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 Trade History
$0
$3.92 Million 0.25% of portfolio
67,757
Q1 2025 Added 0.52%
$0
$3.95 Million 0.25% of portfolio
51,578
Q1 2025 Added 14.77%
$0
$4 Million 0.25% of portfolio
45,435
Q1 2025 Reduced 2.12%
$0
$3.47 Million 0.22% of portfolio
17,232
Q1 2025 Reduced 4.32%
$0
$3.43 Million 0.22% of portfolio
18,215
Q1 2025 New
$0
$3.25 Million 0.21% of portfolio
31,043
Q1 2025 Reduced 0.46%
$0
$3.28 Million 0.21% of portfolio
117,166
Q1 2025 Added 7.7%
$0
$3.3 Million 0.21% of portfolio
17,919
Q1 2025 Reduced 1.95%
$0
$3.3 Million 0.21% of portfolio
35,321
Q1 2025 Added 0.03%
$0
$3.34 Million 0.21% of portfolio
15,268
Q1 2025 Reduced 0.01%
$0
$3.2 Million 0.2% of portfolio
28,982
Q1 2025 New
$0
$2.84 Million 0.18% of portfolio
56,252
Q1 2025 Reduced 8.59%
$0
$2.85 Million 0.18% of portfolio
58,401
Q1 2025 Reduced 0.32%
$0
$2.88 Million 0.18% of portfolio
56,651
Q1 2025 Reduced 1.37%
$0
$2.45 Million 0.16% of portfolio
29,650
Q1 2025 Reduced 1.1%
$0
$2.32 Million 0.15% of portfolio
25,270
Q1 2025 Added 129.69%
$0
$2.37 Million 0.15% of portfolio
20,335
Q1 2025 Added 32.61%
$0
$2.16 Million 0.14% of portfolio
15,657
Q1 2025 Added 5.24%
$0
$2.28 Million 0.14% of portfolio
26,510
Q1 2025 New
$0
$2.05 Million 0.13% of portfolio
14,057
Q1 2025 Reduced 40.93%
$0
$2.04 Million 0.13% of portfolio
34,531
Q1 2025 Added 2.51%
$0
$2.02 Million 0.13% of portfolio
69,389
Q1 2025 Added 2.96%
$0
$1.99 Million 0.13% of portfolio
32,789
Q1 2025 Added 0.81%
$0
$1.99 Million 0.13% of portfolio
24,475
Q1 2025 Reduced 6.28%
$0
$2.07 Million 0.13% of portfolio
66,317
Q1 2025 Added 172.49%
$0
$2.07 Million 0.13% of portfolio
27,311
Q1 2025 Added 4.45%
$0
$2.06 Million 0.13% of portfolio
46,109
Q1 2025 Added 4.73%
$0
$1.82 Million 0.12% of portfolio
23,654
Q1 2025 Added 20.91%
$0
$1.84 Million 0.12% of portfolio
67,406
Q1 2025 Added 0.07%
$0
$1.85 Million 0.12% of portfolio
40,862
Q1 2025 Added 1.91%
$0
$1.92 Million 0.12% of portfolio
52,815
Q1 2025 Added 5.18%
$0
$1.69 Million 0.11% of portfolio
24,293
Q1 2025 Reduced 0.05%
$0
$1.7 Million 0.11% of portfolio
63,760
Q1 2025 Added 29.49%
$0
$1.72 Million 0.11% of portfolio
27,849
Q1 2025 Reduced 43.95%
$0
$1.72 Million 0.11% of portfolio
24,647
Q1 2025 Reduced 3.93%
$0
$1.75 Million 0.11% of portfolio
46,403
Q1 2025 Added 4.38%
$0
$1.75 Million 0.11% of portfolio
70,049
Q1 2025 Added 9.23%
$0
$1.76 Million 0.11% of portfolio
10,269
Q1 2025 New
$0
$1.52 Million 0.1% of portfolio
36,003
Q1 2025 New
$0
$1.54 Million 0.1% of portfolio
31,387
Q1 2025 Added 7.47%
$18.2B
$1.55 Million 0.1% of portfolio
50,106
Q1 2025 Added 108.75%
$0
$1.66 Million 0.1% of portfolio
31,237
Q1 2025 Added 2.67%
$0
$1.36 Million 0.09% of portfolio
12,507
Q1 2025 Reduced 3.83%
$0
$1.37 Million 0.09% of portfolio
11,671
Q1 2025 Added 9.32%
$0
$1.37 Million 0.09% of portfolio
14,079
Q1 2025 Reduced 2.99%
$0
$1.37 Million 0.09% of portfolio
36,046
Q1 2025 Added 7.93%
$0
$1.39 Million 0.09% of portfolio
25,799
Q1 2025 Added 83.05%
$0
$1.41 Million 0.09% of portfolio
37,295
Q1 2025 Added 65.79%
$0
$1.41 Million 0.09% of portfolio
22,238
Q1 2025 Added 19.16%

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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