13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000757657
Total reported value
$8.9B
$8.9B
1269 檔
9.7%
In Q4 2024, Stephens Inc /ar/'s U.S. equity holdings reached a combined market value of $8.9B, distributed across 1269 disclosed stock positions.
Stephens Inc /ar/ executed strategic sector rebalancing during Q4 2024, establishing 15 new positions while fully exiting 10 holdings and trimming 86 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, MSFT) accounted for 9.7% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 1269 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.46% | +0.09% | -1.73% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.11% | +1.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.14% | +5.74% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.95% | +0.31% | +2.40% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.80% | +0.05% | +4.71% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 1.70% | -0.38% | +0.39% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | +0.04% | +0.74% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.51% | +0.08% | +0.62% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.14% | +0.45% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.49% | -0.01% | +0.72% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.09% | +3.03% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.08% | +2.86% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | +0.05% | +3.03% | |
| 14 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 0.95% | -0.26% | -10.17% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.16% | +9.57% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.92% | -0.07% | -40.32% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.89% | — | +7.07% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.87% | -0.04% | -2.12% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.04% | +48.30% | |
| 20 | BX | Blackstone Inc | Stock-Financials | 0.83% | -0.02% | +7.53% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.78% | +0.06% | +4.89% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.76% | +0.09% | +2.41% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.18% | +4.85% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.73% | -0.05% | +25.83% | |
| 25 | AMLP | Alerian Mlp ETF | ETF-Other | 0.73% | -0.08% | +9.67% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.72% | -0.05% | -1.67% | |
| 27 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.71% | -0.03% | +3.31% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.66% | -0.06% | +0.69% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.08% | +1.45% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.64% | — | +45.05% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.64% | +0.08% | -2.01% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.63% | -0.02% | -21.88% | |
| 33 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.62% | -0.03% | +2.02% | |
| 34 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.58% | -0.02% | -18.89% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.57% | +0.03% | +1.48% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | — | +0.79% | |
| 37 | IOO | Ishares Global 100 ETF | ETF-Other | 0.54% | +0.13% | +5.93% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.53% | -0.05% | +0.42% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.53% | -0.02% | -0.49% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.18% | -0.80% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | +0.13% | +88.83% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.20% | +18.28% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.50% | -0.06% | +9.27% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | — | +54.34% | |
| 45 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.49% | +0.02% | +2.13% | |
| 46 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.49% | +0.01% | +1.26% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.47% | +0.11% | +8.19% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | +0.18% | -0.21% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | -0.02% | +0.99% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | — | -3.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +0.4% | +5006.41% | Add |
| 2 | AVGO | Broadcom Inc | +0.4% | +3.03% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +48.30% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | +0.2% | +88.83% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +0.45% | Add |
| 6 | BSCQ | Invesco Bulletshares 2026 Cb | +0.2% | +636.71% | Add |
| 7 | AAPL | Apple Inc | +0.2% | +1.34% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.2% | +45.05% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +9.57% | Add |
| 10 | APO | Apollo Global Management Inc | +0.2% | +28.29% | Add |
| 11 | WMT | Walmart Inc | +0.2% | +0.39% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +3.03% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | -22.60% | Trim |
| 14 | NVDA | Nvidia CORP | +0.1% | +2.86% | Add |
| 15 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | +119.02% | Add |
| 16 | BX | Blackstone Inc | +0.1% | +7.53% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +54.34% | Add |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +25.83% | Add |
| 19 | DRI | Darden Restaurants Inc | +0.1% | +1832.88% | Add |
| 20 | PDEC | Innovator U.s. Equity Power | +0.1% | +61.49% | Add |
| 21 | CRM | Salesforce Inc | +0.1% | +9.27% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.85% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.40% | Add |
| 24 | TROW | T Rowe Price Group Inc | +0.1% | +1591.68% | Add |
| 25 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 26 | IWF | Ishares Russell 1000 Growth | +0.1% | +0.62% | Add |
| 27 | HPQ | Hp Inc | +0.1% | +1314.62% | Add |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +8.19% | Add |
| 29 | VUG | Vanguard Growth ETF | +0.1% | +4.89% | Add |
| 30 | AEP | American Electric Power | +0.1% | +169.70% | Add |
| 31 | OWL | Blue Owl Capital Inc | +0.1% | +37.68% | Add |
| 32 | AMLP | Alerian Mlp ETF | +0.1% | +9.67% | Add |
| 33 | V | Visa Inc-class A Shares | +0.1% | +0.79% | Add |
| 34 | TGT | Target CORP | +0.1% | +245.40% | Add |
| 35 | CVX | Chevron CORP | +0.1% | +18.28% | Add |
| 36 | ET | Energy Transfer LP | +0.1% | +4.23% | Add |
| 37 | TSLA | Tesla Inc | +0.1% | -11.89% | Trim |
| 38 | KKR | Kkr & Co Inc | +0.1% | +11.10% | Add |
| 39 | GPC | Genuine Parts Co | +0.1% | +350.78% | Add |
| 40 | HSY | Hershey Co/the | +0.1% | +278.95% | Add |
| 41 | SNOV | Ft Vest US Small Cap Moderat | +0.1% | NEW | New buy |
| 42 | ENOV | Enovis CORP | +0.1% | NEW | New buy |
| 43 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | +1862.00% | Add |
| 44 | IGV | Ishares Expanded Tech-softwa | +0.1% | +556.73% | Add |
| 45 | FIXD | First Trust Smith Opportunis | +0.1% | NEW | New buy |
| 46 | NKE | Nike Inc -cl B | +0.1% | +131.71% | Add |
| 47 | MSFT | Microsoft CORP | 0% | +5.74% | Add |
| 48 | OBDC | Blue Owl Capital CORP | 0% | +3.31% | Add |
| 49 | KALU | Kaiser Aluminum CORP | 0% | NEW | New buy |
| 50 | CSCO | Cisco Systems Inc | 0% | +0.19% | Add |
According to official SEC Form 13F filings, Stephens Inc /ar/ reported a total U.S. public equity portfolio value of $8.9B across 1269 disclosed positions in Q4 2024.
During Q4 2024, Stephens Inc /ar/'s top holdings by market value included VTI (3.5%)、AAPL (2.9%)、MSFT (2.0%). The largest single position, VTI, represented 3.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BLK
市值: $6.9M
Top Position Liquidated / Trimmed
BSCO
前期市值: $14.8M
In Q4 2024, Stephens Inc /ar/ made 200 total portfolio adjustments, initiating 15 new buys, adding to 89 positions, trimming 86 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.