Stephens Inc Incresed Positions in Q2 2025

Stephens Inc

  • $6.94 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
699
+ 1.38%
$179.73 - $253.23 $126K - $177K
51.3K $13M
VB
Vanguard Small Cap ETF

ETFs
3.57K
+ 3.53%
$193.73 - $237.37 $692K - $848K
105K $24.8M
WMB
Williams Companies, Inc.

Energy
31.3K
+ 27.89%
$54.33 - $62.87 $1.7M - $1.96M
143K $9M
IWY
Ishares Tr Russell 200 Growth

ETFs
8.19K
+ 138.47%
$187.5 - $246.51 $1.54M - $2.02M
14.1K $3.48M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.88K
+ 3.07%
$376.48 - $440.65 $708K - $829K
63.1K $27.8M
RGLD
Royal Gold Inc

Basic Materials
10K
+ 49.74%
$155.48 - $186.71 $1.55M - $1.87M
30.1K $5.35M
ROK
Rockwell Automation, Inc

Industrials
384
+ 1.49%
$218.97 - $332.17 $84.1K - $128K
26.2K $8.7M
ZTS
Zoetis Inc.

Healthcare
18.5K
+ 16.72%
$144.41 - $170.3 $2.67M - $3.15M
129K $20.1M
ARES
Ares Management Corp

Financial Services
2.26K
+ 3.95%
$118.04 - $175.83 $266K - $397K
59.4K $10.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.66K
+ 1.06%
$54.19 - $67.22 $144K - $179K
254K $17.1M
CGUS
Capital Group Core Equity ETF
27.6K
+ 13.5%
$29.93 - $36.93 $826K - $1.02M
232K $8.57M
DIS
Walt Disney CO

Communication Services
166
+ 0.24%
$81.72 - $124.01 $13.6K - $20.6K
68.1K $8.44M
INTU
Intuit Inc

Technology
162
+ 1.75%
$544.07 - $787.63 $88.1K - $128K
9.42K $7.42M
BMY
Bristol Myers Squibb CO

Healthcare
86.4K
+ 55.95%
$44.12 - $59.6 $3.81M - $5.15M
241K $11.1M
RMD
Resmed Inc

Healthcare
159
+ 0.33%
$204.54 - $258.0 $32.5K - $41K
48.1K $12.4M
RTX
Raytheon Technologies Corp

Industrials
1.87K
+ 1.84%
$113.75 - $148.48 $212K - $277K
103K $15.1M
MA
Mastercard Inc

Financial Services
556
+ 0.61%
$479.92 - $590.74 $267K - $328K
91.1K $51.2M
CRM
Salesforce, Inc.

Technology
4.04K
+ 3.98%
$236.26 - $291.15 $954K - $1.18M
106K $28.8M
AVUV
American Centy ETF Tr Avantis

ETFs
11.2K
+ 8.48%
$75.17 - $91.21 $840K - $1.02M
143K $13M
TDG
Trans Digm Group Inc

Industrials
161
+ 1.79%
$1231.75 - $1520.64 $198K - $245K
9.15K $13.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
22.9K
+ 10.93%
$45.11 - $52.34 $1.03M - $1.2M
232K $12.1M
NVMI
Nova Ltd.

Technology
153
+ 0.98%
$162.03 - $275.2 $24.8K - $42.1K
15.7K $4.32M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.83K
+ 7.72%
$57.46 - $75.58 $335K - $441K
81.4K $6.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
908
+ 0.9%
$152.42 - $182.82 $138K - $166K
102K $18.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
17.6K
+ 12.42%
$45.88 - $54.4 $809K - $959K
160K $8.68M
XLU
Utilities Sector Spdr

ETFs
15.5K
+ 96.41%
$73.09 - $82.77 $1.14M - $1.29M
31.7K $2.59M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.44K
+ 4.66%
$152.93 - $181.74 $526K - $625K
77.2K $14M
ETR
Entergy Corp

Utilities
15.3K
+ 93.18%
$79.01 - $86.61 $1.21M - $1.33M
31.8K $2.64M
DLR
Digital Realty Trust, Inc.

Real Estate
1.15K
+ 3.48%
$136.11 - $177.69 $157K - $205K
34.3K $5.98M
MGNI
Magnite, Inc.

Communication Services
14.1K
+ 20.44%
$9.0 - $24.12 $127K - $340K
83K $2M
VGT
Vanguard Information Technolog

ETFs
1.15K
+ 31.31%
$470.37 - $663.28 $541K - $763K
4.82K $3.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
24K
+ 4.08%
$51.14 - $57.0 $1.23M - $1.37M
613K $34.9M
DGRO
Ishares Core Dividend Growth E

ETFs
14.8K
+ 13.47%
$55.22 - $63.94 $816K - $944K
124K $7.96M
AVLV
American Centy ETF Tr Avantis
12.5K
+ 11.51%
$56.85 - $68.21 $709K - $851K
121K $8.25M
IDXX
Idexx Laboratories Inc

Healthcare
1.61K
+ 92.84%
$361.04 - $536.34 $581K - $862K
3.34K $1.79M
VOT
Vanguard Mid Cap Growth Index

ETFs
319
+ 1.31%
$216.28 - $284.39 $69K - $90.7K
24.7K $7.02M
HON
Honeywell International Inc

Industrials
2.06K
+ 7.53%
$182.86 - $232.88 $376K - $479K
29.4K $6.84M
MGV
Vanguard Mega Cap Value

ETFs
6.52K
+ 7.91%
$114.87 - $131.25 $748K - $855K
88.9K $11.7M
FNF
Fidelity National Financial, Inc.

Financial Services
40.8K
+ 29.32%
$53.62 - $66.59 $2.19M - $2.72M
180K $10.1M
APO
Apollo Global Management, Inc.

Financial Services
796
+ 0.43%
$108.68 - $145.07 $86.5K - $115K
186K $26.4M
VT
Vanguard Total World Stk Index

ETFs
3.66K
+ 8.46%
$103.16 - $128.52 $378K - $471K
46.9K $6.03M
XLC
Select Sector Spdr Tr Communic

ETFs
4.65K
+ 11.91%
$86.13 - $108.53 $401K - $505K
43.7K $4.75M
FSLR
First Solar, Inc.

Technology
1.88K
+ 11.28%
$120.38 - $192.98 $226K - $363K
18.5K $3.07M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.49K
+ 5.66%
$100.35 - $100.71 $952K - $955K
177K $17.8M
BWXT
Bwx Technologies, Inc.

Industrials
1.09K
+ 6.25%
$89.24 - $144.06 $97K - $157K
18.5K $2.66M
USB
Us Bancorp \De\

Financial Services
661
+ 0.22%
$36.4 - $45.76 $24.1K - $30.2K
299K $13.5M
SNOW
Snowflake Inc.

Technology
3.08K
+ 105.87%
$130.53 - $223.77 $402K - $690K
5.99K $1.34M
COF
Capital One Financial Corp

Financial Services
1.95K
+ 13.7%
$150.57 - $212.76 $294K - $415K
16.2K $3.44M
APP
App Lovin Corp

Technology
582
+ 7.27%
$219.37 - $417.89 $128K - $243K
8.59K $3.01M
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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