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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. StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to market ecosystem worldwide. The company operates through Commercial, Institutional, Retail, and Global Payments segments. For more information on StoneX Group stock, visit the StoneX Group stock profile here.

Investment Activity

  • StoneX Group has $2.06 billion in total holdings as of June 30, 2025.
  • StoneX Group owns shares of 869 different stocks, but just 190 companies or ETFs make up 80% of its holdings.
  • Approximately 89.55% of the portfolio was purchased this quarter.
  • About 2.33% of the portfolio was sold this quarter.
  • This quarter, StoneX Group has purchased 346 new stocks and bought additional shares in 125 stocks.
  • StoneX Group sold shares of 134 stocks and completely divested from 83 stocks this quarter.

Largest New Holdings this Quarter

464287200 - iShares Core S&P 500 ETF
$113,368,439 Holding
922908363 - Vanguard S&P 500 ETF
$111,602,469 Holding
464287598 - iShares Russell 1000 Value ETF
$66,470,945 Holding
808524755 - Schwab Fundamental International Equity ETF
$53,242,888 Holding
67066G104 - NVIDIA
$40,815,530 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
182,591 shares (about $113.37M)
Vanguard S&P 500 ETF
195,874 shares (about $111.60M)
iShares Russell 1000 Value ETF
342,228 shares (about $66.47M)
Schwab Fundamental International Equity ETF
1,330,407 shares (about $53.24M)
NVIDIA
258,449 shares (about $40.82M)

Largest Sales this Quarter

First Trust Capital Strength ETF
25,402 shares (about $2.31M)
Lockheed Martin
4,684 shares (about $2.17M)
Cintas
3,145 shares (about $700.86K)
Micron Technology
5,375 shares (about $662.48K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStoneX Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$113,368,439$113,368,439 New Holding182,5915.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$111,602,469$111,602,469 New Holding195,8745.4%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$66,470,945$66,470,945 New Holding342,2283.2%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$53,242,888$53,242,888 New Holding1,330,4072.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$40,815,530$40,815,530 New Holding258,4492.0%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$39,094,375$39,094,375 New Holding92,0851.9%ETF
Apple Inc. stock logo
AAPL
Apple
$37,681,588$37,681,588 New Holding183,6911.8%Computer and Technology
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$37,025,574$37,025,574 New Holding1,047,4191.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$36,786,600$36,786,600 New Holding73,9691.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$30,397,409$30,397,409 New Holding138,6041.5%Retail/Wholesale
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$30,041,860$30,041,860 New Holding233,6071.5%Manufacturing
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$29,341,799$29,341,799 New Holding161,4491.4%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$28,824,625$28,824,625 New Holding322,4591.4%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$27,149,659$8,274,723 43.8%49,1861.3%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$24,520,258$24,520,258 New Holding222,7091.2%ETF
TIDAL TRUST III
$24,411,301$24,411,301 New Holding940,5791.2%ROCKEFELLER US S
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$24,380,528$24,380,528 New Holding766,7031.2%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$20,742,258$20,742,258 New Holding587,9321.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$20,727,408$20,727,408 New Holding253,8271.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$18,366,993$18,366,993 New Holding77,2480.9%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$18,191,673$18,191,673 New Holding446,0930.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$17,703,167$17,703,167 New Holding40,3350.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$17,323,718$17,323,718 New Holding56,8290.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$15,750,006$15,750,006 New Holding54,3270.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,760,798$14,760,798 New Holding83,7620.7%Computer and Technology
J P MORGAN EXCHANGE TRADED F
$14,157,445$14,157,445 New Holding264,1810.7%ACTIVE BOND ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$11,635,615$11,635,615 New Holding211,1730.6%ETF
FIDELITY WISE ORIGIN BITCOIN
$11,309,159$11,309,159 New Holding120,3230.5%SHS
Broadcom Inc. stock logo
AVGO
Broadcom
$11,125,947$11,125,947 New Holding40,3630.5%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$11,016,489$11,016,489 New Holding81,5790.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$9,775,702$9,775,702 New Holding15,7810.5%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$9,689,437$9,689,437 New Holding24,9590.5%Industrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,626,953$9,626,953 New Holding13,0430.5%Computer and Technology
Visa Inc. stock logo
V
Visa
$9,382,242$9,382,242 New Holding26,4250.5%Business Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$9,226,203$9,226,203 New Holding57,9100.4%Consumer Staples
Southern Company (The) stock logo
SO
Southern
$9,196,977$9,196,977 New Holding100,1520.4%Utilities
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$9,063,630$9,063,630 New Holding67,9890.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$9,031,348$9,031,348 New Holding43,9400.4%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$8,833,630$8,833,630 New Holding96,0490.4%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$8,786,416$8,786,416 New Holding207,0280.4%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$8,753,429$8,753,429 New Holding47,1580.4%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$8,736,506$8,736,506 New Holding81,0440.4%Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$8,596,475$2,193,551 34.3%11,0280.4%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$8,334,651$8,334,651 New Holding22,7330.4%Retail/Wholesale
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$8,307,682$8,307,682 New Holding209,6900.4%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$8,076,119$8,076,119 New Holding142,0600.4%ETF
Chevron Corporation stock logo
CVX
Chevron
$8,074,936$8,074,936 New Holding56,3930.4%Energy
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$7,566,597$7,566,597 New Holding38,7200.4%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$7,549,706$440,490 6.2%7,6270.4%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,299,180$7,299,180 New Holding47,7850.4%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$7,224,765$7,224,765 New Holding22,7370.4%Auto/Tires/Trucks
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$7,209,231$7,209,231 New Holding79,2400.4%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$7,107,585$7,107,585 New Holding38,7470.3%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$7,089,100$7,089,100 New Holding72,5010.3%Retail/Wholesale
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$6,983,345$6,983,345 New Holding32,3620.3%Finance
First Trust India NIFTY 50 Equal Weight ETF stock logo
NFTY
First Trust India NIFTY 50 Equal Weight ETF
$6,959,336$6,959,336 New Holding116,0470.3%Manufacturing
FIDELITY COVINGTON TRUST
$6,957,761$6,957,761 New Holding209,1930.3%ENHANCED INTL
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$6,757,914$6,757,914 New Holding129,0420.3%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$6,624,197$6,624,197 New Holding105,5820.3%Manufacturing
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$6,424,930$6,424,930 New Holding25,3720.3%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$6,424,849$6,424,849 New Holding263,5300.3%ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF stock logo
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
$6,403,525$6,403,525 New Holding182,3850.3%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$6,390,829$6,390,829 New Holding43,3220.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,382,046$6,382,046 New Holding13,1380.3%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$6,298,661$6,298,661 New Holding130,5690.3%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$6,129,357$6,129,357 New Holding20,9790.3%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$6,031,277$6,031,277 New Holding10,7330.3%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$5,968,918$5,968,918 New Holding45,2050.3%Consumer Staples
AMETEK, Inc. stock logo
AME
AMETEK
$5,940,555$5,940,555 New Holding32,8280.3%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,939,197$5,939,197 New Holding33,5180.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,680,664$5,680,664 New Holding81,8950.3%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,447,403$5,447,403 New Holding19,3920.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$5,353,108$5,353,108 New Holding72,7030.3%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$5,261,702$5,261,702 New Holding42,5770.3%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$5,110,469$5,110,469 New Holding36,2800.2%Finance
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$5,092,152$5,092,152 New Holding84,7490.2%Manufacturing
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$5,087,090$5,087,090 New Holding51,2810.2%Finance
Blackstone Inc. stock logo
BX
Blackstone
$5,014,802$5,014,802 New Holding33,5260.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$4,945,508$4,945,508 New Holding27,8870.2%Computer and Technology
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$4,943,934$4,943,934 New Holding42,1950.2%ETF
First Trust NASDAQ Technology Dividend Index Fund stock logo
TDIV
First Trust NASDAQ Technology Dividend Index Fund
$4,889,568$4,889,568 New Holding54,2260.2%Manufacturing
Amgen Inc. stock logo
AMGN
Amgen
$4,849,898$4,849,898 New Holding17,3700.2%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,839,406$4,839,406 New Holding60,5280.2%Medical
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$4,793,732$4,793,732 New Holding93,3360.2%ETF
AT&T Inc. stock logo
T
AT&T
$4,777,791$4,777,791 New Holding165,1110.2%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$4,696,939$4,696,939 New Holding19,7140.2%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$4,682,613$2,153,328 85.1%18,1970.2%Aerospace
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,636,648$4,636,648 New Holding74,7610.2%ETF
Nuveen AMT-Free Municipal Credit Income Fund stock logo
NVG
Nuveen AMT-Free Municipal Credit Income Fund
$4,594,614$4,594,614 New Holding385,0030.2%Financial Services
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,547,705$4,547,705 New Holding34,1090.2%Industrials
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$4,491,976$4,491,976 New Holding58,0820.2%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$4,427,355$4,427,355 New Holding88,0020.2%Finance
Nuveen Municipal Credit Income Fund stock logo
NZF
Nuveen Municipal Credit Income Fund
$4,385,185$4,385,185 New Holding367,8000.2%Financial Services
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$4,352,944$4,352,944 New Holding67,8770.2%ETF
ISHARES BITCOIN TRUST ETF
$4,347,202$4,347,202 New Holding71,0760.2%SHS BEN INT
Strategy Inc stock logo
MSTR
Strategy
$4,311,921$4,311,921 New Holding10,6670.2%Computer and Technology
BLACKROCK INC
$4,305,110$60,857 -1.4%4,1030.2%COM
GE VERNOVA INC
$4,265,070$1,353,990 46.5%8,0640.2%COM
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$4,180,789$4,180,789 New Holding18,5450.2%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$4,162,750$4,162,750 New Holding93,1260.2%ETF

Showing largest 100 holdings. View all holdings.
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