STIFEL FINANCIAL CORP

Q4 2024 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
3,373
Total value ($000)
$96,007,230
Net value change ($000)
+648,494 (0.7%)
New positions
164
Sold out positions
155
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/14/2024 Next filing: 5/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MRSH 396,348 519.8%
AVGO 291,760 33.8%
AMZN 288,599 18.9%
AAPL 229,514 8.4%
NVDA 216,708 9.6%
BLK 176,418 NEW
GOOGL 164,558 15.7%
V 148,957 14.3%
ORLY 140,745 306.6%
JPM 127,470 14.7%
Top Reduces (Value $000, Stocks/ETFs)
NKE -232,063 -70.4%
BLK -145,725 -100.0%
UNH -140,234 -14.4%
VEA -118,734 -28.4%
LMT -115,037 -16.2%
ELV -112,286 -30.3%
CMI -95,810 -19.7%
AMGN -88,389 -19.5%
CCI -85,235 -63.9%
JNJ -80,974 -10.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type