group Holding LTD

Technology
50
New
$39.45 - $85.5 $1.97K - $4.28K
50 $2.01M
FN
Fabrinet

Technology
10
New
$183.66 - $267.24 $1.84K - $2.67K
10 $1.98M
LNTH
Lantheus Holdings, Inc.

Healthcare
20
New
$78.23 - $110.01 $1.56K - $2.2K
20 $1.95M
ENSG
Ensign Group, Inc

Healthcare
15
New
$125.4 - $148.86 $1.88K - $2.23K
15 $1.94M
SPXC
Spx Corp

Industrials
15
New
$128.78 - $154.37 $1.93K - $2.32K
15 $1.93M
BMI
Badger Meter Inc

Technology
10
New
$189.49 - $221.51 $1.89K - $2.22K
10 $1.9M
AUR
Aurora Innovation, Inc.

Technology
275
New
$6.1 - $10.19 $1.68K - $2.8K
275 $1.85M
FSS
Federal Signal Corp

Industrials
25
New
$73.55 - $101.32 $1.84K - $2.53K
25 $1.84M
CADE
Cadence Bank

Financial Services
60
New
$29.1 - $35.93 $1.75K - $2.16K
60 $1.82M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
30
New
$58.09 - $67.05 $1.74K - $2.01K
30 $1.8M
FLR
Fluor Corp

Industrials
50
New
$34.29 - $55.28 $1.71K - $2.76K
50 $1.79M
CHX
Champion X Corp

Energy
60
New
$27.3 - $31.27 $1.64K - $1.88K
60 $1.79M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
60
New
$25.2 - $68.74 $1.51K - $4.12K
60 $1.77M
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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