Stifel Financial Top Holdings and 13F Report (2025) About Stifel FinancialStifel Financial NYSE: SF has filed 13-F forms with the SEC as an investor. Stifel Financial is itself a publicly traded company. For more information on Stifel Financial stock, visit the Stifel Financial stock profile here.Investment ActivityStifel Financial has $94.08 billion in total holdings as of March 31, 2025.Stifel Financial owns shares of 3,446 different stocks, but just 292 companies or ETFs make up 80% of its holdings.Approximately 4.29% of the portfolio was purchased this quarter.About 3.85% of the portfolio was sold this quarter.This quarter, Stifel Financial has purchased 3,373 new stocks and bought additional shares in 1,702 stocks.Stifel Financial sold shares of 1,433 stocks and completely divested from 147 stocks this quarter.Largest Holdings Microsoft $2,689,300,450Apple $2,559,870,654NVIDIA $1,964,014,556Amazon.com $1,581,111,996Visa $1,292,370,768 Largest New Holdings this Quarter 33738D788 - FIRST TR EXCHANGE-TRADED FD $14,301,421 Holding33740F821 - First Trust Active Factor Large Cap ETF $12,720,197 Holding46137V225 - Invesco S&P MidCap 400 GARP ETF $8,420,264 Holding46431W648 - iShares U.S. Tech Independence Focused ETF $6,321,118 Holding29772L108 - Eton Pharmaceuticals $4,153,480 Holding Largest Purchases this Quarter Oracle 1,733,487 shares (about $242.36M)Fastenal 1,366,782 shares (about $106.00M)iShares 10-20 Year Treasury Bond ETF 698,767 shares (about $72.50M)iShares MSCI USA Equal Weighted ETF 773,992 shares (about $72.44M)Johnson & Johnson 415,087 shares (about $68.84M) Largest Sales this Quarter Norfolk Southern 1,029,267 shares (about $243.80M)Genuine Parts 1,906,860 shares (about $227.18M)LABCORP HOLDINGS INC 479,125 shares (about $111.51M)iShares Core S&P Total U.S. Stock Market ETF 704,348 shares (about $85.94M)Apple 354,731 shares (about $78.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStifel Financial Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,689,300,450$3,440,987 ▲0.1%7,163,6792.9%Computer and TechnologyAAPLApple$2,559,870,654$78,798,417 ▼-3.0%11,523,9052.7%Computer and TechnologyNVDANVIDIA$1,964,014,556$25,002,147 ▼-1.3%18,121,4272.1%Computer and TechnologyAMZNAmazon.com$1,581,111,996$3,545,687 ▲0.2%8,310,2661.7%Retail/WholesaleVVisa$1,292,370,768$30,122,784 ▼-2.3%3,687,5071.4%Business ServicesGOOGLAlphabet$1,010,823,338$20,092,615 ▲2.0%6,536,4441.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,008,883,194$10,642,846 ▼-1.0%4,112,7541.1%FinanceWMTWalmart$945,023,159$75,055,804 ▼-7.4%10,764,5491.0%Retail/WholesaleHDHome Depot$913,888,208$7,852,122 ▼-0.9%2,493,4841.0%Retail/WholesalePEPPepsiCo$901,608,646$55,022,819 ▲6.5%6,012,9891.0%Consumer StaplesSPYSPDR S&P 500 ETF Trust$895,325,178$20,263,652 ▲2.3%1,600,5141.0%FinanceUNHUnitedHealth Group$842,020,885$22,964,182 ▼-2.7%1,607,5050.9%MedicalJNJJohnson & Johnson$830,254,601$68,839,075 ▲9.0%5,006,2830.9%MedicalAVGOBroadcom$809,649,799$24,849,885 ▼-3.0%4,835,6680.9%Computer and TechnologyPGProcter & Gamble$786,093,575$18,036,732 ▲2.3%4,612,5990.8%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$768,273,500$7,910,281 ▲1.0%10,155,6130.8%ETFVOOVanguard S&P 500 ETF$760,149,982$11,703,818 ▲1.6%1,479,0810.8%ETFMETAMeta Platforms$754,991,830$24,380,420 ▲3.3%1,309,8480.8%Computer and TechnologyCOSTCostco Wholesale$694,768,903$2,898,536 ▼-0.4%734,4300.7%Retail/WholesaleLLYEli Lilly and Company$668,753,469$8,435,937 ▲1.3%809,6290.7%MedicalMRKMerck & Co., Inc.$668,269,711$7,444,280 ▲1.1%7,445,0380.7%MedicalIVWiShares S&P 500 Growth ETF$657,824,481$10,674,528 ▲1.6%7,086,3310.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$626,158,180$6,005,439 ▲1.0%6,329,9390.7%FinanceKOCoca-Cola$623,601,803$11,229,338 ▲1.8%8,707,0610.7%Consumer StaplesACNAccenture$594,794,287$4,645,663 ▲0.8%1,906,0150.6%Computer and TechnologyADPAutomatic Data Processing$574,563,673$10,451,612 ▼-1.8%1,880,4850.6%Business ServicesCSCOCisco Systems$567,526,528$17,491,590 ▼-3.0%9,196,6630.6%Computer and TechnologyMMCMarsh & McLennan Companies$554,335,303$11,384,979 ▲2.1%2,271,5860.6%FinanceUNPUnion Pacific$554,197,068$4,058,669 ▲0.7%2,345,8690.6%TransportationLMTLockheed Martin$551,406,122$5,903,955 ▲1.1%1,234,2290.6%AerospaceGOOGAlphabet$545,363,982$7,025,326 ▼-1.3%3,490,7110.6%Computer and TechnologyMDTMedtronic$532,918,761$8,522,822 ▲1.6%5,930,5100.6%MedicalWMWaste Management$529,013,764$11,700,725 ▼-2.2%2,285,0170.6%Business ServicesTXNTexas Instruments$521,762,746$38,636 ▲0.0%2,903,4500.6%Computer and TechnologyIVEiShares S&P 500 Value ETF$517,099,413$26,039,738 ▲5.3%2,713,2900.5%ETFBRK.BBerkshire Hathaway$507,718,468$15,626,974 ▼-3.0%953,3180.5%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$502,774,513$43,647,244 ▲9.5%5,481,0260.5%ETFABBVAbbVie$502,493,436$37,911,730 ▼-7.0%2,398,2860.5%MedicalCVXChevron$494,705,855$10,246,418 ▲2.1%2,957,1060.5%EnergyORCLOracle$489,763,656$242,359,716 ▲98.0%3,503,0530.5%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$482,850,616$81,246 ▲0.0%1,337,1860.5%ETFCLColgate-Palmolive$480,578,830$4,908,705 ▲1.0%5,128,8650.5%Consumer StaplesAPDAir Products and Chemicals$477,120,978$4,972,913 ▼-1.0%1,617,7110.5%Basic MaterialsCHDChurch & Dwight$470,924,934$4,272,514 ▼-0.9%4,277,6050.5%Consumer StaplesEMREmerson Electric$467,790,045$7,638,254 ▼-1.6%4,266,5590.5%IndustrialsXOMExxon Mobil$467,782,388$6,033,687 ▼-1.3%3,933,2510.5%EnergyAMGNAmgen$452,070,199$15,102,698 ▲3.5%1,450,9160.5%MedicalIBMInternational Business Machines$450,264,170$29,430,705 ▼-6.1%1,810,6520.5%Computer and TechnologyNFLXNetflix$450,241,569$482,120 ▲0.1%482,8150.5%Consumer DiscretionaryTSCOTractor Supply$449,705,238$3,995,976 ▼-0.9%8,161,4780.5%Retail/WholesaleQQQInvesco QQQ$448,604,111$24,810,782 ▲5.9%956,5580.5%FinanceAPHAmphenol$436,691,580$15,038,393 ▼-3.3%6,657,8770.5%Computer and TechnologyRSGRepublic Services$436,466,763$5,522,275 ▼-1.2%1,802,3710.5%Business ServicesITWIllinois Tool Works$432,493,434$4,959,124 ▼-1.1%1,743,7970.5%IndustrialsIVViShares Core S&P 500 ETF$414,109,984$1,939,155 ▼-0.5%736,9670.4%ETFGWWW.W. Grainger$402,554,976$11,850,835 ▼-2.9%407,4860.4%IndustrialsTJXTJX Companies$385,165,873$9,531,396 ▼-2.4%3,162,2620.4%Retail/WholesaleMAMastercard$384,789,844$4,309,759 ▲1.1%701,9460.4%Business ServicesBRBroadridge Financial Solutions$381,896,261$9,721,268 ▼-2.5%1,575,0380.4%Business ServicesETNEaton$377,980,630$4,228,008 ▲1.1%1,390,4260.4%IndustrialsIWDiShares Russell 1000 Value ETF$356,099,152$45,658,929 ▼-11.4%1,892,5250.4%ETFCRMSalesforce$353,049,858$18,814,737 ▲5.6%1,315,4880.4%Computer and TechnologyMCDMcDonald's$350,430,986$4,753,839 ▲1.4%1,121,6530.4%Retail/WholesaleCLXClorox$349,075,786$3,855,807 ▲1.1%2,370,5930.4%Consumer StaplesMBBiShares MBS ETF$348,540,349$17,779,204 ▼-4.9%3,716,5710.4%ETFHONHoneywell International$343,196,469$7,024,357 ▲2.1%1,620,6220.4%Multi-Sector ConglomeratesCMICummins$340,349,481$11,841,494 ▼-3.4%1,085,8480.4%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$337,817,727$19,599,621 ▲6.2%6,646,0200.4%ETFPANWPalo Alto Networks$331,263,124$367,046 ▼-0.1%1,941,2990.4%Computer and TechnologyTMOThermo Fisher Scientific$331,184,642$4,186,163 ▲1.3%665,5080.4%MedicalELVElevance Health$326,604,353$21,811,351 ▲7.2%750,8440.3%MedicalVZVerizon Communications$308,622,952$12,415,458 ▲4.2%6,803,8470.3%Computer and TechnologyNOWServiceNow$306,924,724$35,030 ▼0.0%385,5180.3%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$300,752,489$24,764,925 ▲9.0%1,759,8780.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$272,267,611$9,966,804 ▲3.8%5,879,2330.3%ETFSPGIS&P Global$272,244,311$8,178,767 ▲3.1%535,7830.3%Business ServicesVUGVanguard Growth ETF$271,443,408$1,944,124 ▲0.7%731,9010.3%ETFADBEAdobe$265,286,086$14,424,663 ▼-5.2%691,6910.3%Computer and TechnologyCTASCintas$262,775,469$13,126,400 ▼-4.8%1,278,5040.3%Business ServicesLINDE PLC$261,807,389$10,906,351 ▼-4.0%562,1740.3%SHSVTVVanguard Value ETF$257,985,435$9,376,882 ▲3.8%1,493,4840.3%ETFSYKStryker$250,762,660$23,553,462 ▲10.4%673,6060.3%MedicalVBVanguard Small-Cap ETF$242,661,158$6,632,871 ▲2.8%1,094,2830.3%ETFGLDSPDR Gold Shares$240,617,397$1,473,838 ▲0.6%835,0700.3%FinancePFEPfizer$240,339,284$10,054,499 ▲4.4%9,484,5880.3%MedicalABTAbbott Laboratories$240,014,080$4,852,043 ▼-2.0%1,809,3400.3%MedicalINTUIntuit$239,526,392$13,855,001 ▼-5.5%390,0710.3%Computer and TechnologyRTXRTX$237,710,830$1,111,747 ▼-0.5%1,794,5690.3%AerospaceORLYO'Reilly Automotive$226,280,315$777,891 ▲0.3%157,9530.2%Retail/WholesaleUSIGiShares Broad USD Investment Grade Corporate Bond ETF$225,899,548$8,763,335 ▲4.0%4,422,4660.2%ManufacturingSFStifel Financial$225,865,127$22,552,570 ▲11.1%2,396,1910.2%FinanceWMBWilliams Companies$223,656,776$5,959,303 ▼-2.6%3,742,5610.2%EnergyPMPhilip Morris International$222,429,573$70,396,439 ▼-24.0%1,401,3140.2%Consumer StaplesVGTVanguard Information Technology ETF$220,003,202$4,482,024 ▲2.1%405,5950.2%ETFUBERUber Technologies$218,689,625$41,487,189 ▲23.4%3,001,5010.2%Computer and TechnologyHSYHershey$217,671,484$30,088,863 ▲16.0%1,272,6920.2%Consumer StaplesUPSUnited Parcel Service$214,952,016$42,233,112 ▲24.5%1,954,2040.2%TransportationISRGIntuitive Surgical$208,265,628$12,123,751 ▲6.2%420,5080.2%MedicalIEMGiShares Core MSCI Emerging Markets ETF$207,097,254$13,734,002 ▲7.1%3,837,2550.2%ETFVWOVanguard FTSE Emerging Markets ETF$206,995,673$44,926,354 ▼-17.8%4,573,4690.2%ETFShowing largest 100 holdings. 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