Stone X Group Inc. Portfolio Holdings
Stone X Group Inc.
- $1.14 Billion
- Q3 2024
Stone X Group Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 303 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 $101M, Ishares Core S&P 500 ETF with a value of $86.4M, Ishares Russell 1000 Val ETF with a value of $61.5M, Schwab Fundamental Intl Large with a value of $44.8M, and Ishares Russell Mid Cap ETF with a value of $32.3M.
Examining the 13F form we can see an increase of $115M in the current position value, from $1.02B to 1.14B.
Below you can find more details about Stone X Group Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $774 Million
Technology: $94.4 Million
Financial Services: $45.3 Million
Consumer Cyclical: $35.9 Million
Healthcare: $27.1 Million
Energy: $23.4 Million
Consumer Defensive: $23 Million
Communication Services: $20.1 Million
Other: $35.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 303
- Current Value $1.14 Billion
- Prior Value $1.02 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 42 stocks
- Additional Purchases 132 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks