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 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 25,178.
- Q2 2025: Stock JPM; Country of operation United States; Class COM; Shares before 7,795.
- Q2 2025: Stock TSLA; Country of operation United States; Class COM; Shares before 1,326.
- Q2 2025: Stock SMG; Country of operation United States; Class CL A; Shares before 34.
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 |
|---|
| Q2 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 25,178 | 25,821 | +643 | $2,728,793 | $4,079,462 | +$1,350,669 | 2025-07-25 |
|---|
| Q2 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 7,795 | 8,701 | +906 | $1,912,212 | $2,522,600 | +$610,388 | 2025-07-25 |
|---|
| Q2 2025 | TSLA
TESLA INC | United States | COM | 1,326 | 2,410 | +1,084 | $343,647 | $765,561 | +$421,914 | 2025-07-25 |
|---|
| Q2 2025 | SMG
SCOTTS MIRACLE-GRO CO | United States | CL A | 34 | 5,242 | +5,208 | $1,869 | $345,765 | +$343,896 | 2025-07-25 |
|---|
| Q2 2025 | PRK
PARK NATL CORP | United States | COM | 5 | 1,143 | +1,138 | $757 | $191,122 | +$190,365 | 2025-07-25 |
|---|
| Q2 2025 | GILD
GILEAD SCIENCES INC | United States | COM | 1,431 | 3,058 | +1,627 | $160,344 | $339,041 | +$178,697 | 2025-07-25 |
|---|
| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 3,515 | 3,813 | +298 | $668,764 | $836,535 | +$167,771 | 2025-07-25 |
|---|
| Q2 2025 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 1,000 | 1,007 | +7 | $352,580 | $512,876 | +$160,296 | 2025-07-25 |
|---|
| Q2 2025 | SNOW
SNOWFLAKE INC | United States | CL A | 2,012 | 2,015 | +3 | $294,074 | $450,897 | +$156,823 | 2025-07-25 |
|---|
| Q2 2025 | COIN
COINBASE GLOBAL INC | United States | COM CL A | 750 | 757 | +7 | $129,173 | $265,321 | +$136,148 | 2025-07-25 |
|---|
| Q2 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 4,231 | 4,445 | +214 | $654,282 | $783,343 | +$129,061 | 2025-07-25 |
|---|
| Q2 2025 | COF
CAPITAL ONE FINL CORP | United States | COM | 116 | 473 | +357 | $20,762 | $100,592 | +$79,830 | 2025-07-25 |
|---|
| Q2 2025 | META
META PLATFORMS INC | United States | CL A | 173 | 241 | +68 | $99,711 | $177,880 | +$78,169 | 2025-07-25 |
|---|
| Q2 2025 | DELL
DELL TECHNOLOGIES INC | United States | CL C | 2,030 | 2,045 | +15 | $185,035 | $250,717 | +$65,682 | 2025-07-25 |
|---|
| Q2 2025 | WMT
WALMART INC | United States | COM | 5,658 | 5,734 | +76 | $496,716 | $560,671 | +$63,955 | 2025-07-25 |
|---|
| Q2 2025 | DIS
DISNEY WALT CO | United States | COM | 1,721 | 1,763 | +42 | $169,884 | $218,656 | +$48,772 | 2025-07-25 |
|---|
| Q2 2025 | PEP
PEPSICO INC | United States | COM | 3,022 | 3,101 | +79 | $453,119 | $409,457 | -$43,662 | 2025-07-25 |
|---|
| Q2 2025 | HCA
HCA HEALTHCARE INC | United States | COM | 1,084 | 1,088 | +4 | $374,577 | $416,813 | +$42,236 | 2025-07-25 |
|---|
| Q2 2025 | AMGN
AMGEN INC | United States | COM | 1,397 | 1,409 | +12 | $435,236 | $393,407 | -$41,829 | 2025-07-25 |
|---|
| Q2 2025 | TXN
TEXAS INSTRS INC | United States | COM | 1,336 | 1,351 | +15 | $240,080 | $280,495 | +$40,415 | 2025-07-25 |
|---|
| Q2 2025 | AVGO
BROADCOM INC | United States | COM | 190 | 261 | +71 | $31,812 | $71,945 | +$40,133 | 2025-07-25 |
|---|
| Q2 2025 | JCI
JOHNSON CTLS INTL PLC | | SHS | 1,337 | 1,353 | +16 | $107,108 | $142,904 | +$35,796 | 2025-07-25 |
|---|
| Q2 2025 | CSCO
CISCO SYS INC | United States | COM | 3,135 | 3,261 | +126 | $193,465 | $226,237 | +$32,772 | 2025-07-25 |
|---|
| Q2 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 1,073 | 1,114 | +41 | $170,254 | $202,865 | +$32,611 | 2025-07-25 |
|---|
| Q2 2025 | AXP
AMERICAN EXPRESS CO | United States | COM | 501 | 518 | +17 | $134,795 | $165,232 | +$30,437 | 2025-07-25 |
|---|
| Q2 2025 | SYK
STRYKER CORPORATION | United States | COM | 1,041 | 1,053 | +12 | $387,513 | $416,599 | +$29,086 | 2025-07-25 |
|---|
| Q2 2025 | DTM
DT MIDSTREAM INC | United States | COMMON STOCK | 2,059 | 2,063 | +4 | $198,653 | $226,745 | +$28,092 | 2025-07-25 |
|---|
| Q2 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 2,749 | 2,786 | +37 | $468,471 | $443,919 | -$24,552 | 2025-07-25 |
|---|
| Q2 2025 | HBAN
HUNTINGTON BANCSHARES INC | United States | COM | 13,187 | 13,266 | +79 | $197,942 | $222,347 | +$24,405 | 2025-07-25 |
|---|
| Q2 2025 | NFLX
NETFLIX INC | United States | COM | 10 | 25 | +15 | $9,326 | $33,479 | +$24,153 | 2025-07-25 |
|---|
| Q2 2025 | GE
GE AEROSPACE | United States | COM NEW | 217 | 256 | +39 | $43,433 | $65,892 | +$22,459 | 2025-07-25 |
|---|
| Q2 2025 | ADI
ANALOG DEVICES INC | United States | COM | 544 | 554 | +10 | $109,709 | $131,864 | +$22,155 | 2025-07-25 |
|---|
| Q2 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 328 | 410 | +82 | $51,244 | $72,730 | +$21,486 | 2025-07-25 |
|---|
| Q2 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 2,828 | 2,925 | +97 | $336,384 | $315,360 | -$21,024 | 2025-07-25 |
|---|
| Q2 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 295 | 302 | +7 | $279,006 | $298,962 | +$19,956 | 2025-07-25 |
|---|
| Q2 2025 | CEG
CONSTELLATION ENERGY CORP | United States | COM | 146 | 152 | +6 | $29,438 | $49,060 | +$19,622 | 2025-07-25 |
|---|
| Q2 2025 | ETN
EATON CORP PLC | | SHS | 200 | 207 | +7 | $54,366 | $73,897 | +$19,531 | 2025-07-25 |
|---|
| Q2 2025 | V
VISA INC | United States | COM CL A | 137 | 189 | +52 | $48,014 | $67,105 | +$19,091 | 2025-07-25 |
|---|
| Q2 2025 | MRVL
MARVELL TECHNOLOGY INC | United States | COM | 1,000 | 1,036 | +36 | $61,570 | $80,187 | +$18,617 | 2025-07-25 |
|---|
| Q2 2025 | DVN
DEVON ENERGY CORP NEW | United States | COM | 3,000 | 3,006 | +6 | $112,200 | $95,621 | -$16,579 | 2025-07-25 |
|---|
| Q2 2025 | AMAT
APPLIED MATLS INC | United States | COM | 343 | 360 | +17 | $49,777 | $65,906 | +$16,129 | 2025-07-25 |
|---|
| Q2 2025 | F
FORD MTR CO | United States | COM | 15,214 | 15,461 | +247 | $152,592 | $167,748 | +$15,156 | 2025-07-25 |
|---|
| Q2 2025 | DE
DEERE & CO | United States | COM | 290 | 297 | +7 | $136,112 | $151,022 | +$14,910 | 2025-07-25 |
|---|
| Q2 2025 | RTX
RTX CORPORATION | United States | COM | 538 | 583 | +45 | $71,264 | $85,130 | +$13,866 | 2025-07-25 |
|---|
| Q2 2025 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 430 | 462 | +32 | $31,261 | $44,972 | +$13,711 | 2025-07-25 |
|---|
| Q2 2025 | HD
HOME DEPOT INC | United States | COM | 938 | 975 | +37 | $343,768 | $357,474 | +$13,706 | 2025-07-25 |
|---|
| Q2 2025 | NOC
NORTHROP GRUMMAN CORP | United States | COM | 300 | 333 | +33 | $153,603 | $166,494 | +$12,891 | 2025-07-25 |
|---|
| Q2 2025 | LIN
LINDE PLC | United Kingdom | SHS | 1,420 | 1,436 | +16 | $661,209 | $673,743 | +$12,534 | 2025-07-25 |
|---|
| Q2 2025 | ON
ON SEMICONDUCTOR CORP | United States | COM | 1,000 | 1,011 | +11 | $40,690 | $52,987 | +$12,297 | 2025-07-25 |
|---|
| Q2 2025 | MCHP
MICROCHIP TECHNOLOGY INC. | United States | COM | 467 | 480 | +13 | $22,592 | $33,755 | +$11,163 | 2025-07-25 |
|---|
| Q2 2025 | PH
PARKER-HANNIFIN CORP | United States | COM | 107 | 109 | +2 | $64,760 | $75,865 | +$11,105 | 2025-07-25 |
|---|
| Q2 2025 | MS
MORGAN STANLEY | United States | COM NEW | 125 | 181 | +56 | $14,584 | $25,496 | +$10,912 | 2025-07-25 |
|---|
| Q2 2025 | CTVA
CORTEVA INC | United States | COM | 747 | 774 | +27 | $47,009 | $57,687 | +$10,678 | 2025-07-25 |
|---|
| Q2 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 10 | 81 | +71 | $1,028 | $11,494 | +$10,466 | 2025-07-25 |
|---|
| Q2 2025 | FBTC
FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 323 | 350 | +27 | $23,247 | $32,897 | +$9,650 | 2025-07-25 |
|---|
| Q2 2025 | KO
COCA COLA CO | United States | COM | 2,567 | 2,722 | +155 | $183,849 | $192,582 | +$8,733 | 2025-07-25 |
|---|
| Q2 2025 | MO
ALTRIA GROUP INC | United States | COM | 8,378 | 8,432 | +54 | $502,853 | $494,362 | -$8,491 | 2025-07-25 |
|---|
| Q2 2025 | NSC
NORFOLK SOUTHN CORP | United States | COM | 339 | 346 | +7 | $80,293 | $88,566 | +$8,273 | 2025-07-25 |
|---|
| Q2 2025 | RPM
RPM INTL INC | United States | COM | 1,506 | 1,511 | +5 | $174,215 | $165,969 | -$8,246 | 2025-07-25 |
|---|
| Q2 2025 | DLTR
DOLLAR TREE INC | United States | COM | 300 | 309 | +9 | $22,521 | $30,604 | +$8,083 | 2025-07-25 |
|---|
| Q2 2025 | QCOM
QUALCOMM INC | United States | COM | 90 | 130 | +40 | $13,825 | $20,704 | +$6,879 | 2025-07-25 |
|---|
| Q2 2025 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 16 | 47 | +31 | $8,380 | $14,663 | +$6,283 | 2025-07-25 |
|---|
| Q2 2025 | DLR
DIGITAL RLTY TR INC | United States | COM | 150 | 159 | +9 | $21,494 | $27,719 | +$6,225 | 2025-07-25 |
|---|
| Q2 2025 | ELV
ELEVANCE HEALTH INC | United States | COM | 164 | 168 | +4 | $71,334 | $65,346 | -$5,988 | 2025-07-25 |
|---|
| Q2 2025 | NKE
NIKE INC | United States | CL B | 420 | 459 | +39 | $26,662 | $32,608 | +$5,946 | 2025-07-25 |
|---|
| Q2 2025 | PANW
PALO ALTO NETWORKS INC | United States | COM | 60 | 79 | +19 | $10,239 | $16,167 | +$5,928 | 2025-07-25 |
|---|
| Q2 2025 | SPGI
S&P GLOBAL INC | United States | COM | 5 | 15 | +10 | $2,541 | $7,910 | +$5,369 | 2025-07-25 |
|---|
| Q2 2025 | MMM
3M CO | United States | COM | 495 | 511 | +16 | $72,696 | $77,795 | +$5,099 | 2025-07-25 |
|---|
| Q2 2025 | T
AT&T INC | United States | COM | 2,610 | 2,726 | +116 | $73,804 | $78,883 | +$5,079 | 2025-07-25 |
|---|
| Q2 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 41 | 49 | +8 | $22,514 | $27,578 | +$5,064 | 2025-07-25 |
|---|
| Q2 2025 | CVX
CHEVRON CORP NEW | United States | COM | 463 | 506 | +43 | $77,456 | $72,455 | -$5,001 | 2025-07-25 |
|---|
| Q2 2025 | UBER
UBER TECHNOLOGIES INC | United States | COM | 65 | 103 | +38 | $4,736 | $9,610 | +$4,874 | 2025-07-25 |
|---|
| Q2 2025 | MPC
MARATHON PETE CORP | United States | COM | 181 | 188 | +7 | $26,370 | $31,229 | +$4,859 | 2025-07-25 |
|---|
| Q2 2025 | BLK
BLACKROCK INC | United States | COM | 14 | 17 | +3 | $13,251 | $17,838 | +$4,587 | 2025-07-25 |
|---|
| Q2 2025 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 14 | 17 | +3 | $7,649 | $12,032 | +$4,383 | 2025-07-25 |
|---|
| Q2 2025 | FTNT
FORTINET INC | United States | COM | 295 | 309 | +14 | $28,397 | $32,668 | +$4,271 | 2025-07-25 |
|---|
| Q2 2025 | RKT
ROCKET COS INC | United States | COM CL A | 60 | 348 | +288 | $725 | $4,935 | +$4,210 | 2025-07-25 |
|---|
| Q2 2025 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 122 | 135 | +13 | $37,295 | $41,492 | +$4,197 | 2025-07-25 |
|---|
| Q2 2025 | TFC
TRUIST FINL CORP | United States | COM | 1,555 | 1,584 | +29 | $63,989 | $68,097 | +$4,108 | 2025-07-25 |
|---|
| Q2 2025 | AM
ANTERO MIDSTREAM CORP | United States | COM | 3,235 | 3,277 | +42 | $58,228 | $62,091 | +$3,863 | 2025-07-25 |
|---|
| Q2 2025 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 1,787 | 1,815 | +28 | $217,961 | $214,170 | -$3,791 | 2025-07-25 |
|---|
| Q2 2025 | DHR
DANAHER CORPORATION | United States | COM | 62 | 83 | +21 | $12,710 | $16,396 | +$3,686 | 2025-07-25 |
|---|
| Q2 2025 | TMUS
T-MOBILE US INC | United States | COM | 1 | 16 | +15 | $267 | $3,813 | +$3,546 | 2025-07-25 |
|---|
| Q2 2025 | GIS
GENERAL MLS INC | United States | COM | 526 | 539 | +13 | $31,450 | $27,926 | -$3,524 | 2025-07-25 |
|---|
| Q2 2025 | C
CITIGROUP INC | United States | COM NEW | 159 | 174 | +15 | $11,288 | $14,811 | +$3,523 | 2025-07-25 |
|---|
| Q2 2025 | PFG
PRINCIPAL FINANCIAL GROUP IN | United States | COM | 725 | 726 | +1 | $61,169 | $57,667 | -$3,502 | 2025-07-25 |
|---|
| Q2 2025 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 891 | 905 | +14 | $97,360 | $93,903 | -$3,457 | 2025-07-25 |
|---|
| Q2 2025 | CRS
CARPENTER TECHNOLOGY CORP | United States | COM | 15 | 22 | +7 | $2,718 | $6,081 | +$3,363 | 2025-07-25 |
|---|
| Q2 2025 | OMC
OMNICOM GROUP INC | United States | COM | 333 | 338 | +5 | $27,610 | $24,316 | -$3,294 | 2025-07-25 |
|---|
| Q2 2025 | YUM
YUM BRANDS INC | United States | COM | 500 | 510 | +10 | $78,680 | $75,572 | -$3,108 | 2025-07-25 |
|---|
| Q2 2025 | MCD
MCDONALDS CORP | United States | COM | 457 | 499 | +42 | $142,754 | $145,793 | +$3,039 | 2025-07-25 |
|---|
| Q2 2025 | LOW
LOWES COS INC | United States | COM | 71 | 88 | +17 | $16,560 | $19,525 | +$2,965 | 2025-07-25 |
|---|
| Q2 2025 | LMT
LOCKHEED MARTIN CORP | United States | COM | 66 | 70 | +4 | $29,483 | $32,420 | +$2,937 | 2025-07-25 |
|---|
| Q2 2025 | DG
DOLLAR GEN CORP NEW | United States | COM | 81 | 87 | +6 | $7,154 | $9,936 | +$2,782 | 2025-07-25 |
|---|
| Q2 2025 | CB
CHUBB LIMITED | | COM | 10 | 20 | +10 | $3,020 | $5,795 | +$2,775 | 2025-07-25 |
|---|
| Q2 2025 | PEBO
PEOPLES BANCORP INC | United States | COM | 2,498 | 2,516 | +18 | $74,093 | $76,841 | +$2,748 | 2025-07-25 |
|---|
| Q2 2025 | TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 15 | 25 | +10 | $7,464 | $10,137 | +$2,673 | 2025-07-25 |
|---|
| Q2 2025 | KMI
KINDER MORGAN INC DEL | United States | COM | 1,923 | 1,955 | +32 | $54,864 | $57,477 | +$2,613 | 2025-07-25 |
|---|
| Q2 2025 | CL
COLGATE PALMOLIVE CO | United States | COM | 10 | 39 | +29 | $937 | $3,546 | +$2,609 | 2025-07-25 |
|---|
| Q2 2025 | HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 100 | 202 | +102 | $1,543 | $4,131 | +$2,588 | 2025-07-25 |
|---|