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

Stifel Financial Corp

CIK Number: 0000720672

102.81B
Market Value
3,146
# of Holdings
23 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
515.74
-0.76% 7.16M -0.01% 3.56B 106.1 3.47% Share
2 NVDA NVIDIA Corporat...
188.89
+0.88% 18.17M +0.29% 2.87B 9.96 2.79% Share
3 AAPL Apple Inc.
257.13
+0.66% 11.42M -0.9% 2.34B 52.64 2.28% Share
4 AMZN Amazon.com, Inc...
222.41
+0.81% 8.45M +1.69% 1.85B 89.97 1.80% Share
5 AVGO Broadcom Inc.
338.18
+1.44% 4.93M +1.87% 1.36B 39.5 1.32% Share
6 V Visa Inc.
346.01
-0.52% 3.55M -3.65% 1.26B 133.92 1.23% Share
7 JPM JPMorgan Chase ...
307.56
-1.01% 4.09M -0.63% 1.18B 107.22 1.15% Share
8 GOOGL Alphabet Inc.
245.69
+0.32% 6.28M -3.89% 1.11B 65.37 1.08% Share
9 WMT Walmart Inc.
101.71
-0.25% 10.62M -1.3% 1.04B 37.95 1.01% Share
10 SPY SPDR S&P 500 ET...
669.16
+0.11% 1.66M +3.61% 1.02B 330.52 1.00% Share
11 META Meta Platforms,...
727.05
+1.35% 1.37M +4.23% 1.01B 309.35 0.98% Share
12 HD The Home Depot,...
395.01
-0.51% 2.53M +1.59% 928.76M 212.47 0.90% Share
13 VOO Vanguard S&P 50...
615.21
+0.10% 1.54M +3.79% 872.08M 295.08 0.85% Share
14 IEFA iShares Core MS...
88.08
+0.20% 9.89M -2.63% 825.53M 64.85 0.80% Share
15 PEP PepsiCo, Inc.
142.31
-0.58% 6.2M +3.17% 819.18M 140.1 0.80% Share
16 IVW iShares S&P 500...
121.41
+0.15% 7.13M +0.61% 784.96M 50.9 0.76% Share
17 ORCL Oracle Corporat...
289.01
0.00% 3.54M +0.96% 773.23M 100.05 0.75% Share
18 AGG iShares Core U....
100.29
+0.11% 7.78M +22.97% 772.15M 103.21 0.75% Share
19 JNJ Johnson & Johns...
186.02
-0.02% 4.96M -0.84% 758.3M 145.67 0.74% Share
20 PG The Procter & G...
152.07
-0.72% 4.67M +1.27% 744.25M 117.55 0.72% Share
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