Stephens Consulting, LLC Sells in Q1 2025

Stephens Consulting, LLC

  • $399 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
-60
- 50.0%
$167.82 - $208.28 $10.1K - $12.5K
60 $10.2M
LLY
Eli Lilly & CO

Healthcare
-20
- 19.8%
$725.72 - $929.72 $14.5K - $18.6K
81 $66.9M
TXN
Texas Instruments Inc

Technology
-3
- 0.22%
N/A
1.34K $240M
EIX
Edison International

Utilities
-95
- 42.41%
$50.06 - $80.01 $4.76K - $7.6K
129 $7.62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-238
- 16.74%
$42.5 - $46.71 $10.1K - $11.1K
1.18K $53.6M
ADI
Analog Devices Inc

Technology
-14
- 2.51%
$201.56 - $243.82 $2.82K - $3.41K
544 $110M
PG
Procter & Gamble CO

Consumer Defensive
-91
- 3.2%
$158.56 - $176.26 $14.4K - $16K
2.75K $468M
MS
Morgan Stanley

Financial Services
-49
- 28.16%
$111.68 - $141.08 $5.47K - $6.91K
125 $14.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-59
- 11.43%
$279.74 - $321.29 $16.5K - $19K
457 $143M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-76
- 67.86%
$85.29 - $92.57 $6.48K - $7.04K
36 $3.28M
AFL
Aflac Inc

Financial Services
-72
- 31.86%
$100.99 - $111.19 $7.27K - $8.01K
154 $17.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-232
- 2.71%
$47.59 - $48.33 $11K - $11.2K
8.32K $402M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-132
- 5.71%
$50.39 - $50.66 $6.65K - $6.69K
2.18K $110M
COP
Conocophillips

Energy
-67
- 30.88%
$88.6 - $105.85 $5.94K - $7.09K
150 $15.8M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-132
- 5.66%
$40.38 - $42.65 $5.33K - $5.63K
2.2K $91.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-52
- 44.07%
$105.1 - $109.61 $5.47K - $5.7K
66 $7.17M
BAC
Bank Of America Corp

Financial Services
-18
- 0.86%
$39.61 - $47.74 $713 - $859
2.07K $86.2M
BK
Bank Of New York Mellon Corp

Financial Services
-88
- 30.14%
$75.42 - $88.95 $6.64K - $7.83K
204 $17.1M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-73
- 2.91%
$50.17 - $51.45 $3.66K - $3.76K
2.44K $123M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-81
- 66.94%
$47.25 - $67.02 $3.83K - $5.43K
40 $1.9M
MA
Mastercard Inc

Financial Services
-10
- 19.61%
$504.67 - $576.31 $5.05K - $5.76K
41 $22.5M
UNP
Union Pacific Corp

Industrials
-22
- 18.18%
$225.21 - $254.42 $4.95K - $5.6K
99 $23.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-272
- 27.59%
$18.36 - $20.51 $4.99K - $5.58K
714 $14.1M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-63
- 3.34%
$47.47 - $48.84 $2.99K - $3.08K
1.82K $87.2M
HST
Host Hotels & Resorts, Inc.

Real Estate
-41
- 5.3%
$14.21 - $17.45 $583 - $715
732 $10.4M
GD
General Dynamics Corp

Industrials
-12
- 63.16%
$241.94 - $272.58 $2.9K - $3.27K
7 $1.91M
RHI
Robert Half International Inc.

Industrials
-9
- 6.0%
$51.96 - $71.3 $468 - $642
141 $7.69M
BHF
Brighthouse Financial, Inc.

Financial Services
-64
- 70.33%
$45.74 - $62.97 $2.93K - $4.03K
27 $1.57M
ABR
Arbor Realty Trust Inc

Real Estate
-170
- 85.0%
$11.68 - $13.98 $1.99K - $2.38K
30 $353K
USB
Us Bancorp \De\

Financial Services
-14
- 4.31%
$40.92 - $50.9 $573 - $713
311 $13.1M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-86
- 14.68%
$42.3 - $53.69 $3.64K - $4.62K
500 $26M
EWBC
East West Bancorp Inc

Financial Services
-10
- 5.68%
$84.35 - $103.91 $844 - $1.04K
166 $14.9M
ACN
Accenture PLC

Technology
-4
- 26.67%
$300.91 - $398.25 $1.2K - $1.59K
11 $3.43M
UNH
Unitedhealth Group Inc

Healthcare
-4
- 20.0%
$461.52 - $548.18 $1.85K - $2.19K
16 $8.38M
ITW
Illinois Tool Works Inc

Industrials
-5
- 14.29%
$244.9 - $274.48 $1.22K - $1.37K
30 $7.44M
CB
Chubb LTD

Financial Services
-6
- 37.5%
$257.71 - $301.99 $1.55K - $1.81K
10 $3.02M
LAMR
Lamar Advertising CO

Real Estate
-6
- 6.74%
$110.65 - $132.9 $664 - $797
83 $9.44M
GM
General Motors CO

Consumer Cyclical
-25
- 92.59%
$45.22 - $54.92 $1.13K - $1.37K
2 $95K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-29
- 6.04%
$25.93 - $29.28 $752 - $849
451 $12.3M
BETZ
Listed Fds Trroundhill Sports
-50
- 26.74%
N/A
137 $2.58M
CAG
Conagra Brands Inc.

Consumer Defensive
-20
- 6.17%
$23.9 - $27.67 $478 - $553
304 $8.11M
CNQ
Canadian Natural Resources LTD

Energy
-23
- 5.96%
$26.72 - $32.74 $615 - $753
363 $11.2M
BRCC
Brc Inc.

Consumer Defensive
-100
- 50.0%
$1.94 - $3.19 $194 - $319
100 $209K
STAG
Stag Industrial, Inc.

Real Estate
-10
- 6.1%
$32.39 - $37.07 $324 - $371
154 $5.56M
OGE
Oge Energy Corp.

Utilities
-12
- 6.38%
$39.76 - $46.32 $477 - $556
176 $8.09M
NTR
Nutrien Ltd.

Basic Materials
-10
- 5.75%
$45.28 - $53.84 $453 - $538
164 $8.15M
ORI
Old Republic International Corp

Financial Services
-33
- 6.0%
$33.46 - $39.22 $1.1K - $1.29K
517 $20.3M
ETR
Entergy Corp

Utilities
-8
- 6.15%
$75.26 - $87.89 $602 - $703
122 $10.4M
PSX
Phillips 66

Energy
-7
- 2.87%
$113.93 - $131.55 $798 - $921
237 $29.3M
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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