Latest StoneX Group Inc. Stock Portfolio
StoneX Group Inc. Performance:
2024 Q4: 0.08%YTD: 7.01%2023: 4.27%
Performance for 2024 Q4 is 0.08%, and YTD is 7.01%, and 2023 is 4.27%.
About StoneX Group Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, StoneX Group Inc. reported an equity portfolio of $1.5 Billions as of 31 Dec, 2024.
The top stock holdings of StoneX Group Inc. are VB, IJR, IJR. The fund has invested 6.6% of it's portfolio in VANGUARD INDEX FDS and 6.3% of portfolio in ISHARES TR.
The fund managers got completely rid off PRUDENTIAL PLC, FIRST TR EXCHANGE-TRADED FD (AIRR) and PACER FDS TR (AFTY) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR). StoneX Group Inc. opened new stock positions in ISHARES TR (IJR), TIDAL TRUST III (NACP) and J P MORGAN EXCHANGE TRADED F. The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB).
The top stock holdings of StoneX Group Inc. are VB, IJR, IJR. The fund has invested 6.6% of it's portfolio in VANGUARD INDEX FDS and 6.3% of portfolio in ISHARES TR.
The fund managers got completely rid off PRUDENTIAL PLC, FIRST TR EXCHANGE-TRADED FD (AIRR) and PACER FDS TR (AFTY) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR). StoneX Group Inc. opened new stock positions in ISHARES TR (IJR), TIDAL TRUST III (NACP) and J P MORGAN EXCHANGE TRADED F. The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), SCHWAB STRATEGIC TR (FNDA) and VANGUARD INDEX FDS (VB).
StoneX Group Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that StoneX Group Inc. made a return of 0.08% in the last quarter. In trailing 12 months, it's portfolio return was 7.01%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 36,939,000 |
| tidal trust iii | 24,073,000 |
| j p morgan exchange traded f | 13,816,000 |
| fidelity wise origin bitcoin | 9,904,000 |
| ishares tr | 7,856,000 |
| ishares tr | 7,711,000 |
| visa inc | 7,688,000 |
| meta platforms inc | 6,939,000 |
New stocks bought by StoneX Group Inc.
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 1,035 |
| schwab strategic tr | 699 |
| vanguard index fds | 412 |
| schwab strategic tr | 407 |
| ishares tr | 356 |
| select sector spdr tr | 340 |
| schwab strategic tr | 339 |
| victory portfolios ii | 328 |
Additions to existing portfolio by StoneX Group Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -84.21 |
| select sector spdr tr | -78.96 |
| ishares tr | -77.87 |
| dave inc | -76.56 |
| first tr exchange-traded fd | -69.89 |
| vanguard world fd | -57.72 |
| vanguard whitehall fds | -52.28 |
| bp prudhoe bay rty tr | -51.03 |
StoneX Group Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| prudential plc | -5,090,000 |
| vertex energy inc | -12,000 |
| tidal etf tr | -1,083,000 |
| amplify etf tr | -605,000 |
| gabelli util tr | -1,000 |
| ishares tr | -845,000 |
| bm technologies inc | -1,000 |
| eve hldg inc | -3,000 |
StoneX Group Inc. got rid off the above stocks
Sector Distribution
StoneX Group Inc. has about 71% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 71 |
| Technology | 9.5 |
| Financial Services | 3.8 |
| Consumer Cyclical | 3.8 |
| Healthcare | 2.3 |
| Consumer Defensive | 2.2 |
| Communication Services | 2.1 |
| Energy | 1.8 |
| Utilities | 1.6 |
| Industrials | 1.6 |
Market Cap. Distribution
StoneX Group Inc. has about 27.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 71 |
| MEGA-CAP | 18 |
| LARGE-CAP | 9.7 |
Stocks belong to which Index?
About 28.3% of the stocks held by StoneX Group Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 71.7 |
| S&P 500 | 27.2 |
| RUSSELL 2000 | 1.1 |
StoneX Group Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of StoneX Group Inc.
StoneX Group Inc. has 430 stocks in it's portfolio. About 33.1% of the portfolio is in top 10 stocks. TSCO proved to be the most loss making stock for the portfolio. AMZN was the most profitable stock for StoneX Group Inc. last quarter.
Last Reported on: 12 Feb, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| VB | vanguard index fds | 6.58 | 189,333 | 102,014,000 | reduced | -0.33 | ||
Historical Trend of VANGUARD INDEX FDS Position Held By StoneX Group Inc.What % of Portfolio is VB?:Number of VB shares held:Change in No. of Shares Held: | ||||||||
| IJR | ishares tr | 6.35 | 166,982 | 98,299,000 | added | 11.42 | ||
| IJR | ishares tr | 3.91 | 327,433 | 60,618,000 | added | 1.12 | ||
| AAPL | apple inc | 3.01 | 186,424 | 46,684,000 | added | 46.85 | ||
| FNDA | schwab strategic tr | 2.71 | 1,264,660 | 41,999,000 | added | 5.53 | ||
| IJR | ishares tr | 2.38 | 91,985 | 36,939,000 | new | |||
| MDCP | victory portfolios ii | 2.20 | 998,798 | 34,049,000 | added | 107 | ||
| NVDA | nvidia corporation | 2.19 | 253,201 | 34,002,000 | added | 31.43 | ||
| MSFT | microsoft corp | 1.94 | 71,102 | 29,970,000 | added | 69.68 | ||
| CSD | invesco exchange traded fd t | 1.80 | 158,823 | 27,831,000 | added | 14.37 | ||
| AMZN | amazon com inc | 1.75 | 123,404 | 27,074,000 | added | 39.89 | ||
| LEGR | first tr exchange-traded fd | 1.59 | 686,084 | 24,596,000 | added | 2.23 | ||
| IJR | ishares tr | 1.56 | 238,239 | 24,188,000 | added | 356 | ||
| NACP | tidal trust iii | 1.55 | 943,674 | 24,073,000 | new | |||
| AFLG | first tr exchng traded fd vi | 1.46 | 742,892 | 22,636,000 | added | 4.39 | ||
| IJR | ishares tr | 1.38 | 281,915 | 21,316,000 | added | 18.4 | ||
| VB | vanguard index fds | 1.06 | 68,547 | 16,471,000 | added | 412 | ||
| CSD | invesco exchange traded fd t | 1.04 | 429,372 | 16,067,000 | added | 1.56 | ||
| VB | vanguard index fds | 1.02 | 54,756 | 15,869,000 | added | 1.42 | ||
| VB | vanguard index fds | 0.94 | 35,363 | 14,515,000 | added | 1.11 | ||
