Stifel Financial Corp

CIK Number: 0000720672

94.08B
Market Value
3,024
# of Holdings
22 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 MSFT Microsoft Corpo...
490.19
+0.86% 7.15M -0.02% 3.02B 105.75 3.14%
2 AAPL Apple Inc.
200.47
-0.51% 11.88M +0.82% 2.97B 52.64 3.10%
3 NVDA NVIDIA Corporat...
147.80
+2.52% 18.35M -0.85% 2.46B 9.53 2.57%
4 AMZN Amazon.com, Inc...
213.00
+2.17% 8.29M +0.95% 1.82B 87.55 1.89%
5 GOOGL Alphabet Inc.
166.74
+0.94% 6.41M +1.37% 1.21B 63.56 1.26%
6 V Visa Inc.
351.71
+2.32% 3.77M -0.58% 1.19B 133.92 1.24%
7 AVGO Broadcom Inc.
263.81
+3.96% 4.98M -0.46% 1.16B 35.09 1.20%
8 WMT Walmart Inc.
98.06
+0.19% 11.62M -6.99% 1.05B 37.95 1.09%
9 JPM JPMorgan Chase ...
281.47
+1.15% 4.16M +0.87% 996.29M 107.22 1.04%
10 HD The Home Depot,...
360.32
+0.94% 2.51M -0.44% 978.34M 210.03 1.02%
11 SPY SPDR S&P 500 ET...
607.12
+1.16% 1.56M +2.58% 916.81M 314.6 0.95%
12 PEP PepsiCo, Inc.
131.09
+1.55% 5.65M +3.95% 858.55M 139.74 0.89%
13 UNH UnitedHealth Gr...
305.70
+1.67% 1.65M -1.03% 835.43M 191.48 0.87%
14 VOO Vanguard 500 In...
559.76
+1.16% 1.46M +0.01% 784.71M 281.14 0.82%
15 PG The Procter & G...
160.41
-0.39% 4.51M +1.99% 755.57M 115.77 0.79%
16 META Meta Platforms,...
712.33
+1.98% 1.27M +3.44% 742.21M 281.72 0.77%
17 MRK Merck & Co., In...
80.45
+0.36% 7.36M +4.96% 732.39M 74.17 0.76%
18 IVW iShares S&P 500...
107.51
+1.50% 6.97M -6.74% 707.8M 49.84 0.74%
19 IEFA iShares Core MS...
81.98
+1.20% 10.05M +4.09% 706.39M 64.74 0.74%
20 COST Costco Wholesal...
1001.74
-0.27% 737.49K -0.15% 675.89M 245.17 0.70%
21 GOOG Alphabet Inc.
167.73
+1.04% 3.54M +2.44% 673.34M 58.74 0.70%
22 ACN Accenture plc
300.62
+1.91% 1.89M -0.07% 665.33M 181.8 0.69%
23 JNJ Johnson & Johns...
152.27
+0.63% 4.59M -0.12% 663.99M 143.84 0.69%
24 LLY Eli Lilly and C...
779.00
+1.08% 799.42K +7.43% 617.2M 256.85 0.64%
25 AGG iShares Core U....
98.77
+0.36% 6.27M -2.36% 607.49M 104.19 0.63%
26 LMT Lockheed Martin...
460.85
-2.46% 1.22M +0.76% 593.43M 371.2 0.62%
27 CSCO Cisco Systems, ...
67.92
+0.80% 9.48M +0.04% 561.22M 40.34 0.58%
28 ADP Automatic Data ...
311.53
+0.42% 1.91M -0.12% 560.51M 151.53 0.58%
29 TXN Texas Instrumen...
205.76
+2.17% 2.9M +0.67% 544.4M 155.52 0.57%
30 EMR Emerson Electri...
130.82
+1.09% 4.34M -1.83% 537.39M 66.66 0.56%
31 IWF iShares Russell...
414.07
+1.47% 1.34M +6.80% 536.91M 230.39 0.56%
32 KO The Coca-Cola C...
70.19
+0.65% 8.55M +0.49% 532.34M 51.77 0.55%
33 UNP Union Pacific C...
227.97
+0.93% 2.33M +1.59% 531.04M 168.28 0.55%
34 IVE iShares S&P 500...
193.20
+0.80% 2.58M +3.54% 491.83M 127.53 0.51%
35 APH Amphenol Corpor...
95.91
+0.69% 6.89M +1.74% 478.31M 40.39 0.50%
36 APD Air Products an...
280.36
+2.63% 1.63M +0.07% 474.11M 256.49 0.49%
37 MMC Marsh & McLenna...
219.73
+0.28% 2.22M +550.97% 472.6M 200.22 0.49%
38 WM Waste Managemen...
234.46
-0.11% 2.34M -0.28% 471.3M 115.99 0.49%
39 MDT Medtronic plc
86.20
+0.28% 5.84M -0.11% 466.16M 93.22 0.49%
40 QQQ Invesco QQQ Tru...
540.02
+1.57% 903.65K +3.71% 462.04M 277.14 0.48%
41 CL Colgate-Palmoli...
88.28
-0.43% 5.08M +1.20% 461.5M 71.45 0.48%
42 ABBV AbbVie Inc.
185.56
+0.98% 2.58M +3.10% 458.34M 89.82 0.48%
43 BIL SPDR Bloomberg ...
91.67
+0.01% 5.01M +6.04% 457.63M 91.61 0.48%
44 ETN Eaton Corporati...
343.53
+3.18% 1.37M -2.64% 456.3M 106.38 0.48%
45 CHD Church & Dwight...
96.10
-0.88% 4.32M +0.49% 451.97M 72.08 0.47%
46 ITW Illinois Tool W...
245.95
+0.72% 1.76M +0.37% 447.24M 163.85 0.47%
47 BRK-B Berkshire Hatha...
493.93
+1.26% 982.66K -6.69% 445.42M 220.06 0.46%
48 GWW W.W. Grainger, ...
1042.26
+0.38% 419.48K -2.22% 442.18M 708.26 0.46%
49 TSCO Tractor Supply ...
53.54
-0.22% 8.23M +398.60% 436.9M 51.13 0.46%
50 IVV iShares Core S&...
609.98
+1.17% 740.42K +1.92% 435.88M 369.57 0.45%
51 NFLX Netflix, Inc.
1279.10
+2.04% 482.3K -0.85% 429.88M 391.4 0.45%
52 XOM Exxon Mobil Cor...
108.54
-2.86% 3.98M +2.74% 428.56M 84.16 0.45%
53 IBM International B...
293.79
+1.59% 1.93M +0.36% 424.07M 138.8 0.44%
54 CVX Chevron Corpora...
143.78
-2.1% 2.9M -0.58% 419.45M 120.11 0.44%
55 CRM Salesforce, Inc...
271.45
+3.05% 1.25M +3.88% 416.4M 159.22 0.43%
56 NOW ServiceNow, Inc...
995.76
+1.57% 385.56K -0.37% 408.74M 469.43 0.43%
57 IWD iShares Russell...
192.64
+0.86% 2.14M +9.64% 395.29M 147.54 0.41%
58 CMI Cummins Inc.
324.20
+2.48% 1.12M -25.37% 391.7M 203.12 0.41%
59 TJX The TJX Compani...
124.75
-0.01% 3.24M -1.21% 391.49M 47.73 0.41%
60 CLX The Clorox Comp...
122.04
-0.21% 2.34M +0.41% 380.76M 156.65 0.40%
61 RSG Republic Servic...
250.78
+0.04% 1.83M +0.58% 367.19M 185.8 0.38%
62 AMGN Amgen Inc.
277.41
+1.82% 1.4M -0.45% 365.56M 226.78 0.38%
63 MA Mastercard Inco...
557.92
+2.87% 694.08K +2.55% 365.52M 234.13 0.38%
64 BR Broadridge Fina...
241.98
+0.67% 1.62M +1.30% 365.18M 177.28 0.38%
65 HON Honeywell Inter...
224.76
+0.01% 1.59M +1.47% 358.62M 165.66 0.37%
66 MBB iShares MBS ETF
93.46
+0.45% 3.91M +10.02% 358.12M 101.09 0.37%
67 PANW Palo Alto Netwo...
201.72
-0.79% 1.94M +102.03% 353.63M 61.33 0.37%
68 TMO Thermo Fisher S...
404.13
+0.98% 657.1K -1.48% 341.87M 253.14 0.36%
69 ADBE Adobe Inc.
381.99
+0.49% 729.3K -4.36% 324.3M 303.96 0.34%
70 MCD McDonald's Corp...
291.38
+0.64% 1.11M +0.98% 320.8M 170.1 0.33%
71 VEA Vanguard Develo...
56.15
+1.31% 6.26M -20.93% 299.37M 41.55 0.31%
72 VUG Vanguard Growth...
428.43
+1.51% 726.66K +3.93% 298.29M 199.66 0.31%
73 ORCL Oracle Corporat...
215.36
+4.02% 1.77M -10.07% 294.88M 58.84 0.31%
74 GPC Genuine Parts C...
121.20
-0.07% 2.5M +21.64% 292.23M 110.89 0.30%
75 QUAL iShares MSCI US...
179.59
+1.12% 1.61M +7.83% 287.6M 137.28 0.30%
76 NSC Norfolk Souther...
257.86
+0.50% 1.16M +2.12% 272.96M 227.13 0.28%
77 ITOT iShares Core S&...
132.75
+1.22% 2.09M +9.92% 269.28M 93.35 0.28%
78 VZ Verizon Communi...
42.63
+0.65% 6.53M +1.14% 261.14M 48.7 0.27%
79 INTU Intuit Inc.
759.03
-0.46% 412.63K +2.00% 259.37M 275.85 0.27%
80 SPGI S&P Global Inc.
523.49
+1.73% 519.69K -4.36% 258.83M 319.42 0.27%
81 ELV Elevance Health...
376.69
+1.15% 700.7K -1.73% 258.51M 468.08 0.27%
82 VMBS Vanguard Mortga...
46.11
+0.39% 5.66M +0.65% 256.81M 51.36 0.27%
83 VB Vanguard Small ...
236.26
+1.13% 1.06M +1.51% 255.75M 167.09 0.27%
84 VGT Vanguard Inform...
646.60
+1.80% 397.33K +1.84% 247.08M 243.19 0.26%
85 CTAS Cintas Corporat...
223.12
+1.00% 1.34M -2.88% 245.25M 42.63 0.26%
86 LIN Linde plc
463.18
+0.74% 585.59K +0.10% 245.2M 355.73 0.26%
87 VWO Vanguard Emergi...
49.02
+2.22% 5.57M +19.16% 245.13M 43.8 0.26%
88 BHVN Biohaven Ltd.
14.79
+2.28% 6.56M +0.77% 244.99M 17.34 0.26%
89 VTV Vanguard Value ...
175.98
+0.78% 1.44M +3.21% 243.66M 126.58 0.25%
90 QCOM QUALCOMM Incorp...
155.62
+1.62% 1.58M -2.59% 243.22M 86.42 0.25%
91 PFE Pfizer Inc.
24.30
+1.14% 9.09M -3.07% 241.1M 34.93 0.25%
92 CAT Caterpillar Inc...
373.24
+1.91% 653.02K -1.89% 236.91M 153.97 0.25%
93 SF Stifel Financia...
100.79
+1.67% 2.16M -5.37% 228.81M 40.06 0.24%
94 TGT Target Corporat...
97.54
+1.05% 1.65M +2.64% 222.66M 133.3 0.23%
95 TSLA Tesla, Inc.
340.95
-2.22% 550.92K +6.69% 222.49M 188.2 0.23%
96 PM Philip Morris I...
184.57
-0.21% 1.84M -0.86% 222.02M 99.91 0.23%
97 SYK Stryker Corpora...
386.96
+2.06% 610.34K +2.51% 219.76M 229.72 0.23%
98 USIG iShares Broad U...
51.19
+0.38% 4.25M +26.91% 213.74M 56.22 0.22%
99 ABT Abbott Laborato...
138.25
+3.74% 1.85M -13.84% 208.8M 71.38 0.22%
100 RTX RTX Corporation
141.84
-2.72% 1.8M +1.12% 208.64M 71.55 0.22%
101 WMB The Williams Co...
61.10
+1.03% 3.84M -20.68% 207.94M 29.07 0.22%
102 ISRG Intuitive Surgi...
523.03
+1.54% 396.03K -0.24% 206.71M 233.82 0.22%
103 NEE NextEra Energy,...
71.41
+0.96% 2.88M -3.8% 206.36M 48.21 0.21%
104 VIG Vanguard Divide...
203.10
+1.04% 1.04M +2.83% 203.44M 128.07 0.21%
105 MS Morgan Stanley
135.93
+1.44% 1.6M -0.36% 201.42M 73.14 0.21%
106 GLD SPDR Gold Share...
306.11
-1.6% 829.96K +0.90% 200.96M 167.3 0.21%
107 PLD Prologis, Inc.
108.20
+1.00% 1.9M -0.85% 200.48M 85.84 0.21%
108 UPS United Parcel S...
100.68
+0.28% 1.57M +1.92% 198.02M 130.92 0.21%
109 VTI Vanguard Total ...
299.82
+1.21% 682.81K +2.54% 197.89M 193.28 0.21%
110 BAC Bank of America...
46.66
+0.77% 4.4M -1.13% 193.41M 31.01 0.20%
111 DHR Danaher Corpora...
197.51
+0.60% 839.18K -0.96% 192.64M 90.63 0.20%
112 WFC Wells Fargo & C...
78.14
+1.47% 2.72M -2.14% 190.87M 49.23 0.20%
113 MET MetLife, Inc.
79.69
+0.08% 2.31M +3.34% 189.52M 57.26 0.20%
114 CB Chubb Limited
286.63
-0.54% 684.99K +0.16% 189.27M 149.13 0.20%
115 SCHR Schwab Intermed...
24.93
+0.26% 7.78M +99.54% 188.96M 26.31 0.20%
116 IEMG iShares Core MS...
59.50
+2.50% 3.58M +1.86% 187.09M 52.92 0.19%
117 ORLY O'Reilly Automo...
89.21
-2.25% 157.41K +294.83% 186.66M 1055.64 0.19%
118 HSY The Hershey Com...
172.10
-0.59% 1.1M +13.68% 185.74M 162.65 0.19%
119 AXP American Expres...
308.54
+2.97% 625.7K +1.65% 185.72M 132.72 0.19%
120 XLK Technology Sele...
247.34
+1.83% 779.01K +1.32% 181.15M 114.85 0.19%
121 TSM Taiwan Semicond...
220.01
+4.61% 916.23K -0.82% 180.95M 96.67 0.19%
122 VYM Vanguard High D...
131.65
+0.79% 1.41M +9.90% 180.03M 96.17 0.19%
123 IJR iShares Core S&...
108.61
+0.98% 1.56M +4.45% 179.43M 95.71 0.19%
124 BSX Boston Scientif...
104.12
+1.72% 2M -0.25% 178.93M 35.99 0.19%
125 DE Deere & Company
514.08
0.00% 420.36K -2.15% 178.15M 245.27 0.19%
126 XMHQ Invesco S&P Mid...
97.64
+1.05% 1.8M +7.75% 177.08M 85.26 0.18%
127 BLK BlackRock, Inc.
1004.24
+1.82% 172.01K +100.00% 176.42M 1025.11 0.18%
128 EQAL Invesco Russell...
48.90
+1.01% 3.61M -0.7% 174.27M 36.52 0.18%
129 TLT iShares 20+ Yea...
87.42
+0.74% 1.98M +17.50% 172.88M 109.81 0.18%
130 IEI iShares 3-7 Yea...
118.64
+0.21% 1.5M -3.12% 172.86M 121.95 0.18%
131 RSP Invesco S&P 500...
180.25
+0.99% 984.59K +2.62% 172.54M 137.83 0.18%
132 ADI Analog Devices,...
234.86
+1.68% 803.88K +0.51% 170.81M 135.28 0.18%
133 IGSB iShares 1-5 Yea...
52.63
+0.14% 3.3M +0.17% 170.37M 52.39 0.18%
134 PH Parker-Hannifin...
675.83
+1.75% 265.57K +0.32% 168.93M 252.25 0.18%
135 USB U.S. Bancorp
44.56
+1.07% 3.49M -6.21% 166.91M 42.71 0.17%
136 HYG iShares iBoxx $...
80.17
+0.27% 2.1M +10.25% 165.53M 82.73 0.17%
137 LOW Lowe's Companie...
220.16
+0.73% 667.73K -3.7% 164.81M 91.42 0.17%
138 GS The Goldman Sac...
661.87
+2.32% 279.7K +15.57% 160.19M 350.69 0.17%
139 IJH iShares Core S&...
61.55
+0.94% 2.55M -22.69% 159.08M 45.77 0.17%
140 BX Blackstone Inc.
144.02
+4.12% 914.65K -1.4% 157.7M 66.61 0.16%
141 GVI iShares Interme...
106.47
+0.19% 1.51M -23.49% 157.2M 110.5 0.16%
142 GLW Corning Incorpo...
51.45
-0.68% 3.29M +17.19% 156.52M 34.35 0.16%
143 GILD Gilead Sciences...
107.18
+0.93% 1.69M -7.02% 156.49M 76.69 0.16%
144 ASML ASML Holding N....
813.17
+4.29% 219.61K -15.09% 152.22M 623.78 0.16%
145 VO Vanguard Mid Ca...
278.00
+1.02% 574.13K +1.57% 151.65M 182.95 0.16%
146 UBER Uber Technologi...
91.58
+7.44% 2.43M -2.84% 146.7M 46.55 0.15%
147 IWM iShares Russell...
214.47
+1.27% 658K +9.64% 145.4M 189.44 0.15%
148 EQIX Equinix, Inc.
906.28
+1.83% 153.72K +2.14% 145.02M 732.02 0.15%
149 CMG Chipotle Mexica...
54.70
+1.71% 2.4M +3.76% 144.87M 34.09 0.15%
150 SCHO Schwab Short-Te...
24.34
+0.12% 5.92M +97.46% 142.48M 25 0.15%