Stephens Inc Reduced Holdings in Q1 2025

Stephens Inc

  • $6.49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-1.24K
- 2.64%
$85.7 - $93.96 $106K - $117K
45.9K $4.29M
EQH
Equitable Holdings, Inc.

Financial Services
-1.6K
- 2.32%
$47.64 - $55.68 $76.1K - $88.9K
67.1K $3.5M
YUM
Yum Brands Inc

Consumer Cyclical
-92
- 0.74%
$123.25 - $162.53 $11.3K - $15K
12.3K $1.94M
AJG
Arthur J. Gallagher & Co.

Financial Services
-86
- 1.4%
$275.89 - $345.24 $23.7K - $29.7K
6.04K $2.09M
FDL
First Tr Morningstar Dividend

ETFs
-31.4K
- 5.71%
$39.69 - $43.83 $1.24M - $1.37M
518K $22.5M
FCFS
First Cash Holdings, Inc.

Financial Services
-1.38K
- 3.95%
$102.59 - $120.32 $141K - $166K
33.5K $4.04M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-23
- 0.03%
$35.35 - $42.74 $813 - $983
85.1K $3.52M
WMB
Williams Companies, Inc.

Energy
-2.81K
- 2.45%
$54.02 - $61.09 $152K - $172K
112K $6.7M
BRO
Brown & Brown, Inc.

Financial Services
-432
- 1.72%
$100.54 - $124.4 $43.4K - $53.7K
24.7K $3.07M
VEA
Vanguard Ftse Developed Market

ETFs
-33.9K
- 4.55%
$47.4 - $52.99 $1.61M - $1.8M
713K $36.2M
V
Visa Inc.

Financial Services
-10.9K
- 8.48%
$306.92 - $362.71 $3.35M - $3.96M
118K $41.3M
CBOE
Cboe Global Markets, Inc.

Financial Services
-435
- 1.79%
$190.84 - $226.29 $83K - $98.4K
23.8K $5.39M
RSG
Republic Services, Inc.

Industrials
-346
- 1.92%
$200.09 - $242.16 $69.2K - $83.8K
17.7K $4.29M
MMM
3 M CO

Industrials
-2.05K
- 3.77%
$129.7 - $155.12 $265K - $318K
52.3K $7.68M
GE
General Electric CO

Industrials
-706
- 2.31%
$168.59 - $212.13 $119K - $150K
29.9K $5.98M
VZ
Verizon Communications Inc

Communication Services
-16.4K
- 5.35%
$37.81 - $46.49 $621K - $763K
291K $13.2M
MO
Altria Group, Inc.

Consumer Defensive
-2.54K
- 1.69%
$50.81 - $60.02 $129K - $152K
148K $8.89M
WM
Waste Management Inc

Industrials
-11.8K
- 8.86%
$200.54 - $233.78 $2.37M - $2.76M
122K $28.1M
VTV
Vanguard Value ETF

ETFs
-287
- 0.08%
$167.73 - $179.21 $48.1K - $51.4K
376K $65M
PM
Philip Morris International Inc.

Consumer Defensive
-2.35K
- 5.5%
$117.15 - $158.79 $276K - $374K
40.4K $6.42M
JPM
Jpmorgan Chase & CO

Financial Services
-3.14K
- 0.83%
$225.19 - $279.95 $706K - $878K
375K $92.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-72
- 1.16%
$1187.71 - $1432.58 $85.5K - $103K
6.13K $8.78M
RTX
Raytheon Technologies Corp

Industrials
-600
- 0.59%
$114.1 - $135.66 $68.5K - $81.4K
102K $13.4M
IAU
Ishares Gold Trust

ETFs
-39.4K
- 9.16%
$49.74 - $58.96 $1.96M - $2.32M
391K $23M
IBM
International Business Machines Corp

Technology
-762
- 1.08%
$217.4 - $264.74 $166K - $202K
69.7K $17.3M
WRB
Berkley W R Corp

Financial Services
-11.7K
- 4.16%
$56.7 - $71.27 $662K - $832K
269K $19.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.48K
- 6.48%
$442.66 - $534.52 $1.98M - $2.4M
64.7K $34.5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-16K
- 1.48%
$48.65 - $53.06 $779K - $849K
1.06M $55.2M
ABBV
Abb Vie Inc.

Healthcare
-748
- 0.51%
$169.2 - $216.66 $127K - $162K
145K $30.5M
Activity Summary
Buys All Purchases 551 New Holdings 66 Increased Positions 485 Sells All Sells 580 Reductions 580 Sold out 0 Options Calls 0 Puts 0
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