Stocks that advisers favoured in February 2025

Mon, 10 Mar 2025 20:10:05 +0000

Banks stocks appear to be diminishing in popularity with investors, with trading data from AUSIEX for February noting no banks in the top five buys for advised clients, non-advised investors and SMSF clients.

However, there was a marked difference in the companies theses cohorts bought instead of banks. Advised investors and SMSF trustees both opted for a broad range of stocks across sectors, including Telstra, Goodman Group, CSL and Scentre Group.

By contrast, non-advised investors prioritised resource companies over others by buying shares such as Fortescue, Mineral Resources and BHP.

Advised investors also sold more banks stocks than they bought, according to data from the wholesale trading platform. AUSIEX accounts for a third the wholesale trading market in Australia.

SMSF top five buys of January 2025

CSL
BHP
Telstra
Woodside
Goodman Group

Most sold – Wesfarmers, Commonwealth Bank, Westpac, BHP and National Australia Bank.

Advised top five bought stocks for February 2025

Telstra
Goodman Group
CSL
Scentre Group
BHP

Most sold – Commonwealth Bank, Westpac, Wesfarmers and Fortescue.

Non-advised top five buys of January 2025

Fortescue
Mineral Resources
BHP
Appen
Woodside

Most sold – BHP, Westpac, Commonwealth Bank, Fortescue and Appen

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(Note: These were not overall holdings, but rather the most bought listed investments last month. Investors of all types continued to hold a wide range of stocks).