STIFEL FINANCIAL CORP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$102.8B
Holdings
3,462
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (3,462 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLKSELECT SECTOR SPDR TR | 904,641 | $229.1B | 222.84% | |
| 102 | WMBWILLIAMS COS INC | 3,635,311 | $228.3B | 222.10% | |
| 103 | PFEPFIZER INC | 9,407,436 | $228.0B | 221.81% | |
| 104 | DWDMORGAN STANLEY | 1,604,613 | $226.0B | 219.85% | |
| 105 | VWOVANGUARD INTL EQUITY INDEX F | 4,557,925 | $225.4B | 219.28% | |
| 106 | WFCWELLS FARGO CO NEW | 2,811,047 | $225.2B | 219.07% | |
| 107 | TLHISHARES TR | 2,188,236 | $222.3B | 216.25% | |
| 108 | AXPAMERICAN EXPRESS CO | 693,975 | $221.4B | 215.35% | |
| 109 | BSXBOSTON SCIENTIFIC CORP | 2,053,281 | $220.5B | 214.52% | |
| 110 | VIGVANGUARD SPECIALIZED FUNDS | 1,062,540 | $217.5B | 211.54% | |
| 111 | DEDEERE & CO | 426,074 | $216.7B | 210.78% | |
| 112 | QCOMQUALCOMM INC | 1,357,790 | $216.2B | 210.34% | |
| 113 | UPSUNITED PARCEL SERVICE INC | 2,128,927 | $214.9B | 209.03% | |
| 114 | GSGOLDMAN SACHS GROUP INC | 302,627 | $214.2B | 208.38% | |
| 115 | ORLYOREILLY AUTOMOTIVE INC | 2,376,691 | $214.2B | 208.36% | |
| 116 | ADIANALOG DEVICES INC | 895,173 | $213.1B | 207.26% | |
| 117 | VTIVANGUARD INDEX FDS | 697,285 | $211.9B | 206.14% | |
| 118 | HSYHERSHEY CO | 1,259,278 | $209.0B | 203.27% | |
| 119 | PLDPROLOGIS INC. | 1,968,029 | $206.9B | 201.23% | |
| 120 | METMETLIFE INC | 2,556,515 | $205.6B | 199.98% | |
| 121 | BACBANK AMERICA CORP | 4,295,295 | $203.3B | 197.70% | |
| 122 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 894,068 | $202.5B | 196.97% | |
| 123 | NEENEXTERA ENERGY INC | 2,908,605 | $201.9B | 196.40% | |
| 124 | VEUVANGUARD INTL EQUITY INDEX F | 2,995,789 | $201.4B | 195.88% | |
| 125 | SCHRSCHWAB STRATEGIC TR | 8,007,972 | $200.4B | 194.96% | |
| 126 | BXBLACKSTONE INC | 1,319,377 | $197.4B | 191.97% | |
| 127 | GEGE AEROSPACE | 750,580 | $193.2B | 187.92% | |
| 128 | PHPARKER-HANNIFIN CORP | 272,009 | $190.0B | 184.82% | |
| 129 | ASMLASML HOLDING N V | 233,407 | $187.1B | 181.95% | |
| 130 | VYMVANGUARD WHITEHALL FDS | 1,393,012 | $185.7B | 180.63% | |
| 131 | CRWDCROWDSTRIKE HLDGS INC | 362,279 | $184.5B | 179.47% | |
| 132 | VOVANGUARD INDEX FDS | 651,434 | $182.3B | 177.32% | |
| 133 | GLWCORNING INC | 3,433,299 | $180.6B | 175.63% | |
| 134 | RSPINVESCO EXCHANGE TRADED FD T | 993,373 | $180.5B | 175.61% | |
| 135 | GVIISHARES TR | 1,678,087 | $179.2B | 174.31% | |
| 136 | DYHTARGET CORP | 1,808,472 | $178.4B | 173.54% | |
| 137 | BABOEING CO | 839,468 | $175.9B | 171.09% | |
| 138 | IJRISHARES TR | 1,589,570 | $173.7B | 168.98% | |
| 139 | HYGISHARES TR | 2,138,305 | $172.5B | 167.74% | |
| 140 | SPMBSPDR SERIES TRUST | 7,797,906 | $172.3B | 167.63% | |
| 141 | FASTFASTENAL CO | 4,044,607 | $169.9B | 165.23% | |
| 142 | AMATAPPLIED MATLS INC | 908,480 | $166.3B | 161.79% | |
| 143 | JEPIJ P MORGAN EXCHANGE TRADED F | 2,921,110 | $166.1B | 161.53% | |
| 144 | BLKBLACKROCK INC | 158,144 | $166.0B | 161.48% | |
| 145 | GILDGILEAD SCIENCES INC | 1,464,791 | $162.4B | 157.97% | |
| 146 | SPDWSPDR INDEX SHS FDS | 3,983,830 | $161.3B | 156.90% | |
| 147 | DGROISHARES TR | 2,459,259 | $157.2B | 152.95% | |
| 148 | DISDISNEY WALT CO | 1,266,709 | $157.1B | 152.80% | |
| 149 | TLTISHARES TR | 1,768,075 | $156.0B | 151.77% | |
| 150 | USBUS BANCORP DEL | 3,443,045 | $155.8B | 151.54% | |
| 151 | IGSBISHARES TR | 2,935,379 | $154.9B | 150.64% | |
| 152 | DHRDANAHER CORPORATION | 782,588 | $154.6B | 150.37% | |
| 153 | TRVCCITIGROUP INC | 1,812,129 | $154.3B | 150.04% | |
| 154 | SCHOSCHWAB STRATEGIC TR | 6,111,570 | $149.0B | 144.93% | |
| 155 | MRVLMARVELL TECHNOLOGY INC | 1,913,034 | $148.1B | 144.03% | |
| 156 | IAU*ISHARES GOLD TR | 2,354,148 | $146.8B | 142.79% | |
| 157 | IJHISHARES TR | 2,347,270 | $145.6B | 141.60% | |
| 158 | RDVYFIRST TR EXCHANGE TRADED FD | 2,286,136 | $143.4B | 139.52% | |
| 159 | PWRQUANTA SVCS INC | 378,373 | $143.1B | 139.16% | |
| 160 | GEVGE VERNOVA INC | 266,367 | $141.0B | 137.10% | |
| 161 | LOWLOWES COS INC | 631,587 | $140.1B | 136.31% | |
| 162 | ENBENBRIDGE INC | 3,088,607 | $140.0B | 136.15% | |
| 163 | PLTRPALANTIR TECHNOLOGIES INC | 1,008,184 | $137.4B | 133.68% | |
| 164 | CMCSACOMCAST CORP NEW | 3,795,292 | $135.5B | 131.75% | |
| 165 | CGDGCAPITAL GROUP DIVIDEND VALUE | 3,423,179 | $135.2B | 131.49% | |
| 166 | EQIXEQUINIX INC | 168,670 | $134.2B | 130.57% | |
| 167 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 1,715,644 | $133.9B | 130.22% | |
| 168 | ROLROLLINS INC | 2,345,857 | $132.4B | 128.74% | |
| 169 | VOTVANGUARD INDEX FDS | 465,109 | $132.3B | 128.66% | |
| 170 | SHELSHELL PLC | 1,854,173 | $130.6B | 126.99% | |
| 171 | IUSBISHARES TR | 2,812,870 | $130.0B | 126.49% | |
| 172 | TFCTRUIST FINL CORP | 3,022,074 | $129.9B | 126.37% | |
| 173 | EFAISHARES TR | 1,430,606 | $127.9B | 124.39% | |
| 174 | AWCAMERICAN WTR WKS CO INC NEW | 916,208 | $127.5B | 123.97% | |
| 175 | CASYCASEYS GEN STORES INC | 247,495 | $126.3B | 122.86% | |
| 176 | WECWEC ENERGY GROUP INC | 1,211,055 | $126.2B | 122.75% | |
| 177 | CMGCHIPOTLE MEXICAN GRILL INC | 2,242,677 | $125.9B | 122.49% | |
| 178 | ITOTISHARES TR | 921,408 | $124.4B | 121.03% | |
| 179 | SHWSHERWIN WILLIAMS CO | 359,583 | $123.5B | 120.11% | |
| 180 | NKENIKE INC | 1,735,040 | $123.3B | 119.89% | |
| 181 | CNRCANADIAN NATL RY CO | 1,176,848 | $122.4B | 119.10% | |
| 182 | SDVYFIRST TR EXCHANGE-TRADED FD | 3,463,545 | $122.2B | 118.86% | |
| 183 | XLFSELECT SECTOR SPDR TR | 2,331,850 | $122.1B | 118.78% | |
| 184 | IWMISHARES TR | 563,267 | $121.5B | 118.23% | |
| 185 | VTWOVANGUARD SCOTTSDALE FDS | 1,392,779 | $121.5B | 118.16% | |
| 186 | EPDENTERPRISE PRODS PARTNERS L | 3,824,194 | $118.6B | 115.35% | |
| 187 | SNASNAP ON INC | 378,187 | $117.7B | 114.48% | |
| 188 | VONEVANGUARD SCOTTSDALE FDS | 416,572 | $117.0B | 113.80% | |
| 189 | SLBSCHLUMBERGER LTD | 3,445,062 | $116.4B | 113.26% | |
| 190 | PAYXPAYCHEX INC | 794,374 | $115.6B | 112.40% | |
| 191 | GLDMWORLD GOLD TR | 1,751,233 | $114.7B | 111.61% | |
| 192 | WDAYWORKDAY INC | 474,671 | $113.9B | 110.81% | |
| 193 | KMBKIMBERLY-CLARK CORP | 871,673 | $112.4B | 109.31% | |
| 194 | ETENERGY TRANSFER L P | 6,129,240 | $111.1B | 108.09% | |
| 195 | SPYVSPDR SERIES TRUST | 2,110,741 | $110.5B | 107.46% | |
| 196 | ZTSZOETIS INC | 705,744 | $110.1B | 107.07% | |
| 197 | DELLDELL TECHNOLOGIES INC | 879,279 | $107.8B | 104.86% | |
| 198 | SHYISHARES TR | 1,291,549 | $107.0B | 104.09% | |
| 199 | VOEVANGUARD INDEX FDS | 644,364 | $106.0B | 103.08% | |
| 200 | IEFISHARES TR | 1,097,095 | $105.1B | 102.20% |