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CIK: 0000720672
Total reported value
$120.2B
$120.2B
3336 檔
7.7%
At the close of Q1 2024, Stifel Financial CORP disclosed equity holdings valued at approximately $120.2B, spread across 3336 reported holdings.
In Q1 2024, Stifel Financial CORP displayed an active expansion posture, initiating 1 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 7.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 3336 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.27% | +0.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.21% | +0.07% | -0.00% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +0.09% | -5.03% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | +0.09% | -1.44% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | — | -0.17% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.16% | -0.66% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | -0.01% | +1.96% | |
| 8 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.06% | -0.05% | +3.54% | |
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.05% | -0.21% | +2.63% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | +0.01% | -0.66% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.07% | +0.60% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | +0.01% | -1.62% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.08% | +202.29% | |
| 14 | LIN | Linde plc | Stock-Materials | 0.87% | -0.01% | -1.16% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.05% | +1.82% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.07% | +1.69% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.78% | -0.11% | -3.82% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.14% | -4.83% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.08% | +0.83% | |
| 20 | ACN | Accenture plc | Stock-Tech | 0.74% | -0.11% | +8.72% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.17% | +4.57% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.10% | -3.16% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.13% | +1.63% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | — | +1.01% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.15% | +19.35% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | -0.18% | +2.50% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.07% | +4.43% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.12% | +4.19% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 0.58% | — | -0.04% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.58% | +0.14% | +5.42% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.58% | -0.08% | -1.64% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.58% | -0.03% | +1.63% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | -0.01% | +4.55% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.56% | -0.07% | +4.67% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.28% | -1.83% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.54% | +0.02% | +4.49% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.17% | +7.15% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.53% | -0.04% | +1.21% | |
| 39 | CMI | Cummins Inc | Stock-Industrials | 0.52% | -0.07% | -0.58% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.52% | -0.03% | +1.29% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.52% | +0.03% | -1.68% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | +0.04% | +10.44% | |
| 43 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.51% | -0.04% | -0.02% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.01% | +6.18% | |
| 45 | GWW | Ww Grainger Inc | Stock-Industrials | 0.51% | +0.02% | -2.20% | |
| 46 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.50% | -0.11% | +5.08% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.48% | -0.04% | +9.61% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.48% | +0.12% | -1.74% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.13% | -10.83% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.47% | -0.05% | -0.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | -5.03% | Trim |
| 2 | META | Meta Platforms Inc-class A | +0.2% | +19.35% | Add |
| 3 | MRK | Merck & Co. Inc. | +0.1% | +3.54% | Add |
| 4 | LLY | Eli Lilly & Co | +0.1% | +1.63% | Add |
| 5 | AMZN | Amazon.com Inc | +0.1% | -1.44% | Trim |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +92.38% | Add |
| 7 | WEC | Wec Energy Group Inc | +0.1% | +368.28% | Add |
| 8 | MSFT | Microsoft CORP | +0.1% | +0.58% | Add |
| 9 | ETN | Eaton Corporation plc | +0.1% | -1.68% | Trim |
| 10 | TSCO | Tractor Supply Company | +0.1% | +5.08% | Add |
| 11 | EWJ | Ishares Msci Japan ETF | +0.1% | +438.09% | Add |
| 12 | ABBV | Abbvie Inc | +0.1% | +6.18% | Add |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.66% | Trim |
| 15 | CMI | Cummins Inc | +0.1% | -0.58% | Trim |
| 16 | BHVN | Biohaven Ltd. | +0.1% | +0.03% | Add |
| 17 | WMT | Walmart Inc | 0% | +202.29% | Add |
| 18 | IVW | Ishares S&p 500 Growth ETF | 0% | +4.57% | Add |
| 19 | GWW | Ww Grainger Inc | 0% | -2.20% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.00% | Add |
| 21 | IVE | Ishares S&p 500 Value ETF | 0% | +10.44% | Add |
| 22 | XOM | Exxon Mobil CORP | 0% | +4.72% | Add |
| 23 | TGT | Target CORP | 0% | +2.09% | Add |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 0% | +4.44% | Add |
| 25 | WM | Waste Management Inc | 0% | -1.64% | Trim |
| 26 | EMR | Emerson Electric Co | 0% | -0.04% | Trim |
| 27 | NFLX | Netflix Inc | 0% | +0.94% | Add |
| 28 | MA | Mastercard Inc - A | 0% | +8.93% | Add |
| 29 | VZ | Verizon Communications Inc | 0% | +12.63% | Add |
| 30 | HD | Home Depot Inc | 0% | +1.96% | Add |
| 31 | PG | Procter & Gamble Co/the | 0% | +1.82% | Add |
| 32 | AVGO | Broadcom Inc | 0% | -4.83% | Trim |
| 33 | IWF | Ishares Russell 1000 Growth | 0% | +4.55% | Add |
| 34 | CL | Colgate-palmolive Co | 0% | +1.29% | Add |
| 35 | CVX | Chevron CORP | 0% | +7.15% | Add |
| 36 | APH | Amphenol Corp-cl A | 0% | -1.74% | Trim |
| 37 | LIN | Linde plc | 0% | -1.16% | Trim |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +0.83% | Add |
| 39 | GOOG | Alphabet Inc-cl C | 0% | +4.19% | Add |
| 40 | ADP | Automatic Data Processing | 0% | +4.49% | Add |
| 41 | CRM | Salesforce Inc | 0% | -0.41% | Trim |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.62% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | 0% | -0.66% | Trim |
| 44 | V | Visa Inc-class A Shares | 0% | -0.17% | Trim |
| 45 | PEP | Pepsico Inc | 0% | +2.63% | Add |
| 46 | XONE | Bondbloxx Bbg 1 Dur US Treas | -0.1% | EXIT | Sold out |
| 47 | BA | Boeing Co/the | -0.1% | -5.47% | Trim |
| 48 | TLH | Ishares 10-20 Year Treasury | -0.1% | -57.13% | Trim |
| 49 | NKE | Nike Inc -cl B | -0.1% | -2.49% | Trim |
| 50 | AAPL | Apple Inc | -0.5% | -0.00% | Trim |
According to official SEC Form 13F filings, Stifel Financial CORP reported a total U.S. public equity portfolio value of $120.2B across 3336 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
DYNF
市值: $49.7M
Top Position Liquidated / Trimmed
XONE
前期市值: $64.8M
During Q1 2024, Stifel Financial CORP's top holdings by market value included MSFT (3.5%)、AAPL (2.2%)、NVDA (2.0%). The largest single position, MSFT, represented 3.5% of total portfolio value.
In Q1 2024, Stifel Financial CORP made 50 total portfolio adjustments, initiating 1 new buys, adding to 29 positions, trimming 19 holdings, and fully liquidating 1 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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