Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,548 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR GOLD TRUST | 4.8M | $1.2B | 7.0% | — | — | — | New — |
SPDR GOLD TRUST | 3.8M | $928.8M | 5.6% | — | — | — | New — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.6M | $912.9M | 5.5% | — | — | — | New — |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.1M | $655M | 3.9% | $581.39 | 0.00% | 1 qtr | New 87 |
ISHARES RUSSELL 2000 ETF ETF | 2M | $439.7M | 2.6% | $218.23 | 0.00% | 1 qtr | New 81 |
AMAZON.COM INC | 1.9M | $419.3M | 2.5% | — | — | — | New — |
AMAZON.COM INC | 1.7M | $379.3M | 2.3% | $221.30 | 0.00% | 1 qtr | New 80 |
ALPHABET INC-CL A | 2M | $377.1M | 2.3% | $190.49 | 0.00% | 1 qtr | New 80 |
ALPHABET INC-CL A | 1.7M | $322.8M | 1.9% | — | — | — | New — |
AMAZON.COM INC | 1.3M | $280.5M | 1.7% | — | — | — | New — |
MICROSOFT CORP | 632,083 | $266.4M | 1.6% | $421.72 | 0.00% | 1 qtr | New 70 |
MICROSOFT CORP | 470,000 | $198.1M | 1.2% | — | — | — | New — |
APPLE INC | 691,800 | $173.2M | 1.0% | — | — | — | New — |
WALMART INC | 1.9M | $173M | 1.0% | — | — | — | New — |
APPLE INC | 685,400 | $171.6M | 1.0% | — | — | — | New — |
SPDR SERIES TRUST | 5.1M | $168.1M | 1.0% | $30.53 | 0.00% | 1 qtr | New 69 |
ISHR IBX USD HIYLD CB ETF-UI | 2M | $157.3M | 0.9% | $71.74 | 0.00% | 1 qtr | New 59 |
APPLE INC | 611,946 | $153.2M | 0.9% | $248.62 | 0.00% | 1 qtr | New 59 |
WYNN RESORTS LTD | 1.7M | $145.1M | 0.9% | $84.71 | 0.00% | 1 qtr | New 59 |
NVIDIA CORP | 990,416 | $133M | 0.8% | $137.45 | 0.00% | 1 qtr | New 59 |
Jefferies Financial Group Inc. manages $16.7B across 1548 positions as of Q4 2024. Top holdings: GLD (7.0%), GLD (5.6%), SPY (5.5%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 1223 new positions, 0 exits, 0 increased. Top move: SPY (NEW, conviction 87). Portfolio: $16.7B across 1548 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR