Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VOO) | 181,138 | -23,796 | $87,073 |
VOO | 181,138 | -23,796 | $87,073 |
ISHARES TR (IVV) | 129,947 | +5,847 | $68,316 |
IVV | 129,947 | +5,847 | $68,316 |
ISHARES TR (IWD) | 301,462 | +6,060 | $53,995 |
IWD | 301,462 | +6,060 | $53,995 |
ISHARES TR (IWR) | 395,599 | +27,365 | $33,265 |
IWR | 395,599 | +27,365 | $33,265 |
APPLE INC | 124,076 | +1,324 | $21,277 |
AAPL | 124,076 | +1,324 | $21,277 |
INVESCO EXCHANGE TRADED FD T (RSP) | 117,597 | +117,597 | $19,917 |
RSP | 117,597 | +117,597 | $19,917 |
FIRST TR EXCHNG TRADED FD VI (BUFR) | 620,801 | +97,695 | $17,358 |
BUFR | 620,801 | +97,695 | $17,358 |
SELECT SECTOR SPDR TR (XLV) | 105,670 | +1,566 | $15,611 |
XLV | 105,670 | +1,566 | $15,611 |
ISHARES TR (EFA) | 195,374 | +21,656 | $15,603 |
EFA | 195,374 | +21,656 | $15,603 |
NVIDIA CORPORATION | 16,925 | -563 | $15,293 |
NVDA | 16,925 | -563 | $15,293 |
MICROSOFT CORP | 34,647 | +757 | $14,577 |
MSFT | 34,647 | +757 | $14,577 |
FIRST TR EXCHANGE TRADED FD (FTSM) | 229,917 | -7,622 | $13,764 |
FTSM | 229,917 | -7,622 | $13,764 |
INVESCO EXCHANGE TRADED FD T (RSPT) | 367,018 | +367,018 | $12,915 |
RSPT | 367,018 | +367,018 | $12,915 |
VANGUARD INDEX FDS (VTI) | 48,994 | +6,978 | $12,734 |
VTI | 48,994 | +6,978 | $12,734 |
AMAZON COM INC | 70,428 | -3,077 | $12,704 |
AMZN | 70,428 | -3,077 | $12,704 |
VANGUARD WHITEHALL FDS (VYM) | 104,687 | -13,836 | $12,664 |
VYM | 104,687 | -13,836 | $12,664 |
ISHARES TR (IJH) | 206,015 | +160,811 | $12,512 |
IJH | 206,015 | +160,811 | $12,512 |
VANGUARD INDEX FDS (VUG) | 31,069 | -2,051 | $10,694 |
VUG | 31,069 | -2,051 | $10,694 |
ISHARES TR (IJR) | 90,940 | -7,169 | $10,049 |
IJR | 90,940 | -7,169 | $10,049 |
SELECT SECTOR SPDR TR (XLK) | 46,891 | -66,330 | $9,766 |
XLK | 46,891 | -66,330 | $9,766 |
ISHARES TR (ITOT) | 69,554 | +9,049 | $8,020 |
ITOT | 69,554 | +9,049 | $8,020 |
FIRST TR EXCHANGE TRADED FD (RDVY) | 140,742 | -8,034 | $7,905 |
RDVY | 140,742 | -8,034 | $7,905 |
FIRST TR EXCHNG TRADED FD VI (FIXD) | 167,506 | -23,535 | $7,303 |
FIXD | 167,506 | -23,535 | $7,303 |
SPDR S&P 500 ETF TR (SPY) | 13,697 | +415 | $7,185 |
SPY | 13,697 | +415 | $7,185 |
FIRST TR VALUE LINE DIVID IN (FVD) | 168,258 | -24,043 | $7,106 |
FVD | 168,258 | -24,043 | $7,106 |
AMETEK INC | 34,003 | -1,331 | $6,219 |
AME | 34,003 | -1,331 | $6,219 |
INVESCO EXCH TRADED FD TR II (QQQM) | 33,940 | +4,565 | $6,200 |
QQQM | 33,940 | +4,565 | $6,200 |
FIRST TR EXCHANGE TRADED FD (SDVY) | 175,861 | +39,722 | $6,123 |
SDVY | 175,861 | +39,722 | $6,123 |
JPMORGAN CHASE & CO | 30,332 | +1,722 | $6,076 |
JPM | 30,332 | +1,722 | $6,076 |
VANGUARD WORLD FD (VDC) | 29,723 | -2,750 | $6,068 |
VDC | 29,723 | -2,750 | $6,068 |
VANGUARD SPECIALIZED FUNDS (VIG) | 33,035 | +1,271 | $6,033 |
VIG | 33,035 | +1,271 | $6,033 |
HOME DEPOT INC | 15,531 | +1,123 | $5,958 |
HD | 15,531 | +1,123 | $5,958 |
FIRST TR EXCHANGE TRADED FD (FXN) | 317,717 | -53,447 | $5,950 |
FXN | 317,717 | -53,447 | $5,950 |
SPDR SER TR (SPYD) | 137,053 | +25,785 | $5,579 |
SPYD | 137,053 | +25,785 | $5,579 |
PROCTER AND GAMBLE CO | 32,097 | +3,938 | $5,208 |
PG | 32,097 | +3,938 | $5,208 |
CHEVRON CORP NEW | 32,681 | +468 | $5,155 |
CVX | 32,681 | +468 | $5,155 |
ABBVIE INC | 28,098 | +3,762 | $5,117 |
ABBV | 28,098 | +3,762 | $5,117 |
EXXON MOBIL CORP | 43,226 | +2,392 | $5,025 |
XOM | 43,226 | +2,392 | $5,025 |
VANGUARD INDEX FDS (VO) | 19,250 | -139 | $4,810 |
VO | 19,250 | -139 | $4,810 |
FIRST TR EXCHANGE TRADED FD (KNG) | 88,891 | -261 | $4,775 |
KNG | 88,891 | -261 | $4,775 |
PACER FDS TR | 82,024 | +3,558 | $4,766 |
COWZ | 82,024 | +3,558 | $4,766 |
BERKSHIRE HATHAWAY INC DEL | $4,682 | ||
BRK.B | 11,133 | -429 | $4,682 |
CATERPILLAR INC | 12,731 | +257 | $4,665 |
CAT | 12,731 | +257 | $4,665 |
MERCK & CO INC | 34,234 | +3,976 | $4,543 |
MRK | 34,234 | +3,976 | $4,543 |
SELECT SECTOR SPDR TR (XLI) | 35,571 | +1,848 | $4,480 |
XLI | 35,571 | +1,848 | $4,480 |
ISHARES TR (IVW) | 52,596 | -6,305 | $4,441 |
IVW | 52,596 | -6,305 | $4,441 |
JOHNSON & JOHNSON | 27,368 | +3,957 | $4,329 |
JNJ | 27,368 | +3,957 | $4,329 |
ALPHABET INC | 27,944 | -526 | $4,218 |
GOOGL | 27,944 | -526 | $4,218 |
SOUTHERN CO | 58,496 | +1,180 | $4,197 |
SO | 58,496 | +1,180 | $4,197 |
ISHARES TR (AIA) | 68,800 | +68,800 | $4,177 |
AIA | 68,800 | +68,800 | $4,177 |
See Full List: All Stocks Held By StoneX Group Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By StoneX Group Inc.
Size ($ in 1000's)
At 03/31/2024: $914,859 At 12/31/2023: $814,820 Combined Holding Report Includes:
StoneX Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from StoneX Group Inc. 13F filings. Link to 13F filings: SEC filings |