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CIK: 0000913760
Total reported value
$2.5B
$2.5B
515 檔
14.0%
During the Q1 2025 filing period, StoneX Group Inc. (CIK: 0000913760) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.5B across 515 reported positions.
In Q1 2025, StoneX Group Inc. displayed an active expansion posture, initiating 61 new positions and adding to 67 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 515 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.25% | -0.83% | +1.45% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.22% | -0.81% | +4.76% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.98% | -0.57% | +1.91% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.00% | -0.60% | +3.71% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.58% | -0.14% | -1.67% | |
| 6 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.20% | -0.29% | +1.39% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.07% | -0.35% | -2.04% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.83% | -0.02% | +0.60% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.77% | -0.22% | +1.71% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.27% | -0.32% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.58% | -0.30% | +8.31% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | -0.03% | +3.67% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.43% | -0.30% | +2.24% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.42% | -0.06% | +1.33% | |
| 15 | RSMC | Rockefeller US Small-mid Cap | ETF-Other | 1.40% | -0.15% | -0.73% | |
| 16 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.34% | -0.32% | -8.01% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.05% | -0.17% | +8.68% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | -0.07% | -0.33% | |
| 19 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.95% | -0.06% | +1.83% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.91% | -0.07% | +8.45% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.82% | -0.09% | -5.06% | |
| 22 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.78% | -0.11% | -13.17% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.07% | +5.53% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.19% | +45.54% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | -0.07% | +55.15% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | — | +2.90% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.63% | -0.05% | +16.13% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.06% | -0.44% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.17% | +2.84% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.73% | +0.35% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.57% | -0.11% | +0.89% | |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.57% | -0.01% | EXIT | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | -0.09% | +2.72% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.02% | -1.04% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.10% | +2.09% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.14% | +0.46% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.09% | +2.71% | |
| 38 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.52% | -0.08% | +7.32% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | -0.03% | -0.01% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.02% | +2.69% | |
| 41 | CGDV | Cap Group Dividend Value | ETF-Other | 0.49% | — | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.09% | +6.43% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.48% | -0.09% | +8.95% | |
| 44 | NFTY | First Trust India Nifty 50 E | ETF-Other | 0.47% | -0.07% | EXIT | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.45% | -0.01% | -9.04% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | +0.05% | +2.93% | |
| 47 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.44% | — | +2.43% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.09% | -1.14% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | -0.05% | +5.22% | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.42% | -0.02% | -5.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +0.5% | NEW | New buy |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.3% | +3.71% | Add |
| 3 | CNRG | Ss Spdr S&p Kensho Clp ETF | +0.3% | NEW | New buy |
| 4 | GLD | Spdr Gold Shares | +0.3% | +45.54% | Add |
| 5 | CGSD | Cap Group Short Duration | +0.2% | NEW | New buy |
| 6 | EFA | Ishares Msci Eafe ETF | +0.2% | +8.31% | Add |
| 7 | SOXX | Ishares Semiconductor ETF | +0.2% | NEW | New buy |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | NEW | New buy |
| 9 | MSTR | Strategy Inc | +0.2% | NEW | New buy |
| 10 | GXC | State Street Spdr S&p China | +0.1% | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +55.15% | Add |
| 12 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | +97.93% | Add |
| 13 | PM | Philip Morris International | +0.1% | +5.22% | Add |
| 14 | IWD | Ishares Russell 1000 Value E | +0.1% | +1.91% | Add |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.1% | +60.93% | Add |
| 16 | ABBV | Abbvie Inc | +0.1% | +2.90% | Add |
| 17 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | New buy |
| 18 | FMAR | Ft Vest US Equity Buffer ETF | +0.1% | NEW | New buy |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +129.69% | Add |
| 20 | JNJ | Johnson & Johnson | +0.1% | +6.43% | Add |
| 21 | DFAI | Dimensional International Co | +0.1% | +172.49% | Add |
| 22 | VTV | Vanguard Value ETF | +0.1% | +26.37% | Add |
| 23 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 24 | FXU | First Trust Utilities Alphad | +0.1% | NEW | New buy |
| 25 | GTLB | Gitlab Inc-cl A | +0.1% | NEW | New buy |
| 26 | XOM | Exxon Mobil CORP | +0.1% | +2.84% | Add |
| 27 | CVX | Chevron CORP | +0.1% | +0.46% | Add |
| 28 | MINT | Pimco Enhanced Short Maturit | +0.1% | +38.14% | Add |
| 29 | AEP | American Electric Power | +0.1% | NEW | New buy |
| 30 | TMUS | T-mobile US Inc | +0.1% | +4.22% | Add |
| 31 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +20.50% | Add |
| 32 | SO | Southern Co/the | +0.1% | +0.89% | Add |
| 33 | HDV | Ishares Core High Dividend E | +0.1% | +14.64% | Add |
| 34 | UXJA | Ft Useq Uncppdaccl ETF - Jan | +0.1% | NEW | New buy |
| 35 | XLP | Ss Consumer Staples Sel Sect | +0.1% | NEW | New buy |
| 36 | KIO | Kkr Income Opportunities | +0.1% | NEW | New buy |
| 37 | ACHR | Archer Aviation Inc-a | +0.1% | NEW | New buy |
| 38 | OAIM | Oneascent Intl Eqty ETF | +0.1% | +53.70% | Add |
| 39 | AMGN | Amgen Inc | +0.1% | -0.21% | Trim |
| 40 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +16.13% | Add |
| 41 | JPM | Jpmorgan Chase & Co | +0.1% | +5.53% | Add |
| 42 | T | At&t Inc | +0.1% | +1.31% | Add |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.81% | Trim |
| 44 | WPM | Wheaton Precious Metals CORP | +0.1% | NEW | New buy |
| 45 | ENIC | Enel Chile Sa-adr | +0.1% | NEW | New buy |
| 46 | ROBT | First Trust Nasdaq Artificia | +0.1% | NEW | New buy |
| 47 | CVS | Cvs Health CORP | +0.1% | +8.68% | Add |
| 48 | SLV | Ishares Silver Trust | +0.1% | +68.91% | Add |
| 49 | FHLC | Fidelity Msci Health Care | +0.1% | NEW | New buy |
| 50 | JANW | Alianzim US Eq Bfr20 Jan-usd | +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 515 disclosed positions in Q1 2025.
During Q1 2025, StoneX Group Inc.'s top holdings by market value included VOO (6.3%)、IVV (6.2%)、IWD (4.0%). The largest single position, VOO, represented 6.3% 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 VOO, IVV, IWD) accounted for 14.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
CGDV
市值: $7.8M
Top Position Liquidated / Trimmed
QQQM
前期市值: $4.9M
In Q1 2025, StoneX Group Inc. made 200 total portfolio adjustments, initiating 61 new buys, adding to 67 positions, trimming 44 holdings, and fully liquidating 28 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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