Stifel Financial Corp Reduced Holdings in Q2 2025

Stifel Financial Corp

  • $99.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-104K
- 0.9%
$172.42 - $223.89 $18M - $23.3M
11.4M $2.34B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.44M
- 76.42%
$82.17 - $99.96 $119M - $144M
446K $43.8M
HRL
Hormel Foods Corp

Consumer Defensive
-3.38M
- 65.54%
$29.11 - $31.44 $98.5M - $106M
1.78M $53.8M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
-1.92M
- 83.84%
$44.47 - $47.0 $85.4M - $90.2M
370K $17.4M
JNJ
Johnson & Johnson

Healthcare
-42.1K
- 0.84%
$146.36 - $159.82 $6.17M - $6.73M
4.96M $758M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-16.4K
- 0.72%
$212.1 - $244.27 $3.49M - $4.02M
2.26M $493M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-664K
- 40.73%
$82.93 - $99.12 $55.1M - $65.9M
967K $95.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-595K
- 10.85%
$91.43 - $91.74 $54.4M - $54.6M
4.89M $448M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-468K
- 33.68%
$108.12 - $135.04 $50.6M - $63.2M
921K $124M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-609K
- 51.29%
$70.44 - $86.87 $42.9M - $52.9M
579K $50.3M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.62M
- 83.42%
$22.4 - $23.8 $36.4M - $38.7M
323K $7.68M
BMY
Bristol Myers Squibb CO

Healthcare
-102K
- 5.51%
$44.12 - $59.6 $4.52M - $6.1M
1.76M $81.3M
V
Visa Inc.

Financial Services
-135K
- 3.65%
$308.27 - $373.31 $41.5M - $50.3M
3.55M $1.26B
SLB
Schlumberger Limited

Energy
-74.5K
- 2.12%
$31.95 - $42.2 $2.38M - $3.14M
3.45M $116M
URA
Global X Uranium ETF

ETFs
-1.35M
- 96.12%
$20.26 - $38.81 $27.4M - $52.6M
54.6K $2.12M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-410K
- 85.39%
$62.08 - $73.58 $25.5M - $30.2M
70.2K $4.71M
WHR
Whirlpool Corp

Consumer Cyclical
-313K
- 70.23%
$75.71 - $101.42 $23.7M - $31.7M
133K $13.5M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-310K
- 96.03%
$72.61 - $88.75 $22.5M - $27.5M
12.8K $1.14M
TSCO
Tractor Supply CO

Consumer Cyclical
-84.2K
- 1.03%
$47.86 - $55.77 $4.03M - $4.7M
8.08M $426M
IBDV
Ishares Tr

Technology
-1.03M
- 55.04%
$21.28 - $21.98 $21.9M - $22.6M
839K $18.4M
GVI
Ishares Tr

ETFs
-182K
- 9.78%
$104.82 - $106.79 $19.1M - $19.4M
1.68M $179M
WM
Waste Management Inc

Industrials
-49.9K
- 2.18%
$216.47 - $242.1 $10.8M - $12.1M
2.24M $511M
CL
Colgate Palmolive CO

Consumer Defensive
-29.3K
- 0.57%
$87.57 - $96.0 $2.57M - $2.81M
5.1M $464M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-216K
- 97.46%
$67.03 - $80.35 $14.5M - $17.4M
5.64K $450K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-159K
- 14.84%
$105.23 - $109.61 $16.8M - $17.5M
915K $100M
OKE
Oneok Inc

Energy
-37K
- 4.89%
$78.71 - $100.37 $2.91M - $3.72M
721K $58.8M
TRGP
Targa Resources Corp.

Energy
-57.2K
- 25.55%
$157.32 - $205.72 $8.99M - $11.8M
167K $29M
UNP
Union Pacific Corp

Industrials
-5.63K
- 0.24%
$208.27 - $238.46 $1.17M - $1.34M
2.34M $538M
KO
Coca Cola CO

Consumer Defensive
-114K
- 1.31%
$68.37 - $73.9 $7.8M - $8.44M
8.59M $608M
AEM
Agnico Eagle Mines LTD

Basic Materials
-158K
- 38.42%
$99.48 - $124.46 $15.7M - $19.6M
253K $30.1M
PAYX
Paychex Inc

Industrials
-43.5K
- 5.19%
$137.01 - $159.78 $5.96M - $6.95M
794K $116M
TMUS
T Mobile Us, Inc.

Communication Services
-6.11K
- 1.45%
$220.99 - $268.54 $1.35M - $1.64M
416K $99M
EPD
Enterprise Products Partners L.P.

Energy
-39.2K
- 1.01%
$28.95 - $34.22 $1.13M - $1.34M
3.82M $119M
PFE
Pfizer Inc

Healthcare
-77.2K
- 0.81%
$21.59 - $24.84 $1.67M - $1.92M
9.41M $228M
CRL
Charles River Laboratories International, Inc.

Healthcare
-79.6K
- 93.44%
$99.75 - $151.89 $7.94M - $12.1M
5.59K $847K
DHR
Danaher Corp

Healthcare
-28.9K
- 3.57%
$174.64 - $205.16 $5.05M - $5.94M
783K $155M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 1.37%
$725400.0 - $809350.0 $1.45M - $1.62M
144 $105M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-150K
- 45.81%
$72.32 - $86.4 $10.8M - $12.9M
177K $15.3M
IYR
Ishares Tr

ETFs
-114K
- 14.93%
$84.48 - $96.25 $9.59M - $10.9M
647K $61.3M
FXI
Ishares Tr

ETFs
-318K
- 74.53%
$29.59 - $37.41 $9.41M - $11.9M
109K $4M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-60.7K
- 16.58%
$146.74 - $176.07 $8.91M - $10.7M
305K $49.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-241K
- 7.88%
$45.12 - $46.23 $10.9M - $11.1M
2.81M $130M
IQV
Iqvia Holdings Inc.

Healthcare
-46.3K
- 28.24%
$137.0 - $174.37 $6.34M - $8.07M
118K $18.5M
TGT
Target Corp

Consumer Defensive
-151
- 0.01%
$88.76 - $105.77 $13.4K - $16K
1.81M $178M
SNA
Snap On Inc

Industrials
-916
- 0.24%
$292.36 - $342.2 $268K - $313K
378K $118M
CCI
Crown Castle International Corp

Real Estate
-90.4K
- 17.58%
$94.83 - $107.06 $8.57M - $9.68M
424K $43.5M
BKR
Baker Hughes CO

Energy
-88.5K
- 7.66%
$35.0 - $44.92 $3.1M - $3.98M
1.07M $40.9M
ZTS
Zoetis Inc.

Healthcare
-22.5K
- 3.09%
$144.41 - $170.3 $3.25M - $3.83M
706K $110M
SJM
J M Smucker CO

Consumer Defensive
-63.6K
- 36.83%
$94.41 - $118.52 $6.01M - $7.54M
109K $10.7M
Activity Summary
Buys All Purchases 1968 New Holdings 199 Increased Positions 1769 Sells All Sells 1413 Reductions 1413 Sold out 0 Options Calls 0 Puts 0
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