Stone X Group Inc. Portfolio Holdings

Stone X Group Inc.

$1.58 Billion
Q1 2025

Stone X Group Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.58 Billion distributed in 515 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $98.7M, Ishares Core S&P 500 ETF with a value of $98.3M, Ishares Russell 1000 Val ETF with a value of $62.8M, Schwab Fundamental Intl Large with a value of $47.4M, and Apple Inc. with a value of $40.7M.

Examining the 13F form we can see an increase of $30.1M in the current position value, from $1.55B to 1.58B.

Below you can find more details about Stone X Group Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.58 Billion

ETFs: $925 Million

Technology: $134 Million

Financial Services: $106 Million

Consumer Cyclical: $51.3 Million

Healthcare: $39.6 Million

Communication Services: $37.4 Million

Consumer Defensive: $36.9 Million

Energy: $31.6 Million

Other: $54.8 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$98.7 Million 6.25% of portfolio	192,077	Q1 2025 Added 1.45%
IVV Ishares Core S&P 500 ETF ETFs	$0	$98.3 Million 6.22% of portfolio	174,933	Q1 2025 Added 4.76%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$62.8 Million 3.98% of portfolio	333,681	Q1 2025 Added 1.91%
FNDF Schwab Fundamental Intl Large ETFs	$0	$47.4 Million 3.0% of portfolio	1,311,606	Q1 2025 Added 3.71%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$32.7 Million 2.07% of portfolio	90,627	Q1 2025 Reduced 1.48%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$28 Million 1.77% of portfolio	161,533	Q1 2025 Added 1.71%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$25 Million 1.58% of portfolio	305,968	Q1 2025 Added 8.53%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$22.6 Million 1.43% of portfolio	760,078	Q1 2025 Added 2.31%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$22.4 Million 1.42% of portfolio	241,418	Q1 2025 Added 1.33%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$21.1 Million 1.34% of portfolio	631,134	Q1 2025 Reduced 8.01%
VB Vanguard Small Cap ETF ETFs	$0	$16.5 Million 1.05% of portfolio	74,500	Q1 2025 Added 8.68%
VTI Vanguard Total Stock Market Et ETFs	$0	$15.1 Million 0.96% of portfolio	55,090	Q1 2025 Added 0.61%
RYT Invesco S&P 500 Equal Weight T ETFs	$0	$15.1 Million 0.95% of portfolio	440,231	Q1 2025 Added 2.53%
VUG Vanguard Growth ETF ETFs	$0	$14.3 Million 0.91% of portfolio	38,641	Q1 2025 Added 9.27%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$12.9 Million 0.82% of portfolio	235,816	Q1 2025 Reduced 5.06%
GLD Spdr Gold Trust ETFs	$106B	$10.8 Million 0.68% of portfolio	37,367	Q1 2025 Added 64.95%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$9.97 Million 0.63% of portfolio	81,731	Q1 2025 Added 16.13%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$9.54 Million 0.6% of portfolio	17,019	Q1 2025 Added 0.44%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$8.51 Million 0.54% of portfolio	66,007	Q1 2025 Added 2.72%
VIG Vanguard Dividend Appreciation ETFs	$0	$8.41 Million 0.53% of portfolio	43,350	Q1 2025 Added 2.09%
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$8.21 Million 0.52% of portfolio	185,380	Q1 2025 Added 7.32%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$8.18 Million 0.52% of portfolio	143,095	Q1 2025 Reduced 0.01%
CGDV Capital Group Divid Value ETF ETFs	$0	$7.8 Million 0.49% of portfolio	218,303	Q1 2025 New
IWR Ishares Russell Mid Cap ETF ETFs	$0	$7.51 Million 0.48% of portfolio	88,228	Q1 2025 Added 8.95%
IVE Ishares S&P 500 Value ETF ETFs	$0	$7.16 Million 0.45% of portfolio	37,551	Q1 2025 Reduced 8.77%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$6.66 Million 0.42% of portfolio	79,996	Q1 2025 Reduced 5.67%
RDVY First Trust Rising Dividend Ac ETFs	$0	$6.61 Million 0.42% of portfolio	112,932	Q1 2025 Reduced 0.72%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$6.54 Million 0.41% of portfolio	108,901	Q1 2025 Reduced 21.36%
XLF Financial Sector Spdr ETFs	$0	$6.34 Million 0.4% of portfolio	127,354	Q1 2025 Added 6.02%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$6.38 Million 0.4% of portfolio	63,367	Q1 2025 Added 20.5%
SCHO Schwab Short Term Us Treasury ETFs	$0	$6.2 Million 0.39% of portfolio	254,893	Q1 2025 Reduced 13.07%
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	$0	$6.06 Million 0.38% of portfolio	117,581	Q1 2025 Reduced 0.44%
VTV Vanguard Value ETF ETFs	$0	$5.96 Million 0.38% of portfolio	34,497	Q1 2025 Added 26.37%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$5.79 Million 0.37% of portfolio	78,885	Q1 2025 Added 4.13%
FVD First Tr Value Line Divid Inde ETFs	$0	$5.37 Million 0.34% of portfolio	120,522	Q1 2025 Reduced 0.95%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$5.17 Million 0.33% of portfolio	88,626	Q1 2025 Reduced 5.78%
HDV Ishares Core High Dividend ETF ETFs	$0	$5.2 Million 0.33% of portfolio	42,906	Q1 2025 Added 14.64%
XLI Industrial Sector Spdr ETFs	$0	$5.22 Million 0.33% of portfolio	39,801	Q1 2025 Added 6.31%
VO Vanguard Mid Cap ETF ETFs	$0	$5.25 Million 0.33% of portfolio	20,294	Q1 2025 Added 6.26%
EEM Ishares Msci Emerging Markets ETFs	$0	$4.94 Million 0.31% of portfolio	112,965	Q1 2025 Added 47.68%
CNRG Spdr S&P Kensho Clean Power Et ETFs	$0	$4.76 Million 0.3% of portfolio	94,614	Q1 2025 New
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$4.79 Million 0.3% of portfolio	48,369	Q1 2025 Added 60.93%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$4.78 Million 0.3% of portfolio	39,891	Q1 2025 Reduced 9.8%
XLK Technology Sector Spdr ETFs	$0	$4.49 Million 0.28% of portfolio	21,735	Q1 2025 Reduced 13.16%
XLU Utilities Sector Spdr ETFs	$0	$4.29 Million 0.27% of portfolio	54,363	Q1 2025 Added 33.55%
UCON First Tr ETF Viii Tcw Unconstr ETFs	$0	$4.21 Million 0.27% of portfolio	170,179	Q1 2025 Added 4.77%
IWM Ishares Russell 2000 ETF ETFs	$0	$4.31 Million 0.27% of portfolio	21,609	Q1 2025 Added 1.39%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$4.16 Million 0.26% of portfolio	41,370	Q1 2025 Added 38.92%
TDIV First Trust Nasdaq Technology ETFs	$0	$4.13 Million 0.26% of portfolio	56,118	Q1 2025 Added 97.93%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$3.89 Million 0.25% of portfolio	77,259	Q1 2025 Added 9.31%

Summary

Portfolio
No. of Stocks 515
Current Value $1.58 Billion
Prior Value $1.55 Billion
Filing
Period Q1 2025
Filing Date May 15, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 128 stocks
Additional Purchases 232 stocks
Sold out of 0 stocks
Reduced holdings in 140 stocks

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