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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
JMUB icon
651
JPMorgan Municipal ETF
JMUB
$8.19B
$263K 0.01%
+5,239
New +$265K
DPST icon
652
Direxion Daily Regional Banks Bull 3X ETF
DPST
$451M
$262K 0.01%
+2,385
New +$297K
ODFL icon
653
Old Dominion Freight Line
ODFL
$48.5B
$259K 0.01%
+1,470
New +$299K
GOVT icon
654
iShares US Treasury Bond ETF
GOVT
$43.6B
$256K 0.01%
+11,131
New +$254K
DGS icon
655
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.7B
$256K 0.01%
+5,227
New +$267K
BDX icon
656
Becton Dickinson
BDX
$43.1B
$256K 0.01%
1,127
+64
+6% +$14.8K
VGK icon
657
Vanguard FTSE Europe ETF
VGK
$30B
$256K 0.01%
+4,026
New +$269K
ALB icon
658
Albemarle
ALB
$13.5B
$255K 0.01%
2,956
+708
+31% +$70.5K
BILS icon
659
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.84B
$255K 0.01%
2,575
-320
-11% -$31.8K
KB icon
660
KB Financial Group
KB
$41.2B
$255K 0.01%
+4,480
New +$289K
PCSC
661
DELISTED
Perceptive Capital Solutions
PCSC
$255K 0.01%
25,000
-15,000
-38% -$151K
PHM icon
662
Pultegroup
PHM
$24.5B
$254K 0.01%
2,330
+922
+65% +$120K
MRSH
663
Marsh
MRSH
$86.3B
$254K 0.01%
+1,196
New +$265K
DHI icon
664
D.R. Horton
DHI
$41B
$254K 0.01%
+1,817
New +$304K
IBDS icon
665
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$254K 0.01%
+10,596
New +$255K
EQIX icon
666
Equinix
EQIX
$107B
$254K 0.01%
269
+15
+6% +$13.8K
GLDM icon
667
SPDR Gold MiniShares Trust
GLDM
$27.5B
$254K 0.01%
4,877
+200
+4% +$10.5K
FDX icon
668
FedEx
FDX
$74.5B
$253K 0.01%
896
-359
-29% -$100K
GJUN icon
669
FT Vest US Equity Moderate Buffer ETF June
GJUN
$513M
$253K 0.01%
7,021
– –
PSLV icon
670
Sprott Physical Silver Trust
PSLV
$11.9B
$252K 0.01%
+26,150
New +$276K
PFL
671
PIMCO Income Strategy Fund
PFL
$381M
$252K 0.01%
+30,000
New +$255K
INDA icon
672
iShares MSCI India ETF
INDA
$6.71B
$252K 0.01%
+4,788
New +$264K
DVY icon
673
iShares Select Dividend ETF
DVY
$24B
$252K 0.01%
1,919
-63
-3% -$8.58K
PSI icon
674
Invesco Semiconductors ETF
PSI
$2.44B
$252K 0.01%
+4,350
New +$249K
ILCG icon
675
iShares Morningstar Growth ETF
ILCG
$3.1B
$252K 0.01%
2,810
+5
+0.2% +$442
25 26
27
28 29

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.