13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000913760
Total reported value
$2.5B
$2.5B
869 檔
15.5%
In Q2 2025, StoneX Group Inc.'s U.S. equity holdings reached a combined market value of $2.5B, distributed across 869 disclosed stock positions.
In Q2 2025, StoneX Group Inc. displayed an active expansion posture, initiating 122 new positions and adding to 42 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, IWD) accounted for 15.5% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 869 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.51% | -0.81% | +4.38% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.42% | -0.83% | +1.98% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.23% | -0.57% | +2.56% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.59% | -0.60% | +1.43% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | -0.02% | -3.14% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.90% | -0.35% | +1.61% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.83% | -0.14% | +0.21% | |
| 8 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.80% | -0.29% | +3.43% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.27% | +4.37% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | -0.03% | +7.80% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.46% | — | — | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.43% | -0.22% | -0.05% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.40% | -0.30% | +5.39% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.32% | +0.28% | — | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.19% | -0.06% | -7.75% | |
| 16 | RSMC | Rockefeller US Small-mid Cap | ETF-Other | 1.19% | -0.15% | +0.41% | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.19% | -0.30% | +0.87% | |
| 18 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.01% | -0.32% | -6.85% | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.01% | -0.09% | +366.91% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.89% | -0.17% | +3.69% | |
| 21 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.88% | -0.06% | +1.33% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | -0.07% | +4.38% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.07% | +3.16% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.07% | +10.02% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | -0.07% | +22.07% | |
| 26 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.69% | -0.11% | +15.45% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | -0.09% | -10.45% | |
| 28 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.55% | -0.01% | EXIT | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.02% | +6.36% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.54% | -0.05% | -0.19% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.73% | -7.27% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.02% | +4.37% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | +0.05% | +6.92% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.02% | +9.77% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.06% | +0.84% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.45% | -0.11% | +2.59% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.09% | +3.00% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.10% | +1.36% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.43% | -0.09% | +8.86% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.43% | -0.08% | +11.68% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | — | -5.89% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.17% | +0.21% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | -0.01% | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.09% | +0.19% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-Other | 0.40% | — | -3.95% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.39% | -0.03% | -0.72% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.14% | +13.01% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.37% | -0.01% | +3.11% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.05% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.09% | +4.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +1.5% | NEW | New buy |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.3% | NEW | New buy |
| 3 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.7% | +366.91% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | NEW | New buy |
| 5 | COST | Costco Wholesale CORP | +0.4% | NEW | New buy |
| 6 | GE | General Electric | +0.2% | NEW | New buy |
| 7 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 8 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 9 | NFLX | Netflix Inc | +0.2% | NEW | New buy |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | New buy |
| 11 | NVDA | Nvidia CORP | +0.2% | -3.14% | Trim |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | +0.1% | +6.36% | Add |
| 14 | ✓ | Oxley Bridge Acq LTD | +0.1% | NEW | New buy |
| 15 | FDN | First Trust Dj Internet Ind | +0.1% | NEW | New buy |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | NEW | New buy |
| 17 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 18 | FTCS | First Trust Capital Strength | +0.1% | NEW | New buy |
| 19 | COP | Conocophillips | +0.1% | NEW | New buy |
| 20 | ✓ | Thayer Ventures Acq CORP Ii | +0.1% | NEW | New buy |
| 21 | ETHE | Grayscale Ethereum Staking E | +0.1% | +510.49% | Add |
| 22 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 23 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 24 | MSFT | Microsoft CORP | +0.1% | +4.37% | Add |
| 25 | FBND | Fidelity Total Bond ETF | +0.1% | NEW | New buy |
| 26 | ✓ | Blue Wtr Acquisition CORP. I | +0.1% | NEW | New buy |
| 27 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | New buy |
| 28 | SHW | Sherwin-williams Co/the | +0.1% | NEW | New buy |
| 29 | PLTR | Palantir Technologies Inc-a | +0.1% | +75.52% | Add |
| 30 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | NEW | New buy |
| 31 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | NEW | New buy |
| 32 | LMT | Lockheed Martin CORP | +0.1% | NEW | New buy |
| 33 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | NEW | New buy |
| 34 | PH | Parker Hannifin CORP | +0.1% | NEW | New buy |
| 35 | TGT | Target CORP | +0.1% | NEW | New buy |
| 36 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 37 | CI | THE Cigna Group | +0.1% | NEW | New buy |
| 38 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | NEW | New buy |
| 39 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 40 | ✓ | +0.1% | NEW | New buy | |
| 41 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | New buy |
| 42 | INTU | Intuit Inc | +0.1% | NEW | New buy |
| 43 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 44 | ✓ | Tidal Tr Ii | +0.1% | +369.24% | Add |
| 45 | ✓ | Lightwave Acquisition CORP | +0.1% | NEW | New buy |
| 46 | TSLL | Dirx Dly Tsla Bul 2x Etf-aui | +0.1% | NEW | New buy |
| 47 | ✓ | Egh Acquisition CORP. | +0.1% | NEW | New buy |
| 48 | TMO | Thermo Fisher Scientific Inc | +0.1% | NEW | New buy |
| 49 | ✓ | +0.1% | NEW | New buy | |
| 50 | DHR | Danaher CORP | +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 869 disclosed positions in Q2 2025.
During Q2 2025, StoneX Group Inc.'s top holdings by market value included IVV (5.5%)、VOO (5.4%)、IWD (3.2%). The largest single position, IVV, represented 5.5% 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.
Top New Position Initiated
ACWI
市值: $30.0M
Top Position Liquidated / Trimmed
CNRG
前期市值: $4.8M
In Q2 2025, StoneX Group Inc. made 200 total portfolio adjustments, initiating 122 new buys, adding to 42 positions, trimming 25 holdings, and fully liquidating 11 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.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.