STEPHENS INC /AR/ Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$6.8T
Holdings
1,236
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,236 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 817,618 | $224.7B | 3.29% | |
| 2 | AAPLAPPLE INC | 807,698 | $179.4B | 2.63% | |
| 3 | MSFTMICROSOFT CORP | 339,917 | $127.6B | 1.87% | |
| 4 | NDQINVESCO QQQ TR | 262,753 | $123.2B | 1.81% | |
| 5 | WMTWALMART INC | 1,354,406 | $118.9B | 1.74% | |
| 6 | IWDISHARES TR | 624,645 | $117.5B | 1.72% | |
| 7 | SPYSPDR S&P 500 ETF TR | 192,157 | $107.5B | 1.58% | |
| 8 | IWSISHARES TR | 816,571 | $102.9B | 1.51% | |
| 9 | JPMJPMORGAN CHASE & CO. | 375,425 | $92.1B | 1.35% | |
| 10 | AMZNAMAZON COM INC | 474,068 | $90.2B | 1.32% | |
| 11 | IWFISHARES TR | 243,457 | $87.9B | 1.29% | |
| 12 | NVDANVIDIA CORPORATION | 705,207 | $76.4B | 1.12% | |
| 13 | AVGOBROADCOM INC | 397,934 | $66.6B | 0.98% | |
| 14 | VTVVANGUARD INDEX FDS | 376,409 | $65.0B | 0.95% | |
| 15 | IWPISHARES TR | 531,836 | $62.5B | 0.92% | |
| 16 | VOOVANGUARD INDEX FDS | 116,646 | $59.9B | 0.88% | |
| 17 | AMLPALPS ETF TR | 1,063,408 | $55.2B | 0.81% | |
| 18 | GOOGALPHABET INC | 338,929 | $53.0B | 0.78% | |
| 19 | SHYISHARES TR | 625,795 | $51.8B | 0.76% | |
| 20 | MAMASTERCARD INCORPORATED | 90,543 | $49.6B | 0.73% | |
| 21 | VBRVANGUARD INDEX FDS | 265,559 | $49.5B | 0.72% | |
| 22 | VUGVANGUARD INDEX FDS | 132,792 | $49.2B | 0.72% | |
| 23 | VCSHVANGUARD SCOTTSDALE FDS | 621,708 | $49.1B | 0.72% | |
| 24 | IGSBISHARES TR | 925,220 | $48.5B | 0.71% | |
| 25 | METAMETA PLATFORMS INC | 80,214 | $46.2B | 0.68% | |
| 26 | GOOGLALPHABET INC | 286,553 | $44.3B | 0.65% | |
| 27 | CVXCHEVRON CORP NEW | 263,290 | $44.0B | 0.65% | |
| 28 | OBDCBLUE OWL CAPITAL CORPORATION | 2,990,446 | $43.8B | 0.64% | |
| 29 | IWVISHARES TR | 137,881 | $43.8B | 0.64% | |
| 30 | USFRWISDOMTREE TR | 846,458 | $42.6B | 0.62% | |
| 31 | XOMEXXON MOBIL CORP | 347,407 | $41.3B | 0.61% | |
| 32 | VVISA INC | 117,789 | $41.3B | 0.60% | |
| 33 | BXBLACKSTONE INC | 291,811 | $40.8B | 0.60% | |
| 34 | JPSTJ P MORGAN EXCHANGE TRADED F | 765,101 | $38.7B | 0.57% | |
| 35 | VOVANGUARD INDEX FDS | 148,916 | $38.5B | 0.56% | |
| 36 | KRUSKURA SUSHI USA INC | 727,922 | $37.3B | 0.55% | |
| 37 | VEAVANGUARD TAX-MANAGED FDS | 712,959 | $36.2B | 0.53% | |
| 38 | DUKDUKE ENERGY CORP NEW | 295,210 | $36.0B | 0.53% | |
| 39 | MOATVANECK ETF TRUST | 398,583 | $35.1B | 0.51% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 64,688 | $34.5B | 0.50% | |
| 41 | IWRISHARES TR | 401,619 | $34.2B | 0.50% | |
| 42 | JEPIJ P MORGAN EXCHANGE TRADED F | 589,462 | $33.7B | 0.49% | |
| 43 | JNJJOHNSON & JOHNSON | 202,712 | $33.6B | 0.49% | |
| 44 | VRPINVESCO EXCH TRADED FD TR II | 1,378,091 | $33.4B | 0.49% | |
| 45 | GSGOLDMAN SACHS GROUP INC | 60,169 | $32.9B | 0.48% | |
| 46 | VONGVANGUARD SCOTTSDALE FDS | 353,635 | $32.8B | 0.48% | |
| 47 | VIGVANGUARD SPECIALIZED FUNDS | 164,782 | $32.0B | 0.47% | |
| 48 | CSCOCISCO SYS INC | 511,402 | $31.6B | 0.46% | |
| 49 | IWMISHARES TR | 156,780 | $31.3B | 0.46% | |
| 50 | IOOISHARES TR | 322,760 | $31.1B | 0.46% | |
| 51 | ABBVABBVIE INC | 145,342 | $30.5B | 0.45% | |
| 52 | LLYELI LILLY & CO | 36,485 | $30.1B | 0.44% | |
| 53 | PLTRPALANTIR TECHNOLOGIES INC | 347,625 | $29.3B | 0.43% | |
| 54 | MRKMERCK & CO INC | 326,364 | $29.3B | 0.43% | |
| 55 | WMWASTE MGMT INC DEL | 121,517 | $28.1B | 0.41% | |
| 56 | ARCCARES CAPITAL CORP | 1,250,087 | $27.7B | 0.41% | |
| 57 | SCHDSCHWAB STRATEGIC TR | 990,262 | $27.7B | 0.41% | |
| 58 | ETENERGY TRANSFER L P | 1,476,041 | $27.4B | 0.40% | |
| 59 | CRMSALESFORCE INC | 101,480 | $27.2B | 0.40% | |
| 60 | VGSHVANGUARD SCOTTSDALE FDS | 452,092 | $26.5B | 0.39% | |
| 61 | FTCBFIRST TR EXCHANGE-TRADED FD | 1,261,287 | $26.5B | 0.39% | |
| 62 | PFFISHARES TR | 860,671 | $26.4B | 0.39% | |
| 63 | AMGNAMGEN INC | 83,843 | $26.1B | 0.38% | |
| 64 | DONSPDR DOW JONES INDL AVERAGE | 61,201 | $25.7B | 0.38% | |
| 65 | MDTMEDTRONIC PLC | 285,385 | $25.6B | 0.38% | |
| 66 | IWOISHARES TR | 100,146 | $25.6B | 0.38% | |
| 67 | APOAPOLLO GLOBAL MGMT INC | 185,609 | $25.4B | 0.37% | |
| 68 | QCOMQUALCOMM INC | 165,055 | $25.4B | 0.37% | |
| 69 | LOWLOWES COS INC | 108,568 | $25.3B | 0.37% | |
| 70 | IWBISHARES TR | 81,630 | $25.0B | 0.37% | |
| 71 | KOCOCA COLA CO | 339,019 | $24.3B | 0.36% | |
| 72 | CATCATERPILLAR INC | 70,471 | $23.2B | 0.34% | |
| 73 | PDECINNOVATOR ETFS TRUST | 614,711 | $23.1B | 0.34% | |
| 74 | IAU*ISHARES GOLD TR | 390,757 | $23.0B | 0.34% | |
| 75 | HDHOME DEPOT INC | 61,972 | $22.7B | 0.33% | |
| 76 | BACBANK AMERICA CORP | 539,856 | $22.5B | 0.33% | |
| 77 | FDLFIRST TR MORNINGSTAR DIVID L | 518,245 | $22.5B | 0.33% | |
| 78 | JCPBJ P MORGAN EXCHANGE TRADED F | 477,607 | $22.5B | 0.33% | |
| 79 | VBVANGUARD INDEX FDS | 101,187 | $22.4B | 0.33% | |
| 80 | MLMMARTIN MARIETTA MATLS INC | 45,728 | $21.9B | 0.32% | |
| 81 | TAT&T INC | 765,118 | $21.6B | 0.32% | |
| 82 | APHAMPHENOL CORP NEW | 318,832 | $20.9B | 0.31% | |
| 83 | MCDMCDONALDS CORP | 62,200 | $19.4B | 0.28% | |
| 84 | WRBBERKLEY W R CORP | 268,695 | $19.1B | 0.28% | |
| 85 | PEPPEPSICO INC | 126,875 | $19.0B | 0.28% | |
| 86 | NFLXNETFLIX INC | 20,376 | $19.0B | 0.28% | |
| 87 | VOEVANGUARD INDEX FDS | 118,133 | $19.0B | 0.28% | |
| 88 | USRTISHARES TR | 318,091 | $18.3B | 0.27% | |
| 89 | LMBSFIRST TR EXCHANGE-TRADED FD | 371,549 | $18.3B | 0.27% | |
| 90 | ZTSZOETIS INC | 110,562 | $18.2B | 0.27% | |
| 91 | ADBEADOBE INC | 47,011 | $18.0B | 0.26% | |
| 92 | BIVVANGUARD BD INDEX FDS | 230,678 | $17.7B | 0.26% | |
| 93 | KKRKKR & CO INC | 150,745 | $17.4B | 0.26% | |
| 94 | IBMINTERNATIONAL BUSINESS MACHS | 69,698 | $17.3B | 0.25% | |
| 95 | GIGBGOLDMAN SACHS ETF TR | 376,845 | $17.2B | 0.25% | |
| 96 | QUALISHARES TR | 100,707 | $17.2B | 0.25% | |
| 97 | ABTABBOTT LABS | 128,844 | $17.1B | 0.25% | |
| 98 | LMTLOCKHEED MARTIN CORP | 38,016 | $17.0B | 0.25% | |
| 99 | SGOVISHARES TR | 167,540 | $16.9B | 0.25% | |
| 100 | UNHUNITEDHEALTH GROUP INC | 31,726 | $16.6B | 0.24% |
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