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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.61 Million 0.42% of portfolio
112,932
Q1 2025 Reduced 0.72%
$631B
$6.55 Million 0.41% of portfolio
12,292
Q1 2025 Reduced 1.81%
$0
$6.54 Million 0.41% of portfolio
108,901
Q1 2025 Reduced 21.36%
$260B
$6.33 Million 0.4% of portfolio
72,045
Q1 2025 Reduced 1.32%
$0
$6.34 Million 0.4% of portfolio
127,354
Q1 2025 Added 6.02%
$112B
$6.37 Million 0.4% of portfolio
37,950
Q1 2025 Added 8.7%
$0
$6.38 Million 0.4% of portfolio
63,367
Q1 2025 Added 20.5%
Pacer Fds Tr
-
$6.09 Million 0.39% of portfolio
-
Q1 2025 Added 5.95%
$0
$6.2 Million 0.39% of portfolio
254,893
Q1 2025 Reduced 13.07%
$0
$6.06 Million 0.38% of portfolio
117,581
Q1 2025 Reduced 0.44%
$527B
$6.02 Million 0.38% of portfolio
10,988
Q1 2025 Reduced 1.11%
$0
$5.96 Million 0.38% of portfolio
34,497
Q1 2025 Added 26.37%
$0
$5.79 Million 0.37% of portfolio
78,885
Q1 2025 Added 4.13%
$159B
$5.74 Million 0.36% of portfolio
18,422
Q1 2025 Reduced 0.21%
$212B
$5.69 Million 0.36% of portfolio
62,972
Q1 2025 Added 6.65%
$40.9B
$5.72 Million 0.36% of portfolio
33,220
Q1 2025 Added 0.64%
$0
$5.37 Million 0.34% of portfolio
120,522
Q1 2025 Reduced 0.95%
$284B
$5.15 Million 0.33% of portfolio
19,316
Q1 2025 Added 4.22%
$0
$5.17 Million 0.33% of portfolio
88,626
Q1 2025 Reduced 5.78%
$0
$5.2 Million 0.33% of portfolio
42,906
Q1 2025 Added 14.64%
$0
$5.22 Million 0.33% of portfolio
39,801
Q1 2025 Added 6.31%
$0
$5.25 Million 0.33% of portfolio
20,294
Q1 2025 Added 6.26%
$1T
$5.1 Million 0.32% of portfolio
19,645
Q1 2025 Added 3.53%
$0
$4.94 Million 0.31% of portfolio
112,965
Q1 2025 Added 47.68%
$278B
$4.76 Million 0.3% of portfolio
77,075
Q1 2025 Added 5.84%
$116B
$4.76 Million 0.3% of portfolio
34,073
Q1 2025 Reduced 0.52%
$0
$4.76 Million 0.3% of portfolio
94,614
Q1 2025 New
$0
$4.79 Million 0.3% of portfolio
48,369
Q1 2025 Added 60.93%
$0
$4.78 Million 0.3% of portfolio
39,891
Q1 2025 Reduced 9.8%
$0
$4.49 Million 0.28% of portfolio
21,735
Q1 2025 Reduced 13.16%
$1.11T
$4.35 Million 0.28% of portfolio
27,740
Q1 2025 Reduced 5.03%
$0
$4.29 Million 0.27% of portfolio
54,363
Q1 2025 Added 33.55%
$0
$4.21 Million 0.27% of portfolio
170,179
Q1 2025 Added 4.77%
$194B
$4.26 Million 0.27% of portfolio
150,576
Q1 2025 Added 1.5%
$0
$4.31 Million 0.27% of portfolio
21,609
Q1 2025 Added 1.39%
$0
$4.34 Million 0.27% of portfolio
350,716
Q1 2025 Added 0.47%
$244B
$4.18 Million 0.26% of portfolio
35,856
Q1 2025 Added 9.45%
$0
$4.16 Million 0.26% of portfolio
41,370
Q1 2025 Added 38.92%
$0
$4.13 Million 0.26% of portfolio
56,118
Q1 2025 Added 97.93%
$0
$3.89 Million 0.25% of portfolio
77,259
Q1 2025 Added 9.31%
$16.8B
$3.89 Million 0.25% of portfolio
45,505
Q1 2025 Added 1.54%
$0
$3.92 Million 0.25% of portfolio
67,757
Q1 2025 Added 0.52%
$0
$3.93 Million 0.25% of portfolio
320,904
Q1 2025 Added 0.86%
$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%
$82.7B
$3.78 Million 0.24% of portfolio
34,481
Q1 2025 Added 4.72%
-
$3.67 Million 0.23% of portfolio
-
Q1 2025 New
$173B
$3.54 Million 0.22% of portfolio
23,039
Q1 2025 Added 2.45%
$300B
$3.51 Million 0.22% of portfolio
48,744
Q1 2025 Reduced 5.85%

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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