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
PLTR
Palantir Technologies Inc.

Technology
134K
+ 15.46%
$64.98 - $124.62 $8.72M - $16.7M
1M $84.6M
CGDV
Capital Group Divid Value ETF

ETFs
502K
+ 19.56%
$34.95 - $37.36 $17.5M - $18.7M
3.06M $109M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
60.7K
+ 0.97%
$95.85 - $99.25 $5.82M - $6.03M
6.33M $626M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
708K
+ 25.53%
$32.49 - $37.99 $23M - $26.9M
3.48M $117M
SLB
Schlumberger Limited

Energy
129K
+ 3.82%
$38.4 - $43.74 $4.97M - $5.66M
3.52M $147M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
652K
+ 11.83%
$21.23 - $22.14 $13.8M - $14.4M
6.16M $136M
SNPS
Synopsys Inc

Technology
42K
+ 224.64%
$428.58 - $551.54 $18M - $23.2M
60.7K $26M
UPS
United Parcel Service Inc

Industrials
384K
+ 24.45%
$109.66 - $136.26 $42.1M - $52.3M
1.95M $215M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
216K
+ 3477.76%
$77.33 - $90.16 $16.7M - $19.5M
222K $17.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
35.3K
+ 2.96%
$34.58 - $45.97 $1.22M - $1.62M
1.23M $56.5M
VRT
Vertiv Holdings CO

Industrials
182K
+ 40.6%
N/A
632K $54.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
215K
+ 3.8%
$44.68 - $46.49 $9.62M - $10M
5.88M $272M
FTLS
First Tr Long/Short Equity ETF

ETFs
240K
+ 344.33%
$63.42 - $68.17 $15.2M - $16.3M
309K $19.8M
BX
Blackstone Inc.

Financial Services
322K
+ 35.25%
$136.53 - $186.74 $44M - $60.2M
1.24M $173M
MO
Altria Group, Inc.

Consumer Defensive
64.8K
+ 4.46%
$50.81 - $60.02 $3.29M - $3.89M
1.52M $91M
ES
Eversource Energy

Utilities
225K
+ 94.23%
$55.63 - $63.8 $12.5M - $14.4M
464K $28.8M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
675K
+ 529.59%
$21.16 - $21.77 $14.3M - $14.7M
803K $17.5M
TFC
Truist Financial Corp

Financial Services
475K
+ 21.18%
$39.48 - $48.15 $18.8M - $22.9M
2.72M $112M
MDLZ
Mondelez International, Inc.

Consumer Defensive
60.6K
+ 4.75%
$56.12 - $68.15 $3.4M - $4.13M
1.34M $90.8M
VTV
Vanguard Value ETF

ETFs
54.3K
+ 3.77%
$167.73 - $179.21 $9.1M - $9.73M
1.49M $258M
PAYX
Paychex Inc

Industrials
16.5K
+ 2.01%
$136.06 - $154.52 $2.25M - $2.56M
838K $129M
XLF
Financial Sector Spdr

ETFs
211K
+ 9.45%
$47.32 - $52.19 $9.98M - $11M
2.44M $122M
IEMG
Ishares Inc

ETFs
254K
+ 7.1%
N/A
3.84M $206M
LNG
Cheniere Energy, Inc.

Energy
32.2K
+ 8.67%
$209.32 - $253.66 $6.75M - $8.18M
404K $93.5M
SPGI
S&P Global Inc.

Financial Services
16.1K
+ 3.1%
$478.26 - $543.77 $7.7M - $8.75M
536K $272M
TRNO
Terreno Realty Corp

Real Estate
202K
+ 178.52%
$57.4 - $68.5 $11.6M - $13.8M
315K $19.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
145K
+ 8.97%
$168.16 - $186.21 $24.4M - $27M
1.76M $301M
PSX
Phillips 66

Energy
76.4K
+ 20.59%
$113.93 - $131.55 $8.7M - $10.1M
447K $55.3M
PULS
Pgim ETF Tr

ETFs
249K
+ 25.73%
$49.56 - $49.78 $12.3M - $12.4M
1.22M $60.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
317K
+ 4.08%
$24.05 - $24.86 $7.63M - $7.89M
8.1M $201M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
172K
+ 4.04%
$49.67 - $51.43 $8.52M - $8.82M
4.42M $226M
EPD
Enterprise Products Partners L.P.

Energy
41.3K
+ 1.08%
$31.75 - $34.14 $1.31M - $1.41M
3.86M $132M
SO
Southern CO

Utilities
26.2K
+ 2.65%
$80.96 - $92.96 $2.12M - $2.44M
1.01M $93.2M
WRB
Berkley W R Corp

Financial Services
7.52K
+ 0.85%
$56.7 - $71.27 $426K - $536K
897K $63.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
219K
+ 9.73%
$56.17 - $59.71 $12.3M - $13.1M
2.47M $141M
SCHG
Schwab Strategic Tr Us Large C

ETFs
636K
+ 38.06%
$24.91 - $29.02 $15.8M - $18.5M
2.31M $57.8M
SCHW
Schwab Charles Corp

Financial Services
93K
+ 11.04%
$71.24 - $83.64 $6.62M - $7.78M
935K $73.2M
NEM
Newmont Corp

Basic Materials
65K
+ 9.32%
$37.79 - $48.39 $2.45M - $3.14M
762K $36.8M
ADI
Analog Devices Inc

Technology
94.9K
+ 11.8%
$201.56 - $243.82 $19.1M - $23.1M
899K $181M
MET
Metlife Inc

Financial Services
174K
+ 7.54%
$77.7 - $87.0 $13.6M - $15.2M
2.49M $200M
SLV
I Shares Silver Trust

ETFs
229K
+ 34.85%
$26.93 - $31.32 $6.16M - $7.17M
886K $27.4M
DVN
Devon Energy Corp

Energy
152K
+ 16.61%
$33.15 - $38.55 $5.04M - $5.87M
1.07M $39.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
268K
+ 217.27%
$34.83 - $37.52 $9.34M - $10.1M
392K $14.2M
HWM
Howmet Aerospace Inc.

Industrials
32.2K
+ 11.48%
$110.79 - $139.39 $3.57M - $4.49M
313K $40.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
196K
+ 29.76%
$50.29 - $50.5 $9.86M - $9.9M
855K $43M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
218K
+ 39.28%
$33.63 - $37.64 $7.33M - $8.2M
772K $28.6M
PGR
Progressive Corp

Financial Services
10.3K
+ 6.51%
$235.61 - $291.22 $2.42M - $2.99M
168K $47.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
268K
+ 18.09%
$48.06 - $53.73 $12.9M - $14.4M
1.75M $85.4M
CMCSA
Comcast Corp

Communication Services
306K
+ 9.64%
$33.19 - $38.23 $10.2M - $11.7M
3.48M $128M
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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