Steward Partners Investment Advisory

Latest statistics and disclosures from Steward Partners Investment Advisory's latest quarterly 13F-HR filing:

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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 3319 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Steward Partners Investment Advisory has 3319 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.4 $361M 1.9M 193.97
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Microsoft Corporation (MSFT) 2.8 $187M 549k 340.54
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Ishares Tr Core S&p500 Etf (IVV) 2.2 $148M +6% 333k 445.71
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Amazon (AMZN) 1.9 $124M 952k 130.36
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $96M 799k 119.70
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $92M 226k 407.28
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $82M 221k 369.42
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $81M 183k 443.28
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $73M 731k 99.65
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Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $72M 273k 261.48
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NVIDIA Corporation (NVDA) 1.1 $71M +33% 169k 423.02
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JPMorgan Chase & Co. (JPM) 1.1 $71M +5% 486k 145.44
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $65M -2% 235k 275.18
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UnitedHealth (UNH) 0.9 $62M +5% 129k 480.64
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Exxon Mobil Corporation (XOM) 0.9 $62M 576k 107.25
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Home Depot (HD) 0.9 $61M +4% 197k 310.64
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Johnson & Johnson (JNJ) 0.8 $52M +2% 315k 165.52
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Ishares Tr Msci Usa Min Vol (USMV) 0.8 $51M -2% 687k 74.33
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General Mills (GIS) 0.8 $51M 661k 76.70
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Vanguard Index Fds Growth Etf (VUG) 0.7 $48M +5% 169k 282.96
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Ishares Tr Core Us Aggbd Et (AGG) 0.7 $47M +10% 484k 97.95
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $45M +7% 335k 134.87
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Merck & Co (MRK) 0.7 $45M +5% 388k 115.39
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Ishares Tr Core Div Grwth (DGRO) 0.6 $43M 839k 51.53
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Visa Com Cl A (V) 0.6 $42M +5% 176k 237.48
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McDonald's Corporation (MCD) 0.6 $41M +4% 136k 298.41
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Vanguard Index Fds Value Etf (VTV) 0.6 $40M -7% 284k 142.10
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Procter & Gamble Company (PG) 0.6 $39M +3% 254k 151.74
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Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $38M -9% 361k 106.07
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Vanguard Specialized Funds Div App Etf (VIG) 0.6 $38M +18% 232k 162.43
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.6 $37M +32% 742k 50.32
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $37M +2% 109k 341.00
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Wal-Mart Stores (WMT) 0.6 $37M +16% 235k 157.18
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Chevron Corporation (CVX) 0.5 $35M +18% 225k 157.35
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Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $35M 221k 157.83
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $34M -3% 569k 59.41
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Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $33M 450k 73.03
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $33M 372k 87.30
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Darden Restaurants (DRI) 0.5 $32M +9% 193k 167.08
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $32M 692k 46.18
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Ishares Tr Core Msci Eafe (IEFA) 0.5 $31M -2% 463k 67.50
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Alphabet Cap Stk Cl C (GOOG) 0.5 $31M 257k 120.97
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Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $30M +15% 1.3M 22.90
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Ishares Tr Core High Dv Etf (HDV) 0.4 $30M -4% 294k 100.79
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Broadcom (AVGO) 0.4 $29M -4% 33k 867.44
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Eli Lilly & Co. (LLY) 0.4 $28M -2% 60k 468.98
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $28M -5% 764k 36.00
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Pepsi (PEP) 0.4 $27M 146k 185.22
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Select Sector Spdr Tr Technology (XLK) 0.4 $27M 155k 173.86
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $26M 549k 47.10
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Tesla Motors (TSLA) 0.4 $26M +77% 98k 261.77
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Mastercard Incorporated Cl A (MA) 0.4 $25M -2% 63k 393.30
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First Tr Morningstar Divid L SHS (FDL) 0.4 $25M 726k 34.01
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Union Pacific Corporation (UNP) 0.4 $25M -8% 121k 204.62
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Costco Wholesale Corporation (COST) 0.4 $24M 45k 538.38
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Abbvie (ABBV) 0.4 $24M 178k 134.73
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Cisco Systems (CSCO) 0.4 $24M 458k 51.74
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $23M +13% 420k 55.33
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Coca-Cola Company (KO) 0.3 $23M +7% 383k 60.22
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Lockheed Martin Corporation (LMT) 0.3 $23M +30% 50k 460.38
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Meta Platforms Cl A (META) 0.3 $23M +4% 79k 286.98
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Ishares Tr S&p 100 Etf (OEF) 0.3 $22M 108k 207.06
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $22M 101k 220.28
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Vanguard World Fds Inf Tech Etf (VGT) 0.3 $21M 49k 442.16
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salesforce (CRM) 0.3 $21M +4% 101k 211.26
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Nextera Energy (NEE) 0.3 $21M 285k 74.20
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Marathon Petroleum Corp (MPC) 0.3 $21M +9% 180k 116.60
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Eaton Corp SHS (ETN) 0.3 $21M 104k 201.10
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $21M -9% 278k 75.00
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Spdr Gold Tr Gold Shs (GLD) 0.3 $21M +2% 117k 178.27
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Boeing Company (BA) 0.3 $21M +7% 98k 211.16
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $20M -3% 415k 47.87
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Verizon Communications (VZ) 0.3 $20M -11% 528k 37.19
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $19M 381k 50.17
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Select Sector Spdr Tr Energy (XLE) 0.3 $19M -17% 235k 81.17
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Microchip Technology (MCHP) 0.3 $19M +12% 211k 89.59
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Ishares Tr National Mun Etf (MUB) 0.3 $19M +2% 175k 106.73
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Ishares Tr Short Treas Bd (SHV) 0.3 $19M +7% 168k 110.45
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American Express Company (AXP) 0.3 $18M 106k 174.20
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $18M +20% 122k 149.64
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Ishares Core Msci Emkt (IEMG) 0.3 $18M +7% 362k 49.29
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Northern Oil And Gas Inc Mn (NOG) 0.3 $18M +2% 516k 34.32
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $18M -17% 177k 100.07
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Pfizer (PFE) 0.3 $18M 480k 36.68
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $17M -29% 240k 72.62
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Air Products & Chemicals (APD) 0.3 $17M +2% 58k 299.53
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $17M 422k 40.68
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Thermo Fisher Scientific (TMO) 0.3 $17M 32k 521.75
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $17M +2% 135k 122.58
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Automatic Data Processing (ADP) 0.2 $16M +10% 74k 219.79
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $16M -18% 781k 20.13
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Netflix (NFLX) 0.2 $15M +10% 35k 440.49
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First Tr Value Line Divid In SHS (FVD) 0.2 $15M +3% 383k 40.09
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Ishares Tr Core Total Usd (IUSB) 0.2 $15M +9% 334k 45.47
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Chubb (CB) 0.2 $15M +27% 79k 192.56
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $15M +2% 148k 100.63
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $15M +32877% 514k 28.29
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $15M +7% 704k 20.57
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $15M +8% 150k 96.63
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Comcast Corp Cl A (CMCSA) 0.2 $14M -3% 346k 41.55
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Caterpillar (CAT) 0.2 $14M -7% 58k 246.05
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Oracle Corporation (ORCL) 0.2 $14M +12% 119k 119.09
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $14M +17% 265k 52.43
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Bank of America Corporation (BAC) 0.2 $14M -6% 483k 28.69
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Adobe Systems Incorporated (ADBE) 0.2 $14M -2% 28k 488.99
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $13M +5% 185k 72.50
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $13M 39k 343.85
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Qualcomm (QCOM) 0.2 $13M -12% 111k 119.04
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Motorola Solutions Com New (MSI) 0.2 $13M 45k 293.28
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Raytheon Technologies Corp (RTX) 0.2 $13M -4% 134k 97.96
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $13M 690k 18.95
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Lowe's Companies (LOW) 0.2 $13M +8% 56k 225.70
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Palo Alto Networks (PANW) 0.2 $13M +37% 50k 255.51
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Pioneer Natural Resources (PXD) 0.2 $13M +67% 61k 207.18
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt 0.2 $13M NEW 419k 30.12
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Medtronic SHS (MDT) 0.2 $13M -14% 143k 88.10
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Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $13M 197k 63.60
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Amgen (AMGN) 0.2 $12M 56k 222.02
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $12M +11% 130k 95.41
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Occidental Petroleum Corporation (OXY) 0.2 $12M +7% 209k 58.80
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $12M -27% 65k 187.27
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $12M 236k 50.57
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Fiserv (FI) 0.2 $12M +9% 93k 126.15
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Starbucks Corporation (SBUX) 0.2 $12M +26% 118k 99.06
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United Parcel Service CL B (UPS) 0.2 $12M +3% 65k 179.25
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $12M -3% 145k 79.79
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $12M 24k 478.91
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $12M -4% 278k 41.30
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Abbott Laboratories (ABT) 0.2 $12M 105k 109.02
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $11M -10% 150k 75.08
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $11M 157k 70.48
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $11M 103k 107.13
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Devon Energy Corporation (DVN) 0.2 $11M +25% 224k 48.34
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $11M -2% 35k 308.58
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $11M +4% 63k 169.81
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S&p Global (SPGI) 0.2 $11M 27k 400.89
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Ishares Tr Select Divid Etf (DVY) 0.2 $11M -22% 93k 113.30
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Linde SHS (LIN) 0.2 $11M -9% 27k 381.07
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Allstate Corporation (ALL) 0.2 $10M +5% 96k 109.04
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First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.2 $10M +44% 196k 52.85
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $10M -2% 221k 46.64
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Servicenow (NOW) 0.2 $10M +3% 18k 561.97
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Deere & Company (DE) 0.2 $10M +18% 25k 405.19
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $10M +2% 61k 163.65
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $10M -36% 76k 132.73
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Danaher Corporation (DHR) 0.1 $10M -3% 42k 240.00
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $10M -7% 120k 83.56
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Honeywell International (HON) 0.1 $9.9M 48k 207.50
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Texas Instruments Incorporated (TXN) 0.1 $9.8M +6% 54k 180.02
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Ishares Gold Tr Ishares New (IAU) 0.1 $9.8M -10% 269k 36.39
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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $9.8M -9% 208k 46.91
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Bristol Myers Squibb (BMY) 0.1 $9.7M 152k 63.95
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $9.6M 93k 104.04
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $9.6M -4% 88k 109.84
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $9.5M -2% 236k 40.17
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BlackRock (BLK) 0.1 $9.5M 14k 691.13
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Novo-nordisk A S Adr (NVO) 0.1 $9.3M 58k 161.83
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Ishares Tr Core Msci Total (IXUS) 0.1 $9.3M 149k 62.62
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At&t (T) 0.1 $9.2M -18% 579k 15.95
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $9.2M -5% 85k 108.87
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Phillips 66 (PSX) 0.1 $9.2M 97k 95.38
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Advanced Micro Devices (AMD) 0.1 $9.1M +13% 80k 113.91
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International Business Machines (IBM) 0.1 $8.9M 67k 133.81
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CVS Caremark Corporation (CVS) 0.1 $8.9M -23% 128k 69.13
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Iqvia Holdings (IQV) 0.1 $8.8M +50% 39k 224.77
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Johnson Ctls Intl SHS (JCI) 0.1 $8.8M +1509% 129k 68.14
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $8.7M +8% 181k 48.37
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First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.1 $8.5M 233k 36.35
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Lululemon Athletica (LULU) 0.1 $8.5M +3% 22k 378.50
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TJX Companies (TJX) 0.1 $8.5M +7% 100k 84.79
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $8.4M -9% 82k 102.94
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $8.4M +9% 116k 72.93
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Delta Air Lines Inc Del Com New (DAL) 0.1 $8.3M +298% 176k 47.54
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $8.3M -51% 90k 91.82
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Waste Management (WM) 0.1 $8.3M +16% 48k 173.42
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Nxp Semiconductors N V (NXPI) 0.1 $8.2M +8% 40k 204.68
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ConocoPhillips (COP) 0.1 $8.2M -68% 79k 103.61
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Blackstone Group Inc Com Cl A (BX) 0.1 $8.1M 87k 92.97
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $8.1M 160k 50.67
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L3harris Technologies (LHX) 0.1 $8.1M +14% 41k 195.77
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $8.0M 35k 229.74
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $8.0M -26% 49k 165.40
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $7.9M 83k 95.09
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General Dynamics Corporation (GD) 0.1 $7.9M -6% 37k 215.15
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Cme (CME) 0.1 $7.8M 42k 185.29
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $7.8M +47% 275k 28.31
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Target Corporation (TGT) 0.1 $7.7M -22% 58k 131.90
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Goldman Sachs (GS) 0.1 $7.6M -8% 24k 322.54
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Keysight Technologies (KEYS) 0.1 $7.6M +6% 45k 167.45
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Mondelez Intl Cl A (MDLZ) 0.1 $7.5M 103k 72.94
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Zoetis Cl A (ZTS) 0.1 $7.5M 44k 172.21
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MercadoLibre (MELI) 0.1 $7.5M +7% 6.3k 1184.60
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Trane Technologies SHS (TT) 0.1 $7.5M +7% 39k 191.26
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Ishares Tr Tips Bd Etf (TIP) 0.1 $7.5M -36% 69k 107.62
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Intercontinental Exchange (ICE) 0.1 $7.4M +4% 66k 113.08
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $7.3M +52% 21k 351.91
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $7.3M +3% 303k 24.17
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Valero Energy Corporation (VLO) 0.1 $7.3M 62k 117.30
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Emerson Electric (EMR) 0.1 $7.3M 80k 90.39
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Nucor Corporation (NUE) 0.1 $7.2M -24% 44k 163.98
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $7.1M -3% 49k 144.25
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Ishares Tr Eafe Value Etf (EFV) 0.1 $7.1M +11% 144k 48.94
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $7.0M 29k 242.66
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $6.9M 60k 114.93
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Nike CL B (NKE) 0.1 $6.9M 62k 110.37
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Select Sector Spdr Tr Financial (XLF) 0.1 $6.9M -9% 203k 33.71
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Philip Morris International (PM) 0.1 $6.8M +6% 70k 97.62
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Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.1 $6.8M +20% 280k 24.36
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Ishares Tr Msci Usa Value (VLUE) 0.1 $6.8M +3% 73k 93.79
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Carrier Global Corporation (CARR) 0.1 $6.7M 135k 49.71
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Lauder Estee Cos Cl A (EL) 0.1 $6.7M -23% 34k 196.38
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American Tower Reit (AMT) 0.1 $6.7M +3% 35k 193.94
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AFLAC Incorporated (AFL) 0.1 $6.7M 96k 69.80
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Illinois Tool Works (ITW) 0.1 $6.7M 27k 250.16
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $6.6M -6% 24k 280.26
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Ishares Tr Core Msci Intl (IDEV) 0.1 $6.6M +622% 108k 61.12
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $6.6M +5% 205k 32.11
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Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.1 $6.5M 191k 33.91
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Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.1 $6.5M 68k 94.85
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $6.5M -22% 29k 220.16
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $6.4M 145k 44.17
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $6.4M 92k 69.95
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Edwards Lifesciences (EW) 0.1 $6.4M +7% 68k 94.33
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Astrazeneca Sponsored Adr (AZN) 0.1 $6.4M 89k 71.57
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $6.4M 94k 67.50
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Oneok (OKE) 0.1 $6.3M +63% 102k 61.72
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Skyworks Solutions (SWKS) 0.1 $6.3M -7% 57k 110.69
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Ishares Em Mkts Div Etf (DVYE) 0.1 $6.2M +4% 255k 24.50
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $6.2M +17% 131k 47.79
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $6.2M -11% 31k 198.89
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Strategy Day Hagan Ned (SSUS) 0.1 $6.1M +17% 173k 35.51
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $6.1M -4% 62k 97.84
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Applied Materials (AMAT) 0.1 $6.1M +3% 42k 144.54
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $6.0M 195k 30.69
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Ares Capital Corporation (ARCC) 0.1 $6.0M +26% 317k 18.79
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Best Buy (BBY) 0.1 $5.9M 73k 81.95
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Enterprise Products Partners (EPD) 0.1 $5.9M +15% 223k 26.35
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AutoZone (AZO) 0.1 $5.8M +4% 2.3k 2493.36
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Tractor Supply Company (TSCO) 0.1 $5.8M +13% 26k 221.10
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $5.7M -2% 53k 107.32
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Walt Disney Company (DIS) 0.1 $5.6M -6% 63k 89.28
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General Electric Com New (GE) 0.1 $5.6M 51k 109.85
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Metropcs Communications (TMUS) 0.1 $5.5M +42% 40k 138.90
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $5.5M 109k 50.82
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Ishares Tr Mbs Etf (MBB) 0.1 $5.5M +9% 59k 93.27
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Becton, Dickinson and (BDX) 0.1 $5.5M +22% 21k 264.01
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $5.5M 109k 50.14
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Cintas Corporation (CTAS) 0.1 $5.5M 11k 497.10
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Gabelli Dividend & Income Trust (GDV) 0.1 $5.4M 255k 21.13
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Altria (MO) 0.1 $5.3M +3% 117k 45.30
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Past Filings by Steward Partners Investment Advisory

SEC 13F filings are viewable for Steward Partners Investment Advisory going back to 2016

View all past filings