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CIK: 0000757657
Total reported value
$8.9B
$8.9B
1274 檔
9.2%
According to the latest 13F quarterly dataset, Stephens Inc /ar/ managed an equity portfolio of $8.9B at the end of Q2 2025, spanning 1274 distinct U.S. exchange-listed positions.
Stephens Inc /ar/ executed strategic sector rebalancing during Q2 2025, establishing 9 new positions while fully exiting 16 holdings and trimming 82 positions.
Showing top 200 holdings (of 1274 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.97% | +0.09% | -12.93% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.14% | +0.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.11% | -0.09% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.89% | +0.31% | -5.16% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 1.82% | -0.38% | +0.07% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.67% | +0.05% | -0.12% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | +0.04% | +1.86% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | +0.08% | +6.09% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.14% | +9.62% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | +0.05% | +2.22% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.52% | -0.01% | +2.35% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.49% | +0.09% | -1.35% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.44% | +0.08% | +1.29% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.03% | -0.04% | +2.00% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.96% | — | +4.86% | |
| 16 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 0.87% | -0.26% | +1.51% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.04% | -5.65% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.08% | +5.58% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.06% | +3.23% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | +0.16% | -0.69% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.18% | +8.28% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.72% | +0.08% | +1.69% | |
| 23 | AMLP | Alerian Mlp ETF | ETF-Other | 0.72% | -0.08% | +1.08% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | -0.06% | +0.61% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.68% | +0.09% | +1.81% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.67% | -0.05% | -0.73% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.62% | -0.02% | +3.53% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.07% | -13.50% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.61% | +0.11% | +3.93% | |
| 30 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.60% | -0.03% | +1.40% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.18% | -14.86% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.56% | +0.02% | +4.88% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | — | -4.74% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.52% | +0.03% | +3.03% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.18% | +0.64% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.52% | -0.05% | -2.94% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.52% | +0.08% | +137.55% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | +0.15% | +4.38% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.20% | -2.20% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.51% | -0.02% | -1.69% | |
| 41 | IOO | Ishares Global 100 ETF | ETF-Other | 0.50% | +0.13% | +4.77% | |
| 42 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.48% | -0.03% | -17.62% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.03% | +33.16% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.48% | -0.04% | +4.08% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.48% | -0.05% | -29.05% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.47% | -0.08% | -1.34% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.47% | — | -17.77% | |
| 48 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.47% | +0.01% | +0.47% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | — | +1.58% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.07% | -2.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +6.09% | Add |
| 2 | AVGO | Broadcom Inc | +0.5% | -1.35% | Trim |
| 3 | MSFT | Microsoft CORP | +0.5% | +0.06% | Add |
| 4 | KRUS | Kura Sushi USA Inc-class A | +0.3% | +1.51% | Add |
| 5 | VBK | Vanguard Small-cap Grwth ETF | +0.3% | +137.55% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +9.62% | Add |
| 7 | FFEB | Ft Vest US Equity Buffer ETF | +0.2% | +199.90% | Add |
| 8 | KTOS | Kratos Defense & Security | +0.2% | +933.74% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +2.22% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +5.58% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | +0.2% | +1.29% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | -14.86% | Trim |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | +3.93% | Add |
| 14 | FJAN | Ft Vest U.s. Equity Buffer E | +0.1% | +58.69% | Add |
| 15 | CGCP | Cap Group Core Plus Income | +0.1% | NEW | New buy |
| 16 | FMAR | Ft Vest US Equity Buffer ETF | +0.1% | +141.43% | Add |
| 17 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +2.00% | Add |
| 18 | VUG | Vanguard Growth ETF | +0.1% | +3.23% | Add |
| 19 | AGG | Ishares Core U.s. Aggregate | +0.1% | +100.61% | Add |
| 20 | ORCL | Oracle CORP | +0.1% | +27.49% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.28% | Add |
| 22 | APH | Amphenol Corp-cl A | +0.1% | -5.37% | Trim |
| 23 | CGGR | Cap Group Growth Equity | +0.1% | +204.50% | Add |
| 24 | FEGE | First Eagle Gl Equity ETF | +0.1% | +372.48% | Add |
| 25 | SPOT | Spotify Technology S.A. | +0.1% | +271.92% | Add |
| 26 | CGMM | Cap Group Small And Mid Cap | +0.1% | NEW | New buy |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.86% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -5.16% | Trim |
| 29 | WMT | Walmart Inc | +0.1% | +0.07% | Add |
| 30 | VONG | Vanguard Russell 1000 Growth | +0.1% | +4.88% | Add |
| 31 | NFLX | Netflix Inc | +0.1% | -3.52% | Trim |
| 32 | BIV | Vanguard Intermediate-term B | +0.1% | +38.10% | Add |
| 33 | CGGE | Cap Group Global Eq | +0.1% | NEW | New buy |
| 34 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +348.81% | Add |
| 35 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +33.16% | Add |
| 36 | HEQT | Simplify Hedged Equity ETF | +0.1% | +193.53% | Add |
| 37 | PANW | Palo Alto Networks Inc | +0.1% | +46.85% | Add |
| 38 | AVB | Avalonbay Communities Inc | +0.1% | +1199.86% | Add |
| 39 | KKR | Kkr & Co Inc | +0.1% | +15.11% | Add |
| 40 | MO | Altria Group Inc | +0.1% | +55.45% | Add |
| 41 | CGNG | Cap Group New Geography Eq | +0.1% | NEW | New buy |
| 42 | CSCO | Cisco Systems Inc | +0.1% | +4.38% | Add |
| 43 | ETN | Eaton Corporation plc | +0.1% | -0.54% | Trim |
| 44 | CLS | Celestica Inc | +0.1% | NEW | New buy |
| 45 | SMH | Vaneck Semiconductor ETF | +0.1% | +578.78% | Add |
| 46 | IGV | Ishares Expanded Tech-softwa | +0.1% | +150.91% | Add |
| 47 | WES | Western Midstream Partners L | +0.1% | +215.36% | Add |
| 48 | GOOG | Alphabet Inc-cl C | 0% | -0.69% | Trim |
| 49 | IWV | Ishares Russell 3000 ETF | 0% | +1.81% | Add |
| 50 | IOO | Ishares Global 100 ETF | 0% | +4.77% | Add |
According to official SEC Form 13F filings, Stephens Inc /ar/ reported a total U.S. public equity portfolio value of $8.9B across 1274 disclosed positions in Q2 2025.
During Q2 2025, Stephens Inc /ar/'s top holdings by market value included VTI (3.0%)、MSFT (2.3%)、AAPL (2.3%). The largest single position, VTI, represented 3.0% 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.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, AAPL) accounted for 9.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
CGCP
市值: $9.1M
Top Position Liquidated / Trimmed
PDEC
前期市值: $23.1M
In Q2 2025, Stephens Inc /ar/ made 200 total portfolio adjustments, initiating 9 new buys, adding to 93 positions, trimming 82 holdings, and fully liquidating 16 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.
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