Stifel Financial Corp Holdings & Portfolio - 13F Filings Analysis - Stocknear

Stifel Financial Corp

CIK Number: 0000720672

102.81B
Market Value
3,132
# of Holdings
23 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
498.41
+0.04% 7.16M +0.13% 2.69B 106.1 2.86% Share
2 AAPL Apple Inc.
234.35
-1.48% 11.52M -2.99% 2.56B 52.64 2.72% Share
3 NVDA NVIDIA Corporat...
170.76
+1.46% 18.12M -1.26% 1.96B 9.53 2.09% Share
4 AMZN Amazon.com, Inc...
238.24
+1.02% 8.31M +0.22% 1.58B 87.78 1.68% Share
5 V Visa Inc.
343.99
+0.49% 3.69M -2.28% 1.29B 133.92 1.37% Share
6 GOOGL Alphabet Inc.
239.63
+2.39% 6.54M +2.03% 1.01B 65.37 1.07% Share
7 JPM JPMorgan Chase ...
297.80
+1.67% 4.11M -1.04% 1.01B 107.22 1.07% Share
8 WMT Walmart Inc.
102.30
+0.02% 10.76M -7.36% 945.02M 37.95 1.00% Share
9 HD The Home Depot,...
415.33
-1.1% 2.49M -0.85% 913.89M 210.03 0.97% Share
10 PEP PepsiCo, Inc.
143.10
+0.98% 6.01M +6.50% 901.61M 140.36 0.96% Share
11 SPY SPDR S&P 500 ET...
650.36
+0.24% 1.6M +2.32% 895.33M 320.14 0.95% Share
12 UNH UnitedHealth Gr...
348.18
+8.72% 1.61M -2.65% 842.02M 191.48 0.90% Share
13 JNJ Johnson & Johns...
176.97
-0.65% 5.01M +9.04% 830.25M 145.67 0.88% Share
14 AVGO Broadcom Inc.
336.67
-2.6% 4.84M -2.98% 809.65M 35.09 0.86% Share
15 PG The Procter & G...
159.46
+0.28% 4.61M +2.35% 786.09M 117.02 0.84% Share
16 IEFA iShares Core MS...
86.44
-0.35% 10.16M +1.04% 768.27M 64.85 0.82% Share
17 VOO Vanguard S&P 50...
597.87
+0.23% 1.48M +1.56% 760.15M 284.72 0.81% Share
18 META Meta Platforms,...
765.70
+1.78% 1.31M +3.34% 754.99M 291.23 0.80% Share
19 COST Costco Wholesal...
979.25
+0.76% 734.43K -0.42% 694.77M 245.17 0.74% Share
20 LLY Eli Lilly and C...
750.59
+1.62% 809.63K +1.28% 668.75M 264.03 0.71% Share
21 MRK Merck & Co., In...
84.61
+0.62% 7.45M +1.13% 668.27M 74.35 0.71% Share
22 IVW iShares S&P 500...
117.14
+0.45% 7.09M +1.65% 657.82M 50.53 0.70% Share
23 AGG iShares Core U....
100.26
-0.18% 6.33M +0.97% 626.16M 104.14 0.67% Share
24 KO The Coca-Cola C...
67.90
+0.70% 8.71M +1.83% 623.6M 52.12 0.66% Share
25 ACN Accenture plc
251.94
-1.42% 1.91M +0.79% 594.79M 182.82 0.63% Share
26 ADP Automatic Data ...
297.24
-0.4% 1.88M -1.79% 574.56M 151.53 0.61% Share
27 CSCO Cisco Systems, ...
67.34
+0.69% 9.2M -2.99% 567.53M 40.34 0.60% Share
28 MMC Marsh & McLenna...
201.88
-0.78% 2.27M +2.10% 554.34M 201.12 0.59% Share
29 UNP Union Pacific C...
216.04
-0.56% 2.35M +0.74% 554.2M 168.78 0.59% Share
30 LMT Lockheed Martin...
456.96
-0.47% 1.23M +1.08% 551.41M 372.01 0.59% Share
31 GOOG Alphabet Inc.
239.94
+2.47% 3.49M -1.27% 545.36M 58.74 0.58% Share
32 MDT Medtronic plc
94.08
+1.17% 5.93M +1.63% 532.92M 93.17 0.57% Share
33 WM Waste Managemen...
219.11
+0.03% 2.29M -2.16% 529.01M 115.99 0.56% Share
34 TXN Texas Instrumen...
185.03
-0.43% 2.9M +0.01% 521.76M 155.52 0.55% Share
35 IVE iShares S&P 500...
202.90
+0.02% 2.71M +5.30% 517.1M 130.71 0.55% Share
36 BRK-B Berkshire Hatha...
492.72
-0.21% 953.32K -2.99% 507.72M 220.06 0.54% Share
37 BIL SPDR Bloomberg ...
91.55
+0.01% 5.48M +9.51% 502.77M 91.62 0.53% Share
38 ABBV AbbVie Inc.
210.41
+0.30% 2.4M -7.02% 502.49M 89.82 0.53% Share
39 CVX Chevron Corpora...
154.78
+0.51% 2.96M +2.12% 494.71M 121.09 0.53% Share
40 ORCL Oracle Corporat...
241.58
+1.30% 3.5M +97.96% 489.76M 98.91 0.52% Share
41 IWF iShares Russell...
453.07
+0.27% 1.34M +0.02% 482.85M 230.41 0.51% Share
42 CL Colgate-Palmoli...
84.28
+0.11% 5.13M +1.03% 480.58M 71.68 0.51% Share
43 APD Air Products an...
287.21
-0.59% 1.62M -1.03% 477.12M 256.49 0.51% Share
44 CHD Church & Dwight...
94.96
+0.40% 4.28M -0.9% 470.92M 72.08 0.50% Share
45 EMR Emerson Electri...
132.04
-0.52% 4.27M -1.61% 467.79M 66.66 0.50% Share
46 XOM Exxon Mobil Cor...
110.67
+0.75% 3.93M -1.27% 467.78M 84.16 0.50% Share
47 AMGN Amgen Inc.
279.97
-0.08% 1.45M +3.46% 452.07M 229.62 0.48% Share
48 IBM International B...
259.08
+1.17% 1.81M -6.14% 450.26M 138.8 0.48% Share
49 NFLX Netflix, Inc.
1263.25
+1.49% 482.81K +0.11% 450.24M 391.98 0.48% Share
50 TSCO Tractor Supply ...
59.08
-1.68% 8.16M -0.88% 449.71M 51.13 0.48% Share
51 QQQ Invesco QQQ Tru...
580.48
+0.28% 956.56K +5.85% 448.6M 287.75 0.48% Share
52 APH Amphenol Corpor...
116.79
+5.65% 6.66M -3.33% 436.69M 40.39 0.46% Share
53 RSG Republic Servic...
229.05
+0.40% 1.8M -1.25% 436.47M 185.8 0.46% Share
54 ITW Illinois Tool W...
262.22
-1.67% 1.74M -1.13% 432.49M 163.85 0.46% Share
55 IVV iShares Core S&...
653.63
+0.23% 736.97K -0.47% 414.11M 369.57 0.44% Share
56 GWW W.W. Grainger, ...
995.31
-0.25% 407.49K -2.86% 402.55M 708.26 0.43% Share
57 TJX The TJX Compani...
139.96
-0.62% 3.16M -2.41% 385.17M 47.73 0.41% Share
58 MA Mastercard Inco...
583.89
-0.46% 701.95K +1.13% 384.79M 237.65 0.41% Share
59 BR Broadridge Fina...
252.24
-0.47% 1.58M -2.48% 381.9M 177.28 0.41% Share
60 ETN Eaton Corporati...
348.18
-0.37% 1.39M +1.13% 377.98M 108.23 0.40% Share
61 IWD iShares Russell...
201.71
+0.10% 1.89M -11.36% 356.1M 147.54 0.38% Share
62 CRM Salesforce, Inc...
252.03
-0.1% 1.32M +5.63% 353.05M 165.03 0.38% Share
63 MCD McDonald's Corp...
312.44
-0.12% 1.12M +1.38% 350.43M 172.03 0.37% Share
64 CLX The Clorox Comp...
125.71
-0.13% 2.37M +1.12% 349.08M 156.54 0.37% Share
65 MBB iShares MBS ETF
95.10
-0.22% 3.72M -4.85% 348.54M 101.09 0.37% Share
66 HON Honeywell Inter...
214.20
-0.26% 1.62M +2.09% 343.2M 166.6 0.36% Share
67 CMI Cummins Inc.
394.94
-0.62% 1.09M -3.36% 340.35M 203.12 0.36% Share
68 VEA Vanguard Develo...
59.37
-0.28% 6.65M +6.16% 337.82M 42.09 0.36% Share
69 PANW Palo Alto Netwo...
197.55
+0.09% 1.94M -0.11% 331.26M 61.33 0.35% Share
70 TMO Thermo Fisher S...
482.51
-1.05% 665.51K +1.28% 331.18M 256.23 0.35% Share
71 ELV Elevance Health...
315.15
+2.27% 750.84K +7.16% 326.6M 465.87 0.35% Share
72 VZ Verizon Communi...
43.56
+0.55% 6.8M +4.19% 308.62M 48.57 0.33% Share
73 NOW ServiceNow, Inc...
933.60
-0.61% 385.52K -0.01% 306.92M 469.43 0.33% Share
74 QUAL iShares MSCI US...
190.01
+0.16% 1.76M +8.97% 300.75M 140.05 0.32% Share
75 VMBS Vanguard Mortga...
46.95
-0.28% 5.88M +3.80% 272.27M 51.18 0.29% Share
76 SPGI S&P Global Inc.
547.52
+0.30% 535.78K +3.10% 272.24M 325.09 0.29% Share
77 VUG Vanguard Growth...
467.23
+0.36% 731.9K +0.72% 271.44M 200.89 0.29% Share
78 ADBE Adobe Inc.
354.06
-1.28% 691.69K -5.16% 265.29M 303.96 0.28% Share
79 CTAS Cintas Corporat...
202.07
-0.35% 1.28M -4.76% 262.78M 42.63 0.28% Share
80 LIN Linde plc
473.44
-0.25% 562.17K -4% 261.81M 355.73 0.28% Share
81 VTV Vanguard Value ...
182.49
+0.10% 1.49M +3.77% 257.99M 128.26 0.27% Share
82 SYK Stryker Corpora...
392.80
-0.08% 673.61K +10.37% 250.76M 243.1 0.27% Share
83 VB Vanguard Small ...
253.96
-0.76% 1.09M +2.81% 242.66M 168.59 0.26% Share
84 GLD SPDR Gold Share...
334.11
-0.21% 835.07K +0.62% 240.62M 168.04 0.26% Share
85 PFE Pfizer Inc.
24.73
+0.71% 9.48M +4.37% 240.34M 34.52 0.26% Share
86 ABT Abbott Laborato...
131.95
-0.19% 1.81M -1.98% 240.01M 71.38 0.26% Share
87 INTU Intuit Inc.
670.89
-0.12% 390.07K -5.47% 239.53M 275.85 0.25% Share
88 RTX RTX Corporation
151.75
-1.6% 1.79M -0.47% 237.71M 71.55 0.25% Share
89 ORLY O'Reilly Automo...
106.92
+0.49% 157.95K +0.34% 226.28M 1056.94 0.24% Share
90 USIG iShares Broad U...
52.13
-0.13% 4.42M +4.04% 225.9M 56.02 0.24% Share
91 SF Stifel Financia...
112.58
-0.24% 2.4M +11.09% 225.87M 45.47 0.24% Share
92 WMB The Williams Co...
57.58
+1.28% 3.74M -2.6% 223.66M 29.07 0.24% Share
93 PM Philip Morris I...
164.72
+1.23% 1.4M -24.04% 222.43M 99.91 0.24% Share
94 VGT Vanguard Inform...
705.61
+0.10% 405.6K +2.08% 220M 249.28 0.23% Share
95 UBER Uber Technologi...
95.44
+1.14% 3M +23.41% 218.69M 51.54 0.23% Share
96 HSY The Hershey Com...
187.73
+0.11% 1.27M +16.04% 217.67M 163.81 0.23% Share
97 UPS United Parcel S...
84.41
+0.11% 1.95M +24.45% 214.95M 126.81 0.23% Share
98 ISRG Intuitive Surgi...
467.54
-0.52% 420.51K +6.18% 208.27M 249.04 0.22% Share
99 IEMG iShares Core MS...
63.58
+0.37% 3.84M +7.10% 207.1M 52.99 0.22% Share
100 VWO Vanguard Emergi...
52.66
+0.35% 4.57M -17.83% 207M 43.8 0.22% Share
101 CB Chubb Limited
277.00
-0.17% 681.06K -0.57% 205.69M 149.13 0.22% Share
102 VIG Vanguard Divide...
212.57
-0.07% 1.06M +1.78% 205.12M 129.22 0.22% Share
103 CAT Caterpillar Inc...
417.96
-1.14% 614.59K -5.89% 202.71M 153.97 0.22% Share
104 SCHR Schwab Intermed...
25.20
-0.22% 8.1M +4.08% 201.28M 26.25 0.21% Share
105 BSX Boston Scientif...
108.10
-0.04% 1.99M -0.79% 200.49M 35.99 0.21% Share
106 PLD Prologis, Inc.
111.89
-1.47% 1.79M -5.68% 199.99M 85.84 0.21% Share
107 MET MetLife, Inc.
79.28
-0.4% 2.49M +7.54% 199.85M 58.88 0.21% Share
108 GVI iShares Interme...
107.55
-0.09% 1.86M +23.32% 197.19M 109.65 0.21% Share
109 NEE NextEra Energy,...
70.08
+0.44% 2.77M -3.62% 196.67M 48.21 0.21% Share
110 QCOM QUALCOMM Incorp...
158.66
-0.99% 1.26M -20.64% 193.02M 86.42 0.21% Share
111 DE Deere & Company
475.74
-1.2% 408.86K -2.74% 191.94M 245.27 0.20% Share
112 WFC Wells Fargo & C...
80.72
+2.00% 2.66M -2.2% 190.78M 49.23 0.20% Share
113 VTI Vanguard Total ...
320.97
+0.12% 689.03K +0.91% 189.37M 194.02 0.20% Share
114 MS Morgan Stanley
152.21
+2.30% 1.62M +1.07% 188.91M 73.6 0.20% Share
115 TGT Target Corporat...
90.90
-0.66% 1.81M +9.81% 188.75M 130.72 0.20% Share
116 TSLA Tesla, Inc.
346.99
+0.17% 717.93K +30.31% 186.06M 204.71 0.20% Share
117 BAC Bank of America...
50.28
+1.67% 4.4M +0.07% 183.77M 31.02 0.20% Share
118 IEI iShares 3-7 Yea...
119.89
-0.16% 1.53M +2.57% 181.27M 121.85 0.19% Share
119 ADI Analog Devices,...
248.18
-0.32% 898.74K +11.80% 181.26M 142.29 0.19% Share
120 AXP American Expres...
324.29
-0.34% 661.15K +5.67% 177.9M 140.03 0.19% Share
121 XMHQ Invesco S&P Mid...
105.34
-0.99% 1.89M +5.10% 172.99M 85.56 0.18% Share
122 BX Blackstone Inc.
173.16
-0.08% 1.24M +35.25% 172.91M 85.68 0.18% Share
123 RSP Invesco S&P 500...
187.73
-0.3% 989.99K +0.55% 171.5M 138.02 0.18% Share
124 VEU Vanguard FTSE A...
70.35
-0.07% 2.82M +27.26% 170.81M 58.75 0.18% Share
125 EQAL Invesco Russell...
51.66
-0.34% 3.59M -0.6% 169.5M 36.52 0.18% Share
126 ITOT iShares Core S&...
142.53
+0.16% 1.39M -33.64% 169.5M 93.35 0.18% Share
127 HYG iShares iBoxx $...
80.78
-0.11% 2.15M +2.01% 169.37M 82.66 0.18% Share
128 XLK Technology Sele...
265.33
+0.19% 812.95K +4.36% 167.87M 118.67 0.18% Share
129 GILD Gilead Sciences...
115.76
-0.1% 1.49M -11.97% 167.12M 76.69 0.18% Share
130 DHR Danaher Corpora...
194.28
-2.19% 811.53K -3.29% 166.37M 90.63 0.18% Share
131 VYM Vanguard High D...
139.61
-0.03% 1.29M -8.78% 165.98M 96.17 0.18% Share
132 IJR iShares Core S&...
117.93
-0.86% 1.56M +0.11% 163.02M 95.72 0.17% Share
133 GS The Goldman Sac...
763.85
+2.97% 297.39K +6.33% 162.49M 362.33 0.17% Share
134 HRL Hormel Foods Co...
25.52
+0.06% 5.16M +18.00% 159.71M 36.93 0.17% Share
135 VO Vanguard Mid Ca...
289.83
-0.05% 617.12K +7.49% 159.61M 188.22 0.17% Share
136 PH Parker-Hannifin...
755.60
-0.6% 261.74K -1.44% 159.12M 252.25 0.17% Share
137 BHVN Biohaven Ltd.
14.49
-0.01% 6.61M +0.71% 158.8M 17.39 0.17% Share
138 ASML ASML Holding N....
805.13
+1.12% 230.61K +5.01% 152.81M 625.64 0.16% Share
139 EUSA iShares MSCI US...
102.50
-0.11% 1.63M +90.26% 152.7M 94.67 0.16% Share
140 FAST Fastenal Compan...
47.90
-0.6% 1.97M +227.68% 152.55M 68.77 0.16% Share
141 IGSB iShares 1-5 Yea...
52.99
-0.04% 2.89M -12.15% 151.61M 52.39 0.16% Share
142 GLW Corning Incorpo...
72.38
+0.32% 3.29M -0.19% 150.5M 34.35 0.16% Share
143 BLK BlackRock, Inc.
1107.36
+0.22% 157.63K -8.36% 149.27M 1025.11 0.16% Share
144 LOW Lowe's Companie...
269.10
-1.44% 638.96K -4.31% 149.04M 91.42 0.16% Share
145 TSM Taiwan Semicond...
250.88
+1.49% 897.47K -2.05% 148.98M 96.67 0.16% Share
146 SCHO Schwab Short-Te...
24.39
-0.1% 6.12M +3.35% 148.96M 24.98 0.16% Share
147 TLT iShares 20+ Yea...
89.23
-0.57% 1.62M -18.21% 147.38M 109.81 0.16% Share
148 SLB Schlumberger Li...
35.77
-0.03% 3.52M +3.82% 147.12M 46.34 0.16% Share
149 IJH iShares Core S&...
65.46
-0.89% 2.52M -1.48% 146.77M 45.77 0.16% Share
150 USB U.S. Bancorp
49.36
+1.46% 3.48M -0.41% 146.73M 42.71 0.16% Share