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CIK: 0000720672
Total reported value
$120.2B
$120.2B
3373 檔
9.6%
According to the latest 13F quarterly dataset, Stifel Financial CORP managed an equity portfolio of $120.2B at the end of Q4 2024, spanning 3373 distinct U.S. exchange-listed positions.
Stifel Financial CORP executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 7 holdings and trimming 88 positions.
Showing top 200 holdings (of 3373 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.27% | -0.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.10% | +0.07% | +0.82% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | +0.09% | -0.85% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.09% | +0.95% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.16% | +1.37% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | — | -0.58% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | +0.14% | -0.46% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 1.09% | -0.08% | -6.99% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | +0.01% | +0.87% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.01% | -0.44% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | +0.01% | +2.58% | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | -0.21% | +3.95% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.87% | +0.07% | -1.03% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.08% | +0.01% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.05% | +1.99% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.15% | +3.44% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.76% | -0.05% | +4.96% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | +0.17% | -6.74% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | -0.11% | +4.09% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.10% | -0.15% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.12% | +2.44% | |
| 22 | ACN | Accenture plc | Stock-Tech | 0.69% | -0.11% | -0.07% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.07% | -0.12% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.13% | +7.43% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.07% | -2.36% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | -0.18% | +0.76% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.28% | +0.04% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.58% | +0.02% | -0.12% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.57% | +0.14% | +0.67% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 0.56% | — | -1.83% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | -0.01% | +6.80% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | -0.03% | +0.49% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.55% | — | +1.59% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | +0.04% | +3.54% | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.50% | +0.12% | +1.74% | |
| 36 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.49% | -0.33% | +0.07% | |
| 37 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.49% | -0.06% | +550.97% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.49% | -0.08% | -0.28% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.49% | -0.07% | -0.11% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.07% | +3.71% | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.48% | -0.03% | +1.20% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.01% | +3.10% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.48% | +0.01% | +6.04% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.48% | +0.03% | -2.64% | |
| 45 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.47% | -0.04% | +0.49% | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.47% | -0.04% | +0.37% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.06% | -6.69% | |
| 48 | GWW | Ww Grainger Inc | Stock-Industrials | 0.46% | +0.02% | -2.22% | |
| 49 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.46% | -0.11% | +398.60% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.13% | +1.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MRSH | Marsh & Mclennan Cos | +0.4% | +550.97% | Add |
| 2 | AVGO | Broadcom Inc | +0.3% | -0.46% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.3% | +0.95% | Add |
| 4 | AAPL | Apple Inc | +0.2% | +0.82% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | -0.85% | Trim |
| 6 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.37% | Add |
| 8 | V | Visa Inc-class A Shares | +0.2% | -0.58% | Trim |
| 9 | ORLY | O'reilly Automotive Inc | +0.1% | +294.83% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +0.87% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +2.44% | Add |
| 12 | CRM | Salesforce Inc | +0.1% | +3.88% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | +6.69% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | -0.85% | Trim |
| 15 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 16 | IWF | Ishares Russell 1000 Growth | +0.1% | +6.80% | Add |
| 17 | NOW | Servicenow Inc | +0.1% | -0.37% | Trim |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +0.04% | Add |
| 19 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +98.82% | Add |
| 20 | EMR | Emerson Electric Co | +0.1% | -1.83% | Trim |
| 21 | MRVL | Marvell Technology Inc | +0.1% | -1.34% | Trim |
| 22 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 23 | GS | Goldman Sachs Group Inc | 0% | +15.57% | Add |
| 24 | BA | Boeing Co/the | 0% | +25.78% | Add |
| 25 | USIG | Ishares Broad Usd Investment | 0% | +26.91% | Add |
| 26 | APH | Amphenol Corp-cl A | 0% | +1.74% | Add |
| 27 | WFC | Wells Fargo & Co | 0% | -2.14% | Trim |
| 28 | MSTR | Strategy Inc | 0% | +16.75% | Add |
| 29 | SLB | Slb LTD | 0% | +44.52% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.58% | Add |
| 31 | WMT | Walmart Inc | 0% | -6.99% | Trim |
| 32 | META | Meta Platforms Inc-class A | 0% | +3.44% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.71% | Add |
| 34 | HON | Honeywell International Inc | 0% | +1.47% | Add |
| 35 | MS | Morgan Stanley | 0% | -0.36% | Trim |
| 36 | HRL | Hormel Foods CORP | 0% | +33.89% | Add |
| 37 | LNG | Cheniere Energy Inc | 0% | +38.85% | Add |
| 38 | MA | Mastercard Inc - A | 0% | +2.55% | Add |
| 39 | PLTR | Palantir Technologies Inc-a | 0% | -8.49% | Trim |
| 40 | ITOT | Ishares Core S&p Total U.s. | 0% | +9.92% | Add |
| 41 | VUG | Vanguard Growth ETF | 0% | +3.93% | Add |
| 42 | GLW | Corning Inc | 0% | +17.19% | Add |
| 43 | MTUM | Ishares Msci USA Momentum Fa | 0% | +288.89% | Add |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 0% | +7.62% | Add |
| 45 | VOT | Vanguard Mid-cap Growth ETF | 0% | +24.42% | Add |
| 46 | WES | Western Midstream Partners L | 0% | +624.48% | Add |
| 47 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +734.85% | Add |
| 48 | LPLA | Lpl Financial Holdings Inc | 0% | +34.57% | Add |
| 49 | PANW | Palo Alto Networks Inc | 0% | +102.03% | Add |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +6.04% | Add |
According to official SEC Form 13F filings, Stifel Financial CORP reported a total U.S. public equity portfolio value of $120.2B across 3373 disclosed positions in Q4 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 9.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $176.4M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $145.7M
During Q4 2024, Stifel Financial CORP's top holdings by market value included MSFT (3.1%)、AAPL (3.1%)、NVDA (2.6%). The largest single position, MSFT, represented 3.1% of total portfolio value.
In Q4 2024, Stifel Financial CORP made 200 total portfolio adjustments, initiating 3 new buys, adding to 102 positions, trimming 88 holdings, and fully liquidating 7 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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
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