Stephens Consulting, LLC New Holdings in Q4 2025

Stephens Consulting, LLC

  • $309 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BE
Bloom Energy Corp

Industrials
3K
New
$86.06 - $142.37 $258K - $427K
3K $261M
Reddit Inc
1K
New
N/A
1K $230M
AMD
Advanced Micro Devices Inc

Technology
1.01K
New
$164.01 - $264.33 $166K - $268K
1.01K $217M
Profesionally Managed Portfo
2.99K
New
N/A
2.99K $196M
IWR
Ishares Russell Mid Cap ETF

ETFs
962
New
$94.02 - $97.61 $90.4K - $93.9K
962 $92.6M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.58K
New
$23.35 - $23.55 $37K - $37.3K
1.58K $37.1M
FNV
Franco Nevada Corp

Basic Materials
175
New
$183.97 - $222.27 $32.2K - $38.9K
175 $36.3M
Qnity Electronics Inc
373
New
N/A
373 $30.5M
ACN
Accenture PLC

Technology
80
New
$234.02 - $253.35 $18.7K - $20.3K
80 $21.5M
DHR
Danaher Corp

Healthcare
90
New
$202.46 - $223.01 $18.2K - $20.1K
90 $20.6M
TXN
Texas Instruments Inc

Technology
110
New
N/A
110 $19.1M
GS
Goldman Sachs Group Inc

Financial Services
21
New
$744.6 - $838.97 $15.6K - $17.6K
21 $18.5M
AVGO
Broadcom Inc.

Technology
45
New
$324.63 - $385.98 $14.6K - $17.4K
45 $15.6M
PAAS
Pan American Silver Corp

Basic Materials
300
New
$33.2 - $42.03 $9.96K - $12.6K
300 $15.5M
KRG
Kite Realty Group Trust

Real Estate
644
New
$21.33 - $23.13 $13.7K - $14.9K
644 $15.4M
C
Citigroup Inc

Financial Services
132
New
$93.93 - $102.87 $12.4K - $13.6K
132 $15.4M
BSX
Boston Scientific Corp

Healthcare
127
New
$94.95 - $104.98 $12.1K - $13.3K
127 $12.1M
ASML
Asml Holding Nv

Technology
10
New
$936.19 - $1075.45 $9.36K - $10.8K
10 $10.7M
ING
Ing Groep Nv

Financial Services
308
New
$23.66 - $26.51 $7.29K - $8.17K
308 $8.62M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
182
New
$46.57 - $47.16 $8.48K - $8.58K
182 $8.47M
NVS
Novartis Ag

Healthcare
61
New
$121.8 - $132.39 $7.43K - $8.08K
61 $8.41M
SONY
Sony Group Corp

Technology
324
New
$27.71 - $30.26 $8.98K - $9.8K
324 $8.3M
BP
Bp PLC

Energy
226
New
$32.78 - $37.35 $7.41K - $8.44K
226 $7.85M
SAP
Sap Se

Technology
30
New
$238.9 - $280.46 $7.17K - $8.41K
30 $7.29M
FISV
Fiserv Inc

Technology
98
New
N/A
98 $6.58M
TMO
Thermo Fisher Scientific Inc.

Healthcare
11
New
$524.58 - $588.02 $5.77K - $6.47K
11 $6.37M
UBS
Ubs Group Ag

Financial Services
132
New
$37.56 - $41.1 $4.96K - $5.43K
132 $6.11M
SCHW
Schwab Charles Corp

Financial Services
60
New
$91.91 - $97.71 $5.51K - $5.86K
60 $6M
BHP
Bhp Group LTD

Basic Materials
98
New
$53.62 - $57.96 $5.25K - $5.68K
98 $5.92M
Blackrock Inc
5
New
N/A
5 $5.35M
ISRG
Intuitive Surgical Inc

Healthcare
9
New
$429.59 - $576.2 $3.87K - $5.19K
9 $5.1M
ADBE
Adobe Inc.

Technology
13
New
$325.07 - $359.91 $4.23K - $4.68K
13 $4.55M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
200
New
$17.53 - $24.57 $3.51K - $4.91K
200 $4.46M
RY
Royal Bank Of Canada

Financial Services
26
New
$143.64 - $149.05 $3.73K - $3.88K
26 $4.43M
AVDV
American Centy ETF Tr Avantis

ETFs
43
New
$87.37 - $90.92 $3.76K - $3.91K
43 $4.04M
BCS
Barclays PLC

Financial Services
158
New
$19.36 - $22.51 $3.06K - $3.56K
158 $4.02M
INTU
Intuit Inc

Technology
6
New
$641.79 - $683.39 $3.85K - $4.1K
6 $3.98M
Fs Specialty Lending Fd
281
New
N/A
281 $3.93M
TM
Toyota Motor Corp

Consumer Cyclical
18
New
$185.22 - $211.24 $3.33K - $3.8K
18 $3.85M
NOW
Service Now, Inc.

Technology
25
New
$835.79 - $946.29 $20.9K - $23.7K
25 $3.83M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
99
New
$33.18 - $38.64 $3.28K - $3.83K
99 $3.82M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
98
New
$37.19 - $37.8 $3.64K - $3.7K
98 $3.67M
Solstice Advanced Matls Inc
75
New
N/A
75 $3.62M
IR
Ingersoll Rand Inc.

Industrials
43
New
$75.47 - $84.18 $3.25K - $3.62K
43 $3.41M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
50
New
$58.51 - $64.76 $2.93K - $3.24K
50 $3.2M
HSBC
Hsbc Holdings PLC

Financial Services
37
New
$65.67 - $73.49 $2.43K - $2.72K
37 $2.91M
DFIS
Dimensional ETF Tr Dimensional

ETFs
81
New
$30.89 - $32.15 $2.5K - $2.6K
81 $2.67M
PLTR
Palantir Technologies Inc.

Technology
15
New
$172.14 - $207.18 $2.58K - $3.11K
15 $2.67M
UNH
Unitedhealth Group Inc

Healthcare
8
New
$320.52 - $369.92 $2.56K - $2.96K
8 $2.64M
Activity Summary
Buys All Purchases 231 New Holdings 133 Increased Positions 98 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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