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CIK: 0000096223
Total reported value
$15.2B
$15.2B
1329 檔
30.0%
As reported in its official Q1 2025 Form 13F filing, Jefferies Financial Group Inc.'s tracked investment portfolio stood at $15.2B with 1329 total positions.
In Q1 2025, Jefferies Financial Group Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GLD, SPY, AAPL) accounted for 30.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
GLD
市值: $2.5B
Showing top 200 holdings (of 1329 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 21.69% | -22.29% | -2.28% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.04% | +6.02% | -28.39% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.52% | +1.10% | -9.68% | |
| 4 | ZS | Zscaler Inc | Stock-Tech | 2.76% | — | +87.12% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.25% | -0.11% | +315.82% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.10% | +0.09% | +71.40% | |
| 7 | ARGX | Argenx Se - Adr | Stock-Healthcare | 1.91% | +0.13% | -3.62% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 1.11% | -0.58% | -42.91% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.06% | +1.43% | -77.63% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 1.01% | -0.42% | +18.42% | |
| 11 | AHCO | Adapthealth CORP | Stock-Other | 0.98% | -0.11% | +17.98% | |
| 12 | VICI | Vici Properties Inc | Stock-Real Estate | 0.79% | — | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.08% | -90.69% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | +0.38% | +8705.65% | |
| 15 | PRGS | Progress Software CORP | Stock-Other | 0.72% | -0.04% | EXIT | |
| 16 | EQT | Eqt CORP | Stock-Energy | 0.70% | -0.04% | +11.45% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.70% | -0.71% | -11.55% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.66% | +0.01% | -49.77% | |
| 19 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.64% | +0.18% | +7.95% | |
| 20 | AR | Antero Resources CORP | Stock-Energy | 0.64% | +0.02% | +41.59% | |
| 21 | HLMN | Hillman Solutions CORP | Stock-Other | 0.63% | -0.02% | -4.12% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.16% | +0.73% | |
| 23 | IREN | IREN Limited | Stock-Other | 0.57% | -0.12% | +3393.40% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | — | +630.91% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.22% | -89.28% | |
| 26 | NDAQ | Nasdaq Inc | Stock-Financials | 0.53% | -0.05% | +2462.49% | |
| 27 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 0.50% | — | +27.61% | |
| 28 | CRH | CRH plc | Stock-Materials | 0.50% | +0.27% | +947.99% | |
| 29 | TIC | Tic Solutions Inc | Stock-Other | 0.49% | +0.04% | — | |
| 30 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.48% | -0.03% | +15821.80% | |
| 31 | AON | Aon plc | Stock-Financials | 0.48% | +0.01% | +2290.87% | |
| 32 | GFF | Griffon CORP | Stock-Industrials | 0.48% | — | — | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.46% | +0.02% | +13.02% | |
| 34 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.45% | +0.02% | +405.82% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.18% | +377.36% | |
| 36 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.43% | +0.25% | -2.98% | |
| 37 | WELL | Welltower Inc | Stock-Real Estate | 0.38% | +0.19% | +120.01% | |
| 38 | RRC | Range Resources CORP | Stock-Energy | 0.34% | -0.03% | +21.86% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.24% | +44.26% | |
| 40 | SLB | Slb LTD | Stock-Energy | 0.33% | -0.05% | -12.20% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | +0.13% | -21.26% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.22% | -84.80% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | +0.11% | -63.75% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.32% | -0.01% | +248.97% | |
| 45 | WMB | Williams Cos Inc | Stock-Energy | 0.30% | -0.01% | +290.06% | |
| 46 | LGFEUR | Lions Gate Entertainment-a | Stock-Other | 0.29% | — | -0.03% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.29% | -0.10% | +22.01% | |
| 48 | REG | Regency Centers CORP | Stock-Real Estate | 0.28% | — | NEW | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.28% | +0.31% | -51.57% | |
| 50 | IMNM | Immunome Inc | Stock-Other | 0.27% | -0.35% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | ZS | Zscaler Inc | — | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 6 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 7 | ARGX | Argenx Se - Adr | — | NEW | New buy |
| 8 | WMT | Walmart Inc | — | NEW | New buy |
| 9 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 10 | MA | Mastercard Inc - A | — | NEW | New buy |
| 11 | AHCO | Adapthealth CORP | — | NEW | New buy |
| 12 | VICI | Vici Properties Inc | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 15 | PRGS | Progress Software CORP | — | NEW | New buy |
| 16 | EQT | Eqt CORP | — | NEW | New buy |
| 17 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 19 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 20 | AR | Antero Resources CORP | — | NEW | New buy |
| 21 | HLMN | Hillman Solutions CORP | — | NEW | New buy |
| 22 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 23 | IREN | IREN Limited | — | NEW | New buy |
| 24 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 25 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 26 | NDAQ | Nasdaq Inc | — | NEW | New buy |
| 27 | CCC | Ccc Intelligent Solutions Ho | — | NEW | New buy |
| 28 | CRH | CRH plc | — | NEW | New buy |
| 29 | TIC | Tic Solutions Inc | — | NEW | New buy |
| 30 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 31 | AON | Aon plc | — | NEW | New buy |
| 32 | GFF | Griffon CORP | — | NEW | New buy |
| 33 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 34 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 35 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 36 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 37 | WELL | Welltower Inc | — | NEW | New buy |
| 38 | RRC | Range Resources CORP | — | NEW | New buy |
| 39 | HD | Home Depot Inc | — | NEW | New buy |
| 40 | SLB | Slb LTD | — | NEW | New buy |
| 41 | ABBV | Abbvie Inc | — | NEW | New buy |
| 42 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 43 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 44 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 45 | WMB | Williams Cos Inc | — | NEW | New buy |
| 46 | LGFEUR | Lions Gate Entertainment-a | — | NEW | New buy |
| 47 | ABT | Abbott Laboratories | — | NEW | New buy |
| 48 | REG | Regency Centers CORP | — | NEW | New buy |
| 49 | AMGN | Amgen Inc | — | NEW | New buy |
| 50 | IMNM | Immunome Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Jefferies Financial Group Inc. reported a total U.S. public equity portfolio value of $15.2B across 1329 disclosed positions in Q1 2025.
During Q1 2025, Jefferies Financial Group Inc.'s top holdings by market value included GLD (21.7%)、SPY (10.0%)、AAPL (3.5%). The largest single position, GLD, represented 21.7% of total portfolio value.
In Q1 2025, Jefferies Financial Group Inc. made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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