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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 14.86% of Steward Partners Investment Advisory's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$250M), VOO (+$15M), CMG (+$14M), XOM (+$13M), IVW (+$11M), IEF (+$10M), DGRW (+$10M), MSFT (+$9.9M), BIL (+$8.7M), PAPR (+$8.0M).
Started 217 new stock positions in IJUL, BBEU, FBP, SDOW, IWL, COWG, CERT, XBAP, CGIE, TPC.
Reduced shares in these 10 stocks: AMD (-$29M), GNOV (-$15M), Pioneer Natural Resources (-$10M), DGRO (-$9.4M), PAUG (-$8.5M), SCHP (-$8.3M), LULU (-$8.2M), UNH (-$7.4M), TLT (-$7.3M), IJK (-$5.2M).
Sold out of its positions in AAON, ATNM, MSOS, AQNU, WTER, AMRC, AXL, CNBS, ANAB, Flamel Technologies Sa.
Steward Partners Investment Advisory was a net buyer of stock by $472M.
Steward Partners Investment Advisory has $9.5B in assets under management (AUM), dropping by 4.68%.
Central Index Key (CIK): 0001723397

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Positions held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Steward Partners Investment Advisory

Steward Partners Investment Advisory holds 3609 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Steward Partners Investment Advisory has 3609 total positions. Only the first 250 positions are shown.

Sign up to view all of the Steward Partners Investment Advisory June 30, 2024 positions
Download the Steward Partners Investment Advisory June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.5	$425M		2.0M	210.62	View chart
Microsoft Corporation (MSFT)	3.3	$314M	+3%	703k	446.95	View chart
NVIDIA Corporation (NVDA)	2.9	$278M	+911%	2.2M	123.54	View chart
Amazon (AMZN)	2.2	$207M	+2%	1.1M	193.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$188M	+2%	343k	547.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$181M	+9%	361k	500.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$174M	+2%	956k	182.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$127M		266k	479.11	View chart
JPMorgan Chase & Co. (JPM)	1.2	$113M		559k	202.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$107M		196k	544.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$87M	+5%	901k	97.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$86M	+3%	1.5M	58.52	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.9	$82M	+13%	1.0M	78.05	View chart
Broadcom (AVGO)	0.8	$80M	+3%	50k	1605.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$77M	+4%	207k	374.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$77M		210k	364.51	View chart
Exxon Mobil Corporation (XOM)	0.8	$76M	+20%	656k	115.12	View chart
Home Depot (HD)	0.8	$72M		210k	344.24	View chart
Meta Platforms Cl A (META)	0.8	$72M	+4%	143k	504.22	View chart
Costco Wholesale Corporation (COST)	0.8	$72M	+4%	84k	849.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$64M	+5%	157k	406.80	View chart
Wal-Mart Stores (WMT)	0.7	$63M		930k	67.71	View chart
Visa Com Cl A (V)	0.7	$63M	+2%	239k	262.47	View chart
Merck & Co (MRK)	0.6	$61M	+5%	491k	123.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$61M	+2%	567k	106.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$56M		307k	183.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$55M	+4%	303k	182.55	View chart
Eli Lilly & Co. (LLY)	0.6	$55M		61k	905.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$53M	+5%	331k	160.41	View chart
UnitedHealth (UNH)	0.6	$53M	-12%	104k	509.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$53M	+27%	570k	92.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$51M	+9%	654k	77.76	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.5	$50M		892k	55.58	View chart
Chevron Corporation (CVX)	0.5	$49M		315k	156.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$49M		288k	170.76	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$49M	+11%	902k	54.49	View chart
Johnson & Johnson (JNJ)	0.5	$49M	+8%	335k	146.16	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$45M		539k	83.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$45M	-2%	378k	118.60	View chart
Procter & Gamble Company (PG)	0.5	$43M		262k	164.92	View chart
Eaton Corp SHS (ETN)	0.5	$43M		138k	313.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$43M		245k	174.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$40M	+2%	151k	267.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$40M	+17%	706k	56.68	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$39M		367k	106.95	View chart
Abbvie (ABBV)	0.4	$38M	+2%	224k	171.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$38M		772k	49.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$37M		512k	72.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$37M		453k	81.08	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$37M	-20%	635k	57.61	View chart
General Mills (GIS)	0.4	$36M		575k	63.26	View chart
Marathon Petroleum Corp (MPC)	0.4	$34M		199k	173.48	View chart
Darden Restaurants (DRI)	0.4	$34M		224k	151.32	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$34M	-4%	149k	226.23	View chart
Caterpillar (CAT)	0.3	$32M		97k	333.10	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$32M	-3%	581k	54.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$31M		127k	242.10	View chart
salesforce (CRM)	0.3	$31M	-3%	119k	257.10	View chart
Chubb (CB)	0.3	$30M	+3%	118k	255.08	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$30M	+4%	267k	110.50	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$30M		271k	108.70	View chart
Mastercard Incorporated Cl A (MA)	0.3	$29M		67k	441.16	View chart
Cisco Systems (CSCO)	0.3	$29M	-5%	613k	47.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$29M	+8%	134k	215.01	View chart
Motorola Solutions Com New (MSI)	0.3	$28M	+2%	73k	386.05	View chart
Oracle Corporation (ORCL)	0.3	$28M	+3%	199k	141.20	View chart
Verizon Communications (VZ)	0.3	$28M	+3%	676k	41.24	View chart
Advanced Micro Devices (AMD)	0.3	$28M	-50%	170k	162.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$27M	+10%	47k	576.59	View chart
McDonald's Corporation (MCD)	0.3	$27M		107k	254.84	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$27M	-11%	541k	50.31	View chart
Union Pacific Corporation (UNP)	0.3	$27M		120k	226.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$27M		103k	264.30	View chart
Novo-nordisk A S Adr (NVO)	0.3	$27M	+4%	190k	142.74	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$27M		311k	86.61	View chart
Lockheed Martin Corporation (LMT)	0.3	$27M	+13%	57k	467.10	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.3	$26M	+4%	426k	60.05	View chart
Palo Alto Networks (PANW)	0.3	$26M		75k	339.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$25M		154k	164.28	View chart
Coca-Cola Company (KO)	0.3	$24M	+4%	383k	63.65	View chart
Kla Corp Com New (KLAC)	0.3	$24M	+3%	30k	824.51	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$24M	+56%	264k	91.78	View chart
Pepsi (PEP)	0.3	$24M	+4%	146k	164.93	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$24M	+17%	428k	55.50	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$24M	-18%	269k	88.11	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$24M	+4%	611k	38.70	View chart
American Express Company (AXP)	0.2	$24M	+4%	101k	231.55	View chart
Amgen (AMGN)	0.2	$23M	+2%	74k	312.45	View chart
Comcast Corp Cl A (CMCSA)	0.2	$23M	+6%	586k	39.16	View chart
Bank of America Corporation (BAC)	0.2	$23M	+5%	568k	39.77	View chart
Netflix (NFLX)	0.2	$22M		33k	674.88	View chart
Adobe Systems Incorporated (ADBE)	0.2	$21M	+8%	38k	555.54	View chart
Air Products & Chemicals (APD)	0.2	$21M		81k	258.05	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$21M	+3%	350k	59.60	View chart
Nextera Energy (NEE)	0.2	$21M	+13%	294k	70.81	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$21M	-9%	618k	33.38	View chart
Raytheon Technologies Corp (RTX)	0.2	$20M	+26%	203k	100.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$19M		439k	43.76	View chart
Tesla Motors (TSLA)	0.2	$19M		97k	197.88	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$19M		41k	468.72	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$19M		489k	38.70	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$19M	-2%	177k	106.55	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$19M		170k	110.35	View chart
Thermo Fisher Scientific (TMO)	0.2	$19M		34k	553.00	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$18M		145k	127.18	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.2	$18M	+6%	359k	50.03	View chart
Allstate Corporation (ALL)	0.2	$18M		112k	159.66	View chart
Automatic Data Processing (ADP)	0.2	$18M	-3%	75k	238.69	View chart
Trane Technologies SHS (TT)	0.2	$18M		54k	328.93	View chart
L3harris Technologies (LHX)	0.2	$18M	+40%	79k	224.58	View chart
At&t (T)	0.2	$17M	+3%	908k	19.11	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$17M		44k	391.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$17M	+23%	239k	72.05	View chart
Servicenow (NOW)	0.2	$17M	+6%	22k	786.67	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$17M	+2%	170k	100.08	View chart
Qualcomm (QCOM)	0.2	$17M	-9%	84k	199.18	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$16M	+77%	160k	102.70	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$16M	+11%	303k	53.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$16M	+37%	82k	197.11	View chart
International Business Machines (IBM)	0.2	$16M	+4%	93k	172.95	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$16M	-9%	175k	91.15	View chart
Nxp Semiconductors N V (NXPI)	0.2	$16M	+3%	59k	269.09	View chart
TJX Companies (TJX)	0.2	$16M	+2%	144k	110.10	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$16M	+5%	385k	40.75	View chart
Medtronic SHS (MDT)	0.2	$16M	-8%	196k	78.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$16M		197k	78.33	View chart
Phillips 66 (PSX)	0.2	$15M		109k	141.17	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$15M	+2%	298k	51.24	View chart
Lowe's Companies (LOW)	0.2	$15M	+2%	69k	220.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$15M		189k	79.93	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$15M		49k	303.41	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$15M	+203%	160k	93.65	View chart
S&p Global (SPGI)	0.2	$15M	+2%	34k	446.00	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$15M	+2%	148k	100.71	View chart
Microchip Technology (MCHP)	0.2	$15M	+2%	159k	91.50	View chart
Diamondback Energy (FANG)	0.2	$15M	+15%	72k	200.19	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$15M		516k	28.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$14M	+2%	707k	20.45	View chart
Intercontinental Exchange (ICE)	0.2	$14M	+6%	105k	136.89	View chart
Goldman Sachs (GS)	0.2	$14M	+11%	32k	452.33	View chart
Chipotle Mexican Grill (CMG)	0.2	$14M	+30096%	229k	62.65	View chart
Applied Materials (AMAT)	0.2	$14M	+7%	60k	235.99	View chart
Devon Energy Corporation (DVN)	0.2	$14M	+3%	301k	47.40	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$14M		194k	72.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$14M	-3%	67k	202.89	View chart
Linde SHS (LIN)	0.1	$14M		31k	438.82	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$14M		237k	57.27	View chart
Iqvia Holdings (IQV)	0.1	$14M	+3%	64k	211.44	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$14M	+54%	298k	45.59	View chart
BlackRock (BLK)	0.1	$14M	+5%	17k	787.33	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$14M		112k	120.74	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	0.1	$14M		395k	34.06	View chart
Cme (CME)	0.1	$13M	+2%	68k	196.60	View chart
General Dynamics Corporation (GD)	0.1	$13M	-4%	45k	290.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$13M	+38%	128k	102.30	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$13M	+5%	260k	50.21	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$13M		294k	44.24	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$13M		24k	535.09	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$13M	+3%	325k	39.72	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$13M		465k	27.62	View chart
Ge Aerospace Com New (GE)	0.1	$13M	+4%	81k	158.97	View chart
Honeywell International (HON)	0.1	$13M		60k	213.54	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$13M		333k	37.95	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$13M		110k	113.46	View chart
Fiserv (FI)	0.1	$13M	+2%	84k	149.04	View chart
Cintas Corporation (CTAS)	0.1	$12M		18k	700.27	View chart
Philip Morris International (PM)	0.1	$12M	+2%	120k	101.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$12M		66k	182.52	View chart
Abbott Laboratories (ABT)	0.1	$12M		114k	103.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$12M	-3%	616k	19.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$12M	+7%	54k	218.04	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$12M	+8%	271k	43.05	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$12M		77k	150.50	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$11M	-3%	78k	145.75	View chart
AmerisourceBergen (COR)	0.1	$11M	+4%	49k	225.30	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$11M	+11%	218k	50.52	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$11M		221k	49.76	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$11M		137k	78.78	View chart
Danaher Corporation (DHR)	0.1	$11M		43k	249.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$11M	-2%	242k	43.93	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$11M	+18%	535k	19.68	View chart
Pfizer (PFE)	0.1	$10M	-2%	372k	27.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$10M		42k	250.13	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$10M		86k	120.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$10M	-8%	84k	123.80	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.1	$10M	+2%	431k	23.98	View chart
Oneok (OKE)	0.1	$10M	+2%	126k	81.55	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$10M		218k	46.94	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.1	$10M		249k	40.59	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$10M	-24%	446k	22.57	View chart
Texas Instruments Incorporated (TXN)	0.1	$10M	-2%	52k	194.53	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$10M	+6%	432k	23.22	View chart
Anthem (ELV)	0.1	$10M	+10%	19k	541.85	View chart
O'reilly Automotive (ORLY)	0.1	$10M		9.5k	1056.06	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$10M	+6%	441k	22.65	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$9.9M	+7%	9.7k	1022.73	View chart
Starbucks Corporation (SBUX)	0.1	$9.8M	-10%	126k	77.85	View chart
Charles Schwab Corporation (SCHW)	0.1	$9.8M	+3%	133k	73.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$9.8M	+3%	54k	182.01	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$9.7M	+13%	307k	31.55	View chart
Walt Disney Company (DIS)	0.1	$9.7M		97k	99.29	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$9.6M	-11%	53k	182.40	View chart
TransDigm Group Incorporated (TDG)	0.1	$9.6M	+2%	7.5k	1277.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$9.5M	-23%	113k	83.76	View chart
Marriott Intl Cl A (MAR)	0.1	$9.4M		39k	241.77	View chart
MercadoLibre (MELI)	0.1	$9.3M	+3%	5.7k	1643.40	View chart
Edwards Lifesciences (EW)	0.1	$9.3M	+4%	101k	92.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$9.3M	+20%	41k	229.56	View chart
Zoetis Cl A (ZTS)	0.1	$9.3M	+9%	54k	173.36	View chart
Deere & Company (DE)	0.1	$9.2M	+3%	25k	373.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$9.2M	+3%	35k	262.53	View chart
Booking Holdings (BKNG)	0.1	$9.2M	+2%	2.3k	3962.14	View chart
Cadence Design Systems (CDNS)	0.1	$9.2M	-3%	30k	307.75	View chart
Best Buy (BBY)	0.1	$9.2M	-26%	109k	84.29	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$9.1M	+23%	180k	50.88	View chart
Digital Realty Trust (DLR)	0.1	$9.1M	+6%	60k	152.05	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$9.1M	+7%	412k	22.07	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$9.1M		136k	66.47	View chart
Analog Devices (ADI)	0.1	$9.0M		39k	228.26	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$8.8M		69k	128.43	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$8.8M		94k	93.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$8.8M		74k	118.78	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$8.8M		232k	37.93	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$8.7M	+3%	357k	24.45	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$8.7M		133k	65.64	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$8.6M	+4%	132k	65.44	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$8.6M	+3%	209k	41.11	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$8.6M	-8%	399k	21.47	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$8.5M	+3%	125k	68.14	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$8.5M		82k	103.46	View chart
Uber Technologies (UBER)	0.1	$8.3M	+7%	115k	72.68	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$8.3M	+79%	224k	37.02	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$8.2M	+3%	48k	168.79	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$8.1M	+12919%	233k	34.66	View chart
Target Corporation (TGT)	0.1	$7.9M	-7%	53k	148.04	View chart
ConocoPhillips (COP)	0.1	$7.9M	+5%	69k	114.38	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$7.9M	-3%	94k	84.04	View chart
AFLAC Incorporated (AFL)	0.1	$7.9M	+2%	88k	89.31	View chart
United Parcel Service CL B (UPS)	0.1	$7.8M	-12%	57k	136.85	View chart
Ares Capital Corporation (ARCC)	0.1	$7.7M	-10%	371k	20.84	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$7.7M	-2%	69k	112.37	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$7.7M	+8%	211k	36.28	View chart
Emerson Electric (EMR)	0.1	$7.6M	+3%	69k	110.16	View chart
Amphenol Corp Cl A (APH)	0.1	$7.6M	+104%	112k	67.37	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$7.5M	+4%	88k	85.66	View chart
Halliburton Company (HAL)	0.1	$7.5M	+8%	222k	33.78	View chart
Tractor Supply Company (TSCO)	0.1	$7.5M		28k	270.00	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$7.4M	+2%	110k	67.75	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$7.4M	+16%	103k	72.09	View chart
Nike CL B (NKE)	0.1	$7.4M	-3%	99k	75.37	View chart

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 Q2 filed Aug. 8, 2024
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

View all past filings

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