StoneX Group Top Holdings and 13F Report (2025)

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 $1.55 million in total holdings as of December 31, 2024.
StoneX Group owns shares of 433 different stocks, but just 108 companies or ETFs make up 80% of its holdings.
Approximately 33.13% of the portfolio was purchased this quarter.
About 6.14% of the portfolio was sold this quarter.
This quarter, StoneX Group has purchased 303 new stocks and bought additional shares in 165 stocks.
StoneX Group sold shares of 89 stocks and completely divested from 37 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $102,014
iShares Core S&P 500 ETF: $98,299
iShares Russell 1000 Value ETF: $60,618
Apple: $46,684
Schwab Fundamental International Large Company Index ETF: $41,999

Largest New Holdings this Quarter

iShares Russell 1000 Growth ETF: $36,939 Holding
TIDAL TRUST III: $24,073 Holding
J P MORGAN EXCHANGE TRADED F: $13,816 Holding
FIDELITY WISE ORIGIN BITCOIN: $9,904 Holding
iShares S&P 500 Value ETF: $7,856 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 91,985 shares (about $36.94K)
TIDAL TRUST III: 943,674 shares (about $24.07K)
iShares S&P 500 Growth ETF: 186,086 shares (about $18.89K)
VictoryShares Free Cash Flow ETF: 517,474 shares (about $17.64K)
Apple: 59,472 shares (about $14.89K)

Largest Sales this Quarter

iShares Russell Mid-Cap ETF: 284,950 shares (about $25.19K)
Health Care Select Sector SPDR Fund: 89,277 shares (about $12.28K)
Vanguard High Dividend Yield ETF: 70,400 shares (about $8.98K)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 88,568 shares (about $4.56K)
Vanguard Consumer Staples ETF: 20,843 shares (about $4.41K)

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	$102,014	$342 ▼	-0.3%	189,333	6.6%	ETF
IVV iShares Core S&P 500 ETF	$98,299	$10,073 ▲	11.4%	166,982	6.3%	ETF
IWD iShares Russell 1000 Value ETF	$60,618	$669 ▲	1.1%	327,433	3.9%	ETF
AAPL Apple	$46,684	$14,893 ▲	46.8%	186,424	3.0%	Computer and Technology
FNDF Schwab Fundamental International Large Company Index ETF	$41,999	$2,200 ▲	5.5%	1,264,663	2.7%	ETF
IWF iShares Russell 1000 Growth ETF	$36,939	$36,939 ▲	New Holding	91,985	2.4%	ETF
VFLO VictoryShares Free Cash Flow ETF	$34,049	$17,641 ▲	107.5%	998,798	2.2%	ETF
NVDA NVIDIA	$34,002	$8,132 ▲	31.4%	253,201	2.2%	Computer and Technology
MSFT Microsoft	$29,970	$12,308 ▲	69.7%	71,102	1.9%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$27,831	$3,496 ▲	14.4%	158,823	1.8%	ETF
AMZN Amazon.com	$27,074	$7,720 ▲	39.9%	123,404	1.7%	Retail/Wholesale
SDVY First Trust SMID Cap Rising Dividend Archievers ETF	$24,596	$538 ▲	2.2%	686,084	1.6%	ETF
IVW iShares S&P 500 Growth ETF	$24,188	$18,893 ▲	356.8%	238,239	1.6%	ETF
TIDAL TRUST III	$24,073	$24,073 ▲	New Holding	943,674	1.6%	ROCKEFELLER US S
BUFR FT Vest Laddered Buffer ETF	$22,636	$953 ▲	4.4%	742,892	1.5%	ETF
EFA iShares MSCI EAFE ETF	$21,316	$3,313 ▲	18.4%	281,915	1.4%	Finance
VB Vanguard Small-Cap ETF	$16,471	$13,258 ▲	412.7%	68,547	1.1%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$16,067	$247 ▲	1.6%	429,372	1.0%	ETF
VTI Vanguard Total Stock Market ETF	$15,869	$222 ▲	1.4%	54,756	1.0%	ETF
VUG Vanguard Growth ETF	$14,515	$160 ▲	1.1%	35,363	0.9%	ETF
COWZ Pacer US Cash Cows 100 ETF	$14,072	$9,447 ▲	204.2%	248,380	0.9%	ETF
J P MORGAN EXCHANGE TRADED F	$13,816	$13,816 ▲	New Holding	263,542	0.9%	ACTIVE BOND ETF
JPM JPMorgan Chase & Co.	$11,216	$3,441 ▲	44.3%	46,788	0.7%	Finance
SPY SPDR S&P 500 ETF Trust	$9,956	$2,533 ▲	34.1%	16,944	0.6%	Finance
FIDELITY WISE ORIGIN BITCOIN	$9,904	$9,904 ▲	New Holding	121,400	0.6%	SHS
NFTY First Trust India NIFTY 50 Equal Weight ETF	$9,846	$1,908 ▲	24.0%	175,856	0.6%	Manufacturing
PG Procter & Gamble	$9,560	$3,540 ▲	58.8%	57,026	0.6%	Consumer Staples
ITOT iShares Core S&P Total U.S. Stock Market ETF	$9,052	$222 ▲	2.5%	70,379	0.6%	ETF
HD Home Depot	$8,593	$1,811 ▲	26.7%	22,091	0.6%	Retail/Wholesale
ABBV AbbVie	$8,528	$2,714 ▲	46.7%	47,991	0.6%	Medical
XOM Exxon Mobil	$8,439	$3,014 ▲	55.6%	78,447	0.5%	Oils/Energy
GOOGL Alphabet	$8,373	$1,231 ▲	17.2%	44,229	0.5%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$8,316	$1,132 ▲	15.8%	42,464	0.5%	ETF
CAT Caterpillar	$8,295	$3,467 ▲	71.8%	22,867	0.5%	Industrial Products
FTSM First Trust Enhanced Short Maturity ETF	$8,277	$3,605 ▼	-30.3%	138,479	0.5%	Manufacturing
JEPI JPMorgan Equity Premium Income ETF	$8,249	$7,523 ▲	1,036.0%	143,111	0.5%	ETF
VYM Vanguard High Dividend Yield ETF	$8,199	$8,983 ▼	-52.3%	64,258	0.5%	ETF
AVGO Broadcom	$8,094	$929 ▲	13.0%	34,914	0.5%	Computer and Technology
SO Southern	$7,966	$2,680 ▲	50.7%	96,766	0.5%	Utilities
IVE iShares S&P 500 Value ETF	$7,856	$7,856 ▲	New Holding	41,159	0.5%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$7,711	$7,711 ▲	New Holding	84,800	0.5%	ETF
V Visa	$7,688	$7,688 ▲	New Holding	24,328	0.5%	Business Services
TSLA Tesla	$7,663	$23 ▲	0.3%	18,975	0.5%	Auto/Tires/Trucks
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$7,469	$743 ▲	11.0%	172,743	0.5%	ETF
IWR iShares Russell Mid-Cap ETF	$7,159	$25,190 ▼	-77.9%	80,983	0.5%	ETF
CVX Chevron	$7,061	$1,273 ▲	22.0%	48,753	0.5%	Oils/Energy
SCHO Schwab Short-Term U.S. Treasury ETF	$7,055	$5,665 ▲	407.6%	293,216	0.5%	ETF
META Meta Platforms	$6,939	$6,939 ▲	New Holding	11,852	0.4%	Computer and Technology
RDVY First Trust NASDAQ Rising Dividend Achievers	$6,727	$1,135 ▼	-14.4%	113,752	0.4%	Manufacturing
WMT Walmart	$6,606	$2,634 ▲	66.3%	73,012	0.4%	Retail/Wholesale
MCD McDonald's	$6,433	$2,344 ▲	57.3%	22,190	0.4%	Retail/Wholesale
FIDELITY COVINGTON TRUST	$6,210	$6,210 ▲	New Holding	225,575	0.4%	ENHANCED INTL
JNJ Johnson & Johnson	$6,197	$1,787 ▲	40.5%	42,849	0.4%	Medical
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$6,126	$171 ▲	2.9%	118,099	0.4%	ETF
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$5,993	$5,993 ▲	New Holding	186,758	0.4%	ETF
AME AMETEK	$5,950	$19 ▼	-0.3%	33,008	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$5,909	$1,985 ▲	50.6%	59,045	0.4%	Medical
BX Blackstone	$5,906	$1,683 ▲	39.8%	34,251	0.4%	Finance
IJH iShares Core S&P Mid-Cap ETF	$5,861	$1,366 ▲	30.4%	94,058	0.4%	ETF
MA Mastercard	$5,851	$5,851 ▲	New Holding	11,111	0.4%	Business Services
XLK Technology Select Sector SPDR Fund	$5,819	$4,335 ▼	-42.7%	25,028	0.4%	ETF
XLF Financial Select Sector SPDR Fund	$5,806	$4,488 ▲	340.6%	120,122	0.4%	ETF
PEP PepsiCo	$5,804	$1,819 ▲	45.6%	37,906	0.4%	Consumer Staples
BRK.B Berkshire Hathaway	$5,675	$537 ▲	10.4%	12,519	0.4%	Finance
GOOG Alphabet	$5,563	$1,470 ▲	35.9%	29,210	0.4%	Computer and Technology
IJJ iShares S&P Mid-Cap 400 Value ETF	$5,526	$5,526 ▲	New Holding	44,225	0.4%	ETF
GLD SPDR Gold Shares	$5,485	$1,297 ▲	31.0%	22,654	0.4%	Finance
BND Vanguard Total Bond Market ETF	$5,447	$954 ▲	21.2%	75,753	0.4%	ETF
FVD First Trust Value Line Dividend Index Fund	$5,315	$635 ▼	-10.7%	121,681	0.3%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$5,275	$1,944 ▲	58.3%	52,585	0.3%	ETF
VO Vanguard Mid-Cap ETF	$5,044	$83 ▼	-1.6%	19,098	0.3%	ETF
XLI Industrial Select Sector SPDR Fund	$4,933	$141 ▲	2.9%	37,440	0.3%	ETF
QQQM Invesco NASDAQ 100 ETF	$4,915	$2,464 ▼	-33.4%	23,354	0.3%	ETF
PM Philip Morris International	$4,891	$1,168 ▲	31.4%	40,242	0.3%	Consumer Staples
AMGN Amgen	$4,811	$1,521 ▲	46.2%	18,460	0.3%	Medical
IWM iShares Russell 2000 ETF	$4,709	$759 ▲	19.2%	21,313	0.3%	Finance
VTV Vanguard Value ETF	$4,622	$2,075 ▲	81.5%	27,298	0.3%	ETF
CSCO Cisco Systems	$4,311	$404 ▲	10.3%	72,819	0.3%	Computer and Technology
MOAT VanEck Morningstar Wide Moat ETF	$4,304	$68 ▼	-1.5%	46,420	0.3%	ETF
NVG Nuveen AMT-Free Municipal Credit Income Fund	$4,279	$4,279 ▲	New Holding	349,060	0.3%	Financial Services
HDV iShares Core High Dividend ETF	$4,202	$77 ▲	1.9%	37,427	0.3%	ETF
MS Morgan Stanley	$4,118	$763 ▲	22.7%	32,759	0.3%	Finance
TMUS T-Mobile US	$4,091	$373 ▲	10.0%	18,533	0.3%	Computer and Technology
EMR Emerson Electric	$4,081	$776 ▲	23.5%	32,927	0.3%	Industrial Products
LRGF iShares U.S. Equity Factor ETF	$4,068	$210 ▼	-4.9%	67,407	0.3%	ETF
UCON First Trust TCW Unconstrained Plus Bond ETF	$4,004	$938 ▲	30.6%	162,432	0.3%	ETF
NZF Nuveen Municipal Credit Income Fund	$3,872	$3,872 ▲	New Holding	318,163	0.2%	Financial Services
MGC Vanguard Mega Cap ETF	$3,830	$56 ▼	-1.5%	18,010	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$3,593	$642 ▲	21.8%	31,187	0.2%	ETF
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$3,556	$1,171 ▲	49.1%	70,678	0.2%	Finance
USB U.S. Bancorp	$3,531	$600 ▲	20.5%	73,056	0.2%	Finance
TFC Truist Financial	$3,488	$657 ▲	23.2%	80,403	0.2%	Finance
FIXD First Trust TCW Opportunistic Fixed Income ETF	$3,488	$1,041 ▼	-23.0%	81,184	0.2%	Manufacturing
QCOM QUALCOMM	$3,455	$263 ▲	8.3%	22,488	0.2%	Computer and Technology
ETR Entergy	$3,398	$1,946 ▲	134.0%	44,817	0.2%	Utilities
T AT&T	$3,378	$462 ▲	15.8%	148,353	0.2%	Computer and Technology
VOOV Vanguard S&P 500 Value ETF	$3,372	$3,372 ▲	New Holding	18,275	0.2%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$3,358	$317 ▲	10.4%	44,941	0.2%	ETF
SBUX Starbucks	$3,291	$3,291 ▲	New Holding	36,068	0.2%	Retail/Wholesale
LOW Lowe's Companies	$3,280	$808 ▲	32.7%	13,290	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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StoneX Group Top Holdings and 13F Report (2025)

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

MarketBeat Products

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Terms & Info

StoneX Group Top Holdings and 13F Report (2025)

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