STIFEL FINANCIAL CORP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$102.8B
Holdings
3,462
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (3,462 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | MNSTMONSTER BEVERAGE CORP NEW | 1,020,624 | $63.9B | 62.19% | |
| 302 | AMDADVANCED MICRO DEVICES INC | 447,461 | $63.5B | 61.76% | |
| 303 | VGKVANGUARD INTL EQUITY INDEX F | 815,540 | $63.2B | 61.48% | |
| 304 | CEGCONSTELLATION ENERGY CORP | 194,616 | $62.8B | 61.11% | |
| 305 | KMIKINDER MORGAN INC DEL | 2,130,274 | $62.6B | 60.92% | |
| 306 | SCHGSCHWAB STRATEGIC TR | 2,124,997 | $62.1B | 60.38% | |
| 307 | JAAAJANUS DETROIT STR TR | 1,211,985 | $61.5B | 59.83% | |
| 308 | IYRISHARES TR | 647,107 | $61.3B | 59.65% | |
| 309 | FTCSFIRST TR EXCHANGE-TRADED FD | 674,700 | $61.3B | 59.65% | |
| 310 | GDXVANECK ETF TRUST | 1,167,248 | $60.8B | 59.11% | |
| 311 | SDYSPDR SERIES TRUST | 447,623 | $60.8B | 59.10% | |
| 312 | BSVVANGUARD BD INDEX FDS | 769,451 | $60.6B | 58.90% | |
| 313 | XLUSELECT SECTOR SPDR TR | 740,848 | $60.5B | 58.85% | |
| 314 | MDYSPDR S&P MIDCAP 400 ETF TR | 106,069 | $60.1B | 58.45% | |
| 315 | SPGSIMON PPTY GROUP INC NEW | 372,053 | $59.8B | 58.18% | |
| 316 | VFHVANGUARD WORLD FD | 468,455 | $59.6B | 58.01% | |
| 317 | SCHDSCHWAB STRATEGIC TR | 2,243,102 | $59.4B | 57.82% | |
| 318 | FQIDIGITAL RLTY TR INC | 340,797 | $59.4B | 57.79% | |
| 319 | LHXL3HARRIS TECHNOLOGIES INC | 235,974 | $59.2B | 57.59% | |
| 320 | FCXFREEPORT-MCMORAN INC | 1,359,885 | $59.0B | 57.34% | |
| 321 | CVSCVS HEALTH CORP | 854,225 | $58.9B | 57.32% | |
| 322 | NOCNORTHROP GRUMMAN CORP | 117,640 | $58.8B | 57.22% | |
| 323 | OKEONEOK INC NEW | 720,589 | $58.8B | 57.21% | |
| 324 | VNQVANGUARD INDEX FDS | 657,771 | $58.6B | 56.98% | |
| 325 | HWMHOWMET AEROSPACE INC | 312,076 | $58.1B | 56.50% | |
| 326 | ARCCARES CAPITAL CORP | 2,635,268 | $57.9B | 56.29% | |
| 327 | IGVISHARES TR | 514,484 | $56.3B | 54.80% | |
| 328 | AFLAFLAC INC | 533,590 | $56.3B | 54.74% | |
| 329 | SWKSTANLEY BLACK & DECKER INC | 820,380 | $55.6B | 54.06% | |
| 330 | SPHQINVESCO EXCHANGE TRADED FD T | 762,266 | $54.3B | 52.84% | |
| 331 | HRLHORMEL FOODS CORP | 1,778,937 | $53.8B | 52.34% | |
| 332 | VHTVANGUARD WORLD FD | 215,073 | $53.4B | 51.96% | |
| 333 | MTUMISHARES TR | 220,966 | $53.1B | 51.65% | |
| 334 | PSXPHILLIPS 66 | 444,546 | $53.0B | 51.59% | |
| 335 | MINTPIMCO ETF TR | 527,071 | $53.0B | 51.54% | |
| 336 | RDVIFIRST TR EXCHANGE-TRADED FD | 2,142,991 | $53.0B | 51.51% | |
| 337 | SPOTSPOTIFY TECHNOLOGY S A | 68,903 | $52.9B | 51.43% | |
| 338 | EOGEOG RES INC | 441,142 | $52.8B | 51.32% | |
| 339 | BBYBEST BUY INC | 768,629 | $51.6B | 50.19% | |
| 340 | AONAON PLC | 144,314 | $51.5B | 50.08% | |
| 341 | FDXFEDEX CORP | 221,412 | $50.3B | 48.96% | |
| 342 | MDYGSPDR SERIES TRUST | 578,603 | $50.3B | 48.89% | |
| 343 | AMLPALPS ETF TR | 1,016,728 | $49.7B | 48.32% | |
| 344 | ODFLOLD DOMINION FREIGHT LINE IN | 305,462 | $49.6B | 48.22% | |
| 345 | CGCPCAPITAL GRP FIXED INCM ETF T | 2,194,246 | $49.4B | 48.02% | |
| 346 | TCAFT ROWE PRICE ETF INC | 1,397,256 | $49.3B | 47.95% | |
| 347 | GISGENERAL MLS INC | 948,400 | $49.1B | 47.79% | |
| 348 | AIGAMERICAN INTL GROUP INC | 570,612 | $48.8B | 47.50% | |
| 349 | USMVISHARES TR | 518,835 | $48.7B | 47.37% | |
| 350 | SLVISHARES SILVER TR | 1,478,772 | $48.5B | 47.19% | |
| 351 | KRKROGER CO | 673,867 | $48.3B | 47.02% | |
| 352 | ECLECOLAB INC | 177,247 | $47.8B | 46.46% | |
| 353 | XLGINVESCO EXCHANGE TRADED FD T | 913,960 | $47.6B | 46.32% | |
| 354 | TRVTRAVELERS COMPANIES INC | 177,886 | $47.6B | 46.29% | |
| 355 | ILMNILLUMINA INC | 497,204 | $47.4B | 46.14% | |
| 356 | CGXUCAPITAL GROUP INTL FOCUS EQT | 1,741,722 | $47.3B | 45.96% | |
| 357 | CIBRFIRST TR EXCHANGE TRADED FD | 613,237 | $46.4B | 45.09% | |
| 358 | STZCONSTELLATION BRANDS INC | 282,268 | $45.9B | 44.67% | |
| 359 | MOATVANECK ETF TRUST | 488,544 | $45.8B | 44.57% | |
| 360 | TTENTOTALENERGIES SE | 746,083 | $45.8B | 44.55% | |
| 361 | SHOPSHOPIFY INC | 395,806 | $45.7B | 44.41% | |
| 362 | RCLROYAL CARIBBEAN GROUP | 145,723 | $45.6B | 44.39% | |
| 363 | VRTXVERTEX PHARMACEUTICALS INC | 101,545 | $45.2B | 43.97% | |
| 364 | VCITVANGUARD SCOTTSDALE FDS | 544,570 | $45.2B | 43.92% | |
| 365 | WSOWATSCO INC | 102,240 | $45.2B | 43.92% | |
| 366 | CTVACORTEVA INC | 601,150 | $44.8B | 43.58% | |
| 367 | OEFISHARES TR | 145,849 | $44.4B | 43.18% | |
| 368 | VCRVANGUARD WORLD FD | 122,349 | $44.3B | 43.12% | |
| 369 | VISVANGUARD WORLD FD | 158,276 | $44.3B | 43.12% | |
| 370 | BNDVANGUARD BD INDEX FDS | 601,788 | $44.3B | 43.10% | |
| 371 | SPSMSPDR SERIES TRUST | 1,034,429 | $44.1B | 42.86% | |
| 372 | EFGISHARES TR | 393,286 | $44.0B | 42.85% | |
| 373 | FXFINVESCO CURRENCYSHARES SWISS | 391,893 | $43.8B | 42.62% | |
| 374 | XMHQINVESCO EXCHANGE TRADED FD T | 445,744 | $43.8B | 42.59% | |
| 375 | 8CWCROWN CASTLE INC | 423,798 | $43.5B | 42.35% | |
| 376 | BROBROWN & BROWN INC | 388,660 | $43.1B | 41.92% | |
| 377 | FISVFISERV INC | 249,007 | $42.9B | 41.76% | |
| 378 | KLACKLA CORP | 47,436 | $42.5B | 41.34% | |
| 379 | MCKMCKESSON CORP | 57,280 | $42.0B | 40.83% | |
| 380 | BINCBLACKROCK ETF TRUST II | 794,244 | $42.0B | 40.82% | |
| 381 | MGVVANGUARD WORLD FD | 319,531 | $41.9B | 40.78% | |
| 382 | USFRWISDOMTREE TR | 833,043 | $41.9B | 40.77% | |
| 383 | A4SAMERIPRISE FINL INC | 77,102 | $41.2B | 40.03% | |
| 384 | BKRBAKER HUGHES COMPANY | 1,067,786 | $40.9B | 39.82% | |
| 385 | SAPSAP SE | 134,418 | $40.9B | 39.76% | |
| 386 | MSIMOTOROLA SOLUTIONS INC | 97,132 | $40.8B | 39.73% | |
| 387 | SMHVANECK ETF TRUST | 145,863 | $40.7B | 39.58% | |
| 388 | XMMOINVESCO EXCHANGE TRADED FD T | 316,066 | $40.7B | 39.55% | |
| 389 | AGZISHARES TR | 369,770 | $40.6B | 39.46% | |
| 390 | IXUSISHARES TR | 517,985 | $40.0B | 38.95% | |
| 391 | ATOATMOS ENERGY CORP | 259,166 | $39.9B | 38.85% | |
| 392 | CYBRCYBERARK SOFTWARE LTD | 98,041 | $39.9B | 38.80% | |
| 393 | ITA*ISHARES TR | 209,712 | $39.6B | 38.49% | |
| 394 | JCIJOHNSON CTLS INTL PLC | 371,856 | $39.3B | 38.20% | |
| 395 | XFEBFIRST TR EXCH TRADED FD III | 2,178,866 | $38.8B | 37.72% | |
| 396 | KKRKKR & CO INC | 286,418 | $38.1B | 37.06% | |
| 397 | VDEVANGUARD WORLD FD | 318,691 | $38.0B | 36.93% | |
| 398 | BONDPIMCO ETF TR | 411,426 | $37.9B | 36.89% | |
| 399 | BWXTBWX TECHNOLOGIES INC | 262,474 | $37.8B | 36.78% | |
| 400 | IPACISHARES TR | 549,389 | $37.7B | 36.71% |