StoneX Group Inc.

Q4 2023 13F-HR/A Holdings

Location
New York, NY
Holdings as of
12/31/2023
Date filed
8/13/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
264
Total value ($000)
$818,991
Net value change ($000)
+75,652 (10.2%)
New positions
29
Sold out positions
24
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/13/2025 Next filing: 8/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2023
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)
VOO 27,285 43.8%
BUFR 11,756 548.6%
XLK 6,145 39.3%
IWR 5,174 22.1%
IWD 4,994 11.4%
AAPL 4,950 25.3%
XLI 3,844 NEW
MSFT 3,095 32.1%
NVDA 3,054 47.1%
SDVY 2,721 156.4%
Top Reduces (Value $000, Stocks/ETFs)
VB -17,239 -81.9%
SPY -7,436 -54.0%
MEM -3,444 -100.0%
NMZ -3,116 -100.0%
EFA -3,021 -18.8%
XLB -2,817 -100.0%
XLP -2,154 -66.9%
FTSM -2,152 -13.1%
RSP -1,428 -100.0%
EPU -1,373 -28.8%
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