STIFEL FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,373 positions
MICROSOFT CORP | 7.2M | $3B | 3.1% | $130.94 | +217.54% | 25 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 11.9M | $3B | 3.1% | $51.20 | +385.59% | 25 qtrssince 2018-Q4 | Increased 59 |
NVIDIA CORPORATION | 18.4M | $2.5B | 2.6% | $9.45 | +1317.94% | 25 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 8.3M | $1.8B | 1.9% | $102.01 | +115.07% | 25 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC | 6.4M | $1.2B | 1.3% | $71.13 | +164.56% | 25 qtrssince 2018-Q4 | Increased 51 |
VISA INC | 3.8M | $1.2B | 1.2% | $155.50 | +100.60% | 25 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM INC | 5M | $1.2B | 1.2% | $31.13 | +633.98% | 25 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 11.6M | $1B | 1.1% | $37.04 | +140.09% | 25 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO. | 4.2M | $996.3M | 1.0% | $90.57 | +155.57% | 25 qtrssince 2018-Q4 | Increased 51 |
HOME DEPOT INC | 2.5M | $978.3M | 1.0% | $181.66 | +104.49% | 25 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF TR | 1.6M | $916.8M | 1.0% | $285.12 | +101.60% | 25 qtrssince 2018-Q4 | Increased 46 |
PEPSICO INC | 5.6M | $858.6M | 0.9% | $117.79 | +20.46% | 25 qtrssince 2018-Q4 | Increased 47 |
UNITEDHEALTH GROUP INC | 1.7M | $835.4M | 0.9% | $245.32 | +97.34% | 25 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.5M | $784.7M | 0.8% | $266.64 | +97.90% | 25 qtrssince 2018-Q4 | Increased 45 |
PROCTER AND GAMBLE CO | 4.5M | $755.6M | 0.8% | $99.98 | +59.82% | 25 qtrssince 2018-Q4 | Increased 45 |
META PLATFORMS INC | 1.3M | $742.2M | 0.8% | $284.87 | +104.36% | 25 qtrssince 2018-Q4 | Increased 46 |
MERCK & CO INC | 7.4M | $732.4M | 0.8% | $66.50 | +41.26% | 25 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 7M | $707.8M | 0.7% | $50.01 | +101.57% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 10.1M | $706.4M | 0.7% | $53.03 | +27.79% | 25 qtrssince 2018-Q4 | Increased 46 |
COSTCO WHSL CORP NEW | 737,494 | $675.9M | 0.7% | $252.94 | +258.79% | 25 qtrssince 2018-Q4 | Decreased 0 |
STIFEL FINANCIAL CORP manages $96B across 3373 positions as of Q4 2024. Top holdings: MSFT (3.1%), AAPL (3.1%), NVDA (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 169 new positions, 161 exits, 1705 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $96.0B across 3373 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
Top Losers
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