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 Market Cap. of Under $50 Millions
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