Stifel Financial Corp Incresed Positions in Q1 2025

Stifel Financial Corp

  • $91.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
1.73M
+ 97.96%
$139.81 - $186.47 $242M - $323M
3.5M $490M
JNJ
Johnson & Johnson

Healthcare
415K
+ 9.04%
$142.06 - $167.7 $59M - $69.6M
5.01M $830M
FAST
Fastenal CO

Industrials
1.37M
+ 227.68%
$71.11 - $79.98 $97.2M - $109M
1.97M $153M
KO
Coca Cola CO

Consumer Defensive
157K
+ 1.83%
$60.81 - $72.32 $9.53M - $11.3M
8.71M $624M
AMGN
Amgen Inc

Healthcare
48.5K
+ 3.46%
$258.59 - $327.36 $12.5M - $15.9M
1.45M $452M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
46.7K
+ 2.1%
$208.48 - $244.03 $9.73M - $11.4M
2.27M $554M
CVX
Chevron Corp

Energy
61.2K
+ 2.12%
$146.71 - $167.97 $8.99M - $10.3M
2.96M $495M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
699K
+ 153.59%
$97.25 - $104.79 $68M - $73.2M
1.15M $120M
UBER
Uber Technologies, Inc

Technology
569K
+ 23.41%
$63.17 - $81.49 $36M - $46.4M
3M $219M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
774K
+ 90.26%
$91.45 - $100.11 $70.8M - $77.5M
1.63M $153M
MDT
Medtronic PLC

Healthcare
94.8K
+ 1.63%
$79.84 - $94.5 $7.57M - $8.96M
5.93M $533M
IEFA
Ishares Tr

ETFs
105K
+ 1.04%
$69.57 - $78.65 $7.27M - $8.22M
10.2M $768M
LLY
Eli Lilly & CO

Healthcare
10.2K
+ 1.28%
$725.72 - $929.72 $7.41M - $9.5M
810K $669M
VZ
Verizon Communications Inc

Communication Services
274K
+ 4.19%
$37.81 - $46.49 $10.3M - $12.7M
6.8M $309M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
476K
+ 9.51%
$91.45 - $91.75 $43.5M - $43.7M
5.48M $503M
VEU
Vanguard Ftse All World Ex Us

ETFs
603K
+ 27.26%
$56.51 - $62.98 $34.1M - $38M
2.82M $171M
PEP
Pepsico Inc

Consumer Defensive
367K
+ 6.5%
$142.64 - $156.42 $52.3M - $57.4M
6.01M $902M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
804K
+ 78.08%
$49.78 - $53.19 $40M - $42.8M
1.83M $93.6M
GVI
Ishares Tr

ETFs
352K
+ 23.32%
$103.49 - $106.02 $36.4M - $37.3M
1.86M $197M
GLD
Spdr Gold Trust

ETFs
5.12K
+ 0.62%
$243.19 - $288.14 $1.24M - $1.47M
835K $241M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
543
+ 0.34%
$1187.71 - $1432.58 $645K - $778K
158K $226M
IBDV
Ishares Tr

Technology
1.79M
+ 2214.29%
$21.11 - $21.73 $37.7M - $38.8M
1.87M $40.5M
VEA
Vanguard Ftse Developed Market

ETFs
386K
+ 6.16%
$47.4 - $52.99 $18.3M - $20.4M
6.65M $338M
IAU
Ishares Gold Trust

ETFs
294K
+ 14.31%
$49.74 - $58.96 $14.6M - $17.4M
2.35M $139M
PVAL
Putnam ETF Tr Putnam Focused L
919K
+ 81.84%
$36.8 - $39.59 $33.8M - $36.4M
2.04M $77.7M
STT
State Street Corp

Financial Services
393K
+ 321.71%
$84.47 - $102.23 $33.2M - $40.2M
516K $46.2M
TMUS
T Mobile Us, Inc.

Communication Services
62.3K
+ 17.33%
$211.3 - $272.83 $13.2M - $17M
422K $112M
HSY
Hershey CO

Consumer Defensive
176K
+ 16.04%
$144.74 - $186.36 $25.5M - $32.8M
1.27M $218M
SYK
Stryker Corp

Healthcare
63.3K
+ 10.37%
$355.18 - $399.9 $22.5M - $25.3M
674K $251M
FDL
First Tr Morningstar Dividend

ETFs
621K
+ 52.28%
$39.69 - $43.83 $24.7M - $27.2M
1.81M $78.6M
PG
Procter & Gamble CO

Consumer Defensive
106K
+ 2.35%
$158.56 - $176.26 $16.8M - $18.7M
4.61M $786M
DELL
Dell Technologies Inc.

Technology
453K
+ 99.59%
$90.34 - $124.66 $40.9M - $56.4M
907K $82.7M
MCD
Mcdonalds Corp

Consumer Cyclical
15.2K
+ 1.38%
$279.74 - $321.29 $4.26M - $4.89M
1.12M $350M
IVE
Ishares S&P 500 Value ETF

ETFs
137K
+ 5.3%
$185.78 - $198.58 $25.4M - $27.1M
2.71M $517M
BRK-A
Berkshire Hathaway Inc

Financial Services
10
+ 7.35%
$663000.0 - $801950.0 $6.63M - $8.02M
146 $117M
SPYG
Spdr Portfolio

ETFs
364K
+ 51.3%
$80.05 - $92.39 $29.1M - $33.6M
1.07M $86.2M
CVS
Cvs Health Corp

Healthcare
92.7K
+ 12.36%
$44.22 - $68.64 $4.1M - $6.36M
843K $57.1M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
283K
+ 647.88%
$79.96 - $87.71 $22.6M - $24.8M
327K $26.9M
UNP
Union Pacific Corp

Industrials
17.2K
+ 0.74%
$225.21 - $254.42 $3.87M - $4.37M
2.35M $554M
C
Citigroup Inc

Financial Services
311K
+ 20.22%
$67.23 - $84.63 $20.9M - $26.3M
1.85M $131M
HRL
Hormel Foods Corp

Consumer Defensive
788K
+ 18.0%
$28.29 - $31.52 $22.3M - $24.8M
5.16M $160M
RDVY
First Trust Rising Dividend Ac

ETFs
394K
+ 22.4%
$57.22 - $63.39 $22.5M - $25M
2.15M $126M
SHEL
Shell PLC

Energy
32.2K
+ 1.8%
$62.84 - $73.29 $2.03M - $2.36M
1.82M $133M
NFLX
Netflix Inc

Communication Services
517
+ 0.11%
$828.4 - $1058.6 $428K - $547K
483K $450M
OEF
Ishares S&P 100 ETF

ETFs
75.6K
+ 130.14%
N/A
134K $35.6M
AEP
American Electric Power CO Inc

Utilities
34.5K
+ 3.68%
$90.32 - $109.27 $3.11M - $3.77M
972K $106M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
383K
+ 93.18%
$50.48 - $51.04 $19.3M - $19.5M
793K $40.2M
MA
Mastercard Inc

Financial Services
7.86K
+ 1.13%
$504.67 - $576.31 $3.97M - $4.53M
702K $385M
CL
Colgate Palmolive CO

Consumer Defensive
52.4K
+ 1.03%
$85.68 - $97.5 $4.49M - $5.11M
5.13M $481M
Activity Summary
Buys All Purchases 1922 New Holdings 220 Increased Positions 1702 Sells All Sells 1433 Reductions 1433 Sold out 0 Options Calls 0 Puts 0
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