Stifel Financial Corp

CIK Number: 0000720672

102,808.3B
Market Value
3,131
# 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...
522.28
+0.33% 7.16M +0.13% 2.69B 106.1 2.86% Share
2 AAPL Apple Inc.
232.81
-0.22% 11.52M -2.99% 2.56B 52.64 2.72% Share
3 NVDA NVIDIA Corporat...
182.02
+0.24% 18.12M -1.26% 1.96B 9.53 2.09% Share
4 AMZN Amazon.com, Inc...
230.94
+2.84% 8.31M +0.22% 1.58B 87.78 1.68% Share
5 V Visa Inc.
345.40
+0.83% 3.69M -2.28% 1.29B 133.92 1.37% Share
6 GOOGL Alphabet Inc.
202.88
+0.46% 6.54M +2.03% 1.01B 65.37 1.07% Share
7 JPM JPMorgan Chase ...
294.09
+1.23% 4.11M -1.04% 1.01B 107.22 1.07% Share
8 WMT Walmart Inc.
100.84
-0.15% 10.76M -7.36% 945.02M 37.95 1.00% Share
9 HD The Home Depot,...
400.32
-1.68% 2.49M -0.85% 913.89M 210.03 0.97% Share
10 PEP PepsiCo, Inc.
148.62
-0.49% 6.01M +6.50% 901.61M 140.36 0.96% Share
11 SPY SPDR S&P 500 ET...
644.93
+0.01% 1.6M +2.32% 895.33M 320.14 0.95% Share
12 UNH UnitedHealth Gr...
271.50
-0.11% 1.61M -2.65% 842.02M 191.48 0.90% Share
13 JNJ Johnson & Johns...
174.72
+0.17% 5.01M +9.04% 830.25M 145.67 0.88% Share
14 AVGO Broadcom Inc.
311.19
+0.68% 4.84M -2.98% 809.65M 35.09 0.86% Share
15 PG The Procter & G...
153.70
-1.1% 4.61M +2.35% 786.09M 117.02 0.84% Share
16 IEFA iShares Core MS...
85.61
-0.04% 10.16M +1.04% 768.27M 64.85 0.82% Share
17 VOO Vanguard S&P 50...
592.77
-0.01% 1.48M +1.56% 760.15M 284.72 0.81% Share
18 META Meta Platforms,...
781.96
+0.24% 1.31M +3.34% 754.99M 291.23 0.80% Share
19 COST Costco Wholesal...
975.42
-0.35% 734.43K -0.42% 694.77M 245.17 0.74% Share
20 LLY Eli Lilly and C...
684.46
+3.63% 809.63K +1.28% 668.75M 264.03 0.71% Share
21 MRK Merck & Co., In...
82.74
+0.04% 7.45M +1.13% 668.27M 74.35 0.71% Share
22 IVW iShares S&P 500...
115.82
+0.14% 7.09M +1.65% 657.82M 50.53 0.70% Share
23 AGG iShares Core U....
99.10
-0.27% 6.33M +0.97% 626.16M 104.14 0.67% Share
24 KO The Coca-Cola C...
69.52
-1.33% 8.71M +1.83% 623.6M 52.12 0.66% Share
25 ACN Accenture plc
246.13
+0.18% 1.91M +0.79% 594.79M 182.82 0.63% Share
26 ADP Automatic Data ...
301.52
-1.12% 1.88M -1.79% 574.56M 151.53 0.61% Share
27 CSCO Cisco Systems, ...
69.28
-1.58% 9.2M -2.99% 567.53M 40.34 0.60% Share
28 MMC Marsh & McLenna...
206.96
-1.14% 2.27M +2.10% 554.34M 201.12 0.59% Share
29 UNP Union Pacific C...
221.35
-0.82% 2.35M +0.74% 554.2M 168.78 0.59% Share
30 LMT Lockheed Martin...
437.38
-1.17% 1.23M +1.08% 551.41M 372.01 0.59% Share
31 GOOG Alphabet Inc.
203.77
+0.36% 3.49M -1.27% 545.36M 58.74 0.58% Share
32 MDT Medtronic plc
91.95
-1.03% 5.93M +1.63% 532.92M 93.17 0.57% Share
33 WM Waste Managemen...
225.97
-1.71% 2.29M -2.16% 529.01M 115.99 0.56% Share
34 TXN Texas Instrumen...
193.71
+0.22% 2.9M +0.01% 521.76M 155.52 0.55% Share
35 IVE iShares S&P 500...
202.03
-0.1% 2.71M +5.30% 517.1M 130.71 0.55% Share
36 BRK-B Berkshire Hatha...
479.02
+0.36% 953.32K -2.99% 507.72M 220.06 0.54% Share
37 BIL SPDR Bloomberg ...
91.58
+0.02% 5.48M +9.51% 502.77M 91.62 0.53% Share
38 ABBV AbbVie Inc.
204.72
+1.61% 2.4M -7.02% 502.49M 89.82 0.53% Share
39 CVX Chevron Corpora...
155.20
-0.43% 2.96M +2.12% 494.71M 121.09 0.53% Share
40 ORCL Oracle Corporat...
244.93
+0.31% 3.5M +97.96% 489.76M 98.91 0.52% Share
41 IWF iShares Russell...
450.40
+0.11% 1.34M +0.02% 482.85M 230.41 0.51% Share
42 CL Colgate-Palmoli...
84.62
-1.99% 5.13M +1.03% 480.58M 71.68 0.51% Share
43 APD Air Products an...
292.08
-0.72% 1.62M -1.03% 477.12M 256.49 0.51% Share
44 CHD Church & Dwight...
92.61
-1.15% 4.28M -0.9% 470.92M 72.08 0.50% Share
45 EMR Emerson Electri...
134.37
-0.43% 4.27M -1.61% 467.79M 66.66 0.50% Share
46 XOM Exxon Mobil Cor...
107.38
-0.21% 3.93M -1.27% 467.78M 84.16 0.50% Share
47 AMGN Amgen Inc.
290.28
+0.33% 1.45M +3.46% 452.07M 229.62 0.48% Share
48 IBM International B...
237.04
-1.26% 1.81M -6.14% 450.26M 138.8 0.48% Share
49 NFLX Netflix, Inc.
1230.56
+2.17% 482.81K +0.11% 450.24M 391.98 0.48% Share
50 TSCO Tractor Supply ...
59.69
-0.07% 8.16M -0.88% 449.71M 51.13 0.48% Share
51 QQQ Invesco QQQ Tru...
579.86
-0.08% 956.56K +5.85% 448.6M 287.75 0.48% Share
52 APH Amphenol Corpor...
110.75
+0.84% 6.66M -3.33% 436.69M 40.39 0.46% Share
53 RSG Republic Servic...
232.53
-0.09% 1.8M -1.25% 436.47M 185.8 0.46% Share
54 ITW Illinois Tool W...
262.44
-1.83% 1.74M -1.13% 432.49M 163.85 0.46% Share
55 IVV iShares Core S&...
648.15
+0.01% 736.97K -0.47% 414.11M 369.57 0.44% Share
56 GWW W.W. Grainger, ...
974.58
-0.76% 407.49K -2.86% 402.55M 708.26 0.43% Share
57 TJX The TJX Compani...
132.95
-0.86% 3.16M -2.41% 385.17M 47.73 0.41% Share
58 MA Mastercard Inco...
583.65
+0.99% 701.95K +1.13% 384.79M 237.65 0.41% Share
59 BR Broadridge Fina...
259.14
-0.97% 1.58M -2.48% 381.9M 177.28 0.41% Share
60 ETN Eaton Corporati...
355.05
-0.68% 1.39M +1.13% 377.98M 108.23 0.40% Share
61 IWD iShares Russell...
198.66
-0.29% 1.89M -11.36% 356.1M 147.54 0.38% Share
62 CRM Salesforce, Inc...
233.32
-1.57% 1.32M +5.63% 353.05M 165.03 0.38% Share
63 MCD McDonald's Corp...
308.84
+1.24% 1.12M +1.38% 350.43M 172.03 0.37% Share
64 CLX The Clorox Comp...
121.58
-1.07% 2.37M +1.12% 349.08M 156.54 0.37% Share
65 MBB iShares MBS ETF
93.62
-0.34% 3.72M -4.85% 348.54M 101.09 0.37% Share
66 HON Honeywell Inter...
218.15
-0.73% 1.62M +2.09% 343.2M 166.6 0.36% Share
67 CMI Cummins Inc.
404.55
-0.55% 1.09M -3.36% 340.35M 203.12 0.36% Share
68 VEA Vanguard Develo...
58.60
-0.18% 6.65M +6.16% 337.82M 42.09 0.36% Share
69 PANW Palo Alto Netwo...
173.55
-1.87% 1.94M -0.11% 331.26M 61.33 0.35% Share
70 TMO Thermo Fisher S...
485.13
+0.07% 665.51K +1.28% 331.18M 256.23 0.35% Share
71 ELV Elevance Health...
295.37
+0.32% 750.84K +7.16% 326.6M 465.87 0.35% Share
72 VZ Verizon Communi...
43.49
-0.49% 6.8M +4.19% 308.62M 48.57 0.33% Share
73 NOW ServiceNow, Inc...
850.65
-1.42% 385.52K -0.01% 306.92M 469.43 0.33% Share
74 QUAL iShares MSCI US...
188.56
-0.07% 1.76M +8.97% 300.75M 140.05 0.32% Share
75 VMBS Vanguard Mortga...
46.32
-0.3% 5.88M +3.80% 272.27M 51.18 0.29% Share
76 SPGI S&P Global Inc.
564.10
+0.27% 535.78K +3.10% 272.24M 325.09 0.29% Share
77 VUG Vanguard Growth...
463.54
+0.15% 731.9K +0.72% 271.44M 200.89 0.29% Share
78 ADBE Adobe Inc.
348.58
-0.71% 691.69K -5.16% 265.29M 303.96 0.28% Share
79 CTAS Cintas Corporat...
221.28
-1.7% 1.28M -4.76% 262.78M 42.63 0.28% Share
80 LIN Linde plc
477.49
+0.39% 562.17K -4% 261.81M 355.73 0.28% Share
81 VTV Vanguard Value ...
180.44
-0.2% 1.49M +3.77% 257.99M 128.26 0.27% Share
82 SYK Stryker Corpora...
378.47
-0.13% 673.61K +10.37% 250.76M 243.1 0.27% Share
83 VB Vanguard Small ...
246.81
-1.26% 1.09M +2.81% 242.66M 168.59 0.26% Share
84 GLD SPDR Gold Share...
307.25
-0.63% 835.07K +0.62% 240.62M 168.04 0.26% Share
85 PFE Pfizer Inc.
25.11
-0.22% 9.48M +4.37% 240.34M 34.52 0.26% Share
86 ABT Abbott Laborato...
129.32
-0.06% 1.81M -1.98% 240.01M 71.38 0.26% Share
87 INTU Intuit Inc.
710.55
-0.16% 390.07K -5.47% 239.53M 275.85 0.25% Share
88 RTX RTX Corporation
155.06
-0.42% 1.79M -0.47% 237.71M 71.55 0.25% Share
89 ORLY O'Reilly Automo...
101.50
-1.11% 157.95K +0.34% 226.28M 1056.94 0.24% Share
90 USIG iShares Broad U...
51.58
-0.27% 4.42M +4.04% 225.9M 56.02 0.24% Share
91 SF Stifel Financia...
115.89
-0.3% 2.4M +11.09% 225.87M 45.47 0.24% Share
92 WMB The Williams Co...
57.34
-0.9% 3.74M -2.6% 223.66M 29.07 0.24% Share
93 PM Philip Morris I...
165.25
-0.38% 1.4M -24.04% 222.43M 99.91 0.24% Share
94 VGT Vanguard Inform...
704.44
-0.4% 405.6K +2.08% 220M 249.28 0.23% Share
95 UBER Uber Technologi...
91.40
+0.63% 3M +23.41% 218.69M 51.54 0.23% Share
96 HSY The Hershey Com...
180.19
+0.07% 1.27M +16.04% 217.67M 163.81 0.23% Share
97 UPS United Parcel S...
88.56
+0.43% 1.95M +24.45% 214.95M 126.81 0.23% Share
98 ISRG Intuitive Surgi...
477.00
-1.11% 420.51K +6.18% 208.27M 249.04 0.22% Share
99 IEMG iShares Core MS...
61.97
-1.17% 3.84M +7.10% 207.1M 52.99 0.22% Share
100 VWO Vanguard Emergi...
51.20
-1.15% 4.57M -17.83% 207M 43.8 0.22% Share
101 CB Chubb Limited
275.69
+0.24% 681.06K -0.57% 205.69M 149.13 0.22% Share
102 VIG Vanguard Divide...
210.08
+0.06% 1.06M +1.78% 205.12M 129.22 0.22% Share
103 CAT Caterpillar Inc...
417.50
+0.92% 614.59K -5.89% 202.71M 153.97 0.22% Share
104 SCHR Schwab Intermed...
24.96
-0.22% 8.1M +4.08% 201.28M 26.25 0.21% Share
105 BSX Boston Scientif...
104.16
+1.62% 1.99M -0.79% 200.49M 35.99 0.21% Share
106 PLD Prologis, Inc.
105.85
-0.32% 1.79M -5.68% 199.99M 85.84 0.21% Share
107 MET MetLife, Inc.
77.90
+0.70% 2.49M +7.54% 199.85M 58.88 0.21% Share
108 GVI iShares Interme...
106.75
-0.2% 1.86M +23.32% 197.19M 109.65 0.21% Share
109 NEE NextEra Energy,...
72.22
-0.1% 2.77M -3.62% 196.67M 48.21 0.21% Share
110 QCOM QUALCOMM Incorp...
158.09
+0.96% 1.26M -20.64% 193.02M 86.42 0.21% Share
111 DE Deere & Company
478.62
-6.8% 408.86K -2.74% 191.94M 245.27 0.20% Share
112 WFC Wells Fargo & C...
79.38
+1.91% 2.66M -2.2% 190.78M 49.23 0.20% Share
113 VTI Vanguard Total ...
317.25
-0.13% 689.03K +0.91% 189.37M 194.02 0.20% Share
114 MS Morgan Stanley
148.51
+0.51% 1.62M +1.07% 188.91M 73.6 0.20% Share
115 TGT Target Corporat...
104.22
-1.08% 1.81M +9.81% 188.75M 130.72 0.20% Share
116 TSLA Tesla, Inc.
335.58
-1.12% 717.93K +30.31% 186.06M 204.71 0.20% Share
117 BAC Bank of America...
47.70
+0.97% 4.4M +0.07% 183.77M 31.02 0.20% Share
118 IEI iShares 3-7 Yea...
118.85
-0.21% 1.53M +2.57% 181.27M 121.85 0.19% Share
119 ADI Analog Devices,...
236.13
-0.63% 898.74K +11.80% 181.26M 142.29 0.19% Share
120 AXP American Expres...
307.72
+0.28% 661.15K +5.67% 177.9M 140.03 0.19% Share
121 XMHQ Invesco S&P Mid...
102.82
-1.25% 1.89M +5.10% 172.99M 85.56 0.18% Share
122 BX Blackstone Inc.
174.53
-1.17% 1.24M +35.25% 172.91M 85.68 0.18% Share
123 RSP Invesco S&P 500...
186.31
-0.66% 989.99K +0.55% 171.5M 138.02 0.18% Share
124 VEU Vanguard FTSE A...
69.23
-0.4% 2.82M +27.26% 170.81M 58.75 0.18% Share
125 EQAL Invesco Russell...
50.66
-0.89% 3.59M -0.6% 169.5M 36.52 0.18% Share
126 ITOT iShares Core S&...
140.91
-0.11% 1.39M -33.64% 169.5M 93.35 0.18% Share
127 HYG iShares iBoxx $...
80.42
-0.24% 2.15M +2.01% 169.37M 82.66 0.18% Share
128 XLK Technology Sele...
267.74
-0.21% 812.95K +4.36% 167.87M 118.67 0.18% Share
129 GILD Gilead Sciences...
119.00
-0.95% 1.49M -11.97% 167.12M 76.69 0.18% Share
130 DHR Danaher Corpora...
210.15
+0.48% 811.53K -3.29% 166.37M 90.63 0.18% Share
131 VYM Vanguard High D...
137.35
-0.17% 1.29M -8.78% 165.98M 96.17 0.18% Share
132 IJR iShares Core S&...
115.17
-1.4% 1.56M +0.11% 163.02M 95.72 0.17% Share
133 GS The Goldman Sac...
746.99
+0.31% 297.39K +6.33% 162.49M 362.33 0.17% Share
134 HRL Hormel Foods Co...
28.31
-2.28% 5.16M +18.00% 159.71M 36.93 0.17% Share
135 VO Vanguard Mid Ca...
286.38
-0.71% 617.12K +7.49% 159.61M 188.22 0.17% Share
136 PH Parker-Hannifin...
745.38
-2.19% 261.74K -1.44% 159.12M 252.25 0.17% Share
137 BHVN Biohaven Ltd.
14.24
-1.04% 6.61M +0.71% 158.8M 17.39 0.17% Share
138 ASML ASML Holding N....
755.11
-0.06% 230.61K +5.01% 152.81M 625.64 0.16% Share
139 EUSA iShares MSCI US...
101.38
-0.61% 1.63M +90.26% 152.7M 94.67 0.16% Share
140 FAST Fastenal Compan...
48.70
-1.04% 1.97M +227.68% 152.55M 68.77 0.16% Share
141 IGSB iShares 1-5 Yea...
52.79
-0.15% 2.89M -12.15% 151.61M 52.39 0.16% Share
142 GLW Corning Incorpo...
65.75
+0.02% 3.29M -0.19% 150.5M 34.35 0.16% Share
143 BLK BlackRock, Inc.
1160.35
+0.03% 157.63K -8.36% 149.27M 1025.11 0.16% Share
144 LOW Lowe's Companie...
253.05
-1.24% 638.96K -4.31% 149.04M 91.42 0.16% Share
145 TSM Taiwan Semicond...
240.97
-0.19% 897.47K -2.05% 148.98M 96.67 0.16% Share
146 SCHO Schwab Short-Te...
24.32
-0.12% 6.12M +3.35% 148.96M 24.98 0.16% Share
147 TLT iShares 20+ Yea...
87.01
-0.75% 1.62M -18.21% 147.38M 109.81 0.16% Share
148 SLB Schlumberger Li...
33.20
-1.03% 3.52M +3.82% 147.12M 46.34 0.16% Share
149 IJH iShares Core S&...
63.85
-1.31% 2.52M -1.48% 146.77M 45.77 0.16% Share
150 USB U.S. Bancorp
46.83
+0.46% 3.48M -0.41% 146.73M 42.71 0.16% Share