StoneX Group Top Holdings and 13F Report (2025)

About StoneX Group

StoneX Group NASDAQ: SNEX has filed 13-F forms with the SEC as an investor. StoneX Group is itself a publicly traded company. For more information on StoneX Group stock, visit the StoneX Group stock profile here.

Investment Activity

StoneX Group has $1.58 million in total holdings as of March 31, 2025.
StoneX Group owns shares of 515 different stocks, but just 116 companies or ETFs make up 80% of its holdings.
Approximately 8.70% of the portfolio was purchased this quarter.
About 4.18% of the portfolio was sold this quarter.
This quarter, StoneX Group has purchased 433 new stocks and bought additional shares in 232 stocks.
StoneX Group sold shares of 138 stocks and completely divested from 51 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $98,710
iShares Core S&P 500 ETF: $98,295
iShares Russell 1000 Value ETF: $62,785
Schwab Fundamental International Large Company Index ETF: $47,401
Apple: $40,718

Largest New Holdings this Quarter

14020W106 - Capital Group Dividend Value ETF: $7,803 Holding
78468R655 - SPDR S&P Kensho Clean Power ETF: $4,764 Holding
14020Y409 - Capital Group Short Duration Income ETF: $3,671 Holding
464287523 - iShares Semiconductor ETF: $3,428 Holding
464288679 - iShares Short Treasury Bond ETF: $3,201 Holding

Largest Purchases this Quarter

Capital Group Dividend Value ETF: 218,303 shares (about $7.80K)
SPDR S&P Kensho Clean Power ETF: 94,614 shares (about $4.76K)
iShares Core S&P 500 ETF: 7,951 shares (about $4.47K)
SPDR Gold Shares: 14,713 shares (about $4.24K)
Alphabet: 24,391 shares (about $3.77K)

Largest Sales this Quarter

First Trust TCW Opportunistic Fixed Income ETF: 57,456 shares (about $2.52K)
First Trust India NIFTY 50 Equal Weight ETF: 41,966 shares (about $2.34K)
J P MORGAN EXCHANGE TRADED F: 34,711 shares (about $1.86K)
First Trust SMID Cap Rising Dividend Achievers ETF: 54,950 shares (about $1.84K)
First Trust Enhanced Short Maturity ETF: 29,578 shares (about $1.78K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$98,710	$1,410 ▲	1.4%	192,077	6.3%	ETF
IVV iShares Core S&P 500 ETF	$98,295	$4,468 ▲	4.8%	174,933	6.2%	ETF
IWD iShares Russell 1000 Value ETF	$62,785	$1,176 ▲	1.9%	333,681	4.0%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$47,401	$1,697 ▲	3.7%	1,311,606	3.0%	ETF
AAPL Apple	$40,718	$692 ▼	-1.7%	183,308	2.6%	Computer and Technology
VFLO VictoryShares Free Cash Flow ETF	$34,715	$476 ▲	1.4%	1,012,689	2.2%	ETF
IWF iShares Russell 1000 Growth ETF	$32,725	$490 ▼	-1.5%	90,627	2.1%	ETF
NVDA NVIDIA	$28,931	$1,478 ▲	5.4%	266,829	1.8%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$27,982	$469 ▲	1.7%	161,533	1.8%	ETF
MSFT Microsoft	$26,610	$85 ▼	-0.3%	70,875	1.7%	Computer and Technology
EFA iShares MSCI EAFE ETF	$25,007	$1,966 ▲	8.5%	305,968	1.6%	Finance
AMZN Amazon.com	$24,470	$984 ▲	4.2%	128,577	1.5%	Retail/Wholesale
BUFR FT Vest Laddered Buffer ETF	$22,567	$510 ▲	2.3%	760,078	1.4%	ETF
IVW iShares S&P 500 Growth ETF	$22,411	$295 ▲	1.3%	241,418	1.4%	ETF
TIDAL TRUST III	$22,071	$162 ▼	-0.7%	936,783	1.4%	ROCKEFELLER US S
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$21,143	$1,841 ▼	-8.0%	631,134	1.3%	ETF
VB Vanguard Small-Cap ETF	$16,520	$1,320 ▲	8.7%	74,500	1.0%	ETF
VTI Vanguard Total Stock Market ETF	$15,141	$92 ▲	0.6%	55,090	1.0%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$15,056	$371 ▲	2.5%	440,231	1.0%	ETF
VUG Vanguard Growth ETF	$14,329	$1,216 ▲	9.3%	38,641	0.9%	ETF
COWZ Pacer US Cash Cows 100 ETF	$12,913	$688 ▼	-5.1%	235,816	0.8%	ETF
J P MORGAN EXCHANGE TRADED F	$12,247	$1,858 ▼	-13.2%	228,831	0.8%	ACTIVE BOND ETF
JPM JPMorgan Chase & Co.	$12,112	$635 ▲	5.5%	49,377	0.8%	Finance
GLD SPDR Gold Shares	$10,767	$4,239 ▲	64.9%	37,367	0.7%	Finance
GOOGL Alphabet	$10,612	$3,772 ▲	55.1%	68,620	0.7%	Computer and Technology
ABBV AbbVie	$10,497	$444 ▲	4.4%	50,112	0.7%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$9,972	$1,385 ▲	16.1%	81,731	0.6%	ETF
PG Procter & Gamble	$9,787	$69 ▲	0.7%	57,428	0.6%	Consumer Staples
XOM Exxon Mobil	$9,618	$289 ▲	3.1%	80,876	0.6%	Energy
SPY SPDR S&P 500 ETF Trust	$9,543	$42 ▲	0.4%	17,019	0.6%	Finance
SO Southern	$8,977	$79 ▲	0.9%	97,626	0.6%	Utilities
FIDELITY WISE ORIGIN BITCOIN	$8,938	$201 ▲	2.3%	124,192	0.6%	SHS
VYM Vanguard High Dividend Yield ETF	$8,512	$226 ▲	2.7%	66,007	0.5%	ETF
V Visa	$8,437	$89 ▼	-1.0%	24,074	0.5%	Business Services
VIG Vanguard Dividend Appreciation ETF	$8,410	$172 ▲	2.1%	43,350	0.5%	ETF
CVX Chevron	$8,348	$192 ▲	2.4%	49,899	0.5%	Energy
HD Home Depot	$8,315	$219 ▲	2.7%	22,689	0.5%	Retail/Wholesale
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$8,205	$559 ▲	7.3%	185,380	0.5%	ETF
JEPI JPMorgan Equity Premium Income ETF	$8,176	$1 ▼	0.0%	143,095	0.5%	ETF
CAT Caterpillar	$7,886	$345 ▲	4.6%	23,913	0.5%	Industrials
CGDV Capital Group Dividend Value ETF	$7,803	$7,803 ▲	New Holding	218,303	0.5%	ETF
JNJ Johnson & Johnson	$7,601	$495 ▲	7.0%	45,831	0.5%	Medical
IWR iShares Russell Mid-Cap ETF	$7,506	$616 ▲	8.9%	88,228	0.5%	ETF
NFTY First Trust India NIFTY 50 Equal Weight ETF	$7,466	$2,340 ▼	-23.9%	133,890	0.5%	Manufacturing
IVE iShares S&P 500 Value ETF	$7,156	$688 ▼	-8.8%	37,551	0.5%	ETF
META Meta Platforms	$7,038	$200 ▲	2.9%	12,199	0.4%	Computer and Technology
FIDELITY COVINGTON TRUST	$6,876	$163 ▲	2.4%	231,054	0.4%	ENHANCED INTL
MCD McDonald's	$6,852	$79 ▼	-1.1%	21,936	0.4%	Retail/Wholesale
PM Philip Morris International	$6,770	$336 ▲	5.2%	42,341	0.4%	Consumer Staples
IJK iShares S&P Mid-Cap 400 Growth ETF	$6,662	$400 ▼	-5.7%	79,996	0.4%	ETF
RDVY First Trust NASDAQ Rising Dividend Achievers	$6,611	$48 ▼	-0.7%	112,932	0.4%	Manufacturing
BRK.B Berkshire Hathaway	$6,546	$121 ▼	-1.8%	12,292	0.4%	Finance
FTSM First Trust Enhanced Short Maturity ETF	$6,541	$1,777 ▼	-21.4%	108,901	0.4%	Manufacturing
SGOV iShares 0-3 Month Treasury Bond ETF	$6,379	$1,085 ▲	20.5%	63,367	0.4%	ETF
AVGO Broadcom	$6,366	$509 ▲	8.7%	37,950	0.4%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$6,344	$360 ▲	6.0%	127,354	0.4%	ETF
WMT Walmart	$6,334	$85 ▼	-1.3%	72,045	0.4%	Retail/Wholesale
SCHO Schwab Short-Term U.S. Treasury ETF	$6,204	$933 ▼	-13.1%	254,893	0.4%	ETF
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$6,093	$342 ▲	6.0%	197,878	0.4%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$6,061	$27 ▼	-0.4%	117,581	0.4%	ETF
MA Mastercard	$6,023	$67 ▼	-1.1%	10,988	0.4%	Business Services
VTV Vanguard Value ETF	$5,959	$1,244 ▲	26.4%	34,497	0.4%	ETF
BND Vanguard Total Bond Market ETF	$5,794	$230 ▲	4.1%	78,885	0.4%	ETF
AMGN Amgen	$5,739	$12 ▼	-0.2%	18,422	0.4%	Medical
AME AMETEK	$5,718	$36 ▲	0.6%	33,220	0.4%	Computer and Technology
MRK Merck & Co., Inc.	$5,690	$355 ▲	6.7%	62,972	0.4%	Medical
PEP PepsiCo	$5,604	$90 ▼	-1.6%	37,304	0.4%	Consumer Staples
FVD First Trust Value Line Dividend Index Fund	$5,374	$52 ▼	-1.0%	120,522	0.3%	ETF
VO Vanguard Mid-Cap ETF	$5,248	$309 ▲	6.3%	20,294	0.3%	ETF
XLI Industrial Select Sector SPDR Fund	$5,217	$309 ▲	6.3%	39,801	0.3%	ETF
HDV iShares Core High Dividend ETF	$5,197	$664 ▲	14.6%	42,906	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$5,171	$317 ▼	-5.8%	88,626	0.3%	ETF
TMUS T-Mobile US	$5,152	$209 ▲	4.2%	19,316	0.3%	Computer and Technology
TSLA Tesla	$5,095	$174 ▲	3.5%	19,645	0.3%	Auto/Tires/Trucks
EEM iShares MSCI Emerging Markets ETF	$4,937	$1,594 ▲	47.7%	112,965	0.3%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$4,785	$1,812 ▲	60.9%	48,369	0.3%	Finance
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,776	$519 ▼	-9.8%	39,891	0.3%	ETF
CNRG SPDR S&P Kensho Clean Power ETF	$4,764	$4,764 ▲	New Holding	94,614	0.3%	ETF
BX Blackstone	$4,763	$25 ▼	-0.5%	34,073	0.3%	Finance
CSCO Cisco Systems	$4,756	$263 ▲	5.8%	77,075	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$4,488	$680 ▼	-13.2%	21,735	0.3%	ETF
GOOG Alphabet	$4,346	$230 ▼	-5.0%	27,740	0.3%	Computer and Technology
NVG Nuveen AMT-Free Municipal Credit Income Fund	$4,342	$21 ▲	0.5%	350,716	0.3%	Financial Services
IWM iShares Russell 2000 ETF	$4,311	$59 ▲	1.4%	21,609	0.3%	Finance
XLU Utilities Select Sector SPDR Fund	$4,287	$1,077 ▲	33.6%	54,363	0.3%	ETF
T AT&T	$4,258	$63 ▲	1.5%	150,576	0.3%	Computer and Technology
UCON First Trust TCW Unconstrained Plus Bond ETF	$4,212	$192 ▲	4.8%	170,179	0.3%	ETF
MS Morgan Stanley	$4,183	$361 ▲	9.5%	35,856	0.3%	Finance
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$4,163	$1,166 ▲	38.9%	41,370	0.3%	ETF
TDIV First Trust NASDAQ Technology Dividend Index Fund	$4,131	$2,044 ▲	97.9%	56,118	0.3%	Manufacturing
MOAT VanEck Morningstar Wide Moat ETF	$3,998	$87 ▼	-2.1%	45,435	0.3%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$3,949	$508 ▲	14.8%	51,578	0.3%	ETF
NZF Nuveen Municipal Credit Income Fund	$3,925	$34 ▲	0.9%	320,904	0.2%	Financial Services
LRGF iShares U.S. Equity Factor ETF	$3,922	$20 ▲	0.5%	67,757	0.2%	ETF
ETR Entergy	$3,890	$59 ▲	1.5%	45,505	0.2%	Utilities
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$3,888	$331 ▲	9.3%	77,259	0.2%	Finance
EMR Emerson Electric	$3,780	$170 ▲	4.7%	34,481	0.2%	Industrials
CGSD Capital Group Short Duration Income ETF	$3,671	$3,671 ▲	New Holding	142,244	0.2%	ETF
QCOM QUALCOMM	$3,539	$85 ▲	2.5%	23,039	0.2%	Computer and Technology
KO Coca-Cola	$3,505	$218 ▼	-5.9%	48,744	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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StoneX Group Top Holdings and 13F Report (2025)

About StoneX Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Terms & Info

StoneX Group Top Holdings and 13F Report (2025)

About StoneX Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStoneX Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools