Stonex Group Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Stonex Group Inc.

CIK Number: 0000913760

2.06B
Market Value
748
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
672.49
0.00% 182.59K +4.38% 113.37M 446.4 5.51% Share
2 VOO Vanguard S&P 50...
615.18
-0.01% 195.87K +1.98% 111.6M 388.58 5.42% Share
3 IWD iShares Russell...
204.99
+0.45% 342.23K +2.56% 66.47M 164.82 3.23% Share
4 FNDF Schwab Fundamen...
43.74
+0.97% 1.33M +1.43% 53.24M 35.25 2.59% Share
5 NVDA NVIDIA Corporat...
187.62
-0.67% 258.45K -3.14% 40.82M 58.47 1.98% Share
6 IWF iShares Russell...
469.99
-0.37% 92.08K +1.61% 39.09M 399.47 1.90% Share
7 AAPL Apple Inc.
258.02
+0.35% 183.69K +0.21% 37.68M 165.57 1.83% Share
8 VFLO VictoryShares F...
37.87
+0.13% 1.05M +3.43% 37.03M 33.72 1.80% Share
9 MSFT Microsoft Corpo...
517.35
+0.31% 73.97K +4.37% 36.79M 344.98 1.79% Share
10 AMZN Amazon.com, Inc...
219.51
-1.3% 138.6K +7.80% 30.4M 157.77 1.48% Share
11 ACWI iShares MSCI AC...
139.50
+0.17% 233.61K +100.00% 30.04M 128.6 1.46% Share
12 RSP Invesco S&P 500...
191.28
+0.36% 161.45K -0.05% 29.34M 168.07 1.43% Share
13 EFA iShares MSCI EA...
95.09
+0.85% 322.46K +5.39% 28.82M 72.76 1.40% Share
14 QQQ Invesco QQQ Tru...
603.15
-0.43% 49.19K +43.84% 27.15M 452.07 1.32% Share
15 IVW iShares S&P 500...
121.06
-0.28% 222.71K -7.75% 24.52M 93.89 1.19% Share
16 RSMC Rockefeller U.S...
26.40
+0.70% 940.58K +0.41% 24.41M 25.51 1.19% Share
17 BUFR FT Vest Laddere...
33.45
-0.03% 766.7K +0.87% 24.38M 27.02 1.19% Share
18 SDVY First Trust SMI...
38.02
+0.13% 587.93K -6.85% 20.74M 33.09 1.01% Share
19 XLU Utilities Selec...
88.91
+1.16% 253.83K +366.91% 20.73M 80.14 1.01% Share
20 VB Vanguard Small ...
257.80
+0.50% 77.25K +3.69% 18.37M 229.5 0.89% Share
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