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Stonex Group Inc

Portfolio Manager
Stonex Group INC
Performance
-3.56% (2026 Q1)
AUM (13F)
$1.86B
# of Holdings
917
Performance Rank
Allocation (Top 20)
45.39%

Stonex Group Inc Holdings Map

Top 50 Stonex Group Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
6.43%199.9K$119.4M
+0.28%(+560)
2025-Q1: 0 shares2025-Q2: 195.9K shares2025-Q3: 198.8K shares2025-Q4: 199.3K shares2026-Q1: 199.9K shares
$540.58(+25.69%)
2026-03-31
IVV
ISHARES TR
5.57%158.4K$103.5M
-17.92%(-34.59K)
2025-Q1: 0 shares2025-Q2: 182.6K shares2025-Q3: 185.0K shares2025-Q4: 193.0K shares2026-Q1: 158.4K shares
$593.83(+25.03%)
2026-03-31
IWD
ISHARES TR
4.13%359.1K$76.7M
+0.44%(+1.56K)
2025-Q1: 0 shares2025-Q2: 342.2K shares2025-Q3: 351.7K shares2025-Q4: 357.5K shares2026-Q1: 359.1K shares
$190.84(+21.66%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
3.98%1.51M$73.9M
+12.41%(+166.77K)
2025-Q1: 0 shares2025-Q2: 1.33M shares2025-Q3: 1.34M shares2025-Q4: 1.34M shares2026-Q1: 1.51M shares
$39.80(+32.07%)
2026-03-31
JBND
J P MORGAN EXCHANGE TRADED F
2.34%807.3K$43.4M
-15.69%(-150.23K)
2025-Q1: 0 shares2025-Q2: 264.2K shares2025-Q3: 238.9K shares2025-Q4: 957.5K shares2026-Q1: 807.3K shares
$53.92(-1.69%)
2026-03-31
VFLO
VICTORY PORTFOLIOS II
2.25%1.06M$41.7M
-0.04%(-456)
2025-Q1: 0 shares2025-Q2: 1.05M shares2025-Q3: 1.04M shares2025-Q4: 1.06M shares2026-Q1: 1.06M shares
$34.80(+22.13%)
2026-03-31
IWF
ISHARES TR
1.98%86.3K$36.8M
+0.80%(+687)
2025-Q1: 0 shares2025-Q2: 92.1K shares2025-Q3: 88.5K shares2025-Q4: 85.6K shares2026-Q1: 86.3K shares
$390.37(-68.14%)
2026-03-31
AAPL
APPLE INC
1.8%131.7K$33.4M
-27.24%(-49.31K)
2025-Q1: 0 shares2025-Q2: 183.7K shares2025-Q3: 181.3K shares2025-Q4: 181.0K shares2026-Q1: 131.7K shares
$214.10(+40.23%)
2026-03-31
EFA
ISHARES TR
1.79%343.2K$33.3M
-1.46%(-5.09K)
2025-Q1: 0 shares2025-Q2: 322.5K shares2025-Q3: 320.8K shares2025-Q4: 348.3K shares2026-Q1: 343.2K shares
$86.62(+17.43%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.79%191.2K$33.3M
-26.93%(-70.46K)
2025-Q1: 0 shares2025-Q2: 258.4K shares2025-Q3: 270.7K shares2025-Q4: 261.7K shares2026-Q1: 191.2K shares
$135.57(+66.20%)
2026-03-31

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