StoneX Group Inc.
CIK 913760 · Holdings on Dec 31, 2023 · First reported Aug 13, 2025
Top ten holdings
Q4 2023- VOO8.90%
- IVV5.89%
- IWD4.85%
- IWR2.84%
- AAPL2.43%
- XLK2.17%
- FTSM1.41%
- XLV1.41%
- BUFR1.38%
- VYM1.31%
Share classes counted separately32.59%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $89.52M | 8.90% | 204.93K shares | — | ↗▾ | |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $59.26M | 5.89% | 124.10K shares | — | ↗▾ | |
| 03 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $48.82M | 4.85% | 295.40K shares | — | ↗▾ | |
| 04 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $28.62M | 2.84% | 368.23K shares | — | ↗▾ | |
| 05 | AAPLAPPLE INC View history and evidence | $24.50M | 2.43% | 127.24K shares | — | ↗▾ | |
| 06 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $21.79M | 2.17% | 113.22K shares | — | ↗▾ | |
| 07 | FTSMFIRST TRUST ENH SHORT MAT FDFIRST TR ENH NEW View history and evidence | $14.23M | 1.41% | 237.54K shares | — | ↗▾ | |
| 08 | XLVSS HEALTH CARE SELECT SECTORSBI HEALTHCARE View history and evidence | $14.20M | 1.41% | 104.10K shares | — | ↗▾ | |
| 09 | BUFRFT VEST LAD BUFFERVETF-USD ICBOE VEST US EQ View history and evidence | $13.90M | 1.38% | 523.11K shares | — | ↗▾ | |
| 10 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $13.23M | 1.31% | 118.52K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 166
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MEM MATTHEWS EM MKT EQTY ACTIVE | Non-derivative | — | — | SEC filing ↗ | |
| NMZ NUVEEN MUNI HI INC OPPORT | Non-derivative | — | — | SEC filing ↗ | |
| XLB SS MATERIALS SELECT SECTOR | Non-derivative | — | — | SEC filing ↗ |
3 / 166 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 913760 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Aug 13, 2025
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0000913760-25-000165",
"cover_total": 818990884,
"filing_date": "2025-08-13",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 264,
"positions_cancelled": 0
},
{
"action": "MERGE_ADD",
"accession": "0000913760-25-000166",
"cover_total": 187210212,
"filing_date": "2025-08-13",
"claimed_type": "NEW HOLDINGS",
"confidential": false,
"positions_added": 361,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0000913760-24-000029",
"filing_date": "2024-02-12",
"confidential": false,
"cover_table_value_total_raw": 814824
}
],
"cover_table_value": 818990884
}Research all 625 reported holdings.
This page includes 30 of 625 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.