Steward Partners Investment Advisory
Latest statistics and disclosures from Steward Partners Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, AMZN, VOO, and represent 15.10% of Steward Partners Investment Advisory's stock portfolio.
- Added to shares of these 10 stocks: SCHD (+$40M), VOO (+$23M), BLK (+$19M), MELI (+$16M), PANW (+$15M), RSP (+$14M), IVV (+$13M), CMG (+$11M), DIA (+$10M), SGOV (+$9.8M).
- Started 444 new stock positions in Amphastar Pharmaceuticals In, SMTC, HTHT, SCVL, TRNS, ACOG, RWM, CRAI, JBND, PFL.
- Reduced shares in these 10 stocks: PHM (-$19M), AXP (-$17M), , COST (-$16M), Ishares Ibonds Dec 2024 Term T (-$9.6M), SHV (-$9.4M), XLP (-$9.3M), DVN (-$9.2M), XLRE (-$9.1M), FIXD (-$7.5M).
- Sold out of its positions in ILOW, ACES, PRNT, AAN, ADTN, PEO, Advent Conv & Income, AGL, ALE, SHOC.
- Steward Partners Investment Advisory was a net buyer of stock by $467M.
- Steward Partners Investment Advisory has $11B in assets under management (AUM), dropping by 4.17%.
- Central Index Key (CIK): 0001723397
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Portfolio Holdings for Steward Partners Investment Advisory
Steward Partners Investment Advisory holds 3968 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Steward Partners Investment Advisory has 3968 total positions. Only the first 250 positions are shown.
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- Download the Steward Partners Investment Advisory December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.8 | $544M | 2.2M | 250.42 |
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| Microsoft Corporation (MSFT) | 2.9 | $331M | 784k | 421.50 |
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| NVIDIA Corporation (NVDA) | 2.9 | $322M | 2.4M | 134.29 |
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| Amazon (AMZN) | 2.3 | $259M | 1.2M | 219.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $248M | +10% | 460k | 538.81 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $215M | +6% | 365k | 588.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $193M | +2% | 1.0M | 189.30 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $153M | +3% | 637k | 239.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $143M | 279k | 511.23 |
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| Broadcom (AVGO) | 1.3 | $141M | +5% | 608k | 231.84 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $138M | +7% | 235k | 586.08 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $104M | +7% | 1.1M | 96.90 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $99M | +3% | 1.6M | 62.31 |
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| Meta Platforms Cl A (META) | 0.9 | $97M | +5% | 165k | 585.51 |
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| Wal-Mart Stores (WMT) | 0.8 | $92M | +2% | 1.0M | 90.35 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $88M | +3% | 218k | 401.58 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $87M | 212k | 410.44 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.8 | $86M | 1.1M | 80.93 |
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| Visa Com Cl A (V) | 0.8 | $86M | -3% | 271k | 316.04 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $84M | 185k | 453.28 |
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| Home Depot (HD) | 0.7 | $78M | 201k | 388.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $78M | 409k | 190.44 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $77M | +5% | 394k | 195.83 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $72M | 667k | 107.57 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $70M | +4% | 610k | 115.22 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $69M | -3% | 543k | 127.59 |
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| Vanguard Index Fds Value Etf (VTV) | 0.6 | $63M | +3% | 371k | 169.30 |
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| UnitedHealth (UNH) | 0.5 | $62M | 122k | 505.86 |
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| Costco Wholesale Corporation (COST) | 0.5 | $61M | -20% | 66k | 916.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $58M | +219% | 2.1M | 27.32 |
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| MercadoLibre (MELI) | 0.5 | $58M | +38% | 34k | 1700.44 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $57M | +2% | 1.0M | 56.48 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $56M | +2% | 632k | 88.79 |
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| Eli Lilly & Co. (LLY) | 0.5 | $56M | +13% | 72k | 772.01 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $55M | +2% | 310k | 178.08 |
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| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.5 | $52M | 887k | 58.64 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $51M | -10% | 499k | 101.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $51M | +4% | 718k | 70.28 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $50M | +5% | 172k | 289.81 |
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| Procter & Gamble Company (PG) | 0.4 | $49M | +3% | 291k | 167.65 |
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| Merck & Co (MRK) | 0.4 | $48M | -4% | 484k | 99.48 |
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| Abbvie (ABBV) | 0.4 | $48M | +8% | 270k | 177.70 |
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| Johnson & Johnson (JNJ) | 0.4 | $48M | -7% | 331k | 144.62 |
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| Eaton Corp SHS (ETN) | 0.4 | $47M | +6% | 143k | 331.87 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $47M | 252k | 185.13 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $45M | +3% | 780k | 57.53 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $45M | +44% | 254k | 175.23 |
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| Tesla Motors (TSLA) | 0.4 | $43M | +10% | 106k | 403.84 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.4 | $42M | 368k | 115.18 |
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| salesforce (CRM) | 0.4 | $42M | +3% | 126k | 334.33 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $41M | 458k | 88.40 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $40M | 846k | 47.82 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $40M | +3% | 650k | 61.34 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $40M | +4% | 151k | 264.13 |
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| Darden Restaurants (DRI) | 0.4 | $40M | +2% | 212k | 186.69 |
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| Marvell Technology (MRVL) | 0.3 | $39M | +8% | 357k | 110.45 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $39M | +19% | 1.1M | 35.85 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $38M | +27% | 173k | 220.96 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $38M | +11% | 164k | 232.52 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $38M | 72k | 526.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $37M | 153k | 242.13 |
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| General Mills (GIS) | 0.3 | $37M | 578k | 63.77 |
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| Motorola Solutions Com New (MSI) | 0.3 | $37M | +8% | 80k | 462.23 |
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| Oracle Corporation (ORCL) | 0.3 | $37M | 220k | 166.64 |
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| Caterpillar (CAT) | 0.3 | $37M | 101k | 362.76 |
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| Chubb (CB) | 0.3 | $36M | +4% | 129k | 276.30 |
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| Chevron Corporation (CVX) | 0.3 | $36M | -9% | 246k | 144.84 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $36M | +6% | 444k | 80.27 |
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| McDonald's Corporation (MCD) | 0.3 | $35M | +3% | 119k | 289.89 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $32M | -2% | 52k | 621.80 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.3 | $32M | 487k | 66.11 |
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| Verizon Communications (VZ) | 0.3 | $31M | +5% | 773k | 39.99 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $31M | -16% | 608k | 50.32 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $31M | 271k | 112.26 |
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| Union Pacific Corporation (UNP) | 0.3 | $30M | +4% | 133k | 228.04 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $30M | +50% | 71k | 425.50 |
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| Netflix (NFLX) | 0.3 | $30M | 34k | 891.32 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $30M | +17% | 142k | 210.45 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $30M | -3% | 500k | 59.14 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $29M | 100k | 288.85 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.3 | $28M | 306k | 92.72 |
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| Palo Alto Networks (PANW) | 0.3 | $28M | +107% | 155k | 181.96 |
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| International Business Machines (IBM) | 0.2 | $28M | +25% | 127k | 219.83 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $28M | +8% | 493k | 56.38 |
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| Cisco Systems (CSCO) | 0.2 | $28M | +3% | 468k | 59.20 |
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| Servicenow (NOW) | 0.2 | $27M | +2% | 26k | 1060.12 |
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| Coca-Cola Company (KO) | 0.2 | $27M | +4% | 432k | 62.26 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $27M | 663k | 40.48 |
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| At&t (T) | 0.2 | $27M | +19% | 1.2M | 22.77 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $26M | +7% | 288k | 91.43 |
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| Advanced Micro Devices (AMD) | 0.2 | $26M | -6% | 211k | 120.79 |
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| Air Products & Chemicals (APD) | 0.2 | $25M | +4% | 86k | 290.04 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $25M | -11% | 178k | 139.50 |
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| Fiserv (FI) | 0.2 | $25M | 121k | 205.42 |
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| Nextera Energy (NEE) | 0.2 | $25M | -2% | 344k | 71.69 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $25M | 270k | 90.93 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $24M | -4% | 49k | 485.94 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $24M | 625k | 37.53 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $23M | +16% | 523k | 44.04 |
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| Bank of America Corporation (BAC) | 0.2 | $22M | -5% | 506k | 43.95 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $22M | 173k | 126.75 |
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| Automatic Data Processing (ADP) | 0.2 | $22M | +5% | 75k | 292.73 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $22M | +82% | 216k | 100.32 |
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| Pepsi (PEP) | 0.2 | $22M | 142k | 152.06 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $22M | +6% | 163k | 132.10 |
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| Allstate Corporation (ALL) | 0.2 | $22M | 112k | 192.79 |
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| Trane Technologies SHS (TT) | 0.2 | $21M | 57k | 369.35 |
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| American Express Company (AXP) | 0.2 | $21M | -44% | 71k | 296.79 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.2 | $21M | +3% | 548k | 38.66 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $21M | +6% | 181k | 115.72 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $21M | +12% | 245k | 85.66 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $21M | 194k | 106.55 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $21M | +19% | 207k | 99.54 |
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| TJX Companies (TJX) | 0.2 | $20M | +9% | 168k | 120.81 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $20M | +10% | 273k | 71.91 |
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| Amgen (AMGN) | 0.2 | $20M | -11% | 75k | 260.64 |
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| Analog Devices (ADI) | 0.2 | $20M | +7% | 92k | 212.46 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $19M | -27% | 256k | 75.69 |
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| Honeywell International (HON) | 0.2 | $19M | +10% | 85k | 225.89 |
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| Goldman Sachs (GS) | 0.2 | $19M | 34k | 572.62 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $19M | -33% | 170k | 110.11 |
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| Blackrock (BLK) | 0.2 | $19M | NEW | 18k | 1025.10 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $18M | -28% | 428k | 42.97 |
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| Lowe's Companies (LOW) | 0.2 | $18M | 74k | 246.80 |
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| Medtronic SHS (MDT) | 0.2 | $18M | +10% | 229k | 79.88 |
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| Metropcs Communications (TMUS) | 0.2 | $18M | +3% | 83k | 220.73 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.2 | $18M | +44% | 239k | 76.06 |
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| S&p Global (SPGI) | 0.2 | $18M | +6% | 36k | 498.04 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $18M | +19% | 365k | 49.51 |
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| Ishares Tr Core Divid Etf (DIVB) | 0.2 | $18M | +3% | 376k | 47.40 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $17M | +7% | 72k | 240.28 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $17M | -3% | 33k | 520.23 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $17M | +5% | 224k | 75.61 |
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| Booking Holdings (BKNG) | 0.1 | $17M | -3% | 3.4k | 4967.98 |
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| Ge Aerospace Com New (GE) | 0.1 | $17M | 101k | 166.79 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $17M | +7% | 322k | 51.70 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $17M | 931k | 17.70 |
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| Abbott Laboratories (ABT) | 0.1 | $16M | +8% | 145k | 113.11 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $16M | +4% | 82k | 198.18 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $16M | +11% | 581k | 27.88 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $16M | -11% | 40k | 402.70 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $16M | +15% | 70k | 224.35 |
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| Cme (CME) | 0.1 | $16M | +2% | 67k | 232.23 |
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| Linde SHS (LIN) | 0.1 | $16M | +9% | 37k | 418.67 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $15M | 296k | 52.22 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $15M | +47% | 202k | 75.63 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $15M | +46% | 53k | 287.82 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $15M | 194k | 77.79 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $15M | 256k | 59.06 |
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| Ares Capital Corporation (ARCC) | 0.1 | $15M | +64% | 686k | 21.89 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $15M | 42k | 351.79 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $15M | 33k | 444.68 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $15M | -31% | 108k | 137.57 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $15M | +2% | 114k | 129.34 |
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| Citigroup Com New (C) | 0.1 | $15M | +136% | 208k | 70.39 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $15M | 25k | 569.57 |
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| Intercontinental Exchange (ICE) | 0.1 | $14M | -24% | 95k | 149.01 |
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| Wisdomtree Tr Currncy Int Eq (DDWM) | 0.1 | $14M | +3% | 410k | 34.38 |
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| Oneok (OKE) | 0.1 | $14M | +10% | 139k | 100.40 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $14M | -3% | 81k | 172.42 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $14M | +2% | 345k | 40.34 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $14M | +2% | 319k | 43.47 |
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| Qualcomm (QCOM) | 0.1 | $14M | +6% | 90k | 153.62 |
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| Applied Materials (AMAT) | 0.1 | $14M | +15% | 85k | 162.63 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $14M | 316k | 43.64 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $14M | +364% | 229k | 60.30 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $14M | 110k | 124.96 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $14M | +13% | 283k | 48.33 |
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| L3harris Technologies (LHX) | 0.1 | $14M | +5% | 64k | 210.28 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $13M | +13% | 138k | 96.83 |
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| Iqvia Holdings (IQV) | 0.1 | $13M | 68k | 196.51 |
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| Philip Morris International (PM) | 0.1 | $13M | +4% | 109k | 120.35 |
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| Southern Company (SO) | 0.1 | $13M | +7% | 159k | 82.32 |
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| Diamondback Energy (FANG) | 0.1 | $13M | +7% | 79k | 163.83 |
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| O'reilly Automotive (ORLY) | 0.1 | $13M | 11k | 1185.80 |
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| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $13M | -7% | 791k | 16.05 |
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| Cintas Corporation (CTAS) | 0.1 | $13M | 69k | 182.70 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $13M | +12% | 240k | 52.47 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $13M | +20% | 136k | 92.45 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $13M | +33% | 116k | 107.74 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $12M | +10% | 156k | 78.93 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $12M | +9% | 140k | 87.33 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $12M | -13% | 205k | 59.77 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $12M | +2% | 44k | 280.06 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $12M | -2% | 239k | 51.25 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $12M | +4% | 76k | 159.52 |
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| Starbucks Corporation (SBUX) | 0.1 | $12M | 133k | 91.25 |
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| Phillips 66 (PSX) | 0.1 | $12M | -15% | 106k | 113.93 |
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| AmerisourceBergen (COR) | 0.1 | $12M | 53k | 224.68 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $12M | +2% | 47k | 253.75 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $12M | -10% | 234k | 50.28 |
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| ConocoPhillips (COP) | 0.1 | $12M | +59% | 118k | 99.17 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $12M | +2% | 56k | 207.85 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $12M | 230k | 50.21 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $12M | +6% | 62k | 187.51 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $12M | 58k | 197.49 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $11M | +6% | 226k | 50.71 |
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| Realty Income (O) | 0.1 | $11M | +314% | 213k | 53.41 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $11M | +6% | 153k | 74.01 |
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| Truist Financial Corp equities (TFC) | 0.1 | $11M | +395% | 261k | 43.38 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $11M | 86k | 131.29 |
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| Fidelity National Information Services (FIS) | 0.1 | $11M | +11% | 140k | 80.77 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $11M | -28% | 129k | 86.02 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $11M | +5% | 124k | 89.08 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $11M | +20% | 114k | 96.81 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $11M | 558k | 19.51 |
|
|
| Apollo Global Mgmt (APO) | 0.1 | $11M | +40% | 66k | 165.16 |
|
| Proshares Tr S&p 500 High Inc (ISPY) | 0.1 | $11M | +42% | 245k | 44.29 |
|
| General Dynamics Corporation (GD) | 0.1 | $11M | -11% | 41k | 263.49 |
|
| Emerson Electric (EMR) | 0.1 | $11M | +2% | 87k | 123.93 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $11M | +9% | 342k | 31.44 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $11M | +31% | 31k | 342.16 |
|
| Digital Realty Trust (DLR) | 0.1 | $11M | 59k | 177.33 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) | 0.1 | $11M | -4% | 373k | 28.03 |
|
| Walt Disney Company (DIS) | 0.1 | $10M | 94k | 111.35 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $10M | -2% | 136k | 76.14 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $10M | 54k | 190.88 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $10M | +2% | 278k | 37.17 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $9.9M | +3% | 7.8k | 1267.21 |
|
| Wells Fargo & Company (WFC) | 0.1 | $9.9M | +12% | 141k | 70.24 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $9.8M | +3% | 95k | 103.30 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $9.8M | +3% | 52k | 189.98 |
|
| Intuit (INTU) | 0.1 | $9.7M | 16k | 628.52 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $9.7M | +7% | 310k | 31.36 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.1 | $9.7M | +4% | 393k | 24.65 |
|
| Best Buy (BBY) | 0.1 | $9.7M | +6% | 113k | 85.80 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $9.6M | -2% | 420k | 22.98 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $9.6M | 54k | 177.03 |
|
|
| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $9.5M | 191k | 49.86 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $9.5M | +2% | 159k | 59.73 |
|
| Axon Enterprise (AXON) | 0.1 | $9.3M | 16k | 594.32 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $9.2M | 68k | 135.37 |
|
|
| Pfizer (PFE) | 0.1 | $9.2M | -9% | 347k | 26.53 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $9.2M | -5% | 228k | 40.41 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $9.2M | 402k | 22.81 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $9.1M | 392k | 23.32 |
|
|
| Deere & Company (DE) | 0.1 | $9.1M | -14% | 22k | 423.70 |
|
| Public Service Enterprise (PEG) | 0.1 | $9.1M | +9% | 107k | 84.49 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.1 | $9.1M | 220k | 41.17 |
|
|
| Viking Therapeutics (VKTX) | 0.1 | $9.0M | +41% | 224k | 40.24 |
|
| AFLAC Incorporated (AFL) | 0.1 | $9.0M | 87k | 103.44 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $9.0M | +5% | 26k | 343.41 |
|
| Morgan Stanley Com New (MS) | 0.1 | $9.0M | +7% | 71k | 125.72 |
|
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $8.9M | +8% | 121k | 74.02 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $8.9M | +8% | 14k | 636.05 |
|
| United Parcel Service CL B (UPS) | 0.1 | $8.9M | +3% | 70k | 126.10 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $8.9M | +5% | 157k | 56.56 |
|
| Boeing Company (BA) | 0.1 | $8.8M | +17% | 50k | 177.00 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $8.8M | 100k | 87.82 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $8.7M | +4% | 76k | 113.61 |
|
Past Filings by Steward Partners Investment Advisory
SEC 13F filings are viewable for Steward Partners Investment Advisory going back to 2016
- Steward Partners Investment Advisory 2024 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
- 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