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Stephens Consulting, LLC Historic Quarter Change: USA Stocks, Reduced

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Stephens Consulting, LLC historic quarter change: USA Stocks, Reduced

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 2025: Stock RJF; Country of operation United States; Class COM; Shares before 50,012.
  • Q4 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 24,793.
  • Q4 2025: Stock AMZN; Country of operation United States; Class COM; Shares before 4,071.
  • Q4 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 12,227.

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
Q4 2025RJF
RAYMOND JAMES FINL INC		United StatesCOM50,01240,278-9,734$8,632,091$6,468,210-$2,163,8812026-01-13
Q4 2025NVDA
NVIDIA CORPORATION		United StatesCOM24,79313,954-10,839$4,625,882$2,602,427-$2,023,4552026-01-13
Q4 2025AMZN
AMAZON COM INC		United StatesCOM4,071519-3,552$893,870$119,796-$774,0742026-01-13
Q4 2025AAPL
APPLE INC		United StatesCOM12,22712,191-36$3,113,339$3,314,374+$201,0352026-01-13
Q4 2025BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW18,06717,888-179$9,083,004$8,991,404-$91,6002026-01-13
Q4 2025PEP
PEPSICO INC		United StatesCOM3,0222,741-281$424,410$393,389-$31,0212026-01-13
Q4 2025MRNA
MODERNA INC		United StatesCOM5006-494$12,915$177-$12,7382026-01-13
Q4 2025PH
PARKER-HANNIFIN CORP		United StatesCOM107100-7$80,882$87,669+$6,7872026-01-13
Q4 2025KMX
CARMAX INC		United StatesCOM249210-39$11,173$8,115-$3,0582026-01-13
Q4 2025MPC
MARATHON PETE CORP		United StatesCOM4535-10$8,674$5,693-$2,9812026-01-13
Q4 2025UBER
UBER TECHNOLOGIES INC		United StatesCOM4323-20$4,213$1,880-$2,3332026-01-13
Q4 2025MCHP
MICROCHIP TECHNOLOGY INC.		United StatesCOM490467-23$31,447$29,737-$1,7102026-01-13
Q4 2025AFL
AFLAC INC		United StatesCOM7663-13$8,490$6,948-$1,5422026-01-13
Q4 2025EPD
ENTERPRISE PRODS PARTNERS L		United StatesCOM1,0561,000-56$33,022$32,060-$9622026-01-13
Q4 2025QCOM
QUALCOMM INC		United StatesCOM9089-1$14,973$15,224+$2512026-01-13

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