StoneX Group Top Holdings and 13F Report (2024)

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About StoneX Group

StoneX Group NASDAQ: SNEX has filed 13-F forms with the SEC as an investor. StoneX Group is itself a publicly traded company. For more information on StoneX Group stock, visit the StoneX Group stock profile here.

Investment Activity

StoneX Group has $914.90 thousand in total holdings as of March 31, 2024.
StoneX Group owns shares of 278 different stocks, but just 79 companies or ETFs make up 80% of its holdings.
Approximately 12.39% of the portfolio was purchased this quarter.
About 6.94% of the portfolio was sold this quarter.
This quarter, StoneX Group has purchased 264 new stocks and bought additional shares in 120 stocks.
StoneX Group sold shares of 99 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $87,073
iShares Core S&P 500 ETF: $68,316
iShares Russell 1000 Value ETF: $53,995
iShares Russell Mid-Cap ETF: $33,265
Apple: $21,277

Largest New Holdings this Quarter

Invesco S&P 500 Equal Weight ETF: $19,917 Holding
Invesco S&P 500 Equal Weight Technology ETF: $12,915 Holding
iShares Asia 50 ETF: $4,177 Holding
iShares China Large-Cap ETF: $3,611 Holding
McDonald's: $3,261 Holding

Largest Purchases this Quarter

Invesco S&P 500 Equal Weight ETF: 117,597 shares (about $19.92K)
Invesco S&P 500 Equal Weight Technology ETF: 367,018 shares (about $12.92K)
iShares Core S&P Mid-Cap ETF: 160,811 shares (about $9.77K)
iShares Asia 50 ETF: 68,800 shares (about $4.18K)
iShares China Large-Cap ETF: 150,000 shares (about $3.61K)

Largest Sales this Quarter

Technology Select Sector SPDR Fund: 66,330 shares (about $13.81K)
Vanguard S&P 500 ETF: 23,796 shares (about $11.44K)
United Community Banks: 93,134 shares (about $2.47K)
Vanguard High Dividend Yield ETF: 13,836 shares (about $1.67K)
First Trust TCW Opportunistic Fixed Income ETF: 23,535 shares (about $1.03K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$87,073	$11,439 ▼	-11.6%	181,138	9.5%	ETF
IVV iShares Core S&P 500 ETF	$68,316	$3,074 ▲	4.7%	129,947	7.5%	ETF
IWD iShares Russell 1000 Value ETF	$53,995	$1,085 ▲	2.1%	301,462	5.9%	ETF
IWR iShares Russell Mid-Cap ETF	$33,265	$2,301 ▲	7.4%	395,599	3.6%	ETF
AAPL Apple	$21,277	$227 ▲	1.1%	124,076	2.3%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$19,917	$19,917 ▲	New Holding	117,597	2.2%	ETF
BUFR FT Vest Laddered Buffer ETF	$17,358	$2,732 ▲	18.7%	620,801	1.9%	ETF
XLV Health Care Select Sector SPDR Fund	$15,611	$231 ▲	1.5%	105,670	1.7%	ETF
EFA iShares MSCI EAFE ETF	$15,603	$1,729 ▲	12.5%	195,374	1.7%	Finance
NVDA NVIDIA	$15,293	$509 ▼	-3.2%	16,925	1.7%	Computer and Technology
MSFT Microsoft	$14,577	$318 ▲	2.2%	34,647	1.6%	Computer and Technology
FTSM First Trust Enhanced Short Maturity ETF	$13,764	$456 ▼	-3.2%	229,917	1.5%	Manufacturing
RSPT Invesco S&P 500 Equal Weight Technology ETF	$12,915	$12,915 ▲	New Holding	367,018	1.4%	ETF
VTI Vanguard Total Stock Market ETF	$12,734	$1,814 ▲	16.6%	48,994	1.4%	ETF
AMZN Amazon.com	$12,704	$555 ▼	-4.2%	70,428	1.4%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$12,664	$1,674 ▼	-11.7%	104,687	1.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$12,512	$9,767 ▲	355.7%	206,015	1.4%	ETF
VUG Vanguard Growth ETF	$10,694	$706 ▼	-6.2%	31,069	1.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$10,049	$792 ▼	-7.3%	90,940	1.1%	ETF
XLK Technology Select Sector SPDR Fund	$9,766	$13,815 ▼	-58.6%	46,891	1.1%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$8,020	$1,043 ▲	15.0%	69,554	0.9%	ETF
RDVY First Trust NASDAQ Rising Dividend Achievers	$7,905	$451 ▼	-5.4%	140,742	0.9%	Manufacturing
FIXD First Trust TCW Opportunistic Fixed Income ETF	$7,303	$1,026 ▼	-12.3%	167,506	0.8%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$7,185	$218 ▲	3.1%	13,697	0.8%	Finance
FVD First Trust Value Line Dividend Index Fund	$7,106	$1,015 ▼	-12.5%	168,258	0.8%	ETF
AME AMETEK	$6,219	$243 ▼	-3.8%	34,003	0.7%	Computer and Technology
QQQM Invesco NASDAQ 100 ETF	$6,200	$834 ▲	15.5%	33,940	0.7%	ETF
SDVY First Trust SMID Cap Rising Dividend Archievers ETF	$6,123	$1,383 ▲	29.2%	175,861	0.7%	ETF
JPM JPMorgan Chase & Co.	$6,076	$345 ▲	6.0%	30,332	0.7%	Finance
VDC Vanguard Consumer Staples ETF	$6,068	$561 ▼	-8.5%	29,723	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$6,033	$232 ▲	4.0%	33,035	0.7%	ETF
HD Home Depot	$5,958	$431 ▲	7.8%	15,531	0.7%	Retail/Wholesale
FXN First Trust Energy AlphaDEX Fund	$5,950	$1,001 ▼	-14.4%	317,717	0.7%	ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$5,579	$1,050 ▲	23.2%	137,053	0.6%	ETF
PG Procter & Gamble	$5,208	$639 ▲	14.0%	32,097	0.6%	Consumer Staples
CVX Chevron	$5,155	$74 ▲	1.5%	32,681	0.6%	Oils/Energy
ABBV AbbVie	$5,117	$685 ▲	15.5%	28,098	0.6%	Medical
XOM Exxon Mobil	$5,025	$278 ▲	5.9%	43,226	0.5%	Oils/Energy
VO Vanguard Mid-Cap ETF	$4,810	$35 ▼	-0.7%	19,250	0.5%	ETF
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$4,775	$14 ▼	-0.3%	88,891	0.5%	ETF
COWZ Pacer US Cash Cows 100 ETF	$4,766	$207 ▲	4.5%	82,024	0.5%	ETF
BRK.B Berkshire Hathaway	$4,682	$180 ▼	-3.7%	11,133	0.5%	Finance
CAT Caterpillar	$4,665	$94 ▲	2.1%	12,731	0.5%	Industrial Products
MRK Merck & Co., Inc.	$4,543	$528 ▲	13.1%	34,234	0.5%	Medical
XLI Industrial Select Sector SPDR Fund	$4,480	$233 ▲	5.5%	35,571	0.5%	ETF
IVW iShares S&P 500 Growth ETF	$4,441	$532 ▼	-10.7%	52,596	0.5%	ETF
JNJ Johnson & Johnson	$4,329	$626 ▲	16.9%	27,368	0.5%	Medical
GOOGL Alphabet	$4,218	$79 ▼	-1.8%	27,944	0.5%	Computer and Technology
SO Southern	$4,197	$85 ▲	2.1%	58,496	0.5%	Utilities
AIA iShares Asia 50 ETF	$4,177	$4,177 ▲	New Holding	68,800	0.5%	ETF
LRGF iShares U.S. Equity Factor ETF	$4,020	$304 ▼	-7.0%	74,711	0.4%	ETF
PEP PepsiCo	$4,007	$380 ▲	10.5%	22,745	0.4%	Consumer Staples
QCOM QUALCOMM	$3,947	$5 ▼	-0.1%	23,315	0.4%	Computer and Technology
SUB iShares Short-Term National Muni Bond ETF	$3,890	$573 ▼	-12.8%	37,144	0.4%	ETF
HDV iShares Core High Dividend ETF	$3,871	$45 ▲	1.2%	35,125	0.4%	ETF
BX Blackstone	$3,870	$184 ▲	5.0%	29,458	0.4%	Finance
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$3,797	$502 ▼	-11.7%	72,357	0.4%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$3,741	$35 ▲	0.9%	41,612	0.4%	ETF
FXI iShares China Large-Cap ETF	$3,611	$3,611 ▲	New Holding	150,000	0.4%	ETF
AMGN Amgen	$3,604	$157 ▲	4.6%	12,677	0.4%	Medical
EPU iShares MSCI Peru and Global Exposure ETF	$3,523	$336 ▼	-8.7%	89,953	0.4%	ETF
MGC Vanguard Mega Cap ETF	$3,439	$91 ▲	2.7%	18,403	0.4%	ETF
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$3,413	$221 ▼	-6.1%	82,788	0.4%	Manufacturing
VB Vanguard Small-Cap ETF	$3,347	$732 ▼	-18.0%	14,640	0.4%	ETF
CSCO Cisco Systems	$3,315	$233 ▲	7.5%	66,422	0.4%	Computer and Technology
MCD McDonald's	$3,261	$3,261 ▲	New Holding	11,565	0.4%	Retail/Wholesale
GOOG Alphabet	$3,087	$239 ▲	8.4%	20,275	0.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$3,073	$78 ▲	2.6%	14,613	0.3%	Finance
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$3,068	$110 ▲	3.7%	30,512	0.3%	ETF
TSLA Tesla	$3,025	$219 ▲	7.8%	17,209	0.3%	Auto/Tires/Trucks
BSY Bentley Systems	$3,001		0.0%	57,459	0.3%	Computer and Technology
EPD Enterprise Products Partners	$2,997	$302 ▲	11.2%	102,721	0.3%	Oils/Energy
MDIV First Trust Multi-Asset Diversified Income Index Fund	$2,951	$190 ▼	-6.1%	186,913	0.3%	Manufacturing
BIV Vanguard Intermediate-Term Bond ETF	$2,951	$80 ▼	-2.6%	39,143	0.3%	ETF
DGRO iShares Core Dividend Growth ETF	$2,889	$329 ▲	12.9%	49,759	0.3%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$2,830	$525 ▲	22.8%	41,698	0.3%	Manufacturing
DOW DOW	$2,817	$49 ▼	-1.7%	48,622	0.3%	Basic Materials
UCON First Trust TCW Unconstrained Plus Bond ETF	$2,807	$69 ▲	2.5%	114,110	0.3%	ETF
FTA First Trust Large Cap Value AlphaDEX Fund	$2,779	$602 ▼	-17.8%	36,382	0.3%	Manufacturing
DEM WisdomTree Emerging Markets High Dividend Fund	$2,729	$2,729 ▲	New Holding	65,214	0.3%	Finance
CVS CVS Health	$2,621	$434 ▲	19.9%	32,867	0.3%	Retail/Wholesale
VTV Vanguard Value ETF	$2,535	$63 ▼	-2.4%	15,567	0.3%	ETF
WMT Walmart	$2,389	$1,672 ▲	233.2%	39,568	0.3%	Retail/Wholesale
PM Philip Morris International	$2,375	$271 ▲	12.9%	25,558	0.3%	Consumer Staples
UPS United Parcel Service	$2,345	$446 ▼	-16.0%	15,778	0.3%	Transportation
UCBI United Community Banks	$2,266	$2,473 ▼	-52.2%	85,355	0.2%	Finance
IBM International Business Machines	$2,207	$132 ▲	6.3%	11,557	0.2%	Computer and Technology
LMBS First Trust Low Duration Opportunities ETF	$2,160	$259 ▼	-10.7%	44,773	0.2%	Manufacturing
SHY iShares 1-3 Year Treasury Bond ETF	$2,126	$91 ▼	-4.1%	25,994	0.2%	Manufacturing
VLO Valero Energy	$2,126	$100 ▲	4.9%	12,453	0.2%	Oils/Energy
TFC Truist Financial	$2,123	$229 ▲	12.1%	54,475	0.2%	Finance
USB U.S. Bancorp	$2,110	$211 ▲	11.1%	46,690	0.2%	Finance
FXR First Trust Industrials/Producer Durables AlphaDEX Fund	$2,082	$52 ▼	-2.4%	28,535	0.2%	ETF
TMUS T-Mobile US	$2,079	$305 ▲	17.2%	12,735	0.2%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$2,047	$13 ▼	-0.6%	40,803	0.2%	ETF
EMR Emerson Electric	$2,027	$479 ▲	31.0%	17,875	0.2%	Industrial Products
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$2,009	$310 ▼	-13.4%	44,027	0.2%	ETF
MMLG First Trust Multi-Manager Large Growth ETF	$1,995		0.0%	72,563	0.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,975	$388 ▲	24.4%	48,066	0.2%	Finance
PRN Invesco Dorsey Wright Industrials Momentum ETF	$1,968	$20 ▲	1.0%	14,103	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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StoneX Group Top Holdings and 13F Report (2024)

About StoneX Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

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Terms & Info

StoneX Group Top Holdings and 13F Report (2024)

About StoneX Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStoneX Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information