Stephens Consulting, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Stephens Consulting, LLC opened 1,842 positions, added to 469, reduced 631 and sold out of 1,800.
- Q2 2024: Stock NVDA; Country of operation United States; Class COM; Shares before 3,751.
- Q2 2024: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 16,208.
- Q2 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 1,574.
- Q2 2024: Stock RJF; Country of operation United States; Class COM; Shares before 40,630.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1961632), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-15); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 3,751 | 40,710 | +36,959 | $3,389,254 | $5,029,314 | +$1,640,060 | 2024-07-29 |
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| Q2 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 16,208 | 18,367 | +2,159 | $6,815,789 | $7,471,696 | +$655,907 | 2024-07-29 |
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| Q2 2024 | AMZN
AMAZON COM INC | United States | COM | 1,574 | 2,623 | +1,049 | $283,919 | $506,895 | +$222,976 | 2024-07-29 |
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| Q2 2024 | RJF
RAYMOND JAMES FINL INC | United States | COM | 40,630 | 40,640 | +10 | $5,217,743 | $5,023,562 | -$194,181 | 2024-07-29 |
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| Q2 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 4,380 | 4,617 | +237 | $661,074 | $840,987 | +$179,913 | 2024-07-29 |
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| Q2 2024 | ORCL
ORACLE CORP | United States | COM | 3,832 | 4,049 | +217 | $481,338 | $571,719 | +$90,381 | 2024-07-29 |
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| Q2 2024 | META
META PLATFORMS INC | United States | CL A | 160 | 330 | +170 | $77,693 | $166,393 | +$88,700 | 2024-07-29 |
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| Q2 2024 | TSLA
TESLA INC | United States | COM | 323 | 668 | +345 | $56,781 | $132,184 | +$75,403 | 2024-07-29 |
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| Q2 2024 | BA
BOEING CO | United States | COM | 106 | 461 | +355 | $20,457 | $83,907 | +$63,450 | 2024-07-29 |
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| Q2 2024 | NFLX
NETFLIX INC | United States | COM | 10 | 98 | +88 | $6,074 | $66,139 | +$60,065 | 2024-07-29 |
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| Q2 2024 | LLY
ELI LILLY & CO | United States | COM | 137 | 178 | +41 | $106,581 | $161,158 | +$54,577 | 2024-07-29 |
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| Q2 2024 | V
VISA INC | United States | COM CL A | 242 | 454 | +212 | $67,416 | $119,047 | +$51,631 | 2024-07-29 |
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| Q2 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 332 | 539 | +207 | $50,551 | $98,864 | +$48,313 | 2024-07-29 |
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| Q2 2024 | TXN
TEXAS INSTRS INC | United States | COM | 1,289 | 1,350 | +61 | $224,557 | $262,616 | +$38,059 | 2024-07-29 |
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| Q2 2024 | QCOM
QUALCOMM INC | United States | COM | 90 | 242 | +152 | $15,237 | $48,202 | +$32,965 | 2024-07-29 |
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| Q2 2024 | CRM
SALESFORCE INC | United States | COM | 4 | 129 | +125 | $1,205 | $33,166 | +$31,961 | 2024-07-29 |
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| Q2 2024 | AVGO
BROADCOM INC | United States | COM | 20 | 36 | +16 | $26,509 | $57,800 | +$31,291 | 2024-07-29 |
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| Q2 2024 | PEP
PEPSICO INC | United States | COM | 3,290 | 3,337 | +47 | $575,808 | $550,395 | -$25,413 | 2024-07-29 |
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| Q2 2024 | ADI
ANALOG DEVICES INC | United States | COM | 532 | 572 | +40 | $105,225 | $130,565 | +$25,340 | 2024-07-29 |
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| Q2 2024 | MO
ALTRIA GROUP INC | United States | COM | 8,366 | 8,502 | +136 | $364,947 | $387,287 | +$22,340 | 2024-07-29 |
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| Q2 2024 | SO
SOUTHERN CO | United States | COM | 2,379 | 2,481 | +102 | $170,670 | $192,452 | +$21,782 | 2024-07-29 |
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| Q2 2024 | PM
PHILIP MORRIS INTL INC | United States | COM | 1,166 | 1,266 | +100 | $106,830 | $128,272 | +$21,442 | 2024-07-29 |
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| Q2 2024 | SBUX
STARBUCKS CORP | United States | COM | 56 | 335 | +279 | $5,118 | $26,080 | +$20,962 | 2024-07-29 |
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| Q2 2024 | STLA
STELLANTIS N.V | | SHS | 5 | 1,017 | +1,012 | $142 | $20,188 | +$20,046 | 2024-07-29 |
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| Q2 2024 | ETN
EATON CORP PLC | | SHS | 200 | 261 | +61 | $62,536 | $81,837 | +$19,301 | 2024-07-29 |
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| Q2 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,757 | 3,937 | +180 | $594,346 | $575,418 | -$18,928 | 2024-07-29 |
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| Q2 2024 | CVX
CHEVRON CORP NEW | United States | COM | 455 | 562 | +107 | $71,772 | $87,909 | +$16,137 | 2024-07-29 |
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| Q2 2024 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 25 | 54 | +29 | $14,531 | $29,862 | +$15,331 | 2024-07-29 |
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| Q2 2024 | SLV
ISHARES SILVER TR | United States | ISHARES | 3,269 | 3,374 | +105 | $74,370 | $89,648 | +$15,278 | 2024-07-29 |
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| Q2 2024 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 1,787 | 1,867 | +80 | $172,821 | $187,130 | +$14,309 | 2024-07-29 |
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| Q2 2024 | ABBV
ABBVIE INC | United States | COM | 1,726 | 1,750 | +24 | $314,372 | $300,201 | -$14,171 | 2024-07-29 |
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| Q2 2024 | LOW
LOWES COS INC | United States | COM | 75 | 145 | +70 | $19,105 | $31,967 | +$12,862 | 2024-07-29 |
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| Q2 2024 | RTX
RTX CORPORATION | United States | COM | 334 | 448 | +114 | $32,576 | $44,975 | +$12,399 | 2024-07-29 |
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| Q2 2024 | LMT
LOCKHEED MARTIN CORP | United States | COM | 45 | 67 | +22 | $20,470 | $31,296 | +$10,826 | 2024-07-29 |
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| Q2 2024 | DIS
DISNEY WALT CO | United States | COM | 1,820 | 2,140 | +320 | $222,714 | $212,496 | -$10,218 | 2024-07-29 |
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| Q2 2024 | COP
CONOCOPHILLIPS | United States | COM | 150 | 254 | +104 | $19,092 | $29,053 | +$9,961 | 2024-07-29 |
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| Q2 2024 | AXP
AMERICAN EXPRESS CO | United States | COM | 258 | 295 | +37 | $58,745 | $68,308 | +$9,563 | 2024-07-29 |
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| Q2 2024 | YUM
YUM BRANDS INC | United States | COM | 500 | 587 | +87 | $69,325 | $77,755 | +$8,430 | 2024-07-29 |
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| Q2 2024 | PFE
PFIZER INC | United States | COM | 3,654 | 3,913 | +259 | $101,399 | $109,486 | +$8,087 | 2024-07-29 |
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| Q2 2024 | MS
MORGAN STANLEY | United States | COM NEW | 125 | 200 | +75 | $11,770 | $19,438 | +$7,668 | 2024-07-29 |
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| Q2 2024 | DE
DEERE & CO | United States | COM | 365 | 381 | +16 | $149,921 | $142,354 | -$7,567 | 2024-07-29 |
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| Q2 2024 | HONZZZZ
HONEYWELL INTL INC | | COM | 296 | 318 | +22 | $60,827 | $67,847 | +$7,020 | 2024-07-29 |
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| Q2 2024 | MMM
3M CO | United States | COM | 1,478 | 1,595 | +117 | $156,772 | $162,994 | +$6,222 | 2024-07-29 |
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| Q2 2024 | TGT
TARGET CORP | United States | COM | 393 | 432 | +39 | $69,644 | $63,954 | -$5,690 | 2024-07-29 |
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| Q2 2024 | C
CITIGROUP INC | United States | COM NEW | 2 | 88 | +86 | $127 | $5,585 | +$5,458 | 2024-07-29 |
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| Q2 2024 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 20 | 43 | +23 | $5,367 | $10,190 | +$4,823 | 2024-07-29 |
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| Q2 2024 | NSC
NORFOLK SOUTHN CORP | United States | COM | 339 | 381 | +42 | $86,401 | $81,797 | -$4,604 | 2024-07-29 |
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| Q2 2024 | PAYX
PAYCHEX INC | United States | COM | 26 | 59 | +33 | $3,193 | $6,996 | +$3,803 | 2024-07-29 |
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| Q2 2024 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 1,371 | 1,484 | +113 | $57,528 | $61,201 | +$3,673 | 2024-07-29 |
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| Q2 2024 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 223 | 269 | +46 | $33,145 | $36,813 | +$3,668 | 2024-07-29 |
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| Q2 2024 | CSCO
CISCO SYS INC | United States | COM | 2,617 | 2,677 | +60 | $130,634 | $127,199 | -$3,435 | 2024-07-29 |
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| Q2 2024 | BAC
BANK AMERICA CORP | United States | COM | 1,785 | 1,787 | +2 | $67,688 | $71,088 | +$3,400 | 2024-07-29 |
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| Q2 2024 | AM
ANTERO MIDSTREAM CORP | United States | COM | 3,045 | 3,093 | +48 | $42,819 | $45,595 | +$2,776 | 2024-07-29 |
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| Q2 2024 | CMS
CMS ENERGY CORP | United States | COM | 3,753 | 3,759 | +6 | $226,429 | $223,753 | -$2,676 | 2024-07-29 |
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| Q2 2024 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 300 | 324 | +24 | $143,598 | $141,248 | -$2,350 | 2024-07-29 |
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| Q2 2024 | PNC
PNC FINL SVCS GROUP INC | United States | COM | 300 | 325 | +25 | $48,480 | $50,531 | +$2,051 | 2024-07-29 |
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| Q2 2024 | ABT
ABBOTT LABS | United States | COM | 316 | 364 | +48 | $35,969 | $37,858 | +$1,889 | 2024-07-29 |
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| Q2 2024 | PEBO
PEOPLES BANCORP INC | United States | COM | 2,363 | 2,394 | +31 | $69,981 | $71,824 | +$1,843 | 2024-07-29 |
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| Q2 2024 | CMCSA
COMCAST CORP NEW | United States | CL A | 972 | 1,110 | +138 | $42,144 | $43,474 | +$1,330 | 2024-07-29 |
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| Q2 2024 | YUMC
YUM CHINA HLDGS INC | United States | COM | 500 | 604 | +104 | $19,895 | $18,628 | -$1,267 | 2024-07-29 |
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| Q2 2024 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 110 | 111 | +1 | $27,488 | $26,394 | -$1,094 | 2024-07-29 |
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| Q2 2024 | KHC
KRAFT HEINZ CO | United States | COM | 254 | 258 | +4 | $9,373 | $8,305 | -$1,068 | 2024-07-29 |
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| Q2 2024 | EIX
EDISON INTL | United States | COM | 124 | 125 | +1 | $8,742 | $8,973 | +$231 | 2024-07-29 |
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