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Stephens Consulting, LLC Historic Quarter Change: USA Stocks, Added, 2024 Q3

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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.

  • Q3 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 12,067.
  • Q3 2024: Stock IBM; Country of operation United States; Class COM; Shares before 3,999.
  • Q3 2024: Stock CMS; Country of operation United States; Class COM; Shares before 3,759.
  • Q3 2024: Stock TSLA; Country of operation United States; Class COM; Shares before 668.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2024AAPL
APPLE INC		United StatesCOM12,06712,106+39$2,541,656$2,820,703+$279,0472024-10-18
Q3 2024IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM3,9994,002+3$691,667$884,735+$193,0682024-10-18
Q3 2024CMS
CMS ENERGY CORP		United StatesCOM3,7594,102+343$223,753$289,743+$65,9902024-10-18
Q3 2024TSLA
TESLA INC		United StatesCOM668703+35$132,184$183,926+$51,7422024-10-18
Q3 2024RJF
RAYMOND JAMES FINL INC		United StatesCOM40,64040,650+10$5,023,562$4,977,948-$45,6142024-10-18
Q3 2024NKE
NIKE INC		United StatesCL B640768+128$48,237$67,892+$19,6552024-10-18
Q3 2024NEE
NEXTERA ENERGY INC		United StatesCOM524545+21$37,105$46,069+$8,9642024-10-18
Q3 2024XOMXXXX
EXXON MOBIL CORP		COM2,7632,784+21$318,125$326,389+$8,2642024-10-18
Q3 2024AVGO
BROADCOM INC		United StatesCOM36360+324$57,800$62,100+$4,3002024-10-18
Q3 2024ABT
ABBOTT LABS		United StatesCOM364369+5$37,858$42,088+$4,2302024-10-18
Q3 2024LLY
ELI LILLY & CO		United StatesCOM178186+8$161,158$164,785+$3,6272024-10-18
Q3 2024AMD
ADVANCED MICRO DEVICES INC		United StatesCOM1,0001,010+10$162,210$165,721+$3,5112024-10-18
Q3 2024COF
CAPITAL ONE FINL CORP		United StatesCOM101116+15$13,955$17,338+$3,3832024-10-18
Q3 2024EIX
EDISON INTL		United StatesCOM125126+1$8,973$10,989+$2,0162024-10-18
Q3 2024AM
ANTERO MIDSTREAM CORP		United StatesCOM3,0933,142+49$45,595$47,295+$1,7002024-10-18
Q3 2024ROP
ROPER TECHNOLOGIES INC		United StatesCOM3033+3$16,910$18,363+$1,4532024-10-18
Q3 2024PEBO
PEOPLES BANCORP INC		United StatesCOM2,3942,426+32$71,824$72,988+$1,1642024-10-18

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