Stevens Capital Partners Top Holdings and 13F Report (2025) About Stevens Capital PartnersInvestment ActivityStevens Capital Partners has $220.87 million in total holdings as of December 31, 2024.Stevens Capital Partners owns shares of 63 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.39% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Stevens Capital Partners has purchased 62 new stocks and bought additional shares in 45 stocks.Stevens Capital Partners sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Growth ETF $62,831,254iShares Core S&P 500 ETF $23,004,898iShares Core S&P Total U.S. Stock Market ETF $15,976,554Union Pacific $10,097,339iShares Core S&P U.S. Growth ETF $8,455,670 Largest New Holdings this Quarter Alphabet $240,249 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 106,640 shares (about $2.47M)Vanguard Growth ETF 5,934 shares (about $2.44M)Schwab US Small-Cap ETF 82,524 shares (about $2.13M)Union Pacific 3,807 shares (about $868.14K)Vanguard Large-Cap ETF 1,632 shares (about $440.16K) Largest Sales this Quarter Vanguard Value ETF 956 shares (about $161.85K)iShares Core S&P U.S. Growth ETF 962 shares (about $134.06K)SPDR Portfolio Developed World ex-US ETF 3,324 shares (about $113.45K)Starbucks 694 shares (about $63.33K)SPDR S&P 500 ETF Trust 92 shares (about $53.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStevens Capital Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$62,831,254$2,435,546 ▲4.0%153,08328.4%ETFIVViShares Core S&P 500 ETF$23,004,898$181,312 ▲0.8%39,07910.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$15,976,554$72,156 ▲0.5%124,2157.2%ETFUNPUnion Pacific$10,097,339$868,144 ▲9.4%44,2794.6%TransportationIUSGiShares Core S&P U.S. Growth ETF$8,455,670$134,056 ▼-1.6%60,6793.8%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$7,246,871$53,748 ▲0.7%141,7073.3%ETFVTVVanguard Value ETF$7,172,955$161,852 ▼-2.2%42,3683.2%ETFIUSViShares Core S&P U.S. Value ETF$6,924,247$50,554 ▲0.7%74,7843.1%ManufacturingVTIVanguard Total Stock Market ETF$6,328,464$53,904 ▼-0.8%21,8372.9%ETFVOEVanguard Mid-Cap Value ETF$5,956,252$118,902 ▲2.0%36,8192.7%ETFIWPiShares Russell Mid-Cap Growth ETF$4,946,530$112,554 ▲2.3%39,0262.2%ETFIWFiShares Russell 1000 Growth ETF$4,718,298$40,962 ▼-0.9%11,7492.1%ETFSCHASchwab US Small-Cap ETF$4,115,120$2,134,067 ▲107.7%159,1311.9%ETFSCHXSchwab US Large-Cap ETF$3,368,634$2,471,916 ▲275.7%145,3251.5%ETFSLYVSPDR S&P 600 Small CapValue ETF$3,066,462$157,834 ▲5.4%35,1461.4%ETFIWNiShares Russell 2000 Value ETF$3,033,300$4,925 ▲0.2%18,4771.4%ETFIWOiShares Russell 2000 Growth ETF$2,895,407$18,996 ▼-0.7%10,0601.3%ETFAAPLApple$2,746,963$351,854 ▲14.7%10,9691.2%Computer and TechnologyBRK.BBerkshire Hathaway$2,431,770$27,196 ▼-1.1%5,3651.1%FinanceVOVanguard Mid-Cap ETF$2,022,835$29,584 ▼-1.4%7,6580.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,954,875$88,761 ▲4.8%20,1740.9%FinanceVBRVanguard Small-Cap Value ETF$1,845,651$56,283 ▲3.1%9,3130.8%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,605,230$140,610 ▲9.6%29,3510.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,586,232$113,449 ▼-6.7%46,4760.7%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,542,387$33,001 ▲2.2%21,5930.7%ETFMSFTMicrosoft$1,504,244$190,982 ▲14.5%3,5680.7%Computer and TechnologyMDYVSPDR S&P 400 Mid Cap Value ETF$1,453,562$13,233 ▲0.9%18,1240.7%ETFAMZNAmazon.com$1,386,522$149,841 ▲12.1%6,3200.6%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$1,231,102$5,075 ▼-0.4%4,8520.6%ETFVEAVanguard FTSE Developed Markets ETF$1,198,571$38,878 ▲3.4%25,0640.5%ETFDFASDimensional U.S. Small Cap ETF$1,115,449$48,484 ▲4.5%17,1400.5%ETFIEFAiShares Core MSCI EAFE ETF$1,090,849$14,197 ▲1.3%15,5210.5%ETFIJTiShares S&P Small-Cap 600 Growth ETF$1,075,617$40,474 ▼-3.6%7,9460.5%ETFSPYSPDR S&P 500 ETF Trust$961,205$53,921 ▼-5.3%1,6400.4%FinanceVVVanguard Large-Cap ETF$824,223$440,161 ▲114.6%3,0560.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$813,537$2,461 ▲0.3%9,2550.4%ETFSPLGSPDR Portfolio S&P 500 ETF$801,340$55,702 ▲7.5%11,6240.4%ETFTXNTexas Instruments$762,757$9,190 ▲1.2%4,0670.3%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$751,814$122,420 ▲19.5%14,9970.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$707,348$8,583 ▼-1.2%7,8290.3%ETFNVDANVIDIA$678,095$19,474 ▲3.0%5,0490.3%Computer and TechnologyVGTVanguard Information Technology ETF$627,531$121,277 ▲24.0%1,0090.3%ETFTSLATesla$624,609$103,361 ▲19.8%1,5470.3%Auto/Tires/TrucksIWRiShares Russell Mid-Cap ETF$613,844$8,840 ▼-1.4%6,9440.3%ETFIJHiShares Core S&P Mid-Cap ETF$570,107$70,095 ▲14.0%9,1500.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$517,888$27,156 ▼-5.0%9,9170.2%ETFGOOGLAlphabet$478,571$186,279 ▲63.7%2,5280.2%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$452,801$55,215 ▲13.9%7,8070.2%ETFTSMTaiwan Semiconductor Manufacturing$441,115$12,835 ▲3.0%2,2340.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$438,831$27,042 ▲6.6%9,9640.2%ETFIWSiShares Russell Mid-Cap Value ETF$420,952$2,974 ▼-0.7%3,2550.2%ETFMETAMeta Platforms$402,843$109,494 ▲37.3%6880.2%Computer and TechnologySCHFSchwab International Equity ETF$376,162$192,216 ▲104.5%20,3330.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$343,745$80,958 ▲30.8%8,9590.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$289,604$9,638 ▲3.4%3,1850.1%ETFSBUXStarbucks$284,357$63,332 ▼-18.2%3,1160.1%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$268,805$840 ▼-0.3%9600.1%ETFSCHMSchwab U.S. Mid-Cap ETF$262,187$190,087 ▲263.6%9,4620.1%ETFIWDiShares Russell 1000 Value ETF$260,615$37,760 ▲16.9%1,4080.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$254,093$37,315 ▲17.2%7,7560.1%ETFVOOVanguard S&P 500 ETF$251,426$1,077 ▲0.4%4670.1%ETFGOOGAlphabet$240,249$240,249 ▲New Holding1,2610.1%Computer and TechnologyMLPAGlobal X MLP ETF$215,978$3,162 ▲1.5%4,3710.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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