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, IVV, AMZN, GOOGL, and represent 13.74% of Steward Partners Investment Advisory's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$18M), SPTI (+$15M), First Tr Exchng Traded Fd Vi (+$13M), TSLA (+$11M), IVV (+$9.2M), USFR (+$9.2M), JCI (+$8.2M), DAL (+$6.3M), VIG (+$5.8M), IDEV (+$5.7M).
- Started 151 new stock positions in Rb Global, HRI, Vinco Ventures, Knife River Corp, LNTH, PLAB, NVEI, Bright Health Group Ord, BRKL, WISH.
- Reduced shares in these 10 stocks: COP (-$18M), BIL (-$8.8M), EVRI (-$8.2M), EEM (-$8.0M), SCHD (-$7.3M), XLV (-$5.7M), SCHW (-$5.2M), IWM, TIP, XLE.
- Sold out of its positions in GHI, AEL, ANGO, Angion Biomedica Corp, ASPU, Aspira Womens Health, Avaya Holdings Corp, TBBK, BTE, Becton Dickinson & Co 6 Pfd S.
- Steward Partners Investment Advisory was a net buyer of stock by $95M.
- Steward Partners Investment Advisory has $6.7B in assets under management (AUM), dropping by 6.70%.
- Central Index Key (CIK): 0001723397
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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.
- Sign up to view all of the Steward Partners Investment Advisory June 30, 2023 positions
- Download the Steward Partners Investment Advisory June 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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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 |
|
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) | 0.1 | $6.8M | +20% | 280k | 24.36 |
|
Ishares Tr Msci Usa Value (VLUE) | 0.1 | $6.8M | +3% | 73k | 93.79 |
|
Carrier Global Corporation (CARR) | 0.1 | $6.7M | 135k | 49.71 |
|
|
Lauder Estee Cos Cl A (EL) | 0.1 | $6.7M | -23% | 34k | 196.38 |
|
American Tower Reit (AMT) | 0.1 | $6.7M | +3% | 35k | 193.94 |
|
AFLAC Incorporated (AFL) | 0.1 | $6.7M | 96k | 69.80 |
|
|
Illinois Tool Works (ITW) | 0.1 | $6.7M | 27k | 250.16 |
|
|
Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $6.6M | -6% | 24k | 280.26 |
|
Ishares Tr Core Msci Intl (IDEV) | 0.1 | $6.6M | +622% | 108k | 61.12 |
|
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $6.6M | +5% | 205k | 32.11 |
|
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 0.1 | $6.5M | 191k | 33.91 |
|
|
Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.1 | $6.5M | 68k | 94.85 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $6.5M | -22% | 29k | 220.16 |
|
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $6.4M | 145k | 44.17 |
|
|
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $6.4M | 92k | 69.95 |
|
|
Edwards Lifesciences (EW) | 0.1 | $6.4M | +7% | 68k | 94.33 |
|
Astrazeneca Sponsored Adr (AZN) | 0.1 | $6.4M | 89k | 71.57 |
|
|
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $6.4M | 94k | 67.50 |
|
|
Oneok (OKE) | 0.1 | $6.3M | +63% | 102k | 61.72 |
|
Skyworks Solutions (SWKS) | 0.1 | $6.3M | -7% | 57k | 110.69 |
|
Ishares Em Mkts Div Etf (DVYE) | 0.1 | $6.2M | +4% | 255k | 24.50 |
|
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $6.2M | +17% | 131k | 47.79 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $6.2M | -11% | 31k | 198.89 |
|
Strategy Day Hagan Ned (SSUS) | 0.1 | $6.1M | +17% | 173k | 35.51 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $6.1M | -4% | 62k | 97.84 |
|
Applied Materials (AMAT) | 0.1 | $6.1M | +3% | 42k | 144.54 |
|
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $6.0M | 195k | 30.69 |
|
|
Ares Capital Corporation (ARCC) | 0.1 | $6.0M | +26% | 317k | 18.79 |
|
Best Buy (BBY) | 0.1 | $5.9M | 73k | 81.95 |
|
|
Enterprise Products Partners (EPD) | 0.1 | $5.9M | +15% | 223k | 26.35 |
|
AutoZone (AZO) | 0.1 | $5.8M | +4% | 2.3k | 2493.36 |
|
Tractor Supply Company (TSCO) | 0.1 | $5.8M | +13% | 26k | 221.10 |
|
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $5.7M | -2% | 53k | 107.32 |
|
Walt Disney Company (DIS) | 0.1 | $5.6M | -6% | 63k | 89.28 |
|
General Electric Com New (GE) | 0.1 | $5.6M | 51k | 109.85 |
|
|
Metropcs Communications (TMUS) | 0.1 | $5.5M | +42% | 40k | 138.90 |
|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $5.5M | 109k | 50.82 |
|
|
Ishares Tr Mbs Etf (MBB) | 0.1 | $5.5M | +9% | 59k | 93.27 |
|
Becton, Dickinson and (BDX) | 0.1 | $5.5M | +22% | 21k | 264.01 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $5.5M | 109k | 50.14 |
|
|
Cintas Corporation (CTAS) | 0.1 | $5.5M | 11k | 497.10 |
|
|
Gabelli Dividend & Income Trust (GDV) | 0.1 | $5.4M | 255k | 21.13 |
|
|
Altria (MO) | 0.1 | $5.3M | +3% | 117k | 45.30 |
|
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 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
- Steward Partners Investment Advisory 2020 Q2 filed Aug. 6, 2020
- Steward Partners Investment Advisory 2020 Q1 filed April 29, 2020
- Steward Partners Investment Advisory 2019 Q4 filed Jan. 17, 2020