Stephens Inc Incresed Positions in Q3 2024

Stephens Inc

  • $6.77 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
13K
+ 1.63%
$207.23 - $234.82 $2.69M - $3.05M
811K $189M
JPM
Jpmorgan Chase & CO

Financial Services
81.5K
+ 28.49%
$194.9 - $224.8 $15.9M - $18.3M
367K $77.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
34K
+ 83.24%
$475.2 - $527.7 $16.2M - $17.9M
74.8K $39.5M
WMT
Walmart Inc.

Consumer Defensive
12.4K
+ 0.94%
$66.91 - $81.4 $833K - $1.01M
1.34M $108M
VTI
Vanguard Total Stock Market Et

ETFs
17.1K
+ 2.01%
$255.18 - $283.2 $4.35M - $4.83M
867K $246M
VO
Vanguard Mid Cap ETF

ETFs
42.4K
+ 55.15%
$237.84 - $263.83 $10.1M - $11.2M
119K $31.5M
GS
Goldman Sachs Group Inc

Financial Services
22.6K
+ 70.63%
$459.02 - $510.25 $10.4M - $11.5M
54.5K $27M
SPY
Spdr S&P 500 ETF Trust

ETFs
11.2K
+ 5.8%
$517.38 - $573.86 $5.77M - $6.4M
204K $117M
VTV
Vanguard Value ETF

ETFs
36.6K
+ 11.63%
$159.75 - $174.57 $5.85M - $6.4M
352K $61.4M
GIS
General Mills Inc

Consumer Defensive
115K
+ 71.87%
$62.5 - $75.15 $7.22M - $8.68M
276K $20.4M
JNJ
Johnson & Johnson

Healthcare
43K
+ 27.11%
$145.48 - $167.38 $6.25M - $7.2M
202K $32.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.7K
+ 5.02%
$434.77 - $502.96 $5.54M - $6.41M
266K $130M
META
Meta Platforms, Inc.

Communication Services
5.76K
+ 8.03%
$453.41 - $572.44 $2.61M - $3.3M
77.5K $44.4M
NVR
Nvr Inc

Consumer Cyclical
417
+ 29.12%
$7421.51 - $9811.8 $3.09M - $4.09M
1.85K $18.1M
ABBV
Abb Vie Inc.

Healthcare
14.2K
+ 9.73%
$163.84 - $199.33 $2.33M - $2.84M
160K $31.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
92.2K
+ 9.07%
$45.87 - $48.53 $4.23M - $4.47M
1.11M $53.5M
SO
Southern CO

Utilities
38.8K
+ 17.59%
$77.0 - $90.52 $2.99M - $3.51M
259K $23.4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
207K
+ 595.36%
$28.1 - $29.89 $5.8M - $6.17M
241K $7.21M
CAT
Caterpillar Inc

Industrials
1.46K
+ 1.62%
$316.8 - $391.12 $462K - $571K
91.5K $35.8M
CVX
Chevron Corp

Energy
49.4K
+ 30.5%
$137.88 - $161.97 $6.81M - $8M
211K $31.1M
MA
Mastercard Inc

Financial Services
2.03K
+ 2.33%
$429.6 - $500.99 $873K - $1.02M
89.3K $44.1M
MCD
Mcdonalds Corp

Consumer Cyclical
2.69K
+ 2.8%
$245.82 - $304.51 $661K - $819K
98.7K $30.1M
ORCL
Oracle Corp

Technology
24.2K
+ 53.12%
$125.9 - $170.35 $3.04M - $4.12M
69.7K $11.9M
RMD
Resmed Inc

Healthcare
11.6K
+ 25.4%
$186.94 - $252.92 $2.18M - $2.94M
57.5K $14M
HD
Home Depot, Inc.

Consumer Cyclical
3.32K
+ 5.87%
$333.64 - $405.2 $1.11M - $1.34M
59.8K $24.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
19K
+ 4.35%
$79.92 - $88.19 $1.52M - $1.67M
454K $40M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
36.8K
+ 16.33%
$77.02 - $85.06 $2.84M - $3.13M
262K $22.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
44.9K
+ 21.88%
$100.3 - $100.74 $4.51M - $4.53M
250K $25.2M
AMAT
Applied Materials Inc

Technology
23.9K
+ 184.4%
$174.88 - $254.97 $4.17M - $6.09M
36.8K $7.44M
KKR
Kkr & Co. Inc.

Financial Services
6.08K
+ 4.44%
$104.51 - $133.23 $635K - $810K
143K $18.7M
DUK
Duke Energy Corp

Utilities
6.88K
+ 3.01%
$99.35 - $117.71 $683K - $809K
235K $27.1M
VUG
Vanguard Growth ETF

ETFs
7.67K
+ 6.35%
$341.08 - $391.94 $2.62M - $3.01M
129K $49.3M
LMT
Lockheed Martin Corp

Industrials
805
+ 2.59%
$460.3 - $584.56 $371K - $471K
31.9K $18.7M
NEM
Newmont Corp

Basic Materials
40K
+ 24.67%
$41.65 - $55.85 $1.67M - $2.24M
202K $10.8M
IBM
International Business Machines Corp

Technology
3.08K
+ 4.55%
$175.1 - $223.38 $538K - $687K
70.7K $15.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 0.09%
$405.19 - $478.57 $25.1K - $29.7K
71.9K $33.1M
VB
Vanguard Small Cap ETF

ETFs
8.55K
+ 9.84%
$214.77 - $237.72 $1.84M - $2.03M
95.4K $22.6M
LGOV
First Tr ETF Iv Long Duration

ETFs
128K
+ 21.25%
$20.77 - $22.83 $2.66M - $2.92M
730K $16.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.48K
+ 0.29%
$103.87 - $117.59 $153K - $173K
502K $58.9M
KO
Coca Cola CO

Consumer Defensive
3.79K
+ 0.94%
$62.69 - $73.01 $238K - $277K
409K $29.4M
IWV
Ishares Russell 3000 ETF

ETFs
2.16K
+ 1.38%
$294.75 - $326.73 $637K - $706K
159K $52M
UNH
Unitedhealth Group Inc

Healthcare
525
+ 1.25%
$488.01 - $604.18 $256K - $317K
42.4K $24.8M
CSCO
Cisco Systems, Inc.

Technology
10.2K
+ 2.05%
$44.74 - $53.22 $456K - $542K
507K $27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.4K
+ 26.78%
$162.83 - $179.16 $2.18M - $2.4M
63.5K $11.4M
PSA
Public Storage

Real Estate
1.15K
+ 3.2%
$283.13 - $365.01 $324K - $418K
36.9K $13.4M
PKG
Packaging Corp Of America

Consumer Cyclical
2.45K
+ 3.09%
$176.32 - $215.7 $432K - $529K
81.9K $17.6M
VIG
Vanguard Dividend Appreciation

ETFs
17.2K
+ 11.66%
$182.15 - $182.15 $3.13M - $3.13M
164K $30M
NFLX
Netflix Inc

Communication Services
3.17K
+ 13.93%
$598.55 - $722.26 $1.9M - $2.29M
25.9K $18.4M
IOO
Ishares Tr Global 100 ETF

ETFs
19.8K
+ 5.86%
$89.63 - $100.83 $1.78M - $2M
358K $35.5M
Activity Summary
Buys All Purchases 612 New Holdings 89 Increased Positions 523 Sells All Sells 575 Reductions 575 Sold out 0 Options Calls 0 Puts 0
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