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.
- Q4 2024: Stock BA; Country of operation United States; Class COM; Shares before 393.
- Q4 2024: Stock TSLA; Country of operation United States; Class COM; Shares before 703.
- Q4 2024: Stock SNOW; Country of operation United States; Class CL A; Shares before 27.
- Q4 2024: Stock DELL; Country of operation United States; Class CL C; Shares before 30.
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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| Q4 2024 | BA
BOEING CO | United States | COM | 393 | 3,399 | +3,006 | $59,752 | $601,623 | +$541,871 | 2025-01-27 |
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| Q4 2024 | TSLA
TESLA INC | United States | COM | 703 | 1,594 | +891 | $183,926 | $643,721 | +$459,795 | 2025-01-27 |
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| Q4 2024 | SNOW
SNOWFLAKE INC | United States | CL A | 27 | 2,027 | +2,000 | $3,102 | $312,990 | +$309,888 | 2025-01-27 |
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| Q4 2024 | DELL
DELL TECHNOLOGIES INC | United States | CL C | 30 | 2,030 | +2,000 | $3,557 | $233,938 | +$230,381 | 2025-01-27 |
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| Q4 2024 | COIN
COINBASE GLOBAL INC | United States | COM CL A | 250 | 750 | +500 | $44,543 | $186,225 | +$141,682 | 2025-01-27 |
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| Q4 2024 | MMM
3M CO | United States | COM | 595 | 1,495 | +900 | $81,337 | $192,990 | +$111,653 | 2025-01-27 |
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| Q4 2024 | ABBV
ABBVIE INC | United States | COM | 1,738 | 2,461 | +723 | $343,150 | $437,386 | +$94,236 | 2025-01-27 |
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| Q4 2024 | ORCL
ORACLE CORP | United States | COM | 2,974 | 3,456 | +482 | $506,770 | $575,908 | +$69,138 | 2025-01-27 |
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| Q4 2024 | ABT
ABBOTT LABS | United States | COM | 369 | 954 | +585 | $42,088 | $107,901 | +$65,813 | 2025-01-27 |
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| Q4 2024 | PFE
PFIZER INC | United States | COM | 3,508 | 5,826 | +2,318 | $101,522 | $154,564 | +$53,042 | 2025-01-27 |
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| Q4 2024 | MSFT
MICROSOFT CORP | United States | COM | 4,056 | 4,234 | +178 | $1,745,408 | $1,784,652 | +$39,244 | 2025-01-27 |
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| Q4 2024 | CSCO
CISCO SYS INC | United States | COM | 2,613 | 3,011 | +398 | $139,074 | $178,275 | +$39,201 | 2025-01-27 |
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| Q4 2024 | GILD
GILEAD SCIENCES INC | United States | COM | 80 | 340 | +260 | $6,708 | $31,406 | +$24,698 | 2025-01-27 |
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| Q4 2024 | SO
SOUTHERN CO | United States | COM | 2,412 | 2,925 | +513 | $217,515 | $240,786 | +$23,271 | 2025-01-27 |
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| Q4 2024 | BAC
BANK AMERICA CORP | United States | COM | 1,787 | 2,084 | +297 | $70,927 | $91,613 | +$20,686 | 2025-01-27 |
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| Q4 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 503 | 529 | +26 | $84,097 | $100,743 | +$16,646 | 2025-01-27 |
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| Q4 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,794 | 4,143 | +349 | $614,921 | $599,102 | -$15,819 | 2025-01-27 |
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| Q4 2024 | MCD
MCDONALDS CORP | United States | COM | 441 | 516 | +75 | $134,289 | $149,679 | +$15,390 | 2025-01-27 |
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| Q4 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 2,784 | 2,891 | +107 | $326,389 | $311,030 | -$15,359 | 2025-01-27 |
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| Q4 2024 | FBTC
FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 200 | 323 | +123 | $11,106 | $26,351 | +$15,245 | 2025-01-27 |
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| Q4 2024 | TXN
TEXAS INSTRS INC | United States | COM | 1,289 | 1,339 | +50 | $266,269 | $251,076 | -$15,193 | 2025-01-27 |
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| Q4 2024 | MDT
MEDTRONIC PLC | Ireland | SHS | 140 | 344 | +204 | $12,605 | $27,479 | +$14,874 | 2025-01-27 |
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| Q4 2024 | META
META PLATFORMS INC | United States | CL A | 301 | 317 | +16 | $172,305 | $185,607 | +$13,302 | 2025-01-27 |
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| Q4 2024 | HST
HOST HOTELS & RESORTS INC | United States | COM | 84 | 773 | +689 | $1,479 | $13,543 | +$12,064 | 2025-01-27 |
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| Q4 2024 | EXC
EXELON CORP | United States | COM | 439 | 782 | +343 | $17,802 | $29,435 | +$11,633 | 2025-01-27 |
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| Q4 2024 | USB
US BANCORP DEL | United States | COM NEW | 90 | 325 | +235 | $4,116 | $15,545 | +$11,429 | 2025-01-27 |
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| Q4 2024 | MO
ALTRIA GROUP INC | United States | COM | 8,340 | 8,359 | +19 | $425,698 | $437,109 | +$11,411 | 2025-01-27 |
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| Q4 2024 | PSX
PHILLIPS 66 | United States | COM | 133 | 244 | +111 | $17,483 | $27,799 | +$10,316 | 2025-01-27 |
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| Q4 2024 | MRK
MERCK & CO INC | United States | COM | 1,351 | 1,454 | +103 | $153,420 | $144,644 | -$8,776 | 2025-01-27 |
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| Q4 2024 | MDLZ
MONDELEZ INTL INC | United States | CL A | 852 | 911 | +59 | $62,767 | $54,415 | -$8,352 | 2025-01-27 |
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| Q4 2024 | MU
MICRON TECHNOLOGY INC | United States | COM | 146 | 270 | +124 | $15,171 | $22,749 | +$7,578 | 2025-01-27 |
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| Q4 2024 | SYY
SYSCO CORP | United States | COM | 248 | 348 | +100 | $19,359 | $26,609 | +$7,250 | 2025-01-27 |
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| Q4 2024 | EIX
EDISON INTL | United States | COM | 126 | 224 | +98 | $10,989 | $17,913 | +$6,924 | 2025-01-27 |
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| Q4 2024 | GEV
GE VERNOVA INC | United States | COM | 35 | 44 | +9 | $8,925 | $14,473 | +$5,548 | 2025-01-27 |
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| Q4 2024 | KO
COCA COLA CO | United States | COM | 2,550 | 2,858 | +308 | $183,243 | $177,940 | -$5,303 | 2025-01-27 |
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| Q4 2024 | PEBO
PEOPLES BANCORP INC | United States | COM | 2,426 | 2,453 | +27 | $72,988 | $77,738 | +$4,750 | 2025-01-27 |
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| Q4 2024 | GE
GE AEROSPACE | United States | COM NEW | 143 | 180 | +37 | $26,967 | $30,023 | +$3,056 | 2025-01-27 |
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| Q4 2024 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 111 | 112 | +1 | $30,748 | $32,663 | +$1,915 | 2025-01-27 |
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| Q4 2024 | CMS
CMS ENERGY CORP | United States | COM | 4,102 | 4,327 | +225 | $289,743 | $288,371 | -$1,372 | 2025-01-27 |
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| Q4 2024 | PANW
PALO ALTO NETWORKS INC | United States | COM | 60 | 120 | +60 | $20,508 | $21,836 | +$1,328 | 2025-01-27 |
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| Q4 2024 | CMCSA
COMCAST CORP NEW | United States | CL A | 1,011 | 1,155 | +144 | $42,237 | $43,348 | +$1,111 | 2025-01-27 |
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| Q4 2024 | AM
ANTERO MIDSTREAM CORP | United States | COM | 3,142 | 3,191 | +49 | $47,295 | $48,147 | +$852 | 2025-01-27 |
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| Q4 2024 | DG
DOLLAR GEN CORP NEW | United States | COM | 80 | 81 | +1 | $6,773 | $6,117 | -$656 | 2025-01-27 |
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| Q4 2024 | GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 31 | 43 | +12 | $2,910 | $3,362 | +$452 | 2025-01-27 |
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| Q4 2024 | D
DOMINION ENERGY INC | United States | COM | 93 | 107 | +14 | $5,375 | $5,764 | +$389 | 2025-01-27 |
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| Q4 2024 | CI
THE CIGNA GROUP | United States | COM | 22 | 29 | +7 | $7,622 | $8,009 | +$387 | 2025-01-27 |
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| Q4 2024 | WAB
WABTEC | United States | COM | 8 | 9 | +1 | $1,455 | $1,707 | +$252 | 2025-01-27 |
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