Stephens Consulting, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $399 Billion distributed in 1515 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 $78.3B, Vanguard Bd Index Fd Inc Total with a value of $41.6B, Vanguard Mid Cap ETF with a value of $36.1B, Vanguard Value ETF with a value of $35.2B, and Ishares Tr with a value of $21.8B.
Examining the 13F form we can see an decrease of $728M in the current position value, from $400B to 399B.
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.
Portfolio value
$399 Billion
ETFs: $340 Billion
Financial Services: $19.8 Billion
Technology: $10.1 Billion
Healthcare: $3.6 Billion
Industrials: $3.12 Billion
Consumer Defensive: $2.97 Billion
Utilities: $2.46 Billion
Consumer Cyclical: $2.21 Billion
Other: $3.15 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
