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CIK: 0000913760
Total reported value
$2.5B
$2.5B
372 檔
1.3%
According to the latest 13F quarterly dataset, StoneX Group Inc. managed an equity portfolio of $2.5B at the end of Q1 2024, spanning 372 distinct U.S. exchange-listed positions.
In Q1 2024, StoneX Group Inc. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 46 holdings to manage risk exposure.
Showing top 200 holdings (of 372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.19% | +0.28% | — | |
| 2 | FTCS | First Trust Capital Strength | ETF-Other | 4.71% | +0.02% | — | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.44% | -0.01% | — | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.09% | +0.02% | — | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.02% | -0.05% | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | +0.05% | — | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.46% | +0.01% | — | |
| 8 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.37% | -0.03% | — | |
| 9 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.35% | -0.04% | — | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.30% | -0.02% | — | |
| 11 | ✓ | Stock-Other | 1.27% | — | — | ||
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.18% | +0.02% | — | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.16% | — | — | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.15% | -0.05% | — | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | +0.02% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.02% | -0.19% | — | |
| 17 | BLKCHF | Blackrock Inc | Stock-Other | 0.97% | — | — | |
| 18 | ADI | Analog Devices Inc | Stock-Tech | 0.92% | +0.01% | — | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | -0.18% | EXIT | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.89% | — | — | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.88% | -0.01% | — | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.88% | +0.07% | — | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.87% | -0.02% | — | |
| 24 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.86% | +0.01% | NEW | |
| 25 | TGT | Target CORP | Stock-Consumer Disc | 0.84% | -0.01% | — | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.81% | +0.22% | — | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.79% | +0.15% | — | |
| 28 | AMAT | Applied Materials Inc | Stock-Tech | 0.78% | +0.06% | — | |
| 29 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.70% | -0.01% | — | |
| 30 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.69% | — | — | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 0.69% | -0.01% | — | |
| 32 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.69% | — | — | |
| 33 | HUM | Humana Inc | Stock-Healthcare | 0.65% | +0.01% | — | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | -0.02% | — | |
| 35 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.59% | — | — | |
| 36 | FXH | First Trust Health Care Alph | ETF-Other | 0.57% | — | -15.47% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.55% | — | — | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | -0.04% | — | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.50% | — | — | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.50% | -0.01% | — | |
| 41 | PSA | Public Storage | Stock-Real Estate | 0.49% | +0.01% | — | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.48% | +0.01% | NEW | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.06% | — | |
| 44 | SKYY | First Trust Cloud Computing | ETF-Other | 0.46% | — | — | |
| 45 | GE | General Electric | Stock-Industrials | 0.45% | +0.01% | — | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.45% | -0.02% | — | |
| 47 | FIW | First Trust Water ETF | ETF-Other | 0.45% | -0.01% | — | |
| 48 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.44% | +0.01% | — | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.44% | +0.01% | NEW | |
| 50 | CGCFU | Cartesian Growth Corporation IV Unit | Stock-Other | 0.44% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +5.2% | NEW | New buy |
| 2 | FTCS | First Trust Capital Strength | +4.7% | NEW | New buy |
| 3 | LLY | Eli Lilly & Co | +2.4% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +2.1% | NEW | New buy |
| 5 | TSLA | Tesla Inc | -0.5% | EXIT | Sold out |
| 6 | SO | Southern Co/the | -0.5% | EXIT | Sold out |
| 7 | GOOGL | Alphabet Inc-cl A | -0.5% | EXIT | Sold out |
| 8 | PG | Procter & Gamble Co/the | -0.5% | EXIT | Sold out |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | EXIT | Sold out |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | -0.5% | EXIT | Sold out |
| 11 | XOM | Exxon Mobil CORP | -0.5% | EXIT | Sold out |
| 12 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | -0.5% | EXIT | Sold out |
| 13 | MUNI | Pimco Intermediate Municipal | -0.5% | EXIT | Sold out |
| 14 | SDVY | First Trust Smid Cap Rising | -0.5% | EXIT | Sold out |
| 15 | IVW | Ishares S&p 500 Growth ETF | -0.5% | EXIT | Sold out |
| 16 | VO | Vanguard Mid-cap ETF | -0.6% | EXIT | Sold out |
| 17 | SUB | Ishares Short-term National | -0.6% | EXIT | Sold out |
| 18 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.6% | EXIT | Sold out |
| 19 | JPM | Jpmorgan Chase & Co | -0.6% | EXIT | Sold out |
| 20 | CVX | Chevron CORP | -0.6% | EXIT | Sold out |
| 21 | QQQM | Invesco Nasdaq 100 ETF | -0.6% | EXIT | Sold out |
| 22 | HD | Home Depot Inc | -0.6% | EXIT | Sold out |
| 23 | UCB | United Community Banks/ga | -0.6% | EXIT | Sold out |
| 24 | VIG | Vanguard Dividend Apprec ETF | -0.7% | EXIT | Sold out |
| 25 | AME | Ametek Inc | -0.7% | EXIT | Sold out |
| 26 | FXN | First Trust Energy Alphadex | -0.8% | EXIT | Sold out |
| 27 | VDC | Vanguard Consumer Staple ETF | -0.8% | EXIT | Sold out |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | EXIT | Sold out |
| 29 | ITOT | Ishares Core S&p Total U.s. | -0.8% | EXIT | Sold out |
| 30 | RDVY | First Trust Rising Dividend | -0.9% | EXIT | Sold out |
| 31 | FVD | First Trust Value Line Dvd | -1% | EXIT | Sold out |
| 32 | FIXD | First Trust Smith Opportunis | -1% | EXIT | Sold out |
| 33 | NVDA | Nvidia CORP | -1.2% | EXIT | Sold out |
| 34 | VTI | Vanguard Total Stock Mkt ETF | -1.2% | EXIT | Sold out |
| 35 | VUG | Vanguard Growth ETF | -1.3% | EXIT | Sold out |
| 36 | IJR | Ishares Core S&p Small-cap E | -1.3% | EXIT | Sold out |
| 37 | AMZN | Amazon.com Inc | -1.4% | EXIT | Sold out |
| 38 | IJH | Ishares Core S&p Midcap ETF | -1.5% | EXIT | Sold out |
| 39 | MSFT | Microsoft CORP | -1.6% | EXIT | Sold out |
| 40 | EFA | Ishares Msci Eafe ETF | -1.6% | EXIT | Sold out |
| 41 | VYM | Vanguard High Dvd Yield ETF | -1.6% | EXIT | Sold out |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | -1.7% | EXIT | Sold out |
| 43 | XLV | Ss Health Care Select Sector | -1.7% | EXIT | Sold out |
| 44 | FTSM | First Trust Enh Short Mat Fd | -1.7% | EXIT | Sold out |
| 45 | XLK | Ss Technology Select Sector | -2.7% | EXIT | Sold out |
| 46 | AAPL | Apple Inc | -3% | EXIT | Sold out |
| 47 | IWR | Ishares Russell Mid-cap ETF | -3.5% | EXIT | Sold out |
| 48 | IWD | Ishares Russell 1000 Value E | -6% | EXIT | Sold out |
| 49 | IVV | Ishares Core S&p 500 ETF | -7.2% | EXIT | Sold out |
| 50 | VOO | Vanguard S&p 500 ETF | -10.9% | EXIT | Sold out |
According to official SEC Form 13F filings, StoneX Group Inc. reported a total U.S. public equity portfolio value of $2.5B across 372 disclosed positions in Q1 2024.
During Q1 2024, StoneX Group Inc.'s top holdings by market value included QQQ (5.2%)、FTCS (4.7%)、LLY (2.4%). The largest single position, QQQ, represented 5.2% of total portfolio value.
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 QQQ, FTCS, LLY) accounted for 1.3% of total reported equity market value during Q1 2024.
Top New Position Initiated
QQQ
市值: $10.1M
Top Position Liquidated / Trimmed
VOO
前期市值: $89.5M
In Q1 2024, StoneX Group Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 46 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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