Stephens Consulting, LLC Sells in Q3 2025

Stephens Consulting, LLC

  • $292 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-47.7K
- 31.24%
$567.77 - $614.76 $27.1M - $29.3M
105K $64.2B
VTV
Vanguard Value ETF

ETFs
-89.9K
- 43.77%
$175.51 - $186.57 $15.8M - $16.8M
116K $21.5B
VO
Vanguard Mid Cap ETF

ETFs
-52.9K
- 37.6%
$279.83 - $293.74 $14.8M - $15.5M
87.7K $25.8B
IEFA
Ishares Tr

ETFs
-163K
- 69.37%
$81.7 - $87.53 $13.3M - $14.3M
72K $6.29B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-151K
- 27.33%
$72.57 - $74.72 $10.9M - $11.2M
400K $29.8B
AVUV
American Centy ETF Tr Avantis

ETFs
-56.3K
- 27.77%
$90.37 - $102.12 $5.09M - $5.75M
147K $14.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.99K
- 96.48%
$546.99 - $602.2 $2.73M - $3.01M
182 $109M
MUB
Ishares National Muni Bond ETF

ETFs
-18.8K
- 71.76%
$103.24 - $106.68 $1.94M - $2.01M
7.4K $788M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-43.4K
- 95.5%
$41.34 - $45.65 $1.79M - $1.98M
2.04K $92.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-16.6K
- 97.3%
$78.11 - $79.07 $1.29M - $1.31M
460 $36.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.33K
- 88.8%
$97.75 - $100.75 $912K - $940K
1.18K $118M
VB
Vanguard Small Cap ETF

ETFs
-4.26K
- 28.65%
$237.58 - $259.17 $1.01M - $1.1M
10.6K $2.7B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.3K
- 80.69%
$620.67 - $670.08 $804K - $868K
310 $207M
GOOGL
Alphabet Inc.

Communication Services
-4.43K
- 99.55%
$174.36 - $254.72 $772K - $1.13M
20 $4.86M
BFB
Brown Forman Corp Cl B
-27.5K
- 98.11%
N/A
530 $14.3M
VEA
Vanguard Ftse Developed Market

ETFs
-12.8K
- 45.97%
$56.02 - $60.3 $719K - $774K
15.1K $904M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10.7K
- 96.75%
$62.09 - $66.51 $665K - $712K
360 $23.5M
ORCL
Oracle Corp

Technology
-2.9K
- 92.7%
$218.96 - $328.33 $634K - $951K
228 $64.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-15.2K
- 3.74%
$22.84 - $22.95 $348K - $349K
391K $8.98B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.39K
- 19.37%
$420.11 - $472.68 $584K - $657K
5.78K $2.71B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.65K
- 60.23%
$195.41 - $212.37 $323K - $351K
1.09K $228M
MSFT
Microsoft Corp

Technology
-668
- 25.08%
$491.09 - $535.64 $328K - $358K
2K $1.03B
XLK
Technology Sector Spdr

ETFs
-1.12K
- 70.48%
$250.97 - $282.66 $280K - $315K
467 $132M
COIN
Coinbase Global, Inc.

Technology
-656
- 86.66%
$297.99 - $419.78 $195K - $275K
101 $34.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.1K
- 45.48%
$293.94 - $444.72 $322K - $487K
1.31K $584M
ALCC
Alt C Acquisition Corp.

Financial Services
-4K
- 80.0%
N/A
1K $112M
KO
Coca Cola CO

Consumer Defensive
-1.87K
- 68.77%
$65.67 - $71.67 $123K - $134K
850 $56.4M
IEMG
Ishares Inc

ETFs
-2.12K
- 93.1%
N/A
157 $10.4M
IAU
Ishares Gold Trust

ETFs
-1.9K
- 71.37%
$61.62 - $72.77 $117K - $138K
760 $55.3M
META
Meta Platforms, Inc.

Communication Services
-123
- 51.04%
$695.21 - $791.73 $85.5K - $97.4K
118 $86.7M
VTI
Vanguard Total Stock Market Et

ETFs
-275
- 47.41%
$303.93 - $329.86 $83.6K - $90.7K
305 $100M
MRK
Merck & Co., Inc.

Healthcare
-947
- 69.43%
$77.6 - $87.37 $73.5K - $82.7K
417 $35M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
-609
- 70.4%
$104.48 - $122.3 $63.6K - $74.5K
256 $31M
J P Morgan Exchange Traded F
-907
- 85.81%
N/A
150 $9.78M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-116
- 75.32%
$435.72 - $463.74 $50.5K - $53.8K
38 $17.6M
KMI
Kinder Morgan, Inc.

Energy
-1.69K
- 86.19%
$26.23 - $28.5 $44.2K - $48K
270 $7.64M
CSCO
Cisco Systems, Inc.

Technology
-675
- 20.7%
$66.2 - $71.79 $44.7K - $48.5K
2.59K $177M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-602
- 12.94%
$78.96 - $80.04 $47.5K - $48.2K
4.05K $324M
VNQ
Vanguard Specialized Funds Van

ETFs
-500
- 97.85%
$88.47 - $93.24 $44.2K - $46.6K
11 $1.01M
SO
Southern CO

Utilities
-551
- 20.42%
$90.83 - $96.0 $50K - $52.9K
2.15K $203M
GOOG
Alphabet Inc.

Communication Services
-278
- 67.8%
$175.16 - $255.24 $48.7K - $71K
132 $32.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-148
- 29.66%
$291.67 - $316.99 $43.2K - $46.9K
351 $107M
V
Visa Inc.

Financial Services
-103
- 54.5%
$332.09 - $358.86 $34.2K - $37K
86 $29.4M
NVO
Novo Nordisk A S

Healthcare
-144
- 6.56%
$45.38 - $71.7 $6.53K - $10.3K
2.05K $114M
JPM
Jpmorgan Chase & CO

Financial Services
-818
- 9.4%
$282.78 - $316.06 $231K - $259K
7.88K $2.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
-74
- 27.01%
$617.65 - $666.84 $45.7K - $49.3K
200 $133M
DIS
Walt Disney CO

Communication Services
-166
- 9.42%
$112.25 - $124.0 $18.6K - $20.6K
1.6K $183M
DOW
Dow Inc.

Basic Materials
-984
- 32.46%
$20.87 - $30.37 $20.5K - $29.9K
2.05K $46.9M
MU
Micron Technology Inc

Technology
-275
- 92.59%
$104.88 - $168.89 $28.8K - $46.4K
22 $3.73M
Activity Summary
Buys All Purchases 79 New Holdings 41 Increased Positions 38 Sells All Sells 195 Reductions 194 Sold out 1 Options Calls 1 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