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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 NVDA, AAPL, META, MSFT, IVV, and represent 13.97% of Steward Partners Investment Advisory's stock portfolio.
Added to shares of these 10 stocks: META (+$273M), AGG (+$244M), IEFA (+$176M), GLD (+$158M), SHY (+$135M), IVV (+$130M), NVDA (+$118M), GOOGL (+$116M), AMZN (+$115M), IJH (+$111M).
Started 328 new stock positions in KALU, Digital Brands Group, HTO, SEMR, FELE, Global Pmts, ADPT, ELVR, STC, IDEQ.
Reduced shares in these 10 stocks: DRI (-$30M), GIS (-$27M), AVGO (-$27M), PLTR (-$21M), ADBE (-$17M), XOM (-$16M), DDOG (-$15M), DIVO (-$15M), ETN (-$13M), MSI (-$10M).
Sold out of its positions in ASPI, ALGM, MID, AMPY, ANSS, ARCB, ARIS, AVPT, AVNT, AZEK.
Steward Partners Investment Advisory was a net buyer of stock by $3.8B.
Steward Partners Investment Advisory has $17B in assets under management (AUM), dropping by 36.32%.
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 4261 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Steward Partners Investment Advisory has 4261 total positions. Only the first 250 positions are shown.

Sign up to view all of the Steward Partners Investment Advisory Sept. 30, 2025 positions
Download the Steward Partners Investment Advisory September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.3	$581M	+25%	3.1M	186.58	View chart
Apple (AAPL)	3.2	$560M	+5%	2.2M	254.63	View chart
Meta Platforms Cl A (META)	2.6	$456M	+148%	622k	734.38	View chart
Microsoft Corporation (MSFT)	2.4	$425M	+4%	821k	517.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$415M	+45%	620k	669.30	View chart
Amazon (AMZN)	2.2	$377M	+43%	1.7M	219.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.1	$368M	+196%	3.7M	100.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$355M	+48%	1.5M	243.10	View chart
JPMorgan Chase & Co. (JPM)	1.7	$294M	+35%	930k	315.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$287M	+7%	469k	612.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$248M	+243%	2.8M	87.31	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$222M	+247%	624k	355.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$209M	+7%	314k	666.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$190M	+140%	2.9M	65.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$189M	+104%	1.6M	120.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$185M	+8%	308k	600.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$182M	+117%	1.5M	118.83	View chart
Broadcom (AVGO)	1.0	$178M	-13%	540k	329.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$162M	+46%	345k	468.41	View chart
Visa Com Cl A (V)	0.9	$153M	+60%	448k	341.38	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$147M	+1113%	1.8M	82.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$128M	+26%	526k	243.55	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$128M	+327%	1.9M	65.92	View chart
Costco Wholesale Corporation (COST)	0.7	$123M	+95%	133k	925.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$121M	+32%	240k	502.74	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$109M		227k	479.61	View chart
Home Depot (HD)	0.6	$107M		264k	405.19	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.6	$106M	+1411%	843k	125.95	View chart
Uber Technologies (UBER)	0.6	$104M	+186%	1.1M	97.97	View chart
Johnson & Johnson (JNJ)	0.6	$100M	+47%	540k	185.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$98M	+6%	453k	215.79	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$98M	+4%	1.1M	88.96	View chart
Wal-Mart Stores (WMT)	0.6	$96M	-4%	931k	103.06	View chart
Palo Alto Networks (PANW)	0.5	$91M	+168%	446k	203.62	View chart
Stryker Corporation (SYK)	0.5	$85M	+597%	229k	369.67	View chart
Tesla Motors (TSLA)	0.5	$83M	+63%	188k	444.72	View chart
Abbvie (ABBV)	0.5	$82M	+3%	355k	231.54	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$76M	+19%	407k	186.49	View chart
Chevron Corporation (CVX)	0.4	$74M	+90%	473k	155.29	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.4	$73M	+4%	1.1M	68.43	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$71M	+971%	745k	95.19	View chart
McDonald's Corporation (MCD)	0.4	$70M	+87%	231k	303.89	View chart
Oracle Corporation (ORCL)	0.4	$67M	-7%	240k	281.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$67M		705k	95.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$67M		475k	140.95	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.4	$67M	+665%	372k	178.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$64M		193k	328.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.4	$63M	+18842%	1.5M	43.10	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$63M	+6%	307k	203.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$62M	-2%	319k	194.50	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$62M	+38%	219k	281.86	View chart
Netflix (NFLX)	0.4	$61M	+7%	51k	1198.91	View chart
Exxon Mobil Corporation (XOM)	0.4	$61M	-20%	542k	112.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$60M	+198%	122k	490.38	View chart
Verizon Communications (VZ)	0.3	$59M	+58%	1.3M	43.95	View chart
Eli Lilly & Co. (LLY)	0.3	$58M	-3%	76k	763.00	View chart
Palantir Technologies Cl A (PLTR)	0.3	$57M	-27%	313k	182.42	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$56M	+4%	984k	57.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$56M		2.0M	27.30	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.3	$55M	+3225%	1.1M	50.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$53M	+6%	181k	293.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$51M	+35%	706k	72.77	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$50M	+23%	151k	332.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$49M	+2%	825k	59.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$49M	+284%	540k	91.42	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$49M	+517%	956k	51.09	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$49M	+166%	545k	89.34	View chart
Vanguard World Health Car Etf (VHT)	0.3	$49M	+727%	187k	259.60	View chart
Caterpillar (CAT)	0.3	$48M		101k	477.15	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$47M	+241%	1.5M	31.62	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$47M		486k	96.55	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$46M		354k	130.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$45M	+13%	60k	746.63	View chart
Mastercard Incorporated Cl A (MA)	0.3	$45M	+6%	79k	568.81	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$45M		658k	68.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$45M		235k	189.70	View chart
Eaton Corp SHS (ETN)	0.3	$45M	-22%	119k	374.25	View chart
International Business Machines (IBM)	0.3	$44M	+5%	155k	282.16	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$42M	+1234%	381k	110.90	View chart
Procter & Gamble Company (PG)	0.2	$41M	-9%	267k	153.65	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$41M		706k	57.47	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$40M	+1105%	317k	126.64	View chart
Bank of America Corporation (BAC)	0.2	$40M	+9%	774k	51.59	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$40M	-15%	790k	50.27	View chart
Cisco Systems (CSCO)	0.2	$39M	+12%	567k	68.42	View chart
Ge Vernova (GEV)	0.2	$39M	+66%	63k	614.90	View chart
UnitedHealth (UNH)	0.2	$39M	+2%	112k	345.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$38M	+13%	377k	100.70	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$37M	+2%	557k	67.26	View chart
Walt Disney Company (DIS)	0.2	$37M	+190%	320k	114.50	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$36M	+12%	392k	91.75	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$36M		292k	122.45	View chart
Ishares Tr Core Divid Etf (DIVB)	0.2	$35M	+6%	672k	52.25	View chart
At&t (T)	0.2	$35M	+4%	1.2M	28.24	View chart
salesforce (CRM)	0.2	$35M	+10%	146k	237.00	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$34M	+9%	589k	57.52	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$34M		136k	247.12	View chart
Ishares Tr Us Consm Staples (IYK)	0.2	$33M	+661%	486k	68.39	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$33M	+14%	322k	102.99	View chart
Chubb (CB)	0.2	$33M	-20%	116k	282.25	View chart
Goldman Sachs (GS)	0.2	$33M	+9%	41k	796.35	View chart
Motorola Solutions Com New (MSI)	0.2	$32M	-24%	70k	457.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$32M	+3%	591k	54.18	View chart
First Solar (FSLR)	0.2	$32M	+1965%	144k	220.53	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$32M	+29%	68k	463.74	View chart
TJX Companies (TJX)	0.2	$31M		216k	144.54	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$30M	+7%	216k	140.05	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$30M	+47%	509k	59.20	View chart
American Express Company (AXP)	0.2	$30M	+17%	91k	332.16	View chart
Ge Aerospace Com New (GE)	0.2	$30M	+2%	98k	300.82	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$29M	+4%	755k	38.97	View chart
Trane Technologies SHS (TT)	0.2	$29M		70k	421.95	View chart
Analog Devices (ADI)	0.2	$29M	+11%	119k	245.70	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$29M	-8%	304k	95.89	View chart
Raytheon Technologies Corp (RTX)	0.2	$29M	+2%	174k	167.33	View chart
Nebius Group Shs Class A (NBIS)	0.2	$29M	-19%	258k	112.27	View chart
Marathon Petroleum Corp (MPC)	0.2	$29M	-20%	149k	192.74	View chart
Applied Materials (AMAT)	0.2	$29M	+15%	140k	204.74	View chart
Lockheed Martin Corporation (LMT)	0.2	$28M	+15%	57k	499.20	View chart
Coca-Cola Company (KO)	0.2	$28M		419k	66.32	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$27M	+15%	454k	59.91	View chart
Union Pacific Corporation (UNP)	0.2	$27M	-10%	114k	236.37	View chart
Allstate Corporation (ALL)	0.2	$27M	+5%	125k	214.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$27M	+4%	104k	254.28	View chart
Nextera Energy (NEE)	0.1	$26M	-6%	345k	75.49	View chart
Advanced Micro Devices (AMD)	0.1	$26M	+24%	158k	161.79	View chart
Wix SHS (WIX)	0.1	$26M	+128209%	144k	177.63	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$25M	+5%	163k	154.23	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$25M	-37%	561k	44.57	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$25M	+195%	272k	91.37	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$25M	+8%	174k	142.41	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$24M	+2731%	424k	56.85	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$24M	-19%	350k	68.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$24M	+20%	115k	206.51	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$24M	+26%	223k	106.49	View chart
Servicenow (NOW)	0.1	$24M		26k	920.28	View chart
Automatic Data Processing (ADP)	0.1	$24M	+6%	81k	293.50	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$24M	+142%	459k	51.50	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$23M	-2%	83k	279.29	View chart
Blackrock (BLK)	0.1	$23M	+6%	20k	1165.86	View chart
Medtronic SHS (MDT)	0.1	$23M	-10%	240k	95.24	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$23M	+2%	271k	84.11	View chart
Booking Holdings (BKNG)	0.1	$23M	+11%	4.2k	5399.65	View chart
Duke Energy Corp Com New (DUK)	0.1	$23M	+8%	183k	123.75	View chart
Spdr Index Shs Fds S&p China Etf (GXC)	0.1	$22M	+2332%	214k	104.97	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$22M	+45%	75k	297.62	View chart
Abbott Laboratories (ABT)	0.1	$22M	+16%	166k	133.94	View chart
Amgen (AMGN)	0.1	$22M	+3%	78k	282.20	View chart
Air Products & Chemicals (APD)	0.1	$22M	-16%	81k	272.72	View chart
Axon Enterprise (AXON)	0.1	$22M	+86%	30k	717.64	View chart
Merck & Co (MRK)	0.1	$22M	-18%	260k	83.93	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$22M	+6%	518k	41.80	View chart
Philip Morris International (PM)	0.1	$22M	+8%	132k	162.20	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$21M	+11%	96k	222.17	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$21M	+1215%	374k	57.04	View chart
Pepsi (PEP)	0.1	$21M	+2%	152k	140.44	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$21M	+9%	286k	73.29	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.1	$21M	+8%	955k	21.62	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$21M	+2%	207k	99.11	View chart
Metropcs Communications (TMUS)	0.1	$21M	+3%	86k	239.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$20M	+16%	219k	93.37	View chart
Boeing Company (BA)	0.1	$20M	+19%	94k	215.83	View chart
S&p Global (SPGI)	0.1	$20M	+4%	42k	486.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$20M	+6%	253k	78.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$20M	+4%	265k	74.37	View chart
MercadoLibre (MELI)	0.1	$20M	+5%	8.4k	2336.94	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$19M	+11%	654k	29.32	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$19M	+36%	65k	293.79	View chart
Comcast Corp Cl A (CMCSA)	0.1	$19M	-3%	602k	31.42	View chart
Arista Networks Com Shs (ANET)	0.1	$19M	+159%	130k	145.71	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$19M		495k	38.02	View chart
Lowe's Companies (LOW)	0.1	$19M		74k	251.31	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$18M	+14%	341k	53.87	View chart
Constellation Energy (CEG)	0.1	$18M	+3%	56k	329.07	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$18M	+17%	76k	239.64	View chart
Linde SHS (LIN)	0.1	$18M	-2%	37k	474.99	View chart
Charles Schwab Corporation (SCHW)	0.1	$18M	+4%	184k	95.47	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$18M	+4%	965k	18.24	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$17M		329k	53.03	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.1	$17M	+71%	626k	27.80	View chart
O'reilly Automotive (ORLY)	0.1	$17M	-5%	161k	107.81	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$17M	+8%	187k	92.98	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$17M	+6%	53k	326.36	View chart
General Dynamics Corporation (GD)	0.1	$17M	+16%	51k	341.00	View chart
Honeywell International (HON)	0.1	$17M		82k	210.50	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$17M	+16%	100k	170.85	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$17M		191k	89.13	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$17M		122k	139.67	View chart
Southern Company (SO)	0.1	$17M	+4%	176k	94.77	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$17M		191k	87.03	View chart
Qualcomm (QCOM)	0.1	$16M	+5%	98k	166.36	View chart
Morgan Stanley Com New (MS)	0.1	$16M	+4%	99k	158.96	View chart
AmerisourceBergen (COR)	0.1	$16M		50k	312.53	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$16M	+32%	75k	209.26	View chart
Amphenol Corp Cl A (APH)	0.1	$16M	-2%	126k	123.75	View chart
Cme (CME)	0.1	$16M	-25%	57k	270.19	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$15M		342k	45.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$15M	-2%	74k	208.71	View chart
Vanguard World Industrial Etf (VIS)	0.1	$15M	+81%	52k	296.29	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$15M	-12%	225k	67.83	View chart
Wells Fargo & Company (WFC)	0.1	$15M	+12%	182k	83.82	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$15M	+3%	16k	968.09	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$15M	-4%	245k	61.92	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$15M	-21%	137k	109.95	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$15M		300k	50.00	View chart
Phillips 66 (PSX)	0.1	$14M	-2%	106k	136.02	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$14M		311k	46.24	View chart
Cummins (CMI)	0.1	$14M	+8%	34k	422.37	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$14M		102k	139.17	View chart
American Electric Power Company (AEP)	0.1	$14M	+38%	126k	112.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$14M		44k	320.04	View chart
Intercontinental Exchange (ICE)	0.1	$14M	-6%	83k	168.48	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$14M		106k	129.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$14M	-7%	57k	241.96	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$14M	+5%	116k	118.37	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.1	$14M	+76%	213k	64.60	View chart
Starbucks Corporation (SBUX)	0.1	$14M	+7%	162k	84.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$14M	+7%	53k	256.45	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$14M	+6%	156k	87.21	View chart
ConocoPhillips (COP)	0.1	$14M	+8%	143k	94.59	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$14M	-21%	307k	43.92	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$13M		257k	52.22	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$13M	-9%	22k	596.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$13M	-2%	397k	33.42	View chart
Texas Instruments Incorporated (TXN)	0.1	$13M	-3%	72k	183.73	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$13M	-3%	311k	42.37	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$13M	+12%	308k	42.72	View chart
Ishares Msci Germany Etf (EWG)	0.1	$13M	-3%	314k	41.61	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$13M	-32%	66k	195.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$13M	+5%	145k	89.37	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$13M	+3%	660k	19.43	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$13M	+5301%	482k	26.58	View chart
Realty Income (O)	0.1	$13M	-19%	210k	60.79	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$13M		291k	43.78	View chart
Cintas Corporation (CTAS)	0.1	$13M	-14%	62k	205.26	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$13M	+10%	312k	40.57	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$13M		131k	96.46	View chart
Nxp Semiconductors N V (NXPI)	0.1	$13M		55k	227.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$13M	-2%	88k	142.10	View chart
Iqvia Holdings (IQV)	0.1	$12M		66k	189.94	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$12M	+364%	363k	34.16	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$12M	-41%	112k	110.49	View chart
Fiserv (FI)	0.1	$12M	-17%	95k	128.93	View chart
Darden Restaurants (DRI)	0.1	$12M	-70%	64k	190.36	View chart
Coreweave Com Cl A (CRWV)	0.1	$12M	+5818%	87k	136.85	View chart
L3harris Technologies (LHX)	0.1	$12M	-3%	39k	305.41	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$12M		147k	80.17	View chart
Kla Corp Com New (KLAC)	0.1	$12M	+81%	11k	1078.60	View chart
Lam Research Corp Com New (LRCX)	0.1	$12M	-4%	87k	133.90	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$12M	+4%	56k	209.34	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 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
Steward Partners Investment Advisory 2021 Q4 filed Feb. 8, 2022

View all past filings

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