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StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
+1.8%
1 Year Est. Return
+21.3%
3 Year Est. Return
+67.54%
5 Year Est. Return
+78.7%
10 Year Est. Return
–
AUM
$1.82B
AUM Growth
+$1.6B
Cap. Flow
+$1.62B
Cap. Flow %
89.07%
Top 10 Hldgs %
28.26%
Holding
971
New
583
Increased
183
Reduced
88
Closed
111

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$103M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$98.8M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$62.8M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$44.7M
5
AAPL icon
Apple
AAPL
+$43.9M

Top Sells

Rank Stock Value
1
ARGT icon
Global X MSCI Argentina ETF
ARGT
+$2.31M
2
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.63M
3
SBXD.U
SilverBox Corp IV Units
SBXD.U
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

Rank Sector Weight
1 Technology 9.67%
2 Financials 4.75%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
526
iShares Gold Trust
IAU
$63B
$391K 0.02%
7,888
+645
+9% +$32.4K
VDE icon
527
Vanguard Energy ETF
VDE
$10.1B
$389K 0.02%
+3,209
New +$409K
IUSV icon
528
iShares Core S&P US Value ETF
IUSV
$27.2B
$388K 0.02%
+4,196
New +$404K
NLR icon
529
VanEck Uranium + Nuclear Energy ETF
NLR
$3.89B
$384K 0.02%
+4,724
New +$423K
PPG icon
530
PPG Industries
PPG
$25.9B
$384K 0.02%
3,214
-541
-14% -$67.7K
HUM icon
531
Humana
HUM
$46.7B
$381K 0.02%
1,497
-202
-12% -$54.2K
SSO icon
532
ProShares Ultra S&P500
SSO
$7.82B
$381K 0.02%
+8,232
New +$388K
HYG icon
533
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$379K 0.02%
+4,824
New +$383K
SNPS icon
534
Synopsys
SNPS
$71.5B
$377K 0.02%
777
+53
+7% +$27.7K
VYMI icon
535
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
$377K 0.02%
5,553
-2,110
-28% -$149K
ARKF icon
536
ARK Blockchain & Fintech Innovation ETF
ARKF
$718M
$375K 0.02%
+10,131
New +$359K
SNA icon
537
Snap-on
SNA
$20.9B
$374K 0.02%
1,101
-20
-2% -$6.75K
AAAU icon
538
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.46B
$373K 0.02%
+14,365
New +$378K
SPSB icon
539
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$372K 0.02%
+12,463
New +$374K
GIGB icon
540
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$957M
$372K 0.02%
+8,251
New +$380K
ONB icon
541
Old National Bancorp
ONB
$10.1B
$371K 0.02%
+17,077
New +$355K
DBJP icon
542
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$690M
$368K 0.02%
4,864
+49
+1% +$3.62K
LIN icon
543
Linde
LIN
$237B
$367K 0.02%
877
+308
+54% +$140K
DGRW icon
544
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$366K 0.02%
4,517
+106
+2% +$8.86K
UNM icon
545
Unum
UNM
$13.8B
$365K 0.02%
+4,993
New +$344K
AJG icon
546
Arthur J. Gallagher & Co
AJG
$63.7B
$363K 0.02%
1,281
+119
+10% +$34.6K
PNC icon
547
PNC Financial Services
PNC
$100B
$363K 0.02%
1,884
-727
-28% -$143K
ETHE
548
Grayscale Ethereum Staking ETF Shares
ETHE
$1.51B
$361K 0.02%
+12,890
New +$333K
IEI icon
549
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$361K 0.02%
+3,121
New +$364K
TT icon
550
Trane Technologies
TT
$106B
$360K 0.02%
975
+31
+3% +$12.3K
20 21
22
23 24

Similar funds

CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $1.86B AUM 22.95% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

StoneX Group's Q4 2024 Portfolio in Review

As of Q4 2024, StoneX Group held 971 positions worth $1.82B, up 716% from $223M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

StoneX Group deployed $1.62B of net new capital in Q4 2024, opening 583 new positions and adding to 183 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 189,333 shares worth $102M.

By sector, the portfolio is most concentrated in Technology at 9.7% of assets, up from 9.4% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was First Trust Capital Strength ETF, an estimated $1.63M trimmed.

  • StoneX Group's largest Q4 2024 buy was Vanguard S&P 500 ETF: 189,333 shares worth $102M.
  • StoneX Group added most to iShares Russell 1000 Growth ETF in Q4 2024, an estimated $35.5M increase.
  • StoneX Group's biggest Q4 2024 reduction was First Trust Capital Strength ETF, cutting an estimated $1.63M.
  • StoneX Group fully exited Global X MSCI Argentina ETF in Q4 2024, selling an estimated $2.31M.
  • StoneX Group's ten largest holdings make up 28% of its $1.82B portfolio in Q4 2024.
  • StoneX Group opened 583 new positions and closed 111 in Q4 2024.
  • StoneX Group's portfolio value rose 716% quarter-over-quarter to $1.82B.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.