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CIK: 0000720672
Total reported value
$120.2B
$120.2B
3365 檔
8.9%
In Q3 2024, Stifel Financial CORP's U.S. equity holdings reached a combined market value of $120.2B, distributed across 3365 disclosed stock positions.
In Q3 2024, Stifel Financial CORP displayed an active expansion posture, initiating 4 new positions and adding to 131 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3365 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.23% | -0.27% | +0.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.07% | +0.94% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.09% | +1.12% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | +0.09% | +0.54% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.16% | -1.75% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | — | +0.21% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | -0.01% | -0.16% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.08% | -2.63% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.02% | +0.07% | -1.76% | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.97% | -0.21% | +2.21% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | +0.01% | -0.79% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.01% | -2.48% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.14% | +882.89% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.05% | +0.12% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.08% | +1.44% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | -0.05% | +0.22% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.79% | -0.11% | +2.74% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.07% | +3.43% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | +0.17% | +0.30% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.74% | -0.18% | -1.45% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.15% | +4.24% | |
| 22 | ACN | Accenture plc | Stock-Tech | 0.70% | -0.11% | +1.53% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.13% | +1.91% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.10% | -3.24% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | -0.07% | +24.26% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.64% | -0.03% | +1.87% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.62% | +0.14% | -0.55% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.12% | -2.16% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | — | +0.81% | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 0.56% | +0.02% | +0.60% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.55% | -0.07% | +2.90% | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.55% | -0.03% | -0.27% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.28% | -0.16% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.01% | -1.11% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | +0.04% | +2.51% | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 0.51% | -0.07% | -0.93% | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.51% | -0.33% | +1.19% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.51% | -0.08% | -0.37% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.06% | +4.65% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.51% | — | -1.00% | |
| 41 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.50% | -0.11% | +0.13% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | -0.01% | -17.02% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.49% | +0.03% | -1.01% | |
| 44 | ITW | Illinois Tool Works | Stock-Industrials | 0.48% | -0.04% | +0.98% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.28% | +3.21% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | -0.03% | -3.62% | |
| 47 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.47% | -0.04% | +0.51% | |
| 48 | GWW | Ww Grainger Inc | Stock-Industrials | 0.47% | +0.02% | -0.85% | |
| 49 | APH | Amphenol Corp-cl A | Stock-Tech | 0.46% | +0.12% | -3.49% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | +0.01% | +5.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSG | Republic Services Inc | +0.3% | +437.89% | Add |
| 2 | ELV | Elevance Health Inc | +0.3% | +309.67% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.1% | +24.26% | Add |
| 4 | PKG | Packaging CORP Of America | +0.1% | +1462.19% | Add |
| 5 | AAPL | Apple Inc | +0.1% | +0.94% | Add |
| 6 | HD | Home Depot Inc | +0.1% | -0.16% | Trim |
| 7 | LMT | Lockheed Martin CORP | +0.1% | -1.45% | Trim |
| 8 | BHVN | Biohaven Ltd. | +0.1% | +0.44% | Add |
| 9 | WMT | Walmart Inc | +0.1% | -2.63% | Trim |
| 10 | IBM | Intl Business Machines CORP | +0.1% | +0.49% | Add |
| 11 | EUSA | Ishares Msci USA Equal Weigh | +0.1% | +13188.35% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +4.24% | Add |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +39.83% | Add |
| 14 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 15 | ACN | Accenture plc | +0.1% | +1.53% | Add |
| 16 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +146.24% | Add |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | -1.76% | Trim |
| 18 | JNJ | Johnson & Johnson | +0.1% | +3.43% | Add |
| 19 | MDT | Medtronic plc | +0.1% | +2.90% | Add |
| 20 | ADP | Automatic Data Processing | +0.1% | +0.60% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.65% | Add |
| 22 | CLX | Clorox Company | +0.1% | +1.65% | Add |
| 23 | NKE | Nike Inc -cl B | +0.1% | +5.99% | Add |
| 24 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +59.72% | Add |
| 25 | EQIX | Equinix Inc | +0.1% | +35.18% | Add |
| 26 | ABNB | Airbnb Inc-class A | +0.1% | +367.13% | Add |
| 27 | XSHQ | Invesco S&p Smallcap Quality | +0.1% | NEW | New buy |
| 28 | KO | Coca-cola Co/the | 0% | +1.87% | Add |
| 29 | APD | Air Products & Chemicals Inc | 0% | +1.19% | Add |
| 30 | CMI | Cummins Inc | 0% | -0.93% | Trim |
| 31 | ORCL | Oracle CORP | 0% | +1.76% | Add |
| 32 | MCD | Mcdonald's CORP | 0% | +1.71% | Add |
| 33 | NSC | Norfolk Southern CORP | 0% | +5.14% | Add |
| 34 | PH | Parker Hannifin CORP | 0% | +9.32% | Add |
| 35 | GLD | Spdr Gold Shares | 0% | +13.86% | Add |
| 36 | EFV | Ishares Msci Eafe Value ETF | 0% | +105.83% | Add |
| 37 | GEV | GE Vernova Inc | 0% | +25.15% | Add |
| 38 | ABBV | Abbvie Inc | 0% | -1.11% | Trim |
| 39 | GWW | Ww Grainger Inc | 0% | -0.85% | Trim |
| 40 | MA | Mastercard Inc - A | 0% | +3.50% | Add |
| 41 | NEE | Nextera Energy Inc | 0% | +0.41% | Add |
| 42 | RTX | Rtx CORP | 0% | +0.97% | Add |
| 43 | SPHY | Ss Spdr P High Yield ETF | 0% | +702.21% | Add |
| 44 | TSLA | Tesla Inc | 0% | +4.39% | Add |
| 45 | AXP | American Express Co | 0% | +9.15% | Add |
| 46 | LOW | Lowe's Cos Inc | 0% | -1.57% | Trim |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +21.68% | Add |
| 48 | XEL | Xcel Energy Inc | 0% | +19.03% | Add |
| 49 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +686.75% | Add |
| 50 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.74% | Add |
According to official SEC Form 13F filings, Stifel Financial CORP reported a total U.S. public equity portfolio value of $120.2B across 3365 disclosed positions in Q3 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.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 8.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $65.4M
Top Position Liquidated / Trimmed
TEL
前期市值: $65.3M
During Q3 2024, Stifel Financial CORP's top holdings by market value included MSFT (3.2%)、AAPL (2.9%)、NVDA (2.4%). The largest single position, MSFT, represented 3.2% of total portfolio value.
In Q3 2024, Stifel Financial CORP made 200 total portfolio adjustments, initiating 4 new buys, adding to 131 positions, trimming 63 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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