$246 Million is the total value of Stephens Consulting, LLC's 502 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 10.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $49,199,346 | -3.4% | 125,285 | +0.1% | 19.98% | -1.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $27,263,827 | -3.4% | 130,925 | +2.1% | 11.07% | -1.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $24,678,537 | -2.7% | 178,921 | +0.2% | 10.02% | -0.3% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $18,732,132 | -1.9% | 268,446 | +2.2% | 7.61% | +0.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $14,800,443 | -0.8% | 229,999 | +4.0% | 6.01% | +1.6% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $12,963,723 | +4.7% | 166,308 | +4.2% | 5.26% | +7.3% |
| IBTE | Sell | ISHARES TRibonds 24 trm ts | $8,644,376 | -0.0% | 362,600 | -0.2% | 3.51% | +2.4% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $6,614,942 | +21.0% | 118,867 | +24.8% | 2.69% | +24.0% |
| JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $5,958,169 | +0.3% | 123,179 | +4.1% | 2.42% | +2.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,279,021 | +11.4% | 15,070 | +8.5% | 2.14% | +14.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,155,813 | -2.5% | 11,600 | +0.6% | 1.69% | -0.1% |
| MUB | Buy | ISHARES TRnational mun etf | $3,857,161 | +9.0% | 37,616 | +13.5% | 1.57% | +11.7% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $3,814,851 | -42.4% | 50,750 | -42.1% | 1.55% | -41.0% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $2,826,712 | -2.9% | 37,579 | +1.1% | 1.15% | -0.5% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,135,183 | -5.8% | 11,293 | -0.9% | 0.87% | -3.5% |
| FRDM | Buy | EA SERIES TRUSTfreedom 100 em | $2,113,382 | +5.1% | 74,651 | +16.4% | 0.86% | +7.7% |
| ESML | Buy | ISHARES TResg aware msci | $1,943,662 | +3.4% | 57,761 | +9.2% | 0.79% | +5.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,940,906 | -3.6% | 7,297 | -0.2% | 0.79% | -1.1% |
| AAPL | Sell | APPLE INC | $1,753,719 | -13.1% | 10,243 | -1.5% | 0.71% | -10.9% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,680,346 | +21.8% | 17,868 | +26.8% | 0.68% | +24.7% |
| BFB | BROWN FORMAN CORPcl b | $1,615,012 | -13.6% | 27,995 | 0.0% | 0.66% | -11.5% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $1,529,231 | -7.2% | 21,148 | -3.4% | 0.62% | -4.9% |
| MSFT | Buy | MICROSOFT CORP | $1,498,111 | -5.2% | 4,745 | +2.2% | 0.61% | -2.9% |
| RJF | Buy | RAYMOND JAMES FINL INC | $1,412,874 | -3.1% | 14,068 | +0.1% | 0.57% | -0.7% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,373,029 | -4.8% | 31,405 | +0.6% | 0.56% | -2.3% |
| BFA | BROWN FORMAN CORPcl a | $1,364,974 | -14.6% | 23,494 | 0.0% | 0.55% | -12.6% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,300,879 | -11.3% | 3,029 | -7.9% | 0.53% | -9.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,160,634 | -0.5% | 8,003 | -0.2% | 0.47% | +1.9% |
| NVDA | Sell | NVIDIA CORPORATION | $1,039,627 | -40.4% | 2,390 | -42.1% | 0.42% | -39.0% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $994,477 | -4.3% | 3,652 | -0.5% | 0.40% | -1.9% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $938,477 | -6.1% | 7,121 | -3.9% | 0.38% | -3.8% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $915,743 | -4.6% | 6,463 | +0.8% | 0.37% | -2.1% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $791,484 | -2.5% | 7,661 | +0.1% | 0.32% | -0.3% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $768,808 | -24.7% | 10,865 | -22.7% | 0.31% | -22.8% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $681,812 | -3.7% | 4,757 | 0.0% | 0.28% | -1.4% | |
| IJH | ISHARES TRcore s&p mcp etf | $662,631 | -4.6% | 2,657 | 0.0% | 0.27% | -2.2% | |
| JNJ | Buy | JOHNSON & JOHNSON | $658,834 | -5.9% | 4,230 | +0.0% | 0.27% | -3.2% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $642,391 | +643.4% | 4,579 | +608.8% | 0.26% | +667.6% |
| PEP | PEPSICO INC | $632,043 | -8.5% | 3,730 | 0.0% | 0.26% | -6.2% | |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $590,371 | -18.0% | 12,729 | -17.5% | 0.24% | -15.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $587,523 | -14.4% | 3,781 | -10.6% | 0.24% | -12.1% |
| GOOGL | ALPHABET INCcap stk cl a | $570,550 | +9.3% | 4,360 | 0.0% | 0.23% | +12.1% | |
| GLD | Buy | SPDR GOLD TR | $538,696 | +14.4% | 3,142 | +18.9% | 0.22% | +17.1% |
| LINDE PLC | $526,131 | -2.3% | 1,413 | 0.0% | 0.21% | +0.5% | ||
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $488,892 | -0.7% | 6,506 | +0.0% | 0.20% | +2.1% |
| ORCL | Buy | ORACLE CORP | $405,886 | +40.1% | 3,832 | +57.6% | 0.16% | +43.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $401,889 | -3.8% | 2,755 | +0.0% | 0.16% | -1.8% |
| DTE | Buy | DTE ENERGY CO | $396,823 | -5.1% | 3,997 | +5.2% | 0.16% | -3.0% |
| MO | Buy | ALTRIA GROUP INC | $388,693 | +0.2% | 9,244 | +7.9% | 0.16% | +2.6% |
| AMGN | Buy | AMGEN INC | $376,264 | +21.9% | 1,400 | +0.7% | 0.15% | +25.4% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $376,119 | -19.0% | 2,358 | -16.0% | 0.15% | -16.8% |
| ILCV | Sell | ISHARES TRmorningstar valu | $371,910 | -24.6% | 5,742 | -22.5% | 0.15% | -22.6% |
| WMT | Sell | WALMART INC | $360,704 | -6.5% | 2,255 | -8.1% | 0.15% | -4.6% |
| XOM | EXXON MOBIL CORP | $359,726 | +9.6% | 3,059 | 0.0% | 0.15% | +12.3% | |
| SYK | STRYKER CORPORATION | $357,576 | -10.4% | 1,309 | 0.0% | 0.14% | -8.2% | |
| RSG | Sell | REPUBLIC SVCS INC | $350,433 | -8.1% | 2,459 | -1.2% | 0.14% | -6.0% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $350,285 | -7.9% | 5,067 | -2.8% | 0.14% | -6.0% |
| TSLA | TESLA INC | $331,792 | -4.4% | 1,326 | 0.0% | 0.14% | -2.2% | |
| AMD | New | ADVANCED MICRO DEVICES INC | $329,024 | – | 3,200 | +100.0% | 0.13% | – |
| HCA | HCA HEALTHCARE INC | $309,935 | -18.9% | 1,260 | 0.0% | 0.13% | -17.1% | |
| ESGE | Buy | ISHARES INCesg awr msci em | $299,422 | -1.4% | 9,888 | +3.0% | 0.12% | +1.7% |
| VOTE | Sell | ENGINE NO 1 ETF TRUSTtransfrm 500 etf | $291,350 | -7.9% | 5,841 | -4.7% | 0.12% | -5.6% |
| ABBV | Sell | ABBVIE INC | $264,679 | +7.7% | 1,776 | -2.7% | 0.11% | +10.3% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $261,162 | -3.9% | 2,754 | -1.0% | 0.11% | -1.9% |
| SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $261,038 | +8057.4% | 5,051 | +9803.9% | 0.11% | +10500.0% |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $259,759 | – | 2,829 | +100.0% | 0.10% | – |
| HD | HOME DEPOT INC | $256,383 | -2.7% | 848 | 0.0% | 0.10% | 0.0% | |
| New | EA SERIES TRUSTalpha arch 1-3 | $241,782 | – | 2,332 | +100.0% | 0.10% | – | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $240,322 | -8.8% | 1,466 | -3.3% | 0.10% | -5.8% |
| TXN | Sell | TEXAS INSTRS INC | $239,629 | -12.8% | 1,507 | -1.3% | 0.10% | -11.0% |
| AMZN | Buy | AMAZON COM INC | $236,189 | -1.7% | 1,858 | +0.8% | 0.10% | +1.1% |
| IUSB | Sell | ISHARES TRcore total usd | $221,592 | -4.7% | 5,069 | -0.9% | 0.09% | -2.2% |
| CMS | Buy | CMS ENERGY CORP | $214,888 | -9.4% | 4,046 | +0.2% | 0.09% | -7.4% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $206,867 | +0.0% | 1,481 | +3.3% | 0.08% | +2.4% |
| ESGU | ISHARES TResg awr msci usa | $201,625 | -3.6% | 2,147 | 0.0% | 0.08% | -1.2% | |
| F | Buy | FORD MTR CO DEL | $198,144 | -15.3% | 15,954 | +3.2% | 0.08% | -14.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $195,859 | +8.8% | 2,258 | +4.6% | 0.08% | +12.7% |
| AVY | AVERY DENNISON CORP | $190,891 | +6.3% | 1,045 | 0.0% | 0.08% | +9.9% | |
| Buy | ALPS ETF TRoshares us qualt | $188,705 | -4.6% | 4,500 | +0.0% | 0.08% | -1.3% | |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $187,787 | -27.5% | 3,842 | -24.8% | 0.08% | -26.2% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $179,670 | -16.5% | 17,276 | -13.5% | 0.07% | -14.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $162,425 | -9.0% | 919 | -3.6% | 0.07% | -7.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $162,280 | -12.8% | 2,796 | -3.9% | 0.07% | -10.8% |
| EAGG | Sell | ISHARES TResg awr us agrgt | $162,174 | -63.3% | 3,580 | -61.8% | 0.07% | -62.3% |
| PM | Buy | PHILIP MORRIS INTL INC | $161,044 | +42.1% | 1,740 | +49.9% | 0.06% | +44.4% |
| DUK | DUKE ENERGY CORP NEW | $157,721 | -1.6% | 1,787 | 0.0% | 0.06% | 0.0% | |
| SO | SOUTHERN CO | $153,969 | -7.9% | 2,379 | 0.0% | 0.06% | -4.5% | |
| MAS | MASCO CORP | $156,265 | -6.8% | 2,924 | 0.0% | 0.06% | -4.5% | |
| CAT | CATERPILLAR INC | $150,362 | +11.0% | 551 | 0.0% | 0.06% | +13.0% | |
| DIS | Buy | DISNEY WALT CO | $148,061 | +1.9% | 1,827 | +12.3% | 0.06% | +3.4% |
| MRK | Buy | MERCK & CO INC | $145,778 | +123.2% | 1,416 | +150.2% | 0.06% | +126.9% |
| USMV | Buy | ISHARES TRmsci usa min vol | $144,619 | +18.5% | 1,998 | +21.7% | 0.06% | +22.9% |
| KO | Buy | COCA COLA CO | $142,749 | +149.5% | 2,550 | +168.4% | 0.06% | +152.2% |
| RPM | RPM INTL INC | $142,784 | +5.7% | 1,506 | 0.0% | 0.06% | +7.4% | |
| CSCO | CISCO SYS INC | $139,740 | +3.9% | 2,599 | 0.0% | 0.06% | +7.5% | |
| COST | COSTCO WHSL CORP NEW | $132,766 | +4.9% | 235 | 0.0% | 0.05% | +8.0% | |
| BDX | BECTON DICKINSON & CO | $132,109 | -2.1% | 511 | 0.0% | 0.05% | +1.9% | |
| NOC | NORTHROP GRUMMAN CORP | $132,057 | -3.4% | 300 | 0.0% | 0.05% | 0.0% | |
| MRO | Buy | MARATHON OIL CORP | $129,573 | +100.7% | 4,844 | +72.8% | 0.05% | +103.8% |
| VYMI | Sell | VANGUARD WHITEHALL FDSintl high etf | $130,060 | -23.6% | 2,101 | -22.0% | 0.05% | -20.9% |
| PFE | Buy | PFIZER INC | $127,539 | +4.7% | 3,845 | +15.8% | 0.05% | +8.3% |
| HOG | Sell | HARLEY DAVIDSON INC | $126,257 | -48.5% | 3,819 | -45.1% | 0.05% | -47.4% |
| SPY | SPDR S&P 500 ETF TRtr unit | $124,397 | -3.6% | 291 | 0.0% | 0.05% | 0.0% | |
| MCD | Sell | MCDONALDS CORP | $116,713 | -15.7% | 443 | -4.5% | 0.05% | -14.5% |
| DTM | Buy | DT MIDSTREAM INC | $108,963 | +12.2% | 2,059 | +5.1% | 0.04% | +15.8% |
| VV | VANGUARD INDEX FDSlarge cap etf | $107,434 | -3.5% | 549 | 0.0% | 0.04% | 0.0% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $108,958 | +72.5% | 1,570 | +81.3% | 0.04% | +76.0% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $108,929 | -2.4% | 325 | +0.3% | 0.04% | 0.0% |
| BX | BLACKSTONE INC | $107,140 | +15.2% | 1,000 | 0.0% | 0.04% | +18.9% | |
| IEMG | Sell | ISHARES INCcore msci emkt | $105,603 | -4.7% | 2,219 | -1.3% | 0.04% | -2.3% |
| DGRO | New | ISHARES TRcore div grwth | $104,311 | – | 2,106 | +100.0% | 0.04% | – |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $101,049 | -3.4% | 1,997 | 0.0% | 0.04% | 0.0% | |
| DE | DEERE & CO | $100,006 | -6.9% | 265 | 0.0% | 0.04% | -4.7% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $97,922 | -4.0% | 461 | -0.4% | 0.04% | 0.0% |
| INGR | INGREDION INC | $98,400 | -7.1% | 1,000 | 0.0% | 0.04% | -4.8% | |
| KMI | KINDER MORGAN INC DEL | $98,204 | -3.7% | 5,923 | 0.0% | 0.04% | 0.0% | |
| IAU | Sell | ISHARES GOLD TRishares new | $97,308 | -39.0% | 2,781 | -36.6% | 0.04% | -36.5% |
| RYAAY | RYANAIR HOLDINGS PLCsponsored ads | $97,210 | -12.1% | 1,000 | 0.0% | 0.04% | -11.4% | |
| ADI | ANALOG DEVICES INC | $93,148 | -10.1% | 532 | 0.0% | 0.04% | -7.3% | |
| ON | ON SEMICONDUCTOR CORP | $92,950 | -1.7% | 1,000 | 0.0% | 0.04% | +2.7% | |
| PII | POLARIS INC | $94,768 | -13.9% | 910 | 0.0% | 0.04% | -13.6% | |
| DOW | DOW INC | $90,334 | -3.2% | 1,752 | 0.0% | 0.04% | 0.0% | |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $88,924 | -23.6% | 1,973 | -20.1% | 0.04% | -21.7% |
| BSM | Buy | BLACK STONE MINERALS L P | $84,189 | +1659.4% | 4,886 | +1528.7% | 0.03% | +1600.0% |
| IUSV | Sell | ISHARES TRcore s&p us vlu | $80,739 | -6.4% | 1,082 | -1.8% | 0.03% | -2.9% |
| REGN | New | REGENERON PHARMACEUTICALS | $82,296 | – | 100 | +100.0% | 0.03% | – |
| TIP | ISHARES TRtips bd etf | $80,487 | -3.6% | 776 | 0.0% | 0.03% | 0.0% | |
| CVX | Sell | CHEVRON CORP NEW | $76,723 | +2.4% | 455 | -4.4% | 0.03% | +3.3% |
| SMMV | Sell | ISHARES TRmsci usa smcp mn | $76,780 | -9.8% | 2,323 | -6.4% | 0.03% | -8.8% |
| DPZ | DOMINOS PIZZA INC | $75,758 | +12.4% | 200 | 0.0% | 0.03% | +14.8% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $73,735 | -16.2% | 1,880 | -13.1% | 0.03% | -14.3% |
| LLY | Sell | ELI LILLY & CO | $73,587 | -32.4% | 137 | -40.9% | 0.03% | -30.2% |
| CVS | Buy | CVS HEALTH CORP | $74,815 | +1.2% | 1,072 | +0.2% | 0.03% | +3.4% |
| IWD | ISHARES TRrus 1000 val etf | $75,000 | -3.8% | 494 | 0.0% | 0.03% | -3.2% | |
| ANTM | ELEVANCE HEALTH INC | $71,409 | -2.0% | 164 | 0.0% | 0.03% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $71,142 | -21.9% | 1,337 | 0.0% | 0.03% | -19.4% | |
| YUM | YUM BRANDS INC | $72,466 | -9.8% | 580 | 0.0% | 0.03% | -9.4% | |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $72,441 | -10.2% | 794 | -10.7% | 0.03% | -9.4% |
| CMCSA | COMCAST CORP NEWcl a | $72,211 | +6.7% | 1,629 | 0.0% | 0.03% | +7.4% | |
| AEP | AMERICAN ELEC PWR CO INC | $69,579 | -10.7% | 925 | 0.0% | 0.03% | -9.7% | |
| SIRI | SIRIUS XM HOLDINGS INC | $66,670 | -0.2% | 14,750 | 0.0% | 0.03% | +3.8% | |
| NSC | NORFOLK SOUTHN CORP | $66,760 | -13.2% | 339 | 0.0% | 0.03% | -10.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $66,727 | -12.9% | 855 | 0.0% | 0.03% | -10.0% | |
| X | UNITED STATES STL CORP NEW | $64,960 | +29.9% | 2,000 | 0.0% | 0.03% | +30.0% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $65,237 | -1.9% | 886 | 0.0% | 0.03% | 0.0% | |
| SLV | Sell | ISHARES SILVER TRishares | $64,661 | -11.7% | 3,179 | -9.4% | 0.03% | -10.3% |
| SDY | Sell | SPDR SER TRs&p divid etf | $62,534 | -6.9% | 544 | -0.7% | 0.02% | -7.4% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $59,712 | -5.3% | 882 | +0.1% | 0.02% | -4.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $58,296 | -10.8% | 618 | -5.8% | 0.02% | -7.7% |
| PEBO | Buy | PEOPLES BANCORP INC | $58,429 | -3.0% | 2,302 | +1.5% | 0.02% | 0.0% |
| DD | Sell | DUPONT DE NEMOURS INC | $59,150 | -17.5% | 793 | -20.9% | 0.02% | -14.3% |
| PRU | Buy | PRUDENTIAL FINL INC | $57,626 | +54.3% | 607 | +43.5% | 0.02% | +53.3% |
| INTC | Buy | INTEL CORP | $56,756 | +6.3% | 1,597 | +0.1% | 0.02% | +9.5% |
| GENERAL ELECTRIC CO | $57,265 | +0.6% | 518 | 0.0% | 0.02% | 0.0% | ||
| V | VISA INC | $55,562 | -3.1% | 242 | 0.0% | 0.02% | 0.0% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $55,836 | -4.7% | 825 | 0.0% | 0.02% | 0.0% | |
| COP | Buy | CONOCOPHILLIPS | $57,504 | +270.0% | 480 | +220.0% | 0.02% | +283.3% |
| HON | Buy | HONEYWELL INTL INC | $54,152 | -10.5% | 293 | +0.3% | 0.02% | -8.3% |
| BNTX | BIONTECH SEsponsored ads | $54,320 | +0.7% | 500 | 0.0% | 0.02% | +4.8% | |
| BAC | Buy | BANK AMERICA CORP | $51,657 | -4.5% | 1,887 | +0.1% | 0.02% | 0.0% |
| IXUS | ISHARES TRcore msci total | $50,692 | -4.2% | 845 | 0.0% | 0.02% | 0.0% | |
| NVS | NOVARTIS AGsponsored adr | $50,930 | +0.9% | 500 | 0.0% | 0.02% | +5.0% | |
| IWP | ISHARES TRrus md cp gr etf | $52,173 | -5.5% | 571 | 0.0% | 0.02% | -4.5% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $52,251 | -5.0% | 725 | 0.0% | 0.02% | -4.5% | |
| MRNA | MODERNA INC | $51,645 | -15.0% | 500 | 0.0% | 0.02% | -12.5% | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $48,879 | -8.9% | 646 | +0.6% | 0.02% | -4.8% |
| FB | META PLATFORMS INCcl a | $48,635 | +4.6% | 162 | 0.0% | 0.02% | +11.1% | |
| EGP | EASTGROUP PPTYS INC | $49,959 | -4.1% | 300 | 0.0% | 0.02% | -4.8% | |
| CLF | CLEVELAND-CLIFFS INC NEW | $49,673 | -6.7% | 3,178 | 0.0% | 0.02% | -4.8% | |
| AMAT | APPLIED MATLS INC | $47,489 | -4.2% | 343 | 0.0% | 0.02% | -5.0% | |
| THQ | New | TEKLA HEALTHCARE OPPORTUNITI | $46,311 | – | 2,727 | +100.0% | 0.02% | – |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $47,973 | -12.5% | 816 | -6.5% | 0.02% | -13.6% |
| OMI | OWENS & MINOR INC NEW | $46,584 | -15.1% | 2,883 | 0.0% | 0.02% | -13.6% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $47,352 | -31.8% | 1,461 | -21.8% | 0.02% | -32.1% |
| FCX | FREEPORT-MCMORAN INCcl b | $47,732 | -6.8% | 1,280 | 0.0% | 0.02% | -5.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $45,182 | -5.4% | 345 | 0.0% | 0.02% | -5.3% | |
| PH | PARKER-HANNIFIN CORP | $44,795 | -0.1% | 115 | 0.0% | 0.02% | 0.0% | |
| TGT | TARGET CORP | $43,679 | -16.2% | 395 | 0.0% | 0.02% | -14.3% | |
| MMM | 3M CO | $44,751 | -6.5% | 478 | 0.0% | 0.02% | -5.3% | |
| TFC | TRUIST FINL CORP | $44,489 | -5.7% | 1,555 | 0.0% | 0.02% | -5.3% | |
| UNP | Buy | UNION PAC CORP | $42,075 | -0.1% | 207 | +0.5% | 0.02% | 0.0% |
| SPYG | SPDR SER TRprtflo s&p500 gw | $42,682 | -2.8% | 720 | 0.0% | 0.02% | 0.0% | |
| FE | FIRSTENERGY CORP | $42,589 | -12.1% | 1,246 | 0.0% | 0.02% | -10.5% | |
| GOOG | ALPHABET INCcap stk cl c | $42,984 | +9.0% | 326 | 0.0% | 0.02% | +6.2% | |
| T | Buy | AT&T INC | $40,941 | -2.4% | 2,726 | +3.7% | 0.02% | 0.0% |
| ETN | EATON CORP PLC | $42,656 | +6.1% | 200 | 0.0% | 0.02% | +6.2% | |
| CTVA | Sell | CORTEVA INC | $38,422 | -45.5% | 751 | -39.0% | 0.02% | -42.9% |
| NEE | NEXTERA ENERGY INC | $39,187 | -22.8% | 684 | 0.0% | 0.02% | -20.0% | |
| ENB | ENBRIDGE INC | $38,534 | -10.7% | 1,161 | 0.0% | 0.02% | -5.9% | |
| AXP | AMERICAN EXPRESS CO | $38,492 | -14.4% | 258 | 0.0% | 0.02% | -11.1% | |
| FEX | FIRST TR LRGE CP CORE ALPHA | $36,733 | -3.5% | 453 | 0.0% | 0.02% | 0.0% | |
| LUCID GROUP INC | $37,817 | -18.9% | 6,765 | 0.0% | 0.02% | -16.7% | ||
| APLS | New | APELLIS PHARMACEUTICALS INC | $38,040 | – | 1,000 | +100.0% | 0.02% | – |
| NKE | Buy | NIKE INCcl b | $37,292 | +125.2% | 390 | +160.0% | 0.02% | +114.3% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $37,658 | +0.7% | 1,545 | +0.7% | 0.02% | 0.0% |
| ADMA | New | ADMA BIOLOGICS INC | $35,800 | – | 10,000 | +100.0% | 0.02% | – |
| ESPO | VANECK ETF TRUSTvideo gmng esprt | $36,092 | -7.5% | 700 | 0.0% | 0.02% | 0.0% | |
| SCZ | ISHARES TReafe sml cp etf | $36,424 | -4.3% | 645 | 0.0% | 0.02% | 0.0% | |
| HI | Buy | HILLENBRAND INC | $37,130 | -17.1% | 878 | +0.6% | 0.02% | -16.7% |
| UAL | UNITED AIRLS HLDGS INC | $37,478 | -22.9% | 886 | 0.0% | 0.02% | -21.1% | |
| ABT | Sell | ABBOTT LABS | $35,525 | -24.2% | 367 | -14.7% | 0.01% | -26.3% |
| GIS | GENERAL MLS INC | $33,659 | -16.6% | 526 | 0.0% | 0.01% | -12.5% | |
| LI | LI AUTO INCsponsored ads | $35,650 | +1.6% | 1,000 | 0.0% | 0.01% | 0.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $35,123 | -9.9% | 596 | 0.0% | 0.01% | -6.7% | |
| XLE | SELECT SECTOR SPDR TRenergy | $34,078 | +11.4% | 377 | 0.0% | 0.01% | +16.7% | |
| AM | Buy | ANTERO MIDSTREAM CORP | $35,200 | +5.2% | 2,938 | +1.9% | 0.01% | +7.7% |
| VCEB | VANGUARD WORLD FDesg us corp bd | $34,922 | -4.2% | 588 | 0.0% | 0.01% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $32,318 | -1.4% | 580 | 0.0% | 0.01% | 0.0% | |
| DLTR | DOLLAR TREE INC | $31,935 | -25.8% | 300 | 0.0% | 0.01% | -23.5% | |
| AFRM | AFFIRM HLDGS INC | $31,905 | +38.7% | 1,500 | 0.0% | 0.01% | +44.4% | |
| IBDS | Buy | ISHARES TRibonds 27 etf | $32,446 | -0.5% | 1,402 | +1.0% | 0.01% | 0.0% |
| IBDT | ISHARES TRibds dec28 etf | $31,456 | -1.9% | 1,309 | 0.0% | 0.01% | 0.0% | |
| IBDR | Buy | ISHARES TRibonds dec2026 | $32,746 | +0.3% | 1,403 | +0.9% | 0.01% | 0.0% |
| IWR | ISHARES TRrus mid cap etf | $31,301 | -5.2% | 452 | 0.0% | 0.01% | 0.0% | |
| FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $32,279 | -4.4% | 562 | 0.0% | 0.01% | 0.0% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $30,696 | -4.2% | 694 | 0.0% | 0.01% | -7.7% | |
| EA SERIES TRUSTstrive us energy | $28,787 | +9.9% | 957 | 0.0% | 0.01% | +20.0% | ||
| DFS | DISCOVER FINL SVCS | $30,321 | -25.9% | 350 | 0.0% | 0.01% | -25.0% | |
| BP | BP PLCsponsored adr | $26,524 | +9.7% | 685 | 0.0% | 0.01% | +10.0% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $26,557 | -3.9% | 285 | 0.0% | 0.01% | 0.0% | |
| ARKG | New | ARK ETF TRgenomic rev etf | $27,860 | – | 1,000 | +100.0% | 0.01% | – |
| ARKK | ARK ETF TRinnovation etf | $27,690 | -10.1% | 698 | 0.0% | 0.01% | -8.3% | |
| EEMV | ISHARES INCmsci emerg mrkt | $26,462 | -3.0% | 496 | 0.0% | 0.01% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $26,540 | -1.8% | 360 | 0.0% | 0.01% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $26,237 | +10.0% | 109 | 0.0% | 0.01% | +22.2% | |
| LRCX | LAM RESEARCH CORP | $26,952 | -2.5% | 43 | 0.0% | 0.01% | 0.0% | |
| MPC | MARATHON PETE CORP | $24,366 | +29.8% | 161 | 0.0% | 0.01% | +42.9% | |
| DG | Buy | DOLLAR GEN CORP NEW | $24,189 | -37.6% | 229 | +0.4% | 0.01% | -33.3% |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $25,488 | -6.8% | 119 | 0.0% | 0.01% | -9.1% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $24,803 | -3.0% | 49 | 0.0% | 0.01% | 0.0% | |
| TFX | TELEFLEX INCORPORATED | $24,552 | -18.8% | 125 | 0.0% | 0.01% | -16.7% | |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $25,802 | -7.5% | 289 | -1.4% | 0.01% | -9.1% |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $24,181 | -3.4% | 401 | +0.5% | 0.01% | 0.0% |
| RTX | RTX CORPORATION | $24,038 | -26.5% | 334 | 0.0% | 0.01% | -23.1% | |
| OMC | OMNICOM GROUP INC | $24,802 | -21.7% | 333 | 0.0% | 0.01% | -23.1% | |
| KRP | New | KIMBELL RTY PARTNERS LPunit | $24,000 | – | 1,500 | +100.0% | 0.01% | – |
| DAL | DELTA AIR LINES INC DEL | $24,679 | -22.2% | 667 | 0.0% | 0.01% | -23.1% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $22,444 | -22.9% | 200 | 0.0% | 0.01% | -25.0% | |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $21,600 | +181.8% | 1,350 | +170.0% | 0.01% | +200.0% |
| SHELL PLCspon ads | $19,314 | +6.6% | 300 | 0.0% | 0.01% | +14.3% | ||
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $19,296 | -4.7% | 372 | 0.0% | 0.01% | 0.0% | |
| COIN | COINBASE GLOBAL INC | $18,770 | +4.9% | 250 | 0.0% | 0.01% | +14.3% | |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $20,804 | -1.2% | 690 | +400.0% | 0.01% | 0.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $19,381 | -5.5% | 219 | +0.5% | 0.01% | 0.0% |
| NIO | NIO INCspon ads | $18,822 | -6.7% | 2,082 | 0.0% | 0.01% | 0.0% | |
| DHR | DANAHER CORPORATION | $18,608 | +3.4% | 75 | 0.0% | 0.01% | +14.3% | |
| MDXG | Sell | MIMEDX GROUP INC | $19,683 | -19.5% | 2,700 | -27.0% | 0.01% | -20.0% |
| MA | MASTERCARD INCORPORATEDcl a | $20,221 | +0.7% | 51 | 0.0% | 0.01% | 0.0% | |
| AFL | AFLAC INC | $19,188 | +10.0% | 250 | 0.0% | 0.01% | +14.3% | |
| BA | BOEING CO | $20,319 | -9.2% | 106 | 0.0% | 0.01% | -11.1% | |
| BYND | BEYOND MEAT INC | $19,240 | -25.9% | 2,000 | 0.0% | 0.01% | -20.0% | |
| SYY | SYSCO CORP | $16,381 | -11.0% | 248 | 0.0% | 0.01% | 0.0% | |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $16,935 | -0.2% | 294 | 0.0% | 0.01% | 0.0% | |
| EXC | EXELON CORP | $16,590 | -7.2% | 439 | 0.0% | 0.01% | 0.0% | |
| DLR | New | DIGITAL RLTY TR INC | $18,153 | – | 150 | +100.0% | 0.01% | – |
| WEC | WEC ENERGY GROUP INC | $18,366 | -8.7% | 228 | 0.0% | 0.01% | -12.5% | |
| LMT | LOCKHEED MARTIN CORP | $18,404 | -11.2% | 45 | 0.0% | 0.01% | -12.5% | |
| FTNT | FORTINET INC | $17,311 | -22.4% | 295 | 0.0% | 0.01% | -22.2% | |
| AVGO | BROADCOM INC | $16,612 | -4.2% | 20 | 0.0% | 0.01% | 0.0% | |
| IBMM | ISHARES TRibonds dec | $17,906 | -0.3% | 697 | 0.0% | 0.01% | 0.0% | |
| HYD | VANECK ETF TRUSThigh yld munietf | $16,095 | -4.4% | 328 | 0.0% | 0.01% | 0.0% | |
| GOLD | BARRICK GOLD CORP | $14,550 | -14.1% | 1,000 | 0.0% | 0.01% | -14.3% | |
| LVHI | LEGG MASON ETF INVTfranklin intl lw | $15,130 | +0.3% | 555 | 0.0% | 0.01% | 0.0% | |
| FSR | FISKER INC | $13,714 | +13.8% | 2,136 | 0.0% | 0.01% | +20.0% | |
| SUM | SUMMIT MATLS INCcl a | $15,820 | -17.7% | 508 | 0.0% | 0.01% | -25.0% | |
| WFC | WELLS FARGO CO NEW | $14,506 | -4.3% | 355 | 0.0% | 0.01% | 0.0% | |
| ROP | ROPER TECHNOLOGIES INC | $14,529 | +0.7% | 30 | 0.0% | 0.01% | 0.0% | |
| ET | ENERGY TRANSFER L P | $14,030 | +10.5% | 1,000 | 0.0% | 0.01% | +20.0% | |
| LOW | LOWES COS INC | $15,588 | -7.9% | 75 | 0.0% | 0.01% | -14.3% | |
| RRC | RANGE RES CORP | $13,937 | +10.2% | 430 | 0.0% | 0.01% | +20.0% | |
| THOMSON REUTERS CORP. | $15,535 | -9.5% | 127 | 0.0% | 0.01% | -14.3% | ||
| KMX | CARMAX INC | $14,854 | -15.5% | 210 | 0.0% | 0.01% | -14.3% | |
| PSX | PHILLIPS 66 | $15,980 | +26.0% | 133 | 0.0% | 0.01% | +20.0% | |
| PANW | PALO ALTO NETWORKS INC | $14,067 | -8.2% | 60 | 0.0% | 0.01% | 0.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVE | $14,656 | -7.4% | 1,270 | 0.0% | 0.01% | 0.0% | |
| NUE | Sell | NUCOR CORP | $15,635 | -41.1% | 100 | -38.3% | 0.01% | -45.5% |
| CONSTELLATION ENERGY CORP | $15,926 | +19.1% | 146 | 0.0% | 0.01% | +20.0% | ||
| HACK | ETF MANAGERS TRprime cybr scrty | $15,532 | +2.0% | 301 | 0.0% | 0.01% | 0.0% | |
| DOV | DOVER CORP | $15,626 | -5.5% | 112 | 0.0% | 0.01% | -14.3% | |
| CIBR | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $15,447 | +0.0% | 340 | 0.0% | 0.01% | 0.0% | |
| IJT | New | ISHARES TRs&p sml 600 gwt | $14,698 | – | 134 | +100.0% | 0.01% | – |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $15,554 | -4.7% | 458 | 0.0% | 0.01% | 0.0% | |
| HSY | HERSHEY CO | $11,405 | -19.9% | 57 | 0.0% | 0.01% | -16.7% | |
| QQQJ | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $13,010 | -5.7% | 528 | 0.0% | 0.01% | 0.0% | |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $12,039 | -22.2% | 118 | -17.5% | 0.01% | -16.7% |
| RDVY | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $13,142 | -2.4% | 286 | 0.0% | 0.01% | 0.0% | |
| GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $13,056 | +15.5% | 580 | 0.0% | 0.01% | +25.0% | |
| FSLR | FIRST SOLAR INC | $11,312 | -15.0% | 70 | 0.0% | 0.01% | 0.0% | |
| FSK | FS KKR CAP CORP | $11,184 | +2.7% | 568 | 0.0% | 0.01% | +25.0% | |
| XT | ISHARES TRexponential tech | $13,523 | -6.1% | 259 | 0.0% | 0.01% | -16.7% | |
| LULU | LULULEMON ATHLETICA INC | $12,726 | +1.9% | 33 | 0.0% | 0.01% | 0.0% | |
| CMA | New | COMERICA INC | $11,634 | – | 280 | +100.0% | 0.01% | – |
| OXY | Sell | OCCIDENTAL PETE CORP | $12,976 | -68.5% | 200 | -71.4% | 0.01% | -68.8% |
| OCUL | New | OCULAR THERAPEUTIX INC | $12,560 | – | 4,000 | +100.0% | 0.01% | – |
| BHP | BHP GROUP LTDsponsored ads | $11,376 | -4.7% | 200 | 0.0% | 0.01% | 0.0% | |
| BLD | TOPBUILD CORP | $11,474 | -5.4% | 46 | 0.0% | 0.01% | 0.0% | |
| ACHIEVE LIFE SCIENCES INC | $12,900 | -17.1% | 3,000 | 0.0% | 0.01% | -16.7% | ||
| WDFC | WD 40 CO | $13,522 | +7.7% | 67 | 0.0% | 0.01% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS | $10,053 | -16.7% | 50 | 0.0% | 0.00% | -20.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $8,677 | -4.6% | 19 | 0.0% | 0.00% | 0.0% | |
| EFA | ISHARES TRmsci eafe etf | $9,794 | -4.9% | 142 | 0.0% | 0.00% | 0.0% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $9,559 | -5.3% | 147 | 0.0% | 0.00% | 0.0% | |
| FDX | FEDEX CORP | $8,683 | +7.0% | 33 | 0.0% | 0.00% | +33.3% | |
| BETZ | Sell | LISTED FD TRroundhill sports | $8,937 | -44.1% | 563 | -38.3% | 0.00% | -33.3% |
| USHY | Buy | ISHARES TRbroad usd high | $9,210 | 0.0% | 265 | +1.5% | 0.00% | 0.0% |
| SDOG | ALPS ETF TRsectr div dogs | $8,936 | -5.9% | 190 | 0.0% | 0.00% | 0.0% | |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $9,420 | -5.3% | 744 | 0.0% | 0.00% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $9,944 | +7.8% | 146 | 0.0% | 0.00% | 0.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $9,084 | -5.8% | 90 | 0.0% | 0.00% | 0.0% | |
| ADC | AGREE RLTY CORP | $11,048 | -15.5% | 200 | 0.0% | 0.00% | -20.0% | |
| SQ | BLOCK INCcl a | $11,065 | -33.5% | 250 | 0.0% | 0.00% | -42.9% | |
| MSI | MOTOROLA SOLUTIONS INC | $8,712 | -7.2% | 32 | 0.0% | 0.00% | 0.0% | |
| MS | MORGAN STANLEY | $10,209 | -4.4% | 125 | 0.0% | 0.00% | 0.0% | |
| IRBT | IROBOT CORP | $9,475 | -16.2% | 250 | 0.0% | 0.00% | 0.0% | |
| QCOM | QUALCOMM INC | $9,996 | -6.7% | 90 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC | $10,971 | -11.1% | 140 | 0.0% | 0.00% | -20.0% | |
| ABC | CENCORA INC | $10,799 | -6.5% | 60 | 0.0% | 0.00% | -20.0% | |
| COF | CAPITAL ONE FINL CORP | $9,783 | -11.3% | 101 | 0.0% | 0.00% | 0.0% | |
| GOLF | ACUSHNET HLDGS CORP | $9,176 | -3.0% | 173 | 0.0% | 0.00% | 0.0% | |
| IJK | ISHARES TRs&p mc 400gr etf | $9,825 | -3.7% | 136 | 0.0% | 0.00% | 0.0% | |
| AVTR | AVANTOR INC | $10,540 | +2.6% | 500 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $10,314 | -3.9% | 160 | 0.0% | 0.00% | 0.0% | |
| KMPH | ZEVRA THERAPEUTICS INC | $9,640 | -5.5% | 2,000 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT CO INC | $9,163 | -8.6% | 100 | 0.0% | 0.00% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $10,084 | +4.9% | 20 | 0.0% | 0.00% | 0.0% | |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $11,054 | -44.3% | 497 | -28.7% | 0.00% | -50.0% |
| IBTD | Buy | ISHARES TRibonds 23 trm ts | $7,593 | +1.3% | 306 | +1.3% | 0.00% | 0.0% |
| DEF | INVESCO EXCH TRD SLF IDX FDbloomberg pricin | $6,880 | -5.4% | 105 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $7,064 | +3.0% | 101 | 0.0% | 0.00% | 0.0% | |
| IWN | ISHARES TRrus 2000 val etf | $6,778 | -3.7% | 50 | 0.0% | 0.00% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $7,818 | -4.1% | 206 | 0.0% | 0.00% | 0.0% | |
| NVAX | NOVAVAX INC | $7,240 | -2.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| TRU | TRANSUNION | $6,964 | -8.4% | 97 | 0.0% | 0.00% | 0.0% | |
| USB | US BANCORP DEL | $7,637 | +0.1% | 231 | 0.0% | 0.00% | 0.0% | |
| IWS | ISHARES TRrus mdcp val etf | $7,826 | -5.0% | 75 | 0.0% | 0.00% | 0.0% | |
| NVO | Buy | NOVO-NORDISK A Sadr | $7,821 | +12.4% | 86 | +100.0% | 0.00% | 0.0% |
| KHC | KRAFT HEINZ CO | $8,545 | -5.2% | 254 | 0.0% | 0.00% | -25.0% | |
| Buy | WARNER BROS DISCOVERY INC | $6,343 | -9.8% | 584 | +4.1% | 0.00% | 0.0% | |
| IBMN | ISHARES TRibonds dec 25 | $7,824 | -1.0% | 300 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX CO DEL | $6,553 | -17.6% | 50 | 0.0% | 0.00% | 0.0% | |
| IBMQ | ISHARES TRibonds dec 28 | $7,641 | -3.0% | 313 | 0.0% | 0.00% | 0.0% | |
| IBMP | ISHARES TRibonds dec 27 | $7,687 | -2.3% | 314 | 0.0% | 0.00% | 0.0% | |
| MAIN | MAIN STR CAP CORP | $7,273 | +1.5% | 179 | 0.0% | 0.00% | 0.0% | |
| IBMO | ISHARES TRibonds dec 26 | $7,766 | -1.5% | 313 | 0.0% | 0.00% | 0.0% | |
| PNW | PINNACLE WEST CAP CORP | $7,368 | -9.6% | 100 | 0.0% | 0.00% | 0.0% | |
| PINS | PINTEREST INCcl a | $6,758 | -1.1% | 250 | 0.0% | 0.00% | 0.0% | |
| PLUG | PLUG POWER INC | $6,498 | -26.9% | 855 | 0.0% | 0.00% | -25.0% | |
| GT | GOODYEAR TIRE & RUBR CO | $7,160 | -9.1% | 576 | 0.0% | 0.00% | 0.0% | |
| POST | POST HLDGS INC | $8,574 | -1.1% | 100 | 0.0% | 0.00% | 0.0% | |
| EIX | Buy | EDISON INTL | $7,643 | -7.9% | 121 | +0.8% | 0.00% | 0.0% |
| IBML | ISHARES TRibonds dec2023 | $7,990 | +0.1% | 313 | 0.0% | 0.00% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $8,181 | -5.3% | 42 | 0.0% | 0.00% | 0.0% | |
| NNN | NNN REIT INC | $8,482 | -17.4% | 240 | 0.0% | 0.00% | -25.0% | |
| XOP | SPDR SER TRs&p oilgas exp | $7,396 | +14.8% | 50 | 0.0% | 0.00% | 0.0% | |
| GSK PLCsponsored adr | $6,199 | +1.7% | 171 | 0.0% | 0.00% | +50.0% | ||
| BLK | BLACKROCK INC | $7,758 | -6.5% | 12 | 0.0% | 0.00% | 0.0% | |
| ALDX | ALDEYRA THERAPEUTICS INC | $6,680 | -20.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| ALC | ALCON AG | $7,706 | -6.2% | 100 | 0.0% | 0.00% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC | $3,995 | -4.2% | 500 | 0.0% | 0.00% | 0.0% | |
| BGR | BLACKROCK ENERGY & RES TR | $4,799 | +8.9% | 366 | 0.0% | 0.00% | 0.0% | |
| ECL | ECOLAB INC | $5,082 | -9.3% | 30 | 0.0% | 0.00% | 0.0% | |
| SNOW | SNOWFLAKE INCcl a | $4,125 | -13.2% | 27 | 0.0% | 0.00% | 0.0% | |
| NFE | NEW FORTRESS ENERGY INC | $5,737 | +22.4% | 175 | 0.0% | 0.00% | 0.0% | |
| IBTG | Buy | ISHARES TRibonds 26 trm ts | $5,705 | +0.1% | 254 | +0.8% | 0.00% | 0.0% |
| GPC | GENUINE PARTS CO | $3,899 | -14.7% | 27 | 0.0% | 0.00% | 0.0% | |
| IBTF | Buy | ISHARES TRibonds 25 trm ts | $5,867 | +0.8% | 254 | +0.8% | 0.00% | 0.0% |
| KLAC | KLA CORP | $4,128 | -5.5% | 9 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $5,996 | -2.8% | 80 | 0.0% | 0.00% | 0.0% | |
| SRI | STONERIDGE INC | $4,416 | +6.5% | 220 | 0.0% | 0.00% | 0.0% | |
| SBUX | STARBUCKS CORP | $5,112 | -7.9% | 56 | 0.0% | 0.00% | 0.0% | |
| AOR | ISHARES TRgrwt allocat etf | $5,436 | -4.0% | 110 | 0.0% | 0.00% | 0.0% | |
| AVAV | AEROVIRONMENT INC | $5,577 | +9.1% | 50 | 0.0% | 0.00% | 0.0% | |
| IBDP | ISHARES TRibonds dec24 etf | $4,699 | +0.4% | 190 | 0.0% | 0.00% | 0.0% | |
| IBDO | ISHARES TRibonds dec23 etf | $4,794 | +0.3% | 189 | 0.0% | 0.00% | 0.0% | |
| BHF | BRIGHTHOUSE FINL INC | $4,454 | +3.4% | 91 | 0.0% | 0.00% | 0.0% | |
| PBJ | INVESCO EXCHANGE TRADED FD Tfood & beverage | $4,416 | -6.4% | 104 | 0.0% | 0.00% | 0.0% | |
| RVNC | REVANCE THERAPEUTICS INC | $5,735 | -54.7% | 500 | 0.0% | 0.00% | -60.0% | |
| WOPEY | WOODSIDE ENERGY GROUP LTDsponsored adr | $4,658 | +0.4% | 200 | 0.0% | 0.00% | 0.0% | |
| WM | WASTE MGMT INC DEL | $4,116 | -12.1% | 27 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORPsponsored adr | $5,610 | -10.1% | 1,500 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $4,900 | -25.2% | 181 | 0.0% | 0.00% | -33.3% | |
| KMB | KIMBERLY-CLARK CORP | $5,076 | -12.5% | 42 | 0.0% | 0.00% | 0.0% | |
| VTR | VENTAS INC | $3,792 | -10.9% | 90 | 0.0% | 0.00% | 0.0% | |
| JRI | NUVEEN REAL ASSET INCOME & G | $4,344 | -7.0% | 409 | 0.0% | 0.00% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $4,607 | -7.9% | 20 | 0.0% | 0.00% | 0.0% | |
| HAL | New | HALLIBURTON CO | $5,063 | – | 125 | +100.0% | 0.00% | – |
| UWMC | UWM HOLDINGS CORPORATION | $4,850 | -13.4% | 1,000 | 0.0% | 0.00% | 0.0% | |
| New | INVESTMENT MANAGERS SER TR Iaxs real estate | $4,472 | – | 186 | +100.0% | 0.00% | – | |
| BELLRING BRANDS INC | $5,228 | +12.6% | 127 | 0.0% | 0.00% | 0.0% | ||
| HEP | HOLLY ENERGY PARTNERS L P | $4,392 | +18.7% | 200 | 0.0% | 0.00% | +100.0% | |
| GE HEALTHCARE TECHNOLOGIES I | $4,899 | -16.3% | 72 | 0.0% | 0.00% | 0.0% | ||
| VTRS | VIATRIS INC | $3,718 | -1.2% | 377 | 0.0% | 0.00% | +100.0% | |
| CC | CHEMOURS CO | $6,031 | -24.0% | 215 | 0.0% | 0.00% | -33.3% | |
| AKAM | AKAMAI TECHNOLOGIES INC | $5,754 | +18.6% | 54 | 0.0% | 0.00% | 0.0% | |
| LUMN | New | LUMEN TECHNOLOGIES INC | $3,842 | – | 2,705 | +100.0% | 0.00% | – |
| CCL | CARNIVAL CORP | $5,296 | -27.1% | 386 | 0.0% | 0.00% | -33.3% | |
| NFLX | NETFLIX INC | $3,776 | -14.3% | 10 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $3,778 | -11.2% | 41 | 0.0% | 0.00% | 0.0% | |
| GSBD | GOLDMAN SACHS BDC INC | $1,456 | +5.1% | 100 | 0.0% | 0.00% | 0.0% | |
| LESL | LESLIES INC | $2,830 | -39.7% | 500 | 0.0% | 0.00% | -50.0% | |
| DIGITALBRIDGE GROUP INCcl a new | $1,354 | +19.5% | 77 | 0.0% | 0.00% | – | ||
| MATTERPORT INC | $2,170 | -31.1% | 1,000 | 0.0% | 0.00% | 0.0% | ||
| DKS | DICKS SPORTING GOODS INC | $2,172 | -17.9% | 20 | 0.0% | 0.00% | 0.0% | |
| DEO | DIAGEO PLCspon adr new | $1,343 | -14.0% | 9 | 0.0% | 0.00% | 0.0% | |
| MVIS | MICROVISION INC DEL | $3,285 | -52.2% | 1,500 | 0.0% | 0.00% | -66.7% | |
| DELL | DELL TECHNOLOGIES INCcl c | $2,067 | +27.3% | 30 | 0.0% | 0.00% | 0.0% | |
| NMRK | NEWMARK GROUP INCcl a | $2,682 | +3.4% | 417 | 0.0% | 0.00% | 0.0% | |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $3,364 | +2.4% | 294 | 0.0% | 0.00% | 0.0% | |
| OHI | OMEGA HEALTHCARE INVS INC | $1,625 | +8.0% | 49 | 0.0% | 0.00% | 0.0% | |
| OPK | OPKO HEALTH INC | $2,400 | -26.3% | 1,500 | 0.0% | 0.00% | 0.0% | |
| PAYX | PAYCHEX INC | $2,999 | +3.1% | 26 | 0.0% | 0.00% | 0.0% | |
| CERS | CERUS CORP | $2,565 | -34.1% | 1,583 | 0.0% | 0.00% | -50.0% | |
| CX | CEMEX SAB DE CVspon adr new | $3,107 | -8.2% | 478 | 0.0% | 0.00% | 0.0% | |
| GOEV | CANOO INC | $1,960 | +2.2% | 4,000 | 0.0% | 0.00% | 0.0% | |
| QS | QUANTUMSCAPE CORP | $2,750 | -16.3% | 411 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $2,295 | +101.8% | 2,931 | 0.0% | 0.00% | – | |
| EOLS | EVOLUS INC | $2,651 | +25.7% | 290 | 0.0% | 0.00% | 0.0% | |
| EWM | ISHARES INCmsci mly etf new | $1,256 | +2.9% | 61 | 0.0% | 0.00% | – | |
| BLNK | BLINK CHARGING CO | $1,989 | -48.9% | 650 | 0.0% | 0.00% | -50.0% | |
| BIGZ | BLACKROCK INNOVATION AND GRW | $1,811 | -11.2% | 260 | 0.0% | 0.00% | 0.0% | |
| BTZ | BLACKROCK CR ALLOCATION INCO | $2,904 | -4.6% | 300 | 0.0% | 0.00% | 0.0% | |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $2,358 | -6.4% | 250 | 0.0% | 0.00% | 0.0% | |
| CMDY | ISHARES U S ETF TRbloomberg roll | $1,855 | +4.0% | 36 | 0.0% | 0.00% | 0.0% | |
| INDA | ISHARES TRmsci india etf | $2,565 | +1.2% | 58 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,737 | +3.4% | 100 | 0.0% | 0.00% | 0.0% | |
| MDIV | FIRST TR EXCHANGE-TRADED FDmulti asset di | $2,919 | +0.2% | 200 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $2,895 | -20.6% | 198 | 0.0% | 0.00% | 0.0% | |
| BATH & BODY WORKS INC | $3,380 | -9.9% | 100 | 0.0% | 0.00% | 0.0% | ||
| New | FORTREA HLDGS INC | $1,430 | – | 50 | +100.0% | 0.00% | – | |
| HAS | HASBRO INC | $1,257 | +2.1% | 19 | 0.0% | 0.00% | – | |
| TCI | TRANSCONTINENTAL RLTY INVS | $1,930 | -16.4% | 63 | 0.0% | 0.00% | 0.0% | |
| UAA | New | UNDER ARMOUR INCcl a | $2,261 | – | 330 | +100.0% | 0.00% | – |
| UPS | UNITED PARCEL SERVICE INCcl b | $3,586 | -13.0% | 23 | 0.0% | 0.00% | -50.0% | |
| ABR | ARBOR REALTY TRUST INC | $3,036 | +2.4% | 200 | 0.0% | 0.00% | 0.0% | |
| VNM | VANECK ETF TRUSTvaneck vietnam | $1,598 | +1.8% | 118 | 0.0% | 0.00% | 0.0% | |
| GM | GENERAL MTRS CO | $3,539 | -14.3% | 107 | 0.0% | 0.00% | -50.0% | |
| EWZ | ISHARES INCmsci brazil etf | $1,565 | -5.4% | 51 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $3,639 | -28.6% | 284 | 0.0% | 0.00% | -50.0% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $2,660 | -3.9% | 35 | 0.0% | 0.00% | 0.0% | |
| AIR | AAR CORP | $1,489 | +3.1% | 25 | 0.0% | 0.00% | 0.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $2,349 | -9.8% | 100 | 0.0% | 0.00% | 0.0% | |
| HIMX | HIMAX TECHNOLOGIES INCsponsored adr | $2,336 | -13.5% | 400 | 0.0% | 0.00% | 0.0% | |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | $2,835 | -8.5% | 375 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $1,244 | -3.3% | 68 | 0.0% | 0.00% | 0.0% | |
| ARKF | ARK ETF TRfintech innova | $2,440 | -7.4% | 126 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $2,570 | -16.3% | 100 | 0.0% | 0.00% | 0.0% | |
| HALEON PLCspon ads | $1,791 | -0.6% | 215 | 0.0% | 0.00% | 0.0% | ||
| WOMN | IMPACT SHS TR Iywca womens etf | $2,254 | -2.0% | 75 | 0.0% | 0.00% | 0.0% | |
| IMRN | IMMURON LTDsponsored adr | $2,970 | -2.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| HASI | HANNON ARMSTRONG SUST INFR C | $3,520 | -15.2% | 166 | 0.0% | 0.00% | -50.0% | |
| HDSN | HUDSON TECHNOLOGIES INC | $1,676 | +38.2% | 126 | 0.0% | 0.00% | – | |
| HUBS | HUBSPOT INC | $2,463 | -7.4% | 5 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $3,148 | -24.3% | 191 | 0.0% | 0.00% | -50.0% | |
| LEV | THE LION ELECTRIC COMPANY | $1,910 | +3.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MTB | M & T BK CORP | $2,909 | +2.2% | 23 | 0.0% | 0.00% | 0.0% | |
| MGM | MGM RESORTS INTERNATIONAL | $3,676 | -16.3% | 100 | 0.0% | 0.00% | -50.0% | |
| CRM | SALESFORCE INC | $812 | -4.0% | 4 | 0.0% | 0.00% | – | |
| KRNT | KORNIT DIGITAL LTD | $473 | -35.6% | 25 | 0.0% | 0.00% | – | |
| STLA | STELLANTIS N.V | $96 | +9.1% | 5 | 0.0% | 0.00% | – | |
| NURO | NEUROMETRIX INC | $359 | -26.4% | 500 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $13 | -7.1% | 2 | 0.0% | 0.00% | – | |
| UBER | UBER TECHNOLOGIES INC | $1,150 | +6.5% | 25 | 0.0% | 0.00% | – | |
| UIS | UNISYS CORP | $276 | -13.5% | 80 | 0.0% | 0.00% | – | |
| Exit | METEN HOLDING GROUP LTD | $0 | – | -167 | -100.0% | 0.00% | – | |
| GTX | Sell | GARRETT MOTION INC | $52 | -74.3% | 7 | -74.1% | 0.00% | – |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $642 | -95.0% | 7 | -94.7% | 0.00% | -100.0% |
| FOXA | New | FOX CORP | $94 | – | 3 | +100.0% | 0.00% | – |
| Exit | IRONNET INC | $0 | – | -1,000 | -100.0% | 0.00% | – | |
| EZA | ISHARES INCmsci sth afr etf | $1,167 | -5.4% | 31 | 0.0% | 0.00% | – | |
| ANNALY CAPITAL MANAGEMENT IN | $471 | -6.0% | 25 | 0.0% | 0.00% | – | ||
| TMUS | T-MOBILE US INC | $141 | +1.4% | 1 | 0.0% | 0.00% | – | |
| FTV | FORTIVE CORP | $965 | -0.8% | 13 | 0.0% | 0.00% | – | |
| BRC INC | $718 | -30.4% | 200 | 0.0% | 0.00% | – | ||
| New | SOUNDHOUND AI INC | $557 | – | 277 | +100.0% | 0.00% | – | |
| SCILEX HOLDING CO | $344 | -74.8% | 245 | 0.0% | 0.00% | -100.0% | ||
| BB | BLACKBERRY LTD | $57 | -14.9% | 12 | 0.0% | 0.00% | – | |
| EXPENSIFY INC | $325 | -59.3% | 100 | 0.0% | 0.00% | – | ||
| RKT | ROCKET COS INC | $491 | -8.7% | 60 | 0.0% | 0.00% | – | |
| RBLX | ROBLOX CORPcl a | $58 | -28.4% | 2 | 0.0% | 0.00% | – | |
| RAD | New | RITE AID CORP | $37 | – | 82 | +100.0% | 0.00% | – |
| REZI | Sell | RESIDEO TECHNOLOGIES INC | $172 | -78.1% | 11 | -75.0% | 0.00% | – |
| AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -102 | -100.0% | 0.00% | – |
| CHW | CALAMOS GBL DYN INCOME FUND | $1,108 | -8.0% | 200 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC | $78 | -11.4% | 3 | 0.0% | 0.00% | – | |
| CAH | New | CARDINAL HEALTH INC | $869 | – | 10 | +100.0% | 0.00% | – |
| Exit | NEPTUNE WELLNESS SOLUTIONS I | $0 | – | -3 | -100.0% | 0.00% | – | |
| PORTMAN RIDGE FIN CORP | $462 | -3.8% | 24 | 0.0% | 0.00% | – | ||
| VIAC | PARAMOUNT GLOBAL | $762 | -18.8% | 59 | 0.0% | 0.00% | – | |
| PTON | PELOTON INTERACTIVE INC | $21 | -32.3% | 4 | 0.0% | 0.00% | – | |
| OGN | ORGANON & CO | $87 | -17.1% | 5 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $851 | -3.1% | 8 | 0.0% | 0.00% | – | |
| New | AMC ENTMT HLDGS INCcl a new | $88 | – | 11 | +100.0% | 0.00% | – | |
| C | CITIGROUP INC | $83 | -10.8% | 2 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORPw exp 08/03/202 | $1,082 | +16.0% | 25 | 0.0% | 0.00% | – | |
| WYY | WIDEPOINT CORP | $430 | -7.5% | 250 | 0.0% | 0.00% | – | |
| KODK | EASTMAN KODAK CO | $632 | -8.8% | 150 | 0.0% | 0.00% | – | |
| D | DOMINION ENERGY INC | $1,073 | -13.7% | 24 | 0.0% | 0.00% | – | |
| NKLA | NIKOLA CORP | $785 | +13.8% | 500 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $31 | +14.8% | 2 | 0.0% | 0.00% | – | ||
| LLNW | New | EDGIO INC | $341 | – | 400 | +100.0% | 0.00% | – |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $1,139 | +22.1% | 312 | 0.0% | 0.00% | – | |
| New | BTC DIGITAL LTD | $19 | – | 9 | +100.0% | 0.00% | – | |
| TAP | MOLSON COORS BEVERAGE COcl b | $270 | -2.5% | 4 | 0.0% | 0.00% | – | |
| NWSA | New | NEWS CORP NEWcl a | $41 | – | 2 | +100.0% | 0.00% | – |
| UBS | UBS GROUP AG | $74 | +21.3% | 3 | 0.0% | 0.00% | – | |
| ON HLDG AGnamen akt a | $557 | -15.6% | 20 | 0.0% | 0.00% | – | ||
| LAC | Exit | LITHIUM AMERS CORP NEW | $0 | – | -100 | -100.0% | -0.00% | – |
| ONLN | Exit | PROSHARES TRonline rtl etf | $0 | – | -70 | -100.0% | -0.00% | – |
| WHG | Exit | WESTWOOD HLDGS GROUP INC | $0 | – | -106 | -100.0% | -0.00% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -27 | -100.0% | -0.00% | – |
| BGCP | Exit | BGC PARTNERS INCcl a | $0 | – | -900 | -100.0% | -0.00% | – |
| HAIL | Exit | SPDR SER TRs&p kensho smart | $0 | – | -160 | -100.0% | -0.00% | – |
| HYLD | Exit | EXCHANGE LISTED FDS TRhigh yield etf | $0 | – | -186 | -100.0% | -0.00% | – |
| UEIC | Exit | UNIVERSAL ELECTRS INC | $0 | – | -600 | -100.0% | -0.00% | – |
| XTN | Exit | SPDR SER TRs&p transn etf | $0 | – | -50 | -100.0% | -0.00% | – |
| VOX | Exit | VANGUARD WORLD FDS | $0 | – | -70 | -100.0% | -0.00% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -177 | -100.0% | -0.00% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -22 | -100.0% | -0.00% | – |
| ESS | Exit | ESSEX PPTY TR INC | $0 | – | -42 | -100.0% | -0.00% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -106 | -100.0% | -0.01% | – |
| GIB | Exit | CGI INCcl a sub vtg | $0 | – | -159 | -100.0% | -0.01% | – |
| XHE | Exit | SPDR SER TRhlth cr equip | $0 | – | -206 | -100.0% | -0.01% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -628 | -100.0% | -0.01% | – |
| WOR | Exit | WORTHINGTON INDS INC | $0 | – | -405 | -100.0% | -0.01% | – |
| FLR | Exit | FLUOR CORP NEW | $0 | – | -1,000 | -100.0% | -0.01% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -1,000 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q3 2023 | 20.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 14.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 11.2% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 7.6% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 4.1% |
| ISHARES TR | 8 | Q3 2023 | 13.2% |
| ISHARES TR | 8 | Q3 2023 | 6.0% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 2.7% |
| APPLE INC | 8 | Q3 2023 | 2.3% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.0% |
View Stephens Consulting, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2023-01-20 |
View Stephens Consulting, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.