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Angela J. Martin

@Stephens Group Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.201BTotal holdings34
Assets growth rate0.32%Assets growth rate (2-Q avg)4.74%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Stephens Group Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Stephens Group Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.201B in assets, with a quarterly growth rate of 0.32% and a 2-quarter average growth rate of 4.74%. The portfolio is managed by Angela J. Martin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOEVanguard Index Fds
Recent Activity
Increased 0.49%
13.25%
$158.981M
982,757 shares@ $161.78 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.41%
10.92%
$131.058M
319,311 shares@ $410.45 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.68%
10.47%
$125.619M
741,991 shares@ $169.3 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -0.21%
9.52%
$114.294M
450,418 shares@ $253.76 avg price
IWSIshares Tr
Recent Activity
Decreased -0.23%
7.21%
$86.479M
668,615 shares@ $129.35 avg price
SPTISpdr Ser Tr
Recent Activity
Increased 1.14%
6.69%
$80.216M
2.877M shares@ $27.89 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.22%
6.32%
$75.822M
382,594 shares@ $198.19 avg price
IWDIshares Tr
Recent Activity
Decreased -0.17%
5.64%
$67.672M
365,537 shares@ $185.14 avg price
IWFIshares Tr
Recent Activity
Decreased -0.28%
5.6%
$67.191M
167,318 shares@ $401.58 avg price
IWPIshares Tr
Recent Activity
Decreased -0.43%
4.7%
$56.387M
444,870 shares@ $126.76 avg price