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Donald L. Chaney

@Stephens Inc Ar

Latest period2024 - Q3ReportedManaged Assets$7.049BTotal holdings1291
Assets growth rate7.54%Assets growth rate (2-Q avg)4.6%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Stephens Inc Ar's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1291 positions.

Assets under management

The assets under management (AUM) of Stephens Inc Ar over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.049B in assets, with a quarterly growth rate of 7.54% and a 2-quarter average growth rate of 4.6%. The portfolio is managed by Donald L. Chaney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon Com Inc
Recent Activity
Decreased -1.69%
1.29%
$90.329M
484,781 shares@ $186.33 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.34%
1.15%
$80.375M
661,848 shares@ $121.45 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 28.49%
1.1%
$77.476M
367,430 shares@ $210.86 avg price
AVGOBroadcom Inc
Recent Activity
Increased 822%
1%
$69.944M
405,473 shares@ $172.5 avg price
KRUSKura Sushi Usa Inc
Recent Activity
Decreased -0.83%
0.95%
$66.957M
831,144 shares@ $80.57 avg price
MRKMerck & Co Inc
Recent Activity
Increased 3.91%
0.93%
$65.363M
575,581 shares@ $113.57 avg price
VTVVanguard Index Fds
Recent Activity
Increased 11.63%
0.88%
$61.416M
351,816 shares@ $174.57 avg price
IWPIshares Tr
Recent Activity
Increased 0.3%
0.84%
$58.898M
502,160 shares@ $117.29 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 9.07%
0.76%
$53.47M
1.108M shares@ $48.25 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -2.37%
0.76%
$53.097M
668,556 shares@ $79.43 avg price