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CIK: 0000913760
Total reported value
$2.5B
$2.5B
433 檔
14.1%
At the close of Q4 2024, StoneX Group Inc. disclosed equity holdings valued at approximately $2.5B, spread across 433 reported holdings.
In Q4 2024, StoneX Group Inc. displayed an active expansion posture, initiating 98 new positions and adding to 74 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, IWD) accounted for 14.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWF
市值: $37.2M
Top Position Liquidated / Trimmed
PUK
前期市值: $5.1M
Showing top 200 holdings (of 433 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.51% | -0.83% | -0.43% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.27% | -0.81% | +11.42% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.87% | -0.57% | +0.58% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.98% | -0.14% | +45.51% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.68% | -0.60% | +5.50% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.37% | -0.35% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | -0.02% | +36.08% | |
| 8 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.17% | -0.29% | +107.51% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | -0.27% | +69.67% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.78% | -0.22% | +14.36% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.74% | -0.03% | +40.59% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.57% | -0.32% | +2.23% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.54% | -0.06% | +356.81% | |
| 14 | RSMC | Rockefeller US Small-mid Cap | ETF-Other | 1.54% | -0.15% | — | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.45% | -0.30% | +4.47% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.36% | -0.30% | +18.65% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.05% | -0.17% | +398.85% | |
| 18 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.03% | -0.06% | +2.26% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | -0.07% | +2.37% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.93% | -0.07% | +1.87% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.90% | -0.09% | +204.24% | |
| 22 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.88% | -0.11% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.07% | +44.26% | |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.64% | -0.01% | EXIT | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.73% | -32.60% | |
| 26 | NFTY | First Trust India Nifty 50 E | ETF-Other | 0.63% | -0.07% | EXIT | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.06% | +59.49% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | -0.05% | +2.46% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | — | +48.83% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.09% | +25.06% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.17% | +52.03% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.02% | +71.41% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | -0.07% | +16.57% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.10% | +15.75% | |
| 35 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.53% | -0.02% | -32.15% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.53% | -0.03% | +1035.98% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.52% | -0.09% | -52.28% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.02% | +12.79% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.51% | -0.11% | +50.71% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | -0.01% | — | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.49% | -0.02% | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.02% | — | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.05% | -1.54% | |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.48% | -0.08% | +11.04% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.14% | +24.28% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.46% | -0.01% | +398.00% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.46% | -0.09% | -77.87% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.45% | -0.05% | +379.53% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | +0.05% | — | |
| 50 | RDVY | First Trust Rising Dividend | ETF-Other | 0.43% | -0.05% | -14.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +2.4% | NEW | New buy |
| 2 | RSMC | Rockefeller US Small-mid Cap | +1.5% | NEW | New buy |
| 3 | IVW | Ishares S&p 500 Growth ETF | +1.1% | +356.81% | Add |
| 4 | JBND | Jpmorgan Active Bond ETF | +0.9% | NEW | New buy |
| 5 | VFLO | Victoryshares Free Cash Flow | +0.8% | +107.51% | Add |
| 6 | VB | Vanguard Small-cap ETF | +0.8% | +398.85% | Add |
| 7 | FBTC | Fidelity Wise Origin Bitcoin | +0.6% | NEW | New buy |
| 8 | IVE | Ishares S&p 500 Value ETF | +0.5% | NEW | New buy |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | +0.5% | +204.24% | Add |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | +0.5% | NEW | New buy |
| 11 | V | Visa Inc-class A Shares | +0.5% | NEW | New buy |
| 12 | JEPI | Jpmorgan Equity Premium Inco | +0.5% | +1035.98% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.4% | NEW | New buy |
| 14 | FENI | Fidelity Enhanced Intl ETF | +0.4% | NEW | New buy |
| 15 | AAPL | Apple Inc | +0.4% | +45.51% | Add |
| 16 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.4% | NEW | New buy |
| 17 | MA | Mastercard Inc - A | +0.4% | NEW | New buy |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.4% | NEW | New buy |
| 19 | MSFT | Microsoft CORP | +0.3% | +69.67% | Add |
| 20 | XLF | Ss Financial Select Sector | +0.3% | +398.00% | Add |
| 21 | AMZN | Amazon.com Inc | +0.3% | +40.59% | Add |
| 22 | NVG | Nuveen Amt-fr Muni Crdt | +0.3% | NEW | New buy |
| 23 | NZF | Nuveen Municipal Credit Inc | +0.3% | NEW | New buy |
| 24 | NVDA | Nvidia CORP | +0.2% | +36.08% | Add |
| 25 | VOOV | Vanguard S&p 500 Value ETF | +0.2% | NEW | New buy |
| 26 | SBUX | Starbucks CORP | +0.2% | NEW | New buy |
| 27 | BBN | Blackrock Taxable Muni Bnd | +0.2% | NEW | New buy |
| 28 | SCHO | Schwab Short-term US Treas | +0.2% | +379.53% | Add |
| 29 | BITB | Bitwise Bitcoin ETF | +0.2% | NEW | New buy |
| 30 | STXT | Strive Total Return Bond ETF | +0.2% | NEW | New buy |
| 31 | GQRE | Flexshares Global Quality Re | +0.2% | NEW | New buy |
| 32 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | New buy |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | +0.2% | NEW | New buy |
| 34 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | +0.2% | NEW | New buy |
| 35 | IBM | Intl Business Machines CORP | +0.2% | NEW | New buy |
| 36 | NAD | Nuveen Quality Municipal Inc | +0.2% | NEW | New buy |
| 37 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | NEW | New buy |
| 38 | MFEM | Pimco Rafi Dynamic Multi-fac | +0.2% | NEW | New buy |
| 39 | IONQ | Ionq Inc | +0.1% | +5.14% | Add |
| 40 | NEE | Nextera Energy Inc | +0.1% | NEW | New buy |
| 41 | GBAB | Guggenheim Taxable Municipal | +0.1% | NEW | New buy |
| 42 | JPM | Jpmorgan Chase & Co | +0.1% | +44.26% | Add |
| 43 | EEM | Ishares Msci Emerging Market | +0.1% | +114.16% | Add |
| 44 | SNN | Smith & Nephew PLC -spon Adr | +0.1% | NEW | New buy |
| 45 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 46 | WMT | Walmart Inc | +0.1% | +65.45% | Add |
| 47 | MQY | Blackrock Muniyield Quality | +0.1% | NEW | New buy |
| 48 | FXO | First Trust Financial Alphad | +0.1% | NEW | New buy |
| 49 | MUB | Ishares National Muni Bond E | +0.1% | NEW | New buy |
| 50 | GSUS | Goldman Sachs Marketbeta US | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, StoneX Group Inc. reported a total U.S. public equity portfolio value of $2.5B across 433 disclosed positions in Q4 2024.
During Q4 2024, StoneX Group Inc.'s top holdings by market value included VOO (6.5%)、IVV (6.3%)、IWD (3.9%). The largest single position, VOO, represented 6.5% of total portfolio value.
In Q4 2024, StoneX Group Inc. made 200 total portfolio adjustments, initiating 98 new buys, adding to 74 positions, trimming 20 holdings, and fully liquidating 8 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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