Steward Partners Investment Advisory
Latest statistics and disclosures from Steward Partners Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, IVV, and represent 13.13% of Steward Partners Investment Advisory's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$69M), DGRW (+$66M), FLQL (+$48M), AMD (+$41M), WMT (+$41M), AGG (+$36M), MSFT (+$32M), VOO (+$29M), XSMO (+$25M), VO (+$24M).
- Started 253 new stock positions in UAN, First Tr Exchng Traded Fd Vi, SBRA, REXR, TCRT, GUG, INO, OPAD, MLR, RYN.
- Reduced shares in these 10 stocks: TSLA (-$23M), NOG (-$21M), BA (-$18M), GOCT (-$14M), IVV (-$14M), BSCO (-$12M), UNH (-$11M), OXY (-$9.1M), , SPTL (-$7.6M).
- Sold out of its positions in ALGM, Alteryx, AVLC, AMRX, APO.PA, AROC, Ares Capital Corp convertible security, ARR, ARTNA, ARVN.
- Steward Partners Investment Advisory was a net buyer of stock by $1.2B.
- Steward Partners Investment Advisory has $9.1B in assets under management (AUM), dropping by 22.62%.
- Central Index Key (CIK): 0001723397
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Portfolio Holdings for Steward Partners Investment Advisory
Steward Partners Investment Advisory holds 3564 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Steward Partners Investment Advisory has 3564 total positions. Only the first 250 positions are shown.
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- Download the Steward Partners Investment Advisory March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.8 | $341M | 2.0M | 171.48 |
|
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| Microsoft Corporation (MSFT) | 3.2 | $286M | +12% | 681k | 420.72 |
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| NVIDIA Corporation (NVDA) | 2.2 | $201M | +5% | 222k | 903.56 |
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| Amazon (AMZN) | 2.1 | $187M | +7% | 1.0M | 180.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $175M | -7% | 334k | 525.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $159M | +22% | 331k | 480.70 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $141M | +9% | 936k | 150.93 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $116M | +5% | 262k | 444.01 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $114M | +20% | 570k | 200.30 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $105M | 200k | 523.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $87M | +400% | 1.4M | 60.74 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $84M | +75% | 856k | 97.94 |
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| Home Depot (HD) | 0.9 | $81M | +15% | 212k | 383.60 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $71M | -5% | 209k | 337.05 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.8 | $70M | +1539% | 921k | 76.19 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $68M | +9% | 198k | 344.20 |
|
| Meta Platforms Cl A (META) | 0.7 | $66M | +35% | 136k | 485.58 |
|
| Visa Com Cl A (V) | 0.7 | $65M | +23% | 232k | 279.08 |
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| Broadcom (AVGO) | 0.7 | $64M | +25% | 48k | 1325.41 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $63M | +11% | 545k | 116.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $63M | +25% | 149k | 420.52 |
|
| Advanced Micro Devices (AMD) | 0.7 | $63M | +192% | 347k | 180.49 |
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| Merck & Co (MRK) | 0.7 | $61M | +26% | 465k | 131.95 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $61M | +6% | 554k | 110.52 |
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| Costco Wholesale Corporation (COST) | 0.7 | $59M | +5% | 81k | 732.63 |
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| UnitedHealth (UNH) | 0.6 | $59M | -15% | 118k | 494.70 |
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| Wal-Mart Stores (WMT) | 0.6 | $55M | +290% | 916k | 60.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $53M | +28% | 289k | 182.61 |
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| Vanguard Index Fds Value Etf (VTV) | 0.6 | $51M | 315k | 162.86 |
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| Chevron Corporation (CVX) | 0.6 | $50M | +19% | 319k | 157.74 |
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| Johnson & Johnson (JNJ) | 0.5 | $49M | +18% | 308k | 158.19 |
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| Eli Lilly & Co. (LLY) | 0.5 | $48M | +5% | 62k | 777.96 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $48M | +47% | 597k | 80.63 |
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| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.5 | $48M | NEW | 897k | 53.25 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $47M | +22% | 812k | 58.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $47M | +10% | 309k | 152.26 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $47M | 286k | 164.35 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $47M | +5% | 386k | 120.99 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $46M | -5% | 798k | 58.06 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $45M | -2% | 541k | 83.58 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $43M | 240k | 179.11 |
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| Eaton Corp SHS (ETN) | 0.5 | $43M | +33% | 136k | 312.68 |
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| Procter & Gamble Company (PG) | 0.5 | $42M | +2% | 258k | 162.25 |
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| General Mills (GIS) | 0.4 | $40M | 575k | 69.97 |
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| Marathon Petroleum Corp (MPC) | 0.4 | $40M | +32% | 198k | 201.50 |
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| Abbvie (ABBV) | 0.4 | $40M | +4% | 218k | 182.10 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $39M | +15% | 783k | 50.17 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $39M | 458k | 84.09 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.4 | $38M | 370k | 103.79 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $38M | +33% | 147k | 259.90 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $38M | +141% | 448k | 84.44 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $38M | +8% | 508k | 74.22 |
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| salesforce (CRM) | 0.4 | $37M | +16% | 124k | 301.18 |
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| Darden Restaurants (DRI) | 0.4 | $37M | +12% | 221k | 167.15 |
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| Caterpillar (CAT) | 0.4 | $35M | +31% | 95k | 366.43 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $35M | +12% | 599k | 57.86 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.4 | $34M | 604k | 56.17 |
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| Select Sector Spdr Tr Technology (XLK) | 0.4 | $33M | 157k | 208.27 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $32M | +4% | 67k | 481.57 |
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| Cisco Systems (CSCO) | 0.4 | $32M | +16% | 649k | 49.91 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $31M | +317% | 125k | 249.86 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $31M | +5% | 610k | 50.29 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $30M | 275k | 110.21 |
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| McDonald's Corporation (MCD) | 0.3 | $30M | -6% | 107k | 281.95 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $30M | +19% | 329k | 91.25 |
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| Chubb (CB) | 0.3 | $30M | +35% | 115k | 259.13 |
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| Union Pacific Corporation (UNP) | 0.3 | $29M | +14% | 118k | 245.93 |
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| Ishares Tr Short Treas Bd (SHV) | 0.3 | $28M | +6% | 255k | 110.54 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $28M | +82% | 307k | 89.90 |
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| Verizon Communications (VZ) | 0.3 | $28M | +20% | 655k | 41.96 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $26M | +7% | 155k | 169.37 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $26M | -12% | 104k | 247.41 |
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| Motorola Solutions Com New (MSI) | 0.3 | $25M | +53% | 72k | 354.98 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $25M | +10% | 123k | 205.72 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.3 | $25M | +339490% | 408k | 60.32 |
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| Pepsi (PEP) | 0.3 | $24M | -5% | 140k | 175.01 |
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| Oracle Corporation (ORCL) | 0.3 | $24M | +27% | 192k | 125.61 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $24M | +59% | 553k | 43.35 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $24M | +49% | 681k | 34.82 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $23M | +16% | 182k | 128.40 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $23M | +10% | 50k | 454.87 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $23M | -3% | 582k | 38.88 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $22M | 43k | 524.34 |
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| Coca-Cola Company (KO) | 0.2 | $22M | +4% | 366k | 61.18 |
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| American Express Company (AXP) | 0.2 | $22M | -3% | 97k | 227.69 |
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| Palo Alto Networks (PANW) | 0.2 | $21M | +22% | 74k | 284.13 |
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| Bank of America Corporation (BAC) | 0.2 | $21M | +14% | 540k | 37.92 |
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| Amgen (AMGN) | 0.2 | $20M | 72k | 284.32 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $20M | -5% | 339k | 59.62 |
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| Netflix (NFLX) | 0.2 | $20M | +4% | 33k | 607.33 |
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| Kla Corp Com New (KLAC) | 0.2 | $20M | +7053% | 28k | 698.57 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $20M | +29% | 364k | 54.24 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $19M | +5% | 181k | 107.60 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $19M | -9% | 170k | 114.14 |
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| Air Products & Chemicals (APD) | 0.2 | $19M | +31% | 80k | 242.27 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $19M | +4% | 33k | 581.21 |
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| Allstate Corporation (ALL) | 0.2 | $19M | +13% | 112k | 173.01 |
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| Automatic Data Processing (ADP) | 0.2 | $19M | +2% | 77k | 249.74 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $19M | +2% | 144k | 131.24 |
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| Medtronic SHS (MDT) | 0.2 | $19M | +48% | 215k | 87.15 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.2 | $19M | +998% | 480k | 38.84 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $19M | +6% | 444k | 41.77 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $18M | -4% | 193k | 94.41 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $18M | +8% | 35k | 504.60 |
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| Phillips 66 (PSX) | 0.2 | $18M | 109k | 163.34 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.2 | $18M | +1982% | 338k | 52.55 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $18M | 50k | 346.61 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $17M | +10% | 44k | 397.76 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $17M | +18% | 41k | 418.01 |
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| Tesla Motors (TSLA) | 0.2 | $17M | -57% | 98k | 175.79 |
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| Lowe's Companies (LOW) | 0.2 | $17M | +13% | 67k | 254.73 |
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| International Business Machines (IBM) | 0.2 | $17M | -8% | 89k | 190.96 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $17M | +4% | 166k | 100.89 |
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| Nextera Energy (NEE) | 0.2 | $17M | +7% | 258k | 63.91 |
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| Trane Technologies SHS (TT) | 0.2 | $16M | +43% | 54k | 300.20 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $16M | -9% | 200k | 79.86 |
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| Qualcomm (QCOM) | 0.2 | $16M | +14% | 94k | 169.30 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $16M | 161k | 97.53 |
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| Iqvia Holdings (IQV) | 0.2 | $16M | +124% | 62k | 252.89 |
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| Servicenow (NOW) | 0.2 | $16M | -5% | 20k | 762.40 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $16M | +14% | 169k | 91.80 |
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| First Tr Value Line Divid In SHS (FVD) | 0.2 | $16M | +18% | 367k | 42.23 |
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| At&t (T) | 0.2 | $15M | +4% | 876k | 17.60 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $15M | 189k | 80.51 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $15M | 291k | 51.28 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $15M | -4% | 70k | 210.30 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $15M | +23% | 156k | 94.62 |
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| Devon Energy Corporation (DVN) | 0.2 | $15M | +131% | 291k | 50.18 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $15M | -6% | 145k | 100.71 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.2 | $14M | 512k | 28.18 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) | 0.2 | $14M | 436k | 32.97 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $14M | +18% | 274k | 52.16 |
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| TJX Companies (TJX) | 0.2 | $14M | +44% | 140k | 101.42 |
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| Cme (CME) | 0.2 | $14M | +53% | 66k | 215.29 |
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| Linde SHS (LIN) | 0.2 | $14M | +5% | 31k | 464.32 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $14M | +49% | 57k | 247.77 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $14M | 689k | 20.43 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $14M | 195k | 72.19 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $14M | -14% | 272k | 51.60 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $14M | +12% | 193k | 72.63 |
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| Microchip Technology (MCHP) | 0.2 | $14M | 156k | 89.71 |
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| S&p Global (SPGI) | 0.2 | $14M | +24% | 33k | 425.45 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $14M | +3% | 111k | 125.33 |
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| Lululemon Athletica (LULU) | 0.2 | $14M | +14% | 35k | 390.65 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $14M | 25k | 556.39 |
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| BlackRock (BLK) | 0.2 | $14M | +8% | 16k | 833.69 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.2 | $14M | +26% | 238k | 57.23 |
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| General Electric Com New (GE) | 0.1 | $14M | +5% | 77k | 175.53 |
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| Intercontinental Exchange (ICE) | 0.1 | $14M | +56% | 99k | 137.43 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $14M | 594k | 22.77 |
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| Wisdomtree Tr Currncy Int Eq (DDWM) | 0.1 | $14M | NEW | 394k | 34.20 |
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| General Dynamics Corporation (GD) | 0.1 | $13M | +16% | 47k | 282.49 |
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| Ishares Tr Core Divid Etf (DIVB) | 0.1 | $13M | NEW | 296k | 44.50 |
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| Fiserv (FI) | 0.1 | $13M | +62% | 82k | 159.82 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $13M | +2% | 337k | 38.47 |
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| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.1 | $13M | +230735% | 462k | 28.00 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $13M | +21% | 67k | 191.88 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $13M | +9% | 109k | 118.29 |
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| Abbott Laboratories (ABT) | 0.1 | $13M | +8% | 113k | 113.66 |
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| Starbucks Corporation (SBUX) | 0.1 | $13M | +19% | 140k | 91.39 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $13M | +10% | 148k | 86.48 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $13M | +5436% | 314k | 40.05 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $13M | +4% | 247k | 50.77 |
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| Diamondback Energy (FANG) | 0.1 | $12M | +47% | 63k | 198.17 |
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| Cintas Corporation (CTAS) | 0.1 | $12M | 18k | 687.04 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $12M | 636k | 19.21 |
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| Best Buy (BBY) | 0.1 | $12M | +32% | 148k | 82.03 |
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| Honeywell International (HON) | 0.1 | $12M | +33% | 59k | 205.25 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $12M | +8% | 81k | 147.73 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $12M | -8% | 91k | 131.37 |
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| Walt Disney Company (DIS) | 0.1 | $12M | +50% | 98k | 122.36 |
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| L3harris Technologies (LHX) | 0.1 | $12M | +43% | 56k | 213.10 |
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| Goldman Sachs (GS) | 0.1 | $12M | +46% | 28k | 417.70 |
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| Applied Materials (AMAT) | 0.1 | $12M | +26% | 56k | 206.23 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $12M | +47% | 50k | 228.59 |
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| AmerisourceBergen (COR) | 0.1 | $11M | +59% | 47k | 242.99 |
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| Danaher Corporation (DHR) | 0.1 | $11M | +3% | 44k | 249.72 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $11M | +10% | 60k | 182.69 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $11M | +80% | 249k | 43.60 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $11M | -3% | 136k | 79.91 |
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| O'reilly Automotive (ORLY) | 0.1 | $11M | +6% | 9.6k | 1128.88 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $11M | -7% | 59k | 183.89 |
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| Philip Morris International (PM) | 0.1 | $11M | +33% | 118k | 91.62 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $11M | +5% | 41k | 260.72 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $11M | +4% | 87k | 123.18 |
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| Pfizer (PFE) | 0.1 | $11M | +9% | 382k | 27.75 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $11M | -3% | 250k | 42.01 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $11M | +16% | 195k | 53.71 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $10M | +5% | 77k | 135.06 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $10M | -5% | 217k | 47.72 |
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| Pioneer Natural Resources (PXD) | 0.1 | $10M | -7% | 39k | 262.50 |
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| Target Corporation (TGT) | 0.1 | $10M | 58k | 177.21 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.1 | $10M | +7% | 420k | 23.94 |
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| Oneok (OKE) | 0.1 | $9.8M | 123k | 80.17 |
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| Deere & Company (DE) | 0.1 | $9.8M | +57% | 24k | 410.74 |
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| Marriott Intl Cl A (MAR) | 0.1 | $9.8M | +4% | 39k | 252.31 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $9.7M | +165% | 52k | 186.81 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $9.6M | +6% | 93k | 103.79 |
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| United Parcel Service CL B (UPS) | 0.1 | $9.6M | 65k | 148.63 |
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| Nike CL B (NKE) | 0.1 | $9.6M | +15% | 102k | 93.98 |
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| Cadence Design Systems (CDNS) | 0.1 | $9.6M | 31k | 311.28 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $9.6M | NEW | 216k | 44.40 |
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| First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) | 0.1 | $9.5M | +6% | 245k | 38.71 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $9.5M | +72% | 90k | 105.03 |
|
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.1 | $9.4M | +15% | 436k | 21.66 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $9.4M | +9% | 406k | 23.23 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $9.4M | +9% | 415k | 22.71 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $9.3M | +203% | 128k | 72.34 |
|
| Edwards Lifesciences (EW) | 0.1 | $9.2M | +28% | 97k | 95.56 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $9.2M | +4% | 53k | 174.21 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $9.2M | +11% | 70k | 130.73 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $9.1M | 34k | 270.80 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $9.1M | +7% | 450k | 20.16 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $9.1M | +20% | 114k | 79.76 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $9.1M | 256k | 35.38 |
|
|
| TransDigm Group Incorporated (TDG) | 0.1 | $9.0M | +7% | 7.3k | 1231.65 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $8.9M | -3% | 232k | 38.48 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $8.9M | +6% | 127k | 70.00 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $8.8M | -6% | 193k | 45.94 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $8.8M | -10% | 134k | 65.32 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $8.7M | +5% | 81k | 108.31 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $8.7M | +2% | 130k | 67.13 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $8.7M | +28% | 9.0k | 970.44 |
|
| Anthem (ELV) | 0.1 | $8.7M | +266% | 17k | 518.54 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $8.7M | +20% | 270k | 32.23 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $8.7M | +13% | 416k | 20.82 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $8.7M | -26% | 81k | 106.49 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $8.5M | -19% | 156k | 54.40 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $8.5M | +7% | 383k | 22.16 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $8.5M | -4% | 201k | 42.12 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.1 | $8.4M | +14% | 344k | 24.60 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $8.4M | +10% | 73k | 115.30 |
|
| ConocoPhillips (COP) | 0.1 | $8.4M | +17% | 66k | 127.28 |
|
| MercadoLibre (MELI) | 0.1 | $8.3M | +16% | 5.5k | 1511.96 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $8.3M | +40% | 96k | 86.67 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $8.3M | -5% | 97k | 85.65 |
|
| Zoetis Cl A (ZTS) | 0.1 | $8.3M | +3% | 49k | 169.21 |
|
| Uber Technologies (UBER) | 0.1 | $8.2M | +93% | 107k | 76.99 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $8.2M | +80% | 47k | 175.27 |
|
| Booking Holdings (BKNG) | 0.1 | $8.2M | +390% | 2.3k | 3628.20 |
|
| Halliburton Company (HAL) | 0.1 | $8.1M | +57% | 206k | 39.42 |
|
| Digital Realty Trust (DLR) | 0.1 | $8.1M | +88% | 56k | 144.04 |
|
| Boeing Company (BA) | 0.1 | $8.1M | -68% | 42k | 192.99 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $7.9M | 34k | 235.79 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $7.9M | -2% | 77k | 102.76 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $7.9M | +65% | 120k | 65.65 |
|
| AutoZone (AZO) | 0.1 | $7.7M | 2.5k | 3151.65 |
|
|
| Analog Devices (ADI) | 0.1 | $7.7M | +45% | 39k | 197.79 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $7.7M | +895% | 70k | 109.17 |
|
| Emerson Electric (EMR) | 0.1 | $7.6M | +3% | 67k | 113.42 |
|
Past Filings by Steward Partners Investment Advisory
SEC 13F filings are viewable for Steward Partners Investment Advisory going back to 2016
- Steward Partners Investment Advisory 2024 Q1 filed May 15, 2024
- Steward Partners Investment Advisory 2023 Q4 filed Feb. 12, 2024
- Steward Partners Investment Advisory 2023 Q3 filed Nov. 13, 2023
- Steward Partners Investment Advisory 2023 Q2 filed Aug. 14, 2023
- Steward Partners Investment Advisory 2023 Q1 filed May 15, 2023
- Steward Partners Investment Advisory 2022 Q4 filed Feb. 15, 2023
- Steward Partners Investment Advisory 2022 Q3 filed Nov. 10, 2022
- Steward Partners Investment Advisory 2022 Q2 filed Aug. 4, 2022
- Steward Partners Investment Advisory 2022 Q1 filed May 2, 2022
- Steward Partners Investment Advisory 2021 Q4 filed Feb. 8, 2022
- Steward Partners Investment Advisory 2021 Q3 filed Nov. 12, 2021
- Steward Partners Investment Advisory 2021 Q2 filed Aug. 13, 2021
- Steward Partners Investment Advisory 2021 Q1 amended filed May 17, 2021
- Steward Partners Investment Advisory 2021 Q1 filed May 14, 2021
- Steward Partners Investment Advisory 2020 Q4 filed Feb. 11, 2021
- Steward Partners Investment Advisory 2020 Q3 filed Oct. 30, 2020