StoneX Group Top Holdings and 13F Report (2024)

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 $1.14 million in total holdings as of September 30, 2024.
StoneX Group owns shares of 303 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
Approximately 10.38% of the portfolio was purchased this quarter.
About 5.46% of the portfolio was sold this quarter.
This quarter, StoneX Group has purchased 295 new stocks and bought additional shares in 132 stocks.
StoneX Group sold shares of 112 stocks and completely divested from 39 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $100,551
iShares Core S&P 500 ETF: $86,449
iShares Russell 1000 Value ETF: $61,460
Schwab Fundamental International Large Company Index ETF: $44,785
iShares Russell Mid-Cap ETF: $32,253

Largest New Holdings this Quarter

Broadcom: $5,331 Holding
Prudential: $5,090 Holding
Schwab Short-Term U.S. Treasury ETF: $2,829 Holding
Lowe's Companies: $2,713 Holding
Analog Devices: $2,454 Holding

Largest Purchases this Quarter

VictoryShares Free Cash Flow ETF: 457,296 shares (about $15.23K)
iShares Core S&P 500 ETF: 12,356 shares (about $7.13K)
Broadcom: 30,906 shares (about $5.33K)
Prudential: 274,565 shares (about $5.09K)
Vanguard Total Bond Market ETF: 41,689 shares (about $3.13K)

Largest Sales this Quarter

iShares Russell Mid-Cap ETF: 50,749 shares (about $4.47K)
Apple: 10,875 shares (about $2.53K)
SPDR S&P 500 ETF Trust: 3,935 shares (about $2.26K)
UPAR Ultra Risk Parity ETF: 106,750 shares (about $1.58K)
First Trust TCW Opportunistic Fixed Income ETF: 30,802 shares (about $1.39K)

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	$100,551	$2,704 ▲	2.8%	189,967	8.9%	ETF
IVV iShares Core S&P 500 ETF	$86,449	$7,127 ▲	9.0%	149,871	7.6%	ETF
IWD iShares Russell 1000 Value ETF	$61,460	$2,443 ▲	4.1%	323,817	5.4%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$44,785	$3,097 ▲	7.4%	1,198,416	3.9%	ETF
IWR iShares Russell Mid-Cap ETF	$32,253	$4,473 ▼	-12.2%	365,933	2.8%	ETF
AAPL Apple	$29,580	$2,534 ▼	-7.9%	126,952	2.6%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$24,880	$1,792 ▲	7.8%	138,872	2.2%	ETF
SDVY First Trust SMID Cap Rising Dividend Archievers ETF	$24,414	$2,545 ▲	11.6%	671,089	2.1%	ETF
NVDA NVIDIA	$23,397	$2,153 ▲	10.1%	192,646	2.1%	Computer and Technology
BUFR FT Vest Laddered Buffer ETF	$21,271	$869 ▲	4.3%	711,629	1.9%	ETF
EFA iShares MSCI EAFE ETF	$19,912	$1,731 ▲	9.5%	238,102	1.8%	Finance
MSFT Microsoft	$18,031	$591 ▼	-3.2%	41,903	1.6%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$17,415	$526 ▲	3.1%	113,073	1.5%	ETF
VYM Vanguard High Dividend Yield ETF	$17,263	$1,872 ▲	12.2%	134,658	1.5%	ETF
AMZN Amazon.com	$16,438	$1,880 ▲	12.9%	88,218	1.4%	Retail/Wholesale
VFLO VictoryShares Free Cash Flow ETF	$16,028	$15,228 ▲	1,903.2%	481,324	1.4%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$15,938	$795 ▲	5.2%	422,771	1.4%	ETF
VTI Vanguard Total Stock Market ETF	$15,335	$153 ▲	1.0%	53,991	1.4%	ETF
VUG Vanguard Growth ETF	$13,428	$1,002 ▲	8.1%	34,974	1.2%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$11,951	$1,828 ▲	18.1%	198,790	1.1%	Manufacturing
XLK Technology Select Sector SPDR Fund	$9,860	$65 ▼	-0.7%	43,673	0.9%	ETF
NFTY First Trust India NIFTY 50 Equal Weight ETF	$9,193	$1,038 ▲	12.7%	141,786	0.8%	Manufacturing
ITOT iShares Core S&P Total U.S. Stock Market ETF	$8,625	$62 ▼	-0.7%	68,656	0.8%	ETF
VDC Vanguard Consumer Staples ETF	$7,937	$787 ▲	11.0%	36,112	0.7%	ETF
RDVY First Trust NASDAQ Rising Dividend Achievers	$7,872	$212 ▼	-2.6%	132,952	0.7%	Manufacturing
VIG Vanguard Dividend Appreciation ETF	$7,296	$176 ▲	2.5%	36,685	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$7,271	$2,265 ▼	-23.8%	12,633	0.6%	Finance
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$7,102	$169 ▲	2.4%	155,569	0.6%	ETF
HD Home Depot	$7,065	$222 ▲	3.3%	17,435	0.6%	Retail/Wholesale
QQQM Invesco NASDAQ 100 ETF	$7,043	$74 ▼	-1.0%	35,064	0.6%	ETF
JPM JPMorgan Chase & Co.	$6,839	$128 ▼	-1.8%	32,432	0.6%	Finance
ABBV AbbVie	$6,462	$422 ▲	7.0%	32,720	0.6%	Medical
GOOGL Alphabet	$6,257	$1,057 ▲	20.3%	37,725	0.6%	Computer and Technology
PG Procter & Gamble	$6,220	$292 ▼	-4.5%	35,912	0.5%	Consumer Staples
FVD First Trust Value Line Dividend Index Fund	$6,197	$538 ▼	-8.0%	136,221	0.5%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$6,083	$1,222 ▲	25.1%	114,812	0.5%	ETF
XOM Exxon Mobil	$5,912	$218 ▲	3.8%	50,432	0.5%	Oils/Energy
CVX Chevron	$5,885	$527 ▲	9.8%	39,962	0.5%	Oils/Energy
SO Southern	$5,790	$115 ▲	2.0%	64,207	0.5%	Utilities
AME AMETEK	$5,686	$150 ▼	-2.6%	33,113	0.5%	Computer and Technology
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$5,650	$710 ▲	14.4%	105,180	0.5%	Manufacturing
AVGO Broadcom	$5,331	$5,331 ▲	New Holding	30,906	0.5%	Computer and Technology
BRK.B Berkshire Hathaway	$5,217	$51 ▼	-1.0%	11,335	0.5%	Finance
CAT Caterpillar	$5,205	$388 ▼	-6.9%	13,309	0.5%	Industrial Products
VO Vanguard Mid-Cap ETF	$5,121	$2 ▼	0.0%	19,411	0.5%	ETF
PUK Prudential	$5,090	$5,090 ▲	New Holding	274,565	0.4%	Finance
IVW iShares S&P 500 Growth ETF	$4,994	$151 ▼	-2.9%	52,153	0.4%	ETF
TSLA Tesla	$4,950	$137 ▲	2.8%	18,918	0.4%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$4,941	$66 ▼	-1.3%	30,490	0.4%	Medical
XLI Industrial Select Sector SPDR Fund	$4,926	$191 ▼	-3.7%	36,373	0.4%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$4,769	$1,394 ▼	-22.6%	105,412	0.4%	Manufacturing
COWZ Pacer US Cash Cows 100 ETF	$4,741	$254 ▼	-5.1%	81,639	0.4%	ETF
BND Vanguard Total Bond Market ETF	$4,693	$3,131 ▲	200.4%	62,487	0.4%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$4,571	$25 ▼	-0.5%	47,150	0.4%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,495	$39 ▼	-0.8%	72,135	0.4%	ETF
MRK Merck & Co., Inc.	$4,483	$173 ▲	4.0%	39,214	0.4%	Medical
PEP PepsiCo	$4,426	$14 ▼	-0.3%	26,029	0.4%	Consumer Staples
HDV iShares Core High Dividend ETF	$4,321	$118 ▲	2.8%	36,738	0.4%	ETF
MCD McDonald's	$4,296	$220 ▲	5.4%	14,106	0.4%	Retail/Wholesale
GLD SPDR Gold Shares	$4,204	$1,251 ▲	42.3%	17,296	0.4%	Finance
LRGF iShares U.S. Equity Factor ETF	$4,166	$471 ▼	-10.2%	70,888	0.4%	ETF
AMGN Amgen	$4,068	$295 ▼	-6.8%	12,624	0.4%	Medical
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$3,999	$1,006 ▼	-20.1%	73,070	0.4%	ETF
IWM iShares Russell 2000 ETF	$3,950	$276 ▲	7.5%	17,880	0.3%	Finance
MGC Vanguard Mega Cap ETF	$3,776	$42 ▼	-1.1%	18,275	0.3%	ETF
PM Philip Morris International	$3,760	$190 ▲	5.3%	30,628	0.3%	Consumer Staples
BX Blackstone	$3,750	$1,022 ▼	-21.4%	24,492	0.3%	Finance
GOOG Alphabet	$3,593	$110 ▲	3.2%	21,491	0.3%	Computer and Technology
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$3,586	$172 ▲	5.0%	35,614	0.3%	ETF
WMT Walmart	$3,545	$232 ▼	-6.2%	43,900	0.3%	Retail/Wholesale
QCOM QUALCOMM	$3,533	$653 ▼	-15.6%	20,774	0.3%	Computer and Technology
CSCO Cisco Systems	$3,512	$327 ▼	-8.5%	65,992	0.3%	Computer and Technology
TMUS T-Mobile US	$3,476	$313 ▲	9.9%	16,843	0.3%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$3,345	$1,697 ▲	103.0%	33,210	0.3%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$3,189	$56 ▲	1.8%	40,694	0.3%	ETF
VB Vanguard Small-Cap ETF	$3,181	$28 ▼	-0.9%	13,370	0.3%	ETF
UCON First Trust TCW Unconstrained Plus Bond ETF	$3,126	$1,278 ▲	69.2%	124,387	0.3%	ETF
EEM iShares MSCI Emerging Markets ETF	$3,027	$188 ▲	6.6%	66,008	0.3%	Finance
IJR iShares Core S&P Small-Cap ETF	$2,996	$153 ▲	5.4%	25,612	0.3%	ETF
DOW DOW	$2,962	$267 ▲	9.9%	54,220	0.3%	Basic Materials
EPD Enterprise Products Partners	$2,935	$310 ▼	-9.6%	100,830	0.3%	Oils/Energy
EMR Emerson Electric	$2,916	$329 ▲	12.7%	26,663	0.3%	Industrial Products
DGRO iShares Core Dividend Growth ETF	$2,877	$161 ▲	5.9%	45,896	0.3%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$2,829	$2,829 ▲	New Holding	57,765	0.2%	ETF
T AT&T	$2,817	$13 ▲	0.5%	128,059	0.2%	Computer and Technology
USB U.S. Bancorp	$2,803	$345 ▲	14.0%	60,640	0.2%	Finance
TFC Truist Financial	$2,791	$123 ▲	4.6%	65,265	0.2%	Finance
MS Morgan Stanley	$2,782	$643 ▲	30.1%	26,688	0.2%	Finance
LOW Lowe's Companies	$2,713	$2,713 ▲	New Holding	10,018	0.2%	Retail/Wholesale
VTV Vanguard Value ETF	$2,626	$61 ▼	-2.3%	15,044	0.2%	ETF
BSY Bentley Systems	$2,615		0.0%	51,459	0.2%	Computer and Technology
ETR Entergy	$2,521	$653 ▲	34.9%	19,152	0.2%	Utilities
CVS CVS Health	$2,488	$83 ▲	3.5%	39,572	0.2%	Retail/Wholesale
ADI Analog Devices	$2,454	$2,454 ▲	New Holding	10,662	0.2%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$2,424	$1,311 ▲	117.8%	30,010	0.2%	ETF
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$2,381	$2,381 ▲	New Holding	47,411	0.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$2,372	$96 ▲	4.2%	44,909	0.2%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$2,325	$51 ▼	-2.1%	32,017	0.2%	Manufacturing
PRN Invesco Dorsey Wright Industrials Momentum ETF	$2,241	$97 ▲	4.5%	14,647	0.2%	ETF
VZ Verizon Communications	$2,237	$15 ▼	-0.7%	49,818	0.2%	Computer and Technology

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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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

Map of 500 Largest Holdings ofStoneX Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools