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Size ($ in 1000's)
At 12/31/2023: $814,820
At 09/30/2023: $731,594
Combined Holding Report Includes:
StoneX Group Inc.
SA Stone Investment Advisors Inc.
StoneX Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from StoneX Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the StoneX Group Inc. top holdings by largest position size, as per the latest 13f filing made by StoneX Group Inc..
In the StoneX Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by StoneX Group Inc. in that top holding, then the share count change between reporting periods, and finally the StoneX Group Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
204,934 |
+47,067 |
$89,515 | | VOO | 204,934 | +47,067 | $89,515 | | ISHARES TR (IVV) |
124,100 |
-7,391 |
$59,261 | | IVV | 124,100 | -7,391 | $59,261 | | ISHARES TR (IWD) |
295,402 |
+8,621 |
$48,815 | | IWD | 295,402 | +8,621 | $48,815 | | ISHARES TR (IWR) |
368,234 |
+31,188 |
$28,623 | | IWR | 368,234 | +31,188 | $28,623 | | APPLE INC |
122,752 |
+9,567 |
$23,636 | | AAPL | 122,752 | +9,567 | $23,636 | | SELECT SECTOR SPDR TR (XLK) |
113,221 |
+17,768 |
$21,793 | | XLK | 113,221 | +17,768 | $21,793 | | FIRST TR EXCHANGE TRADED FD (FTSM) |
237,539 |
-26,038 |
$14,226 | | FTSM | 237,539 | -26,038 | $14,226 | | SELECT SECTOR SPDR TR (XLV) |
104,104 |
+2,454 |
$14,198 | | XLV | 104,104 | +2,454 | $14,198 | | FIRST TR EXCHNG TRADED FD VI (BUFR) |
523,106 |
+435,609 |
$13,899 | | BUFR | 523,106 | +435,609 | $13,899 | | VANGUARD WHITEHALL FDS (VYM) |
118,523 |
+1,467 |
$13,226 | | VYM | 118,523 | +1,467 | $13,226 | | ISHARES TR (EFA) |
173,718 |
-60,039 |
$13,089 | | EFA | 173,718 | -60,039 | $13,089 | | MICROSOFT CORP |
33,890 |
+3,602 |
$12,744 | | MSFT | 33,890 | +3,602 | $12,744 | | ISHARES TR (IJH) |
45,204 |
+2,930 |
$12,519 | | IJH | 45,204 | +2,930 | $12,519 | | AMAZON COM INC |
73,505 |
+3,455 |
$11,168 | | AMZN | 73,505 | +3,455 | $11,168 | | ISHARES TR (IJR) |
98,109 |
+1,257 |
$10,605 | | IJR | 98,109 | +1,257 | $10,605 | | VANGUARD INDEX FDS (VUG) |
33,120 |
+1,392 |
$10,289 | | VUG | 33,120 | +1,392 | $10,289 | | VANGUARD INDEX FDS (VTI) |
42,016 |
+392 |
$9,967 | | VTI | 42,016 | +392 | $9,967 | | NVIDIA CORPORATION |
17,488 |
+2,568 |
$8,660 | | NVDA | 17,488 | +2,568 | $8,660 | | FIRST TR EXCHNG TRADED FD VI (FIXD) |
191,041 |
+29,834 |
$8,530 | | FIXD | 191,041 | +29,834 | $8,530 | | FIRST TR VALUE LINE DIVID IN (FVD) |
192,301 |
-9,412 |
$7,814 | | FVD | 192,301 | -9,412 | $7,814 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
148,776 |
-2,811 |
$7,709 | | RDVY | 148,776 | -2,811 | $7,709 | | ISHARES TR (ITOT) |
60,505 |
-10,388 |
$6,367 | | ITOT | 60,505 | -10,388 | $6,367 | | SPDR S&P 500 ETF TR (SPY) |
13,282 |
-52 |
$6,338 | | SPY | 13,282 | -52 | $6,338 | | FIRST TR EXCHANGE TRADED FD (FXN) |
371,164 |
-681 |
$6,214 | | FXN | 371,164 | -681 | $6,214 | | VANGUARD WORLD FDS (VDC) |
32,473 |
+146 |
$6,194 | | VDC | 32,473 | +146 | $6,194 | | AMETEK INC |
35,334 |
-1,094 |
$5,826 | | AME | 35,334 | -1,094 | $5,826 | | VANGUARD SPECIALIZED FUNDS (VIG) |
31,764 |
-1,714 |
$5,413 | | VIG | 31,764 | -1,714 | $5,413 | | UNITED CMNTY BKS BLAIRSVLE G |
178,489 |
-40,231 |
$5,268 | | UCBI | 178,489 | -40,231 | $5,268 | | HOME DEPOT INC |
14,408 |
+1,635 |
$4,993 | | HD | 14,408 | +1,635 | $4,993 | | INVESCO EXCH TRADED FD TR II (QQQM) |
29,375 |
-3,329 |
$4,951 | | QQQM | 29,375 | -3,329 | $4,951 | | JPMORGAN CHASE & CO |
28,610 |
+1,173 |
$4,866 | | JPM | 28,610 | +1,173 | $4,866 | | CHEVRON CORP NEW |
32,213 |
+4,116 |
$4,805 | | CVX | 32,213 | +4,116 | $4,805 | | FIRST TR EXCHANGE TRADED FD (KNG) |
89,152 |
+2,538 |
$4,621 | | KNG | 89,152 | +2,538 | $4,621 | | VANGUARD INDEX FDS (VO) |
19,389 |
+302 |
$4,511 | | VO | 19,389 | +302 | $4,511 | | ISHARES TR (SUB) |
42,613 |
-2,528 |
$4,492 | | SUB | 42,613 | -2,528 | $4,492 | | FIRST TR EXCHANGE TRADED FD (SDVY) |
136,139 |
+74,498 |
$4,461 | | SDVY | 136,139 | +74,498 | $4,461 | | ISHARES TR (IVW) |
58,901 |
+241 |
$4,422 | | IVW | 58,901 | +241 | $4,422 | | SPDR SER TR (SPYD) |
111,268 |
+33,710 |
$4,361 | | SPYD | 111,268 | +33,710 | $4,361 | | PIMCO ETF TR (MUNI) |
81,928 |
+5,356 |
$4,332 | | MUNI | 81,928 | +5,356 | $4,332 | | PROCTER AND GAMBLE CO |
28,159 |
+1,814 |
$4,125 | | PG | 28,159 | +1,814 | $4,125 |  BERKSHIRE HATHAWAY INC DEL |
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$4,124 | | BRK.B | 11,562 | +286 | $4,124 | | PACER FDS TR |
78,466 |
+2,167 |
$4,103 | | COWZ | 78,466 | +2,167 | $4,103 | | EXXON MOBIL CORP |
40,834 |
+8,719 |
$4,083 | | XOM | 40,834 | +8,719 | $4,083 | | SOUTHERN CO |
57,316 |
+2,438 |
$4,019 | | SO | 57,316 | +2,438 | $4,019 | | ALPHABET INC |
28,470 |
+1,557 |
$3,977 | | GOOGL | 28,470 | +1,557 | $3,977 | | TESLA INC |
15,961 |
+88 |
$3,970 | | TSLA | 15,961 | +88 | $3,970 | | ISHARES TR (LRGF) |
80,370 |
-537 |
$3,881 | | LRGF | 80,370 | -537 | $3,881 | | SELECT SECTOR SPDR TR (XLI) |
33,723 |
+33,723 |
$3,844 | | XLI | 33,723 | +33,723 | $3,844 | | VANGUARD INDEX FDS (VB) |
17,844 |
-93,468 |
$3,807 | | VB | 17,844 | -93,468 | $3,807 | | ABBVIE INC |
24,336 |
+1,489 |
$3,771 | | ABBV | 24,336 | +1,489 | $3,771 |
See Full List: All Stocks Held By StoneX Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By StoneX Group Inc.
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