Stephens Consulting, LLC Sells in Q2 2025

Stephens Consulting, LLC

  • $422 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-47.6K
- 64.5%
$102.31 - $105.8 $4.87M - $5.04M
26.2K $2.74B
RJF
Raymond James Financial Inc

Financial Services
-23.9K
- 50.23%
$123.65 - $153.88 $2.95M - $3.67M
23.6K $3.62B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-26.7K
- 69.51%
$82.17 - $99.96 $2.19M - $2.67M
11.7K $1.15B
IEFA
Ishares Tr

ETFs
-53.4K
- 18.49%
$67.83 - $84.09 $3.62M - $4.49M
235K $19.6B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-15.7K
- 2.77%
$72.02 - $73.82 $1.13M - $1.16M
551K $40.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-255
- 1.38%
$483.48 - $539.8 $123K - $138K
18.3K $8.88B
AAPL
Apple Inc.

Technology
-1.85K
- 15.12%
$172.42 - $223.89 $318K - $413K
10.4K $2.13B
BA
Boeing CO

Industrials
-3.08K
- 99.23%
$136.59 - $217.51 $421K - $670K
24 $5.03M
AVUV
American Centy ETF Tr Avantis

ETFs
-14.9K
- 6.82%
$75.17 - $91.21 $1.12M - $1.35M
203K $18.5B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-15.4K
- 25.3%
$33.46 - $41.33 $515K - $636K
45.5K $1.88B
DGRO
Ishares Core Dividend Growth E

ETFs
-7.26K
- 7.15%
$55.22 - $63.94 $401K - $464K
94.4K $6.03B
J P Morgan Exchange Traded F
-3.33K
- 75.9%
N/A
1.06K $66.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.51K
- 12.57%
$96.84 - $99.46 $146K - $150K
10.5K $1.04B
JNJ
Johnson & Johnson

Healthcare
-542
- 11.5%
$146.36 - $159.82 $79.3K - $86.6K
4.17K $637M
BDX
Becton Dickinson & CO

Healthcare
-502
- 98.24%
$165.15 - $226.42 $82.9K - $114K
9 $1.55M
RSG
Republic Services, Inc.

Industrials
-495
- 20.98%
$227.2 - $258.07 $112K - $128K
1.86K $460M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-870
- 94.46%
$108.87 - $133.04 $94.7K - $116K
51 $6.79M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-2.18K
- 99.05%
$37.87 - $42.54 $82.6K - $92.8K
21 $883K
MAS
Masco Corp

Industrials
-1.2K
- 48.15%
$58.73 - $71.06 $70.4K - $85.2K
1.29K $83.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-806
- 2.24%
$91.43 - $91.74 $73.7K - $73.9K
35.2K $3.23B
DTE
Dte Energy CO

Utilities
-142
- 1.57%
$127.39 - $139.49 $18.1K - $19.8K
8.89K $1.18B
HON
Honeywell International Inc

Industrials
-350
- 52.4%
$182.86 - $232.88 $64K - $81.5K
318 $74.1M
SO
Southern CO

Utilities
-679
- 20.11%
$84.91 - $92.56 $57.7K - $62.8K
2.7K $248M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.16K
- 13.91%
$47.89 - $48.65 $55.4K - $56.3K
7.16K $348M
ABBV
Abb Vie Inc.

Healthcare
-45
- 2.47%
$170.16 - $206.27 $7.66K - $9.28K
1.78K $330M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-500
- 24.49%
$102.11 - $124.82 $51.1K - $62.4K
1.54K $192M
BAC
Bank Of America Corp

Financial Services
-1.07K
- 51.74%
$34.39 - $47.46 $36.8K - $50.7K
997 $47.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.19K
- 57.65%
$29.82 - $30.19 $35.4K - $35.8K
872 $26.3M
IWM
Ishares Russell 2000 ETF

ETFs
-192
- 36.43%
$174.82 - $215.79 $33.6K - $41.4K
335 $72.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-303
- 18.35%
$85.42 - $94.39 $25.9K - $28.6K
1.35K $127M
VOE
Vanguard Mid Cap Value Index F

ETFs
-175
- 68.36%
$141.87 - $164.49 $24.8K - $28.8K
81 $13.3M
DOW
Dow Inc.

Basic Materials
-17
- 0.56%
$25.81 - $34.89 $439 - $593
3.03K $80.3M
CMS
Cms Energy Corp

Utilities
-7
- 0.17%
$68.57 - $75.51 $480 - $529
4.22K $292M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-511
- 2.71%
$75.05 - $77.34 $38.4K - $39.5K
18.3K $1.42B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-726
- 21.17%
$24.32 - $27.87 $17.7K - $20.2K
2.7K $71.7M
NEE
Nextera Energy Inc

Utilities
-314
- 56.88%
$64.11 - $75.0 $20.1K - $23.6K
238 $16.5M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-190
- 95.0%
$90.21 - $112.66 $17.1K - $21.4K
10 $913K
VZ
Verizon Communications Inc

Communication Services
-370
- 21.83%
$41.67 - $45.62 $15.4K - $16.9K
1.33K $57.3M
LLY
Eli Lilly & CO

Healthcare
-18
- 22.22%
$713.71 - $898.95 $12.8K - $16.2K
63 $49.1M
BMY
Bristol Myers Squibb CO

Healthcare
-257
- 86.82%
$44.12 - $59.6 $11.3K - $15.3K
39 $1.81M
DOCU
Docusign, Inc.

Technology
-197
- 98.5%
$70.35 - $93.84 $13.9K - $18.5K
3 $234K
CAT
Caterpillar Inc

Industrials
-134
- 21.44%
$273.94 - $388.21 $36.7K - $52K
491 $191M
MRK
Merck & Co., Inc.

Healthcare
-8
- 0.58%
$73.47 - $87.12 $588 - $697
1.36K $108M
HYD
Vaneck High Yield Muni ETF

ETFs
-234
- 99.57%
$49.08 - $51.35 $11.5K - $12K
1 $51K
NUE
Nucor Corp

Basic Materials
-93
- 93.0%
$103.22 - $131.43 $9.6K - $12.2K
7 $907K
INTC
Intel Corp

Technology
-452
- 38.6%
$18.13 - $22.69 $8.19K - $10.3K
719 $16.1M
EMR
Emerson Electric CO

Industrials
-182
- 28.98%
$94.15 - $133.33 $17.1K - $24.3K
446 $59.5M
FSLR
First Solar, Inc.

Technology
-69
- 98.57%
$120.38 - $192.98 $8.31K - $13.3K
1 $166K
PFE
Pfizer Inc

Healthcare
-244
- 9.94%
$21.59 - $24.84 $5.27K - $6.06K
2.21K $53.6M
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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