Stephens Consulting, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 27, 2025
Value $: $399M
Signature - Title: Sheryl Stephens - CCO and Managing Member
Location: Flint, MI
Summary: This page shows a list of all the recent 13F filings made by Stephens Consulting, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stephens Consulting, LLC reported 515 stock holdings with total value $399M as of Q4 2024. Top holdings included VOO, BND, VO, VTV, and AVUV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	515	$399M	+$25.7M	-$12.9M	+$12.8M	VOO, BND, VO, VTV, AVUV	13F-HR	1/24/2025, 08:27 PM
Q3 2024	511	$390M	+$21.1M	-$2.6M	+$18.5M	VOO, BND, VO, VTV, IEFA	13F-HR	10/18/2024, 02:38 PM
Q2 2024	645	$351M	+$37.3M	-$8.85M	+$28.5M	VOO, BND, VO, VTV, IEFA	13F-HR	7/29/2024, 12:03 PM
Q1 2024	474	$326M	+$20M	-$8.69M	+$11.4M	VOO, VO, BND, VTV, IEFA	13F-HR	4/17/2024, 04:04 PM
Q4 2023	485	$295M	+$32.2M	-$6.2M	+$26M	VOO, VO, VTV, BND, IEFA	13F-HR	2/1/2024, 03:53 PM
Q3 2023	502	$246M	+$8.53M	-$5.62M	+$2.9M	VOO, VO, VTV, BND, IEFA	13F-HR	10/25/2023, 05:28 PM
Q2 2023	499	$252M	+$84.6M	-$6.08M	+$78.5M	VOO, VO, VTV, BND, IEFA	13F-HR	7/20/2023, 05:50 PM
Q1 2023	523	$166M	+$14.4M	-$4.12M	+$10.3M	VOO, VTV, VO, AVUV, IBTE	13F-HR	4/19/2023, 03:19 PM
Q4 2022	501	$151M	+$39.8M	-$9.55M	+$30.2M	VOO, VTV, VO, AVUV, IBTE	13F-HR	1/19/2023, 06:17 PM
Q3 2022	561	$111M	+$12.7M	-$17.2M	-$4.51M	VOO, VTV, VO, BND, AGG	13F-HR	1/19/2023, 06:11 PM
Q2 2022	540	$122M	+$24.6M	-$5.67M	+$18.9M	VOO, MUB, VTV, VO, BND	13F-HR	1/19/2023, 06:07 PM
Q1 2022	548	$122M	+$19.7M	-$10.9M	+$8.82M	VOO, VTV, VO, BRKB, BND	13F-HR	1/19/2023, 06:01 PM
Q4 2021	672	$118M	$0	$0		VOO, VO, BRKB, BND, IEFA	13F-HR	1/19/2023, 05:54 PM

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