Stephens Consulting, LLC Closed Holding Positions

Stephens Consulting, LLC

  • $292 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BLD
Top Build Corp

Industrials
Q3 2025 Filed on Oct 15, 2025
3
$343.19 - $443.31 $1.03K - $1.33K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Jan 19, 2023
300
$44.64 - $55.71 $13.4K - $16.7K
SAFT
Safety Insurance Group Inc

Financial Services
Q2 2022 Filed on Jan 19, 2023
100
$83.45 - $97.1 $8.35K - $9.71K
SNY
Sanofi

Healthcare
Q2 2022 Filed on Jan 19, 2023
117
$48.99 - $57.46 $5.73K - $6.72K
SAIC
Science Applications International Corp

Technology
Q1 2022 Filed on Jan 19, 2023
35
$79.1 - $95.49 $2.77K - $3.34K
STX
Seagate Technology Holdings PLC

Technology
Q1 2022 Filed on Jan 19, 2023
285
$86.35 - $116.02 $24.6K - $33.1K
ST
Sensata Technologies Holding PLC

Technology
Q1 2022 Filed on Jan 19, 2023
30
$50.65 - $65.0 $1.52K - $1.95K
SLM
Slm Corp

Financial Services
Q1 2022 Filed on Jan 19, 2023
95
$16.89 - $20.78 $1.6K - $1.97K
SEDG
Solaredge Technologies, Inc.

Technology
Q4 2022 Filed on Jan 19, 2023
11
$193.39 - $335.61 $2.13K - $3.69K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q1 2022 Filed on Jan 19, 2023
42
$67.01 - $78.78 $2.81K - $3.31K
TEL
Te Connectivity Ltd.

Technology
Q4 2022 Filed on Jan 19, 2023
136
$107.52 - $127.99 $14.6K - $17.4K
TNL
Travel & Leisure Co.

Consumer Cyclical
Q1 2022 Filed on Jan 19, 2023
37
$46.31 - $62.06 $1.71K - $2.3K
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on Jan 19, 2023
509
$32.42 - $42.66 $16.5K - $21.7K
UHS
Universal Health Services Inc

Healthcare
Q1 2022 Filed on Jan 19, 2023
34
$126.49 - $151.26 $4.3K - $5.14K
QRVO
Qorvo, Inc.

Technology
Q1 2022 Filed on Jan 19, 2023
36
$118.61 - $160.45 $4.27K - $5.78K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
Q3 2022 Filed on Jan 19, 2023
600
$17.85 - $23.05 $10.7K - $13.8K
FWONK
Liberty Media Corp

Communication Services
Q1 2022 Filed on Jan 19, 2023
19
$56.24 - $69.84 $1.07K - $1.33K
YVR
Liquid Media Group Ltd.

Communication Services
Q3 2022 Filed on Jan 19, 2023
500
$0.35 - $0.47 $175 - $235
Meten Holding Group LTD
Q2 2022 Filed on Jan 19, 2023
15,000
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2022 Filed on Jan 19, 2023
21
$123.76 - $188.25 $2.6K - $3.95K
MOH
Molina Healthcare, Inc.

Healthcare
Q1 2022 Filed on Jan 19, 2023
13
$268.28 - $343.43 $3.49K - $4.46K
Neptune Wellness Solutions I
Q2 2022 Filed on Jan 19, 2023
132
N/A
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
Q3 2022 Filed on Jan 19, 2023
30
$27.63 - $33.51 $829 - $1.01K
Nuance Communications Inc
Q1 2022 Filed on Jan 19, 2023
311
N/A
OSK
Oshkosh Corp

Industrials
Q1 2022 Filed on Jan 19, 2023
32
$100.65 - $124.5 $3.22K - $3.98K
Osi ETF Tr
Q2 2022 Filed on Jan 19, 2023
5,252
N/A
OC
Owens Corning

Industrials
Q1 2022 Filed on Jan 19, 2023
23
$80.8 - $100.8 $1.86K - $2.32K
PBCT
People'S United Financial, Inc.

Financial Services
Q2 2022 Filed on Jan 19, 2023
110
$19.41 - $19.41 $2.14K - $2.14K
PIPP
Pine Island Acquisition Corp.

Financial Services
Q4 2022 Filed on Jan 19, 2023
4,500
$0.0 - $10.03 $0 - $45.1K
FWONA
Liberty Media Corp

Communication Services
Q1 2022 Filed on Jan 19, 2023
12
$51.03 - $63.17 $612 - $758
ITM
Vaneck Intermediate Muni ETF

ETFs
Q4 2022 Filed on Jan 19, 2023
833
$43.38 - $46.05 $36.1K - $38.4K
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2022 Filed on Jan 19, 2023
19
$172.78 - $239.47 $3.28K - $4.55K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2022 Filed on Jan 19, 2023
3,628
$17.68 - $20.46 $64.1K - $74.2K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2022 Filed on Jan 19, 2023
884
$51.47 - $53.83 $45.5K - $47.6K
SU
Suncor Energy Inc

Energy
Q4 2022 Filed on Jan 19, 2023
1
$29.59 - $37.02 $29.6 - $37
Affirm Hldgs Inc
Q1 2022 Filed on Jan 19, 2023
1,000
N/A
Alibaba Group Hldg LTD
Q1 2022 Filed on Jan 19, 2023
2,000
N/A
Apple Inc
Q3 2022 Filed on Jan 19, 2023
2,000
N/A
Beyond Meat Inc
Q1 2022 Filed on Jan 19, 2023
1,000
N/A
Block Inc
Q2 2022 Filed on Jan 19, 2023
1,000
N/A
Caterpillar Inc
Q1 2022 Filed on Jan 19, 2023
1,500
N/A
Chevron Corp New
Q1 2022 Filed on Jan 19, 2023
3,000
N/A
Crowdstrike Hldgs Inc
Q1 2022 Filed on Jan 19, 2023
1,000
N/A
General Mtrs CO
Q1 2022 Filed on Jan 19, 2023
2,000
N/A
Twitter Inc
Q4 2022 Filed on Jan 19, 2023
2,000
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2022 Filed on Jan 19, 2023
2,344
$41.94 - $47.81 $98.3K - $112K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
Q4 2022 Filed on Jan 19, 2023
961
$40.96 - $44.32 $39.4K - $42.6K
WOLF
Wolfspeed, Inc.

Technology
Q1 2022 Filed on Jan 19, 2023
137
$86.46 - $121.7 $11.8K - $16.7K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q1 2022 Filed on Jan 19, 2023
43
$75.77 - $90.29 $3.26K - $3.88K
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