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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, NVDA, GOOGL, MSFT, META, and represent 13.54% of Steward Partners Investment Advisory's stock portfolio.
Added to shares of these 10 stocks: IEMG (+$91M), PJAN (+$71M), NFLX (+$49M), APLU (+$45M), MSFT (+$40M), AGG (+$31M), PNOV (+$29M), SPY (+$26M), XLE (+$26M), SPHY (+$25M).
Started 264 new stock positions in FRD, HYGH, SUNC, UDN, ZNOV, TLRY, SEI, OPENW, PRFD, FLY.
Reduced shares in these 10 stocks: POCT (-$64M), NVDA (-$28M), IVW (-$27M), SHY (-$25M), SPHQ (-$18M), WIX (-$15M), IWF (-$15M), HD (-$14M), GXC (-$14M), SCHD (-$13M).
Sold out of its positions in SYFI, EQL, ASGN, ATGE, DWAW, DWUS, RVER, AKRO, ALG, ALEX.
Steward Partners Investment Advisory was a net buyer of stock by $714M.
Steward Partners Investment Advisory has $18B in assets under management (AUM), dropping by 4.52%.
Central Index Key (CIK): 0001723397

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Portfolio Holdings for Steward Partners Investment Advisory

Steward Partners Investment Advisory holds 4309 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Steward Partners Investment Advisory has 4309 total positions. Only the first 250 positions are shown.

Sign up to view all of the Steward Partners Investment Advisory Dec. 31, 2025 positions
Download the Steward Partners Investment Advisory December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.3	$606M		2.2M	271.86	View chart
NVIDIA Corporation (NVDA)	3.0	$553M	-4%	3.0M	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$445M	-2%	1.4M	313.00	View chart
Microsoft Corporation (MSFT)	2.4	$437M	+9%	903k	483.62	View chart
Meta Platforms Cl A (META)	2.4	$430M	+4%	651k	660.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$426M		623k	684.94	View chart
Amazon (AMZN)	2.3	$411M	+3%	1.8M	230.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.2	$398M	+8%	4.0M	99.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$307M	+4%	489k	627.13	View chart
JPMorgan Chase & Co. (JPM)	1.6	$300M		930k	322.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$254M		2.8M	89.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$240M	+12%	352k	681.92	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$234M	-5%	591k	396.31	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$221M	+69%	3.3M	67.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$203M	+6%	3.1M	66.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$196M	+3%	319k	614.31	View chart
Broadcom (AVGO)	1.1	$193M	+3%	559k	346.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$191M	+3%	1.6M	120.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$168M		536k	313.80	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$165M	-14%	1.3M	123.26	View chart
Visa Com Cl A (V)	0.9	$160M	+2%	458k	350.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$149M	-8%	315k	473.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$137M	+13%	272k	502.65	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$122M	-17%	1.5M	82.82	View chart
Costco Wholesale Corporation (COST)	0.7	$120M	+4%	139k	862.34	View chart
Johnson & Johnson (JNJ)	0.6	$113M		544k	206.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$111M		227k	487.86	View chart
Wal-Mart Stores (WMT)	0.6	$106M	+2%	951k	111.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$104M	+4%	472k	219.78	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.6	$101M	-6%	784k	129.16	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$97M		1.1M	89.43	View chart
Abbvie (ABBV)	0.5	$93M	+14%	405k	228.49	View chart
Uber Technologies (UBER)	0.5	$89M	+2%	1.1M	81.71	View chart
Tesla Motors (TSLA)	0.5	$87M	+2%	192k	449.72	View chart
Stryker Corporation (SYK)	0.5	$86M	+6%	243k	351.47	View chart
Eli Lilly & Co. (LLY)	0.5	$85M	+4%	79k	1074.69	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.4	$81M	+9%	1.2M	69.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$80M	+2%	416k	190.99	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$77M	+7%	802k	96.28	View chart
Home Depot (HD)	0.4	$77M	-15%	223k	344.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$76M	+1235%	1.6M	47.02	View chart
Palo Alto Networks (PANW)	0.4	$75M	-8%	409k	184.20	View chart
Chevron Corporation (CVX)	0.4	$75M	+4%	495k	152.41	View chart
McDonald's Corporation (MCD)	0.4	$74M	+4%	242k	305.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$69M		480k	143.52	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$65M		310k	210.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$65M		194k	335.27	View chart
Exxon Mobil Corporation (XOM)	0.4	$65M		540k	120.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$63M	-5%	666k	94.16	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$60M	+3%	733k	81.17	View chart
Caterpillar (CAT)	0.3	$59M	+2%	104k	572.87	View chart
Verizon Communications (VZ)	0.3	$59M	+7%	1.4M	40.73	View chart
Vanguard World Health Car Etf (VHT)	0.3	$58M	+7%	202k	287.85	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$58M	+2%	1.0M	57.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$57M	-9%	289k	198.62	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$56M		120k	468.76	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$56M	+15%	1.1M	50.86	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$55M	+14%	620k	88.49	View chart
Palantir Technologies Cl A (PLTR)	0.3	$55M		309k	177.75	View chart
Netflix (NFLX)	0.3	$54M	+1029%	577k	93.76	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.3	$54M	+32%	419k	128.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$53M	+3%	855k	62.47	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$52M	+65%	362k	143.97	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$52M		150k	342.97	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$51M	+9%	1.6M	30.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$51M	+8%	529k	96.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$51M	-3%	175k	290.22	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$51M	+107%	1.1M	44.71	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$50M	-7%	343k	146.58	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.3	$50M	+20%	1.3M	38.73	View chart
Oracle Corporation (ORCL)	0.3	$49M	+5%	253k	194.91	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$47M	+32%	518k	91.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$47M	+4%	246k	191.56	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$46M		668k	69.42	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$46M		347k	132.37	View chart
Mastercard Incorporated Cl A (MA)	0.3	$46M		80k	570.88	View chart
Allspring Exchange Traded Fu Core Plus Etf (APLU)	0.2	$45M	NEW	1.8M	24.97	View chart
International Business Machines (IBM)	0.2	$45M	-2%	151k	296.21	View chart
Walt Disney Company (DIS)	0.2	$45M	+22%	391k	113.77	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$44M	+43%	730k	60.81	View chart
Cisco Systems (CSCO)	0.2	$44M		576k	77.03	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$44M	+6%	405k	108.36	View chart
Ge Vernova (GEV)	0.2	$44M	+5%	67k	653.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$43M	-23%	1.6M	27.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$42M	-6%	56k	753.78	View chart
Bank of America Corporation (BAC)	0.2	$42M		765k	55.00	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$42M	+10%	417k	100.38	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$42M	+5%	831k	50.32	View chart
salesforce (CRM)	0.2	$41M	+5%	154k	264.91	View chart
Procter & Gamble Company (PG)	0.2	$40M	+5%	281k	143.31	View chart
Goldman Sachs (GS)	0.2	$40M	+11%	46k	878.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$39M	+148%	253k	154.80	View chart
First Solar (FSLR)	0.2	$39M	+3%	148k	261.23	View chart
Eaton Corp SHS (ETN)	0.2	$37M		117k	318.51	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$37M	-3%	536k	69.47	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$36M	-14%	606k	60.17	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$36M		684k	53.15	View chart
Ishares Tr Us Consm Staples (IYK)	0.2	$36M	+10%	538k	66.92	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$36M		296k	121.61	View chart
TJX Companies (TJX)	0.2	$36M	+8%	234k	153.61	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$36M	+4%	613k	58.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$35M	+2%	140k	252.92	View chart
Raytheon Technologies Corp (RTX)	0.2	$35M	+9%	191k	183.40	View chart
UnitedHealth (UNH)	0.2	$34M	-6%	104k	330.11	View chart
American Express Company (AXP)	0.2	$34M	+2%	93k	369.95	View chart
Analog Devices (ADI)	0.2	$34M	+5%	126k	271.20	View chart
Applied Materials (AMAT)	0.2	$34M	-6%	131k	256.99	View chart
Advanced Micro Devices (AMD)	0.2	$33M		156k	214.16	View chart
Chubb (CB)	0.2	$33M	-9%	105k	312.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$32M		595k	53.76	View chart
Merck & Co (MRK)	0.2	$32M	+15%	300k	105.26	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$31M	-4%	308k	101.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$31M	+27%	146k	212.07	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$31M		220k	139.16	View chart
Coca-Cola Company (KO)	0.2	$30M	+3%	435k	69.91	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$30M	+2%	770k	39.11	View chart
Ge Aerospace Com New (GE)	0.2	$30M		97k	308.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$30M	+3526%	711k	41.78	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$29M		300k	96.88	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$29M	+6%	483k	59.93	View chart
Nextera Energy (NEE)	0.2	$29M	+3%	358k	80.28	View chart
Nebius Group Shs Class A (NBIS)	0.2	$29M	+32%	342k	83.70	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$28M	+23%	642k	43.54	View chart
Lockheed Martin Corporation (LMT)	0.2	$28M		58k	483.67	View chart
At&t (T)	0.2	$28M	-9%	1.1M	24.84	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$27M	+6%	88k	303.89	View chart
Amgen (AMGN)	0.1	$27M	+4%	82k	327.31	View chart
Trane Technologies SHS (TT)	0.1	$27M	-2%	68k	389.20	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$27M	+28%	349k	75.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$26M	-19%	55k	480.57	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$26M	+4%	586k	44.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$26M	+14%	86k	302.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$26M	-5%	99k	257.95	View chart
Motorola Solutions Com New (MSI)	0.1	$25M	-6%	66k	383.32	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$25M	+8672%	1.1M	23.67	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$25M	+4%	232k	107.11	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$25M	+4%	478k	51.26	View chart
Marathon Petroleum Corp (MPC)	0.1	$25M		150k	162.63	View chart
Medtronic SHS (MDT)	0.1	$24M	+5%	253k	96.06	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$24M		175k	136.94	View chart
Wells Fargo & Company (WFC)	0.1	$24M	+41%	257k	93.20	View chart
Booking Holdings (BKNG)	0.1	$24M	+5%	4.4k	5355.84	View chart
Abbott Laboratories (ABT)	0.1	$23M	+12%	186k	125.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$23M	+2%	277k	83.75	View chart
Union Pacific Corporation (UNP)	0.1	$23M	-13%	98k	231.32	View chart
Duke Energy Corp Com New (DUK)	0.1	$23M	+5%	194k	117.21	View chart
Pepsi (PEP)	0.1	$23M	+3%	157k	143.52	View chart
Philip Morris International (PM)	0.1	$22M	+3%	138k	160.40	View chart
Blackrock (BLK)	0.1	$22M	+4%	21k	1070.36	View chart
Allstate Corporation (ALL)	0.1	$22M	-15%	105k	208.15	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$22M	-20%	337k	64.86	View chart
Axon Enterprise (AXON)	0.1	$22M	+26%	39k	567.93	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$22M		211k	103.56	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$22M		97k	224.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$22M	+2%	225k	96.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$21M	+7%	271k	78.81	View chart
Automatic Data Processing (ADP)	0.1	$21M	+2%	83k	257.23	View chart
Boeing Company (BA)	0.1	$21M	+3%	98k	217.12	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.1	$21M	+2%	979k	21.46	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$21M	-3%	361k	57.46	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.1	$21M	+13%	712k	29.02	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$21M	+6%	698k	29.28	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.1	$20M	+98%	805k	25.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$20M	+3%	275k	74.07	View chart
Air Products & Chemicals (APD)	0.1	$20M		80k	247.02	View chart
Constellation Energy (CEG)	0.1	$20M		56k	353.27	View chart
Amphenol Corp Cl A (APH)	0.1	$20M	+16%	146k	135.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$20M	+2%	54k	360.13	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$20M	+21%	91k	214.69	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$19M		501k	38.32	View chart
Micron Technology (MU)	0.1	$19M		67k	285.41	View chart
Charles Schwab Corporation (SCHW)	0.1	$19M	+3%	191k	99.91	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$19M	+82%	116k	162.01	View chart
S&p Global (SPGI)	0.1	$19M	-13%	36k	522.59	View chart
Lowe's Companies (LOW)	0.1	$19M	+4%	77k	241.16	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$18M	+3%	193k	95.09	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$18M	-8%	284k	64.42	View chart
Arista Networks Com Shs (ANET)	0.1	$18M	+7%	139k	131.03	View chart
Qualcomm (QCOM)	0.1	$18M	+8%	107k	171.05	View chart
Morgan Stanley Com New (MS)	0.1	$18M	+2%	102k	177.53	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$18M		983k	18.22	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$18M	+96%	150k	119.41	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$18M	+2%	195k	91.40	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$18M		335k	52.88	View chart
Metropcs Communications (TMUS)	0.1	$18M		87k	203.04	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$18M	-6%	319k	54.77	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$17M	+793%	159k	109.66	View chart
Cummins (CMI)	0.1	$17M		34k	510.46	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$17M		121k	141.05	View chart
Iqvia Holdings (IQV)	0.1	$17M	+14%	75k	225.41	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$17M	+26%	68k	250.31	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$17M	+23%	378k	44.47	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$17M		191k	88.08	View chart
MercadoLibre (MELI)	0.1	$17M		8.3k	2014.26	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$17M		140k	119.75	View chart
General Dynamics Corporation (GD)	0.1	$17M		50k	336.66	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$17M	+11%	335k	49.88	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$17M	+17%	363k	45.57	View chart
Southern Company (SO)	0.1	$16M	+6%	188k	87.20	View chart
Cme (CME)	0.1	$16M	+3%	59k	273.08	View chart
Linde SHS (LIN)	0.1	$16M		38k	426.39	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$16M		75k	211.79	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$16M	+71%	144k	110.19	View chart
AmerisourceBergen (COR)	0.1	$16M	-7%	47k	337.75	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$16M	-7%	15k	1069.81	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$16M		101k	154.14	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$15M	+379%	191k	80.74	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$15M	+157%	104k	148.69	View chart
Vanguard World Industrial Etf (VIS)	0.1	$15M		52k	298.38	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$15M	-4%	328k	46.92	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$15M		244k	62.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$15M	+9%	62k	246.16	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$15M	+128%	357k	42.69	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$15M	-6%	211k	71.41	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$15M	+23%	450k	33.30	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.1	$15M	+3%	221k	67.83	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$15M	+8%	127k	117.72	View chart
AeroVironment (AVAV)	0.1	$15M	+879%	61k	241.89	View chart
Comcast Corp Cl A (CMCSA)	0.1	$15M	-17%	496k	29.89	View chart
American Electric Power Company (AEP)	0.1	$15M		127k	115.31	View chart
O'reilly Automotive (ORLY)	0.1	$15M		160k	91.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$15M	+9%	73k	199.68	View chart
Honeywell International (HON)	0.1	$14M	-9%	74k	195.09	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$14M		45k	323.02	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$14M	-21%	52k	279.14	View chart
Phillips 66 (PSX)	0.1	$14M	+3%	109k	129.04	View chart
Entergy Corporation (ETR)	0.1	$14M	+66%	152k	92.43	View chart
Lam Research Corp Com New (LRCX)	0.1	$14M	-6%	81k	171.18	View chart
Servicenow (NOW)	0.1	$14M	+251%	90k	153.19	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$14M	+18%	66k	209.12	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$14M	+3%	266k	51.77	View chart
Starbucks Corporation (SBUX)	0.1	$14M		163k	84.21	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$14M		104k	131.59	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$14M		23k	603.28	View chart
ConocoPhillips (COP)	0.1	$14M	+2%	146k	93.61	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$14M	+6%	512k	26.52	View chart
Federated Hermes Etf Trust Mdt Large Cap (FLCV)	0.1	$14M	+17%	437k	31.11	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$14M	-5%	294k	46.08	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$14M	-46%	87k	155.12	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$14M	+23%	113k	119.32	View chart
Citigroup Com New (C)	0.1	$13M	+22%	114k	116.69	View chart
Kla Corp Com New (KLAC)	0.1	$13M		11k	1214.97	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$13M	+4%	137k	96.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$13M	-3%	382k	34.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$13M	+4%	93k	141.14	View chart
Nxp Semiconductors N V (NXPI)	0.1	$13M	+8%	60k	217.06	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$13M	+3%	323k	40.25	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$13M		291k	44.37	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$13M	-48%	182k	70.98	View chart
Applied Optoelectronics (AAOI)	0.1	$13M		366k	34.86	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 2025 Q4 filed Feb. 12, 2026
Steward Partners Investment Advisory 2025 Q3 filed Nov. 12, 2025
Steward Partners Investment Advisory 2025 Q2 filed Aug. 12, 2025
Steward Partners Investment Advisory 2025 Q1 filed May 13, 2025
Steward Partners Investment Advisory 2024 Q4 filed Feb. 6, 2025
Steward Partners Investment Advisory 2024 Q3 filed Nov. 14, 2024
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

View all past filings

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