| Ticker | Asset | Value |
|---|
| — |
Stephens Advantage Account ⇒ US Treas Bill Maturity 2/19/2026 GS |
$1.0M–5M |
| — |
TN 401k ⇒ Tennessee Stable Value Fund MF |
$500k–1M |
| BRK.B |
Stephens Advantage Account ⇒ Berkshire Hathaway Inc. New ST |
$250k–500k |
| GOSXX |
Stephens Advantage Account ⇒ Federated Hermes Government Obligations Fund Svc Shares MF |
$250k–500k |
| IBM |
Stephens Advantage Account ⇒ International Business Machines Corporation ST |
$250k–500k |
| — |
Stephens Advantage Account ⇒ US Treas Bill Mat 5/14/2026 GS |
$250k–500k |
| MSFT |
Stephens SEP IRA ⇒ Microsoft Corporation ST |
$250k–500k |
| — |
TN 457 ⇒ Tennessee Stable Value Fund MF |
$250k–500k |
| AMGN |
Stephens Advantage Account ⇒ Amgen Inc. ST |
$100k–250k |
| AZO |
Stephens Advantage Account ⇒ AutoZone, Inc. ST |
$100k–250k |
| CGMU |
Stephens Advantage Account ⇒ Capital Group Municipal Income ETF EF |
$100k–250k |
| FDX |
Stephens Advantage Account ⇒ FedEx Corporation ST |
$100k–250k |
| — |
Stephens Advantage Account ⇒ FRANKLIN RISING DIVIDENDS FUND MF |
$100k–250k |
| — |
Stephens Advantage Account ⇒ Invesco Variable Rate Preferred EF |
$100k–250k |
| MAR |
REV RFDG-COVENANT HLTH SER A OPT ERP [GS] Stephens Advantage Account ⇒ Marriott International - Class A ST |
$100k–250k |
| NOC |
Stephens Advantage Account ⇒ Northrop Grumman Corporation ST |
$100k–250k |
| VTES |
Stephens Advantage Account ⇒ Vanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF EF |
$100k–250k |
| BRK.B |
Stephens SEP IRA ⇒ Berkshire Hathaway Inc. New ST |
$100k–250k |
| XOM |
Stephens SEP IRA ⇒ Exxon Mobil Corporation ST |
$100k–250k |
| ABX |
Barrick Gold Corporation ST |
$100k |
| LLY |
Stephens Advantage Account ⇒ Eli Lilly and Company Common Stock ST |
$50k–100k |
| MAA |
Stephens Advantage Account ⇒ Mid-America Apartment Communities, Inc. ST |
$50k–100k |
| — |
Stephens Advantage Account ⇒ Schwab Strategic TR US Dividend Equity EF |
$50k–100k |
| PFXF |
Stephens Advantage Account ⇒ VanEck Preferred Securities ex Financials ETF EF |
$50k–100k |
| FHN |
Stephens Roth IRA ⇒ First Horizon Corporation Common Stock ST |
$50k–100k |