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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

STEPHENS INC /AR/ INSTITUTION : STEPHENS INC /AR/
STEPHENS INC /AR/ Portfolio (reported on 2020-02-14)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 157,671,000 963,642 3.30%
ISHARES TR    (RUS MDCP VAL ETF) IWS 114,334,000 1,206,432 2.39%
ISHARES TR    (RUS 1000 VAL ETF) IWD 111,963,000 820,362 2.34%
ISHARES TR    (SH TR CRPORT ETF) CSJ 97,236,000 1,813,086 2.03%
ISHARES TR    (RUS 1000 GRW ETF) IWF 93,728,000 532,788 1.96%
APPLE INC    (COM) AAPL 76,305,000 303,667 1.59%
COCA COLA CO    (COM) KO 66,567,000 1,202,648 1.39%
MICROSOFT CORP    (COM) MSFT 61,763,000 391,650 1.29%
ISHARES TR    (RUS MD CP GR ETF) IWP 60,699,000 397,821 1.27%
ISHARES TR    (RUS 2000 VAL ETF) IWN 60,532,000 470,776 1.26%
ISHARES TR    (1 3 YR TREAS BD) SHY 58,352,000 689,496 1.22%
ISHARES GOLD TRUST    (ISHARES) IAU 51,397,000 3,544,638 1.07%
AT&T INC    (COM) T 49,929,000 1,277,603 1.04%
WALMART INC    (COM) WMT 42,935,000 361,288 0.89%
SPDR SERIES TRUST    (PORTFOLIO INTRMD) ITR 39,658,000 1,123,128 0.83%
ISHARES TR    (RUS MID CAP ETF) IWR 38,423,000 644,469 0.80%
JPMORGAN CHASE & CO    (COM) JPM 37,237,000 267,125 0.78%
GOLUB CAP BDC INC    (COM) GBDC 36,445,000 1,974,822 0.76%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 31,780,000 378,969 0.66%
VERIZON COMMUNICATIONS INC    (COM) VZ 31,674,000 515,868 0.66%
DIPLOMAT PHARMACY INC    (COM) DPLO 30,461,000 7,615,198 0.63%
SPDR SERIES TRUST    (PORTFLI INTRMDIT) ITE 29,639,000 958,263 0.62%
ISHARES TR    (PFD AND INCM SEC) PFF 28,896,000 768,707 0.60%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 28,782,000 310,187 0.60%
BANK AMER CORP    (COM) BAC 28,697,000 814,797 0.60%
JOHNSON & JOHNSON    (COM) JNJ 28,681,000 196,621 0.60%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 28,054,000 169,368 0.58%
SPDR SERIES TRUST    (PORTFOLIO SHORT) SCPB 28,038,000 909,145 0.58%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 27,664,000 201,824 0.57%
VANGUARD INDEX FDS    (MID CAP ETF) VO 27,284,000 153,125 0.57%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 26,870,000 308,066 0.56%
ISHARES TR    (RUS 2000 GRW ETF) IWO 26,076,000 121,727 0.54%
VISA INC    (COM CL A) V 25,981,000 138,270 0.54%
EXXON MOBIL CORP    (COM) XOM 25,784,000 369,506 0.54%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 25,334,000 78,713 0.53%
AMAZON COM INC    (COM) AMZN 25,266,000 13,673 0.52%
ISHARES TR    (MSCI EAFE ETF) EFA 25,174,000 362,522 0.52%
ABBVIE INC    (COM) ABBV 25,101,000 283,498 0.52%
CHEVRON CORP NEW    (COM) CVX 24,946,000 207,002 0.52%
ALPHABET INC    (CAP STK CL C) GOOG 24,256,000 18,142 0.50%
MERCK & CO INC    (COM) MRK 23,846,000 262,184 0.49%
PFIZER INC    (COM) PFE 22,844,000 583,065 0.47%
FACEBOOK INC    (CL A) FB 22,835,000 111,255 0.47%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 22,651,000 514,106 0.47%
INTEL CORP    (COM) INTC 22,312,000 372,796 0.46%
VANGUARD INDEX FDS    (VALUE ETF) VTV 22,311,000 186,154 0.46%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 21,729,000 76,216 0.45%
ISHARES TR    (U.S. REAL ES ETF) IYR 21,714,000 233,283 0.45%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 21,205,000 1,652,803 0.44%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 20,926,000 114,871 0.43%
LOWES COS INC    (COM) LOW 20,791,000 173,606 0.43%
BLACKSTONE GROUP INC    (COM CL A) 20,786,000 371,579 0.43%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 20,403,000 68,977 0.42%
VANGUARD GROUP    (DIV APP ETF) VIG 20,369,000 163,393 0.42%
PEPSICO INC    (COM) PEP 19,844,000 145,199 0.41%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 19,185,000 356,939 0.40%
MEDTRONIC PLC    (SHS) MDT 18,838,000 166,049 0.39%
ISHARES TR    (S&P 500 GRWT ETF) IVW 18,679,000 96,460 0.39%
WASTE MGMT INC DEL    (COM) WMI 18,172,000 159,460 0.38%
ISHARES TR    (MSCI EMG MKT ETF) EEM 18,162,000 404,778 0.38%
UNITED PARCEL SERVICE INC    (CL B) UPS 18,061,000 154,289 0.37%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 17,994,000 155,495 0.37%
PROCTER & GAMBLE CO    (COM) PG 17,977,000 143,932 0.37%
ISHARES TR    (INTRM TR CRP ETF) CIU 17,858,000 308,007 0.37%
DISNEY WALT CO    (COM DISNEY) DIS 17,280,000 119,479 0.36%
ISHARES TR    (RUS 1000 ETF) IWB 17,123,000 95,969 0.35%
ADOBE INC    (COM) ADBE 16,660,000 50,514 0.34%
MCDONALDS CORP    (COM) MCD 16,640,000 84,204 0.34%
ISHARES TR    (RUSSELL 3000 ETF) IWV 16,476,000 87,413 0.34%
CISCO SYS INC    (COM) CSCO 16,332,000 340,530 0.34%
INVESCO EXCHNG TRADED FD TR    (VAR RATE PFD) 16,271,000 629,920 0.34%
ABBOTT LABS    (COM) ABT 16,067,000 184,979 0.33%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 15,192,000 162,113 0.31%
DOMINION ENERGY INC    (COM) D 15,158,000 183,020 0.31%
ALPHABET INC    (CAP STK CL A) GOOGL 15,021,000 11,215 0.31%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 14,909,000 65,824 0.31%
MASTERCARD INC    (CL A) MA 14,841,000 49,704 0.31%
UNITEDHEALTH GROUP INC    (COM) UNH 14,569,000 49,557 0.30%
HOME DEPOT INC    (COM) HD 14,333,000 65,634 0.30%
3M CO    (COM) MMM 14,041,000 79,586 0.29%
MACQUARIE INFRASTRUCTURE COR    (COM) MIC 13,995,000 326,673 0.29%
BROADCOM INC    (COM) 13,938,000 44,105 0.29%
PACER FDS TR    (TRENDP US LAR CP) 13,918,000 415,971 0.29%
DUKE ENERGY CORP NEW    (COM NEW) DUK 13,674,000 149,913 0.28%
SPDR SERIES TRUST    (BLMBRG BRC CNVRT) CWB 13,587,000 244,820 0.28%
ISHARES TR    (RUSSELL 2000 ETF) IWM 13,411,000 80,947 0.28%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 13,233,000 281,619 0.27%
TRUIST FINL CORP    (COM) 13,168,000 233,814 0.27%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 13,130,000 77,011 0.27%
BOEING CO    (COM) BA 13,007,000 39,927 0.27%
PHILIP MORRIS INTL INC    (COM) PM 13,002,000 152,804 0.27%
COMCAST CORP NEW    (CL A) CMCSA 12,926,000 287,445 0.27%
INVESCO QQQ TR    (UNIT SER 1) 12,736,000 59,901 0.26%
ZOETIS INC    (CL A) ZTS 12,686,000 95,853 0.26%
HOME BANCSHARES INC    (COM) HOMB 12,519,000 636,754 0.26%
KIMBERLY CLARK CORP    (COM) KMB 12,299,000 89,418 0.25%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 11,642,000 261,789 0.24%
SALESFORCE COM INC    (COM) CRM 11,635,000 71,540 0.24%
FIRST TR MORNINGSTAR DIV LEA    (SHS) FDL 11,581,000 355,463 0.24%
ALTRIA GROUP INC    (COM) MO 11,544,000 231,303 0.24%
ILLINOIS TOOL WKS INC    (COM) ITW 11,214,000 62,427 0.23%
SOUTHERN CO    (COM) SO 11,099,000 174,241 0.23%
VANGUARD ADMIRAL FDS INC    (MIDCP 400 IDX) IVOO 11,093,000 79,837 0.23%
KURA SUSHI USA INC    (CL A COM) 10,949,000 430,234 0.22%
ISHARES TR    (CORE S&P SCP ETF) IJR 10,919,000 130,216 0.22%
ISHARES TR    (CORE S&P MCP ETF) IJH 10,847,000 52,701 0.22%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 10,443,000 179,008 0.21%
BCE INC    (COM NEW) BCE 10,255,000 221,250 0.21%
AMERICAN TOWER CORP NEW    (COM) AMT 10,185,000 44,319 0.21%
BP PLC    (SPONSORED ADR) BP 10,128,000 268,374 0.21%
US BANCORP DEL    (COM NEW) USB 10,103,000 170,396 0.21%
LOCKHEED MARTIN CORP    (COM) LMT 9,810,000 25,194 0.20%
GILEAD SCIENCES INC    (COM) GILD 9,803,000 150,869 0.20%
PRICE T ROWE GROUP INC    (COM) TROW 9,783,000 80,291 0.20%
LYONDELLBASELL INDUSTRIES N    (SHS - A -) LALLF 9,442,000 99,933 0.19%
WELLS FARGO CO NEW    (COM) WFC 9,411,000 174,919 0.19%
CDN IMPERIAL BK COMM TORONTO    (COM) CM 9,395,000 112,918 0.19%
NIKE INC    (CL B) NKE 9,252,000 91,323 0.19%
AMGEN INC    (COM) AMGN 9,178,000 38,072 0.19%
ENBRIDGE INC    (COM) ENB 9,127,000 229,485 0.19%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 9,095,000 43,194 0.19%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 9,087,000 99,126 0.19%
FEDEX CORP    (COM) FDX 9,051,000 59,858 0.18%
BRISTOL MYERS SQUIBB CO    (COM) BMY 9,010,000 140,358 0.18%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 8,970,000 158,539 0.18%
CROWN CASTLE INTL CORP NEW    (COM) CCI 8,847,000 62,239 0.18%
CVS HEALTH CORP    (COM) CVS 8,827,000 118,814 0.18%
INVESCO EXCHNG TRADED FD TR    (S&P500 HDL VOL) 8,788,000 199,589 0.18%
COSTCO WHSL CORP NEW    (COM) COST 8,756,000 29,790 0.18%
HONEYWELL INTL INC    (COM) HON 8,744,000 49,404 0.18%
WELLTOWER INC    (COM) HCN 8,732,000 106,777 0.18%
ISHARES TR    (S&P 500 VAL ETF) IVE 8,695,000 66,836 0.18%
ALIGN TECHNOLOGY INC    (COM) ALGN 8,657,000 31,023 0.18%
TARGET CORP    (COM) TGT 8,593,000 67,021 0.18%
AIR PRODS & CHEMS INC    (COM) APD 8,517,000 36,244 0.17%
DOLLAR GEN CORP NEW    (COM) DG 8,513,000 54,576 0.17%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL TEC) 8,350,000 42,158 0.17%
EMERSON ELEC CO    (COM) EMR 8,350,000 109,497 0.17%
PAYPAL HLDGS INC    (COM) PYPL 8,308,000 76,803 0.17%
EATON CORP PLC    (SHS) ETN 8,292,000 87,543 0.17%
ISHARES TR    (EXPND TEC SC ETF) IGM 8,128,000 33,567 0.17%
CENTURYLINK INC    (COM) CTL 8,113,000 614,182 0.16%
AMERICAN EXPRESS CO    (COM) AXP 8,001,000 64,268 0.16%
NATIONAL GRID PLC    (SPONSORED ADR NE) 7,934,000 126,607 0.16%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 7,886,000 58,834 0.16%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 7,787,000 276,512 0.16%
CITIGROUP INC    (COM NEW) C 7,762,000 97,157 0.16%
PACER FDS TR    (TRENDP 100 ETF) 7,749,000 192,095 0.16%
KINDER MORGAN INC DEL    (COM) KMI 7,725,000 364,883 0.16%
UNITED TECHNOLOGIES CORP    (COM) UTX 7,680,000 51,284 0.16%
CATERPILLAR INC DEL    (COM) CAT 7,651,000 51,807 0.16%
ISHARES TR    (U.S. FIN SVC ETF) IYG 7,630,000 50,257 0.15%
PAYCHEX INC    (COM) PAYX 7,601,000 89,361 0.15%
AFLAC INC    (COM) AFL 7,466,000 141,141 0.15%
STARBUCKS CORP    (COM) SBUX 7,286,000 82,872 0.15%
METLIFE INC    (COM) MET 7,210,000 141,450 0.15%
PNC FINL SVCS GROUP INC    (COM) PNC 7,205,000 45,136 0.15%
NEXTERA ENERGY INC    (COM) NEE 7,159,000 29,563 0.14%
BRITISH AMERN TOB PLC    (SPONSORED ADR) BTI 7,151,000 168,422 0.14%
BOOKING HLDGS INC    (COM) 7,147,000 3,480 0.14%
EQUINIX INC    (COM) EQIX 7,140,000 12,232 0.14%
ISHARES INC    (MIN VOL GBL ETF) ACWV 7,098,000 74,066 0.14%
ISHARES TR    (SELECT DIVID ETF) DVY 7,074,000 66,951 0.14%
VANECK VECTORS ETF TRUST    (MORNINGSTAR WIDE) 6,966,000 127,172 0.14%
ROYAL DUTCH SHELL PLC    (SPON ADR B) RDS-B 6,950,000 115,897 0.14%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 6,920,000 55,176 0.14%
ISHARES INC    (MIN VOL EMRG MKT) EEMV 6,863,000 117,003 0.14%
CONSOLIDATED EDISON INC    (COM) ED 6,853,000 75,753 0.14%
FIRST TR EXCHANGE TRADED FD    (DJ INTERNT IDX) FDN 6,828,000 49,077 0.14%
JOHNSON CTLS INTL PLC    (SHS) 6,796,000 166,929 0.14%
V F CORP    (COM) VFC 6,773,000 67,965 0.14%
RAYTHEON CO    (COM NEW) RTN 6,730,000 30,626 0.14%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 6,665,000 82,259 0.13%
CONOCOPHILLIPS    (COM) COP 6,651,000 102,271 0.13%
ALPS ETF TR    (ALERIAN MLP) AMLP 6,628,000 779,819 0.13%
GOLDMAN SACHS ETF TR    (ACCESS INVT GR) 6,476,000 123,115 0.13%
PPL CORP    (COM) PPL 6,249,000 174,165 0.13%
QUALCOMM INC    (COM) QCOM 6,243,000 70,756 0.13%
VANGUARD ADMIRAL FDS INC    (SMLCP 600 GRTH) VIOG 6,173,000 37,260 0.12%
BANK NEW YORK MELLON CORP    (COM) BK 6,098,000 121,159 0.12%
MAGELLAN MIDSTREAM PRTNRS LP    (COM UNIT RP LP) MMP 6,044,000 96,127 0.12%
CONSTELLATION BRANDS INC    (CL A) STZ 6,036,000 31,810 0.12%
APOLLO GLOBAL MGMT INC    (COM CL A) 6,028,000 126,345 0.12%
GENERAL DYNAMICS CORP    (COM) GD 6,015,000 34,106 0.12%
DANAHER CORPORATION    (COM) DHR 5,996,000 39,064 0.12%
KKR & CO INC    (CL A) 5,995,000 205,525 0.12%
VANGUARD WHITEHALL FDS INC    (INTL HIGH ETF) 5,890,000 92,352 0.12%
AXALTA COATING SYS LTD    (COM) AXTA 5,889,000 193,723 0.12%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 5,791,000 56,857 0.12%
EVEREST RE GROUP LTD    (COM) RE 5,784,000 20,893 0.12%
MARATHON PETE CORP    (COM) MPC 5,780,000 95,930 0.12%
TRAVELERS COMPANIES INC    (COM) TRV 5,778,000 42,194 0.12%
SELECT SECTOR SPDR TR    (COMMUNICATION) 5,772,000 107,621 0.12%
LKQ CORP    (COM) LKQX 5,757,000 161,259 0.12%
HUNTINGTON BANCSHARES INC    (COM) HBAN 5,706,000 378,354 0.11%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 5,702,000 29,738 0.11%
INVESCO EXCHNG TRADED FD TR    (EMRNG MKT SVRG) 5,692,000 192,441 0.11%
WYNDHAM HOTELS & RESORTS INC    (COM) 5,551,000 88,379 0.11%
TJX COS INC NEW    (COM) TJX 5,549,000 90,875 0.11%
REGIONS FINL CORP NEW    (COM) RF 5,525,000 321,979 0.11%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2019-12-31: 4,772,969,000 SEC FILING
* Portfolios do not reflect changes after reporting
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