STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,365 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.2M | $3.1B | 3.2% | $130.94 | +223.52% | 24 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 11.8M | $2.7B | 2.9% | $99.73 | +131.70% | 24 qtrssince 2018-Q4 | Increased 55 |
NVIDIA CORP | 18.5M | $2.2B | 2.4% | $112.52 | +7.86% | 24 qtrssince 2018-Q4 | Increased 55 |
AMAZON.COM INC | 8.2M | $1.5B | 1.6% | $111.32 | +68.85% | 24 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL A | 6.3M | $1B | 1.1% | $95.87 | +70.15% | 24 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.8M | $1B | 1.1% | $155.50 | +74.19% | 24 qtrssince 2018-Q4 | Increased 50 |
HOME DEPOT INC | 2.5M | $1B | 1.1% | $186.14 | +108.32% | 24 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 12.5M | $1B | 1.1% | $51.50 | +53.97% | 24 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.7M | $975.7M | 1.0% | $248.37 | +127.76% | 24 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 5.4M | $923.6M | 1.0% | $120.38 | +34.64% | 24 qtrssince 2018-Q4 | Increased 46 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $875M | 0.9% | $278.79 | +101.92% | 24 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 4.1M | $868.8M | 0.9% | $89.65 | +127.52% | 24 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 5M | $863.8M | 0.9% | $155.76 | +9.06% | 24 qtrssince 2018-Q4 | Increased 72 |
MERCK & CO. INC. | 7M | $796.5M | 0.8% | $66.11 | +64.41% | 24 qtrssince 2018-Q4 | Increased 45 |
VANGUARD S&P 500 ETF | 1.5M | $768.4M | 0.8% | $267.70 | +93.25% | 24 qtrssince 2018-Q4 | Increased 45 |
PROCTER & GAMBLE CO/THE | 4.4M | $765.4M | 0.8% | $98.79 | +66.12% | 24 qtrssince 2018-Q4 | Increased 45 |
ISHARES CORE MSCI EAFE ETF | 9.7M | $753.7M | 0.8% | $52.43 | +41.62% | 24 qtrssince 2018-Q4 | Increased 46 |
JOHNSON & JOHNSON | 4.6M | $745M | 0.8% | $121.64 | +26.21% | 24 qtrssince 2018-Q4 | Increased 46 |
ISHARES S&P 500 GROWTH ETF | 7.5M | $715.8M | 0.8% | $60.23 | +57.26% | 24 qtrssince 2018-Q4 | Increased 45 |
LOCKHEED MARTIN CORP | 1.2M | $708.5M | 0.7% | $319.23 | +76.10% | 24 qtrssince 2018-Q4 | Decreased 0 |
STIFEL FINANCIAL CORP manages $95.4B across 3365 positions as of Q3 2024. Top holdings: MSFT (3.2%), AAPL (2.9%), NVDA (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 152 new positions, 149 exits, 1676 increased. Top move: AVGO (INCREASED, conviction 72). Portfolio: $95.4B across 3365 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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