Stephens Inc Purchases in Q2 2025

Stephens Inc

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
43K
+ 6.09%
$94.31 - $157.99 $4.05M - $6.79M
748K $118M
MSFT
Microsoft Corp

Technology
217
+ 0.06%
$354.56 - $497.45 $76.9K - $108K
340K $169M
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
11K
+ 1.51%
$41.46 - $86.08 $455K - $944K
739K $63.6M
AMZN
Amazon Com Inc

Consumer Cyclical
45.6K
+ 9.62%
$167.32 - $223.3 $7.63M - $10.2M
520K $114M
VBK
Vanguard Small Cap Growth ETF

ETFs
78.7K
+ 137.55%
$219.76 - $276.94 $17.3M - $21.8M
136K $37.6M
JPM
Jpmorgan Chase & CO

Financial Services
8.35K
+ 2.22%
$210.28 - $289.91 $1.76M - $2.42M
384K $111M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.15K
+ 1.29%
$320.42 - $424.58 $1.01M - $1.34M
247K $105M
META
Meta Platforms, Inc.

Communication Services
4.47K
+ 5.58%
$484.66 - $738.09 $2.17M - $3.3M
84.7K $62.5M
ZS
Zscaler, Inc.

Technology
50.7K
New
$174.67 - $315.32 $8.86M - $16M
50.7K $15.9M
WMT
Walmart Inc.

Consumer Defensive
951
+ 0.07%
$81.79 - $99.98 $77.8K - $95.1K
1.36M $133M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
278K
+ 933.74%
$27.82 - $46.45 $7.74M - $12.9M
308K $14.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
10.7K
+ 2.0%
$104.34 - $138.68 $1.11M - $1.48M
542K $75.2M
GS
Goldman Sachs Group Inc

Financial Services
2.37K
+ 3.93%
$462.22 - $707.75 $1.09M - $1.68M
62.5K $44.3M
VUG
Vanguard Growth ETF

ETFs
4.28K
+ 3.23%
$329.49 - $438.4 $1.41M - $1.88M
137K $60.1M
GOOGL
Alphabet Inc.

Communication Services
23.7K
+ 8.28%
$144.7 - $178.6 $3.44M - $4.24M
310K $54.7M
CGCP
Capital Group Core Plus Income

ETFs
404K
New
$21.92 - $22.56 $8.87M - $9.13M
404K $9.1M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
192K
+ 141.43%
$38.96 - $44.84 $7.49M - $8.62M
328K $14.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
88.4K
+ 100.61%
$96.84 - $99.46 $8.56M - $8.79M
176K $17.5M
ORCL
Oracle Corp

Technology
16.9K
+ 27.49%
$122.82 - $218.63 $2.08M - $3.7M
78.5K $17.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
17.3K
+ 4.88%
$82.51 - $109.2 $1.43M - $1.89M
371K $40.5M
IWS
Ishares Russell Midcap Value E

ETFs
19.2K
+ 2.35%
$110.58 - $132.14 $2.12M - $2.53M
836K $110M
CGGR
Capital Group Growth ETF Shs C

ETFs
170K
+ 204.5%
$30.53 - $40.65 $5.18M - $6.89M
252K $10.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
328K
+ 33.16%
$24.32 - $27.87 $7.99M - $9.15M
1.32M $34.9M
SPOT
Spotify Technology S.A.

Communication Services
8.32K
+ 271.92%
$503.3 - $775.9 $4.19M - $6.45M
11.4K $8.73M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
87.9K
+ 38.1%
$75.05 - $77.34 $6.6M - $6.8M
319K $24.6M
KKR
Kkr & Co. Inc.

Financial Services
22.8K
+ 15.11%
$92.79 - $134.29 $2.11M - $3.06M
174K $23.1M
HEQT
Simplify Exchange Traded Fds H
178K
+ 193.53%
$27.22 - $30.05 $4.84M - $5.34M
270K $8.1M
BNDX
Vanguard Total International B

ETFs
110K
+ 348.81%
$48.77 - $49.55 $5.37M - $5.46M
142K $7.02M
CSCO
Cisco Systems, Inc.

Technology
22.4K
+ 4.38%
$53.19 - $69.38 $1.19M - $1.55M
534K $37M
IWV
Ishares Russell 3000 ETF

ETFs
2.49K
+ 1.81%
$281.67 - $351.0 $701K - $874K
140K $49.3M
IOO
Ishares Tr Global 100 ETF

ETFs
15.4K
+ 4.77%
$84.95 - $107.81 $1.31M - $1.66M
338K $36.5M
PANW
Palo Alto Networks Inc

Technology
19.1K
+ 46.85%
$152.44 - $204.64 $2.91M - $3.9M
59.8K $12.2M
AVB
Avalonbay Communities Inc

Real Estate
24.9K
+ 1199.86%
$187.23 - $215.61 $4.66M - $5.37M
27K $5.49M
VTV
Vanguard Value ETF

ETFs
18.3K
+ 4.86%
$153.67 - $176.74 $2.81M - $3.23M
395K $69.8M
MLM
Martin Marietta Materials Inc

Basic Materials
2.65K
+ 5.79%
$452.51 - $568.19 $1.2M - $1.51M
48.4K $26.6M
MO
Altria Group, Inc.

Consumer Defensive
82.2K
+ 55.45%
$55.56 - $60.91 $4.57M - $5M
230K $13.5M
BX
Blackstone Inc.

Financial Services
10.3K
+ 3.53%
$120.07 - $151.11 $1.24M - $1.56M
302K $45.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
12.2K
+ 3.03%
$74.88 - $91.97 $912K - $1.12M
414K $38.1M
BA
Boeing CO

Industrials
9.24K
+ 19.73%
$136.59 - $217.51 $1.26M - $2.01M
56.1K $11.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
187
+ 0.8%
$321.63 - $509.31 $60.1K - $95.2K
23.5K $12M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
12.7K
+ 578.78%
$179.95 - $278.88 $2.29M - $3.55M
14.9K $4.17M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
81.7K
+ 64.64%
$37.32 - $42.19 $3.05M - $3.45M
208K $8.78M
IBM
International Business Machines Corp

Technology
1.05K
+ 1.51%
$221.03 - $294.78 $233K - $310K
70.8K $20.9M
IGV
Ishares Expanded Tech Software

ETFs
28.3K
+ 150.91%
$80.15 - $109.5 $2.27M - $3.1M
47K $5.15M
WES
Western Midstream Partners, LP

Energy
89.7K
+ 215.36%
$34.99 - $41.61 $3.14M - $3.73M
131K $5.08M
UBER
Uber Technologies, Inc

Technology
22.8K
+ 38.56%
$64.62 - $93.3 $1.47M - $2.12M
81.8K $7.63M
TFLO
Ishares Treasury Floating Rate

ETFs
63.6K
+ 179.88%
$50.47 - $50.66 $3.21M - $3.22M
98.9K $5.01M
VBR
Vanguard Small Cap Value ETF

ETFs
4.49K
+ 1.69%
$162.76 - $195.77 $731K - $879K
270K $52.7M
IQV
Iqvia Holdings Inc.

Healthcare
20.3K
New
$137.0 - $174.37 $2.78M - $3.53M
20.3K $3.19M
Activity Summary
Buys All Purchases 628 New Holdings 99 Increased Positions 529 Sells All Sells 520 Reductions 520 Sold out 0 Options Calls 0 Puts 0
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