Stephens Consulting, LLC Portfolio Holdings
Stephens Consulting, LLC
- $392 Billion
- Q3 2024
Stephens Consulting, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $392 Billion distributed in 516 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $78.5B, Vanguard Bd Index Fd Inc Total with a value of $38.8B, Vanguard Mid Cap ETF with a value of $35.7B, Vanguard Value ETF with a value of $34.7B, and Ishares Tr with a value of $21.2B.
Examining the 13F form we can see an increase of $40.2B in the current position value, from $352B to 392B.
Stephens Consulting, LLC is based out at Flint, MI
Below you can find more details about Stephens Consulting, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 516
- Current Value $392 Billion
- Prior Value $352 Billion
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 25 stocks
- Additional Purchases 63 stocks
- Sold out of 0 stocks
- Reduced holdings in 134 stocks