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, AAPL, AMZN, AMZN, MSFT, and represent 8.36% of Steward Partners Investment Advisory's stock portfolio.
  • Added to shares of these 10 stocks: AAPL (+$262M), AMZN (+$149M), MSFT (+$129M), IVV (+$81M), IJR (+$79M), GOOGL (+$75M), SPY (+$73M), VOO (+$64M), IWF (+$60M), HD (+$59M).
  • Started 3417 new stock positions in IBDT, Marvell Technology Group, MNDO, PEJ, TESS, GVIP, TDTT, JHX, ITB, ARRY.
  • Steward Partners Investment Advisory was a net buyer of stock by $5.7B.
  • Steward Partners Investment Advisory has $11B in assets under management (AUM), dropping by 146.52%.
  • Central Index Key (CIK): 0001723397

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Portfolio Holdings for Steward Partners Investment Advisory

Companies in the Steward Partners Investment Advisory portfolio as of the March 2021 quarterly 13F filing

Steward Partners Investment Advisory has 6834 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 2.3 $262M NEW 2.1M 122.15
Apple (AAPL) 2.3 $262M NEW 2.1M 122.15
Amazon (AMZN) 1.3 $149M NEW 48k 3094.08
Amazon (AMZN) 1.3 $149M NEW 48k 3094.08
Microsoft Corporation (MSFT) 1.1 $129M NEW 546k 235.77
Microsoft Corporation (MSFT) 1.1 $129M NEW 546k 235.77
Ishares Tr Core S&p500 Etf (IVV) 0.7 $81M NEW 204k 397.82
Ishares Tr Core S&p500 Etf (IVV) 0.7 $81M NEW 204k 397.82
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $79M NEW 726k 108.53
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $79M NEW 726k 108.53
Alphabet Cap Stk Cl A (GOOGL) 0.7 $75M NEW 37k 2062.52
Alphabet Cap Stk Cl A (GOOGL) 0.7 $75M NEW 37k 2062.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $73M NEW 185k 396.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $73M NEW 185k 396.33

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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $64M NEW 175k 364.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $64M NEW 175k 364.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $60M NEW 245k 243.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $60M NEW 245k 243.04
Home Depot (HD) 0.5 $59M NEW 195k 305.25
Home Depot (HD) 0.5 $59M NEW 195k 305.25
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $59M NEW 225k 260.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $59M NEW 225k 260.28
JPMorgan Chase & Co. (JPM) 0.5 $54M NEW 355k 152.23
JPMorgan Chase & Co. (JPM) 0.5 $54M NEW 355k 152.23
Johnson & Johnson (JNJ) 0.5 $52M NEW 318k 164.35
Johnson & Johnson (JNJ) 0.5 $52M NEW 318k 164.35
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $50M NEW 717k 69.19
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $50M NEW 717k 69.19
General Mills (GIS) 0.4 $44M NEW 709k 61.32
General Mills (GIS) 0.4 $44M NEW 709k 61.32
Facebook Cl A (FB) 0.4 $42M NEW 142k 294.53
Facebook Cl A (FB) 0.4 $42M NEW 142k 294.53
Vanguard Index Fds Growth Etf (VUG) 0.4 $42M NEW 162k 257.04
Vanguard Index Fds Growth Etf (VUG) 0.4 $42M NEW 162k 257.04
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $41M NEW 401k 101.09
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $41M NEW 401k 101.09
Verizon Communications (VZ) 0.4 $40M NEW 686k 58.15
Verizon Communications (VZ) 0.4 $40M NEW 686k 58.15
Ishares Tr Core Div Grwth (DGRO) 0.3 $40M NEW 819k 48.27
Ishares Tr Core Div Grwth (DGRO) 0.3 $40M NEW 819k 48.27
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $39M NEW 258k 151.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $39M NEW 258k 151.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $38M NEW 118k 319.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $38M NEW 118k 319.13
UnitedHealth (UNH) 0.3 $38M NEW 101k 372.07
UnitedHealth (UNH) 0.3 $38M NEW 101k 372.07
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $35M NEW 653k 52.83
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $35M NEW 653k 52.83
Alphabet Cap Stk Cl C (GOOG) 0.3 $34M NEW 16k 2068.63
Alphabet Cap Stk Cl C (GOOG) 0.3 $34M NEW 16k 2068.63
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $33M NEW 445k 73.93
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $33M NEW 445k 73.93
Ishares Tr Core Msci Eafe (IEFA) 0.3 $33M NEW 455k 72.05
Ishares Tr Core Msci Eafe (IEFA) 0.3 $33M NEW 455k 72.05
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $32M NEW 403k 79.12
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $32M NEW 403k 79.12
Exxon Mobil Corporation (XOM) 0.3 $31M NEW 546k 55.83
Exxon Mobil Corporation (XOM) 0.3 $31M NEW 546k 55.83
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $30M NEW 266k 113.83
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $30M NEW 266k 113.83
Procter & Gamble Company (PG) 0.3 $30M NEW 219k 135.43
Procter & Gamble Company (PG) 0.3 $30M NEW 219k 135.43
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $29M NEW 239k 121.78
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $29M NEW 239k 121.78
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $29M NEW 196k 147.08
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $29M NEW 196k 147.08
Paypal Holdings (PYPL) 0.3 $29M NEW 118k 242.84
Paypal Holdings (PYPL) 0.3 $29M NEW 118k 242.84
Merck & Co (MRK) 0.3 $29M NEW 369k 77.09
Merck & Co (MRK) 0.3 $29M NEW 369k 77.09
Darden Restaurants (DRI) 0.2 $28M NEW 198k 142.00
Darden Restaurants (DRI) 0.2 $28M NEW 198k 142.00
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $28M NEW 570k 49.11
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $28M NEW 570k 49.11
Wal-Mart Stores (WMT) 0.2 $28M NEW 206k 135.83
Wal-Mart Stores (WMT) 0.2 $28M NEW 206k 135.83
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $28M NEW 353k 78.37
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $28M NEW 353k 78.37
Ishares Tr Russell 2000 Etf (IWM) 0.2 $27M NEW 124k 220.94
Ishares Tr Russell 2000 Etf (IWM) 0.2 $27M NEW 124k 220.94
Visa Com Cl A (V) 0.2 $27M NEW 129k 211.73
Visa Com Cl A (V) 0.2 $27M NEW 129k 211.73
Walt Disney Company (DIS) 0.2 $26M NEW 141k 184.52
Walt Disney Company (DIS) 0.2 $26M NEW 141k 184.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $25M NEW 99k 255.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $25M NEW 99k 255.47
NVIDIA Corporation (NVDA) 0.2 $25M NEW 47k 533.93
NVIDIA Corporation (NVDA) 0.2 $25M NEW 47k 533.93
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $25M NEW 303k 82.50
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $25M NEW 303k 82.50
Qualcomm (QCOM) 0.2 $25M NEW 188k 132.59
Qualcomm (QCOM) 0.2 $25M NEW 188k 132.59
Cisco Systems (CSCO) 0.2 $24M NEW 466k 51.71
Cisco Systems (CSCO) 0.2 $24M NEW 466k 51.71
Mastercard Incorporated Cl A (MA) 0.2 $24M NEW 68k 356.05
Mastercard Incorporated Cl A (MA) 0.2 $24M NEW 68k 356.05
Select Sector Spdr Tr Technology (XLK) 0.2 $24M NEW 179k 132.81
Select Sector Spdr Tr Technology (XLK) 0.2 $24M NEW 179k 132.81
McDonald's Corporation (MCD) 0.2 $24M NEW 105k 224.14
McDonald's Corporation (MCD) 0.2 $24M NEW 105k 224.14
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $23M NEW 457k 51.06
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $23M NEW 457k 51.06
Vanguard Index Fds Value Etf (VTV) 0.2 $23M NEW 178k 131.46
Vanguard Index Fds Value Etf (VTV) 0.2 $23M NEW 178k 131.46
Union Pacific Corporation (UNP) 0.2 $23M NEW 103k 220.41
Union Pacific Corporation (UNP) 0.2 $23M NEW 103k 220.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $22M NEW 107k 206.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $22M NEW 107k 206.69
Broadcom (AVGO) 0.2 $22M NEW 48k 463.66
Broadcom (AVGO) 0.2 $22M NEW 48k 463.66
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $22M NEW 66k 330.18
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $22M NEW 66k 330.18
salesforce (CRM) 0.2 $22M NEW 102k 211.87
salesforce (CRM) 0.2 $22M NEW 102k 211.87
Ishares Tr Core High Dv Etf (HDV) 0.2 $20M NEW 214k 94.89
Ishares Tr Core High Dv Etf (HDV) 0.2 $20M NEW 214k 94.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $20M NEW 379k 52.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $20M NEW 379k 52.05
Ishares Tr Tips Bd Etf (TIP) 0.2 $20M NEW 156k 125.50
Ishares Tr Tips Bd Etf (TIP) 0.2 $20M NEW 156k 125.50
Pfizer (PFE) 0.2 $19M NEW 528k 36.23
Pfizer (PFE) 0.2 $19M NEW 528k 36.23
Ishares Tr S&p 100 Etf (OEF) 0.2 $19M NEW 106k 179.83
Ishares Tr S&p 100 Etf (OEF) 0.2 $19M NEW 106k 179.83
Nextera Energy (NEE) 0.2 $19M NEW 249k 75.61
Nextera Energy (NEE) 0.2 $19M NEW 249k 75.61
Bank of America Corporation (BAC) 0.2 $19M NEW 486k 38.69
Bank of America Corporation (BAC) 0.2 $19M NEW 486k 38.69
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $19M NEW 255k 72.99
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $19M NEW 255k 72.99
Ishares Tr Msci Eafe Etf (EFA) 0.2 $19M NEW 245k 75.87
Ishares Tr Msci Eafe Etf (EFA) 0.2 $19M NEW 245k 75.87
Chevron Corporation (CVX) 0.2 $18M NEW 176k 104.79
Chevron Corporation (CVX) 0.2 $18M NEW 176k 104.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $18M NEW 198k 93.03
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $18M NEW 198k 93.03
Spdr Gold Tr Gold Shs (GLD) 0.2 $18M NEW 115k 159.96
Spdr Gold Tr Gold Shs (GLD) 0.2 $18M NEW 115k 159.96
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $18M NEW 150k 118.03
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $18M NEW 150k 118.03
Netflix (NFLX) 0.2 $18M NEW 34k 521.66
Netflix (NFLX) 0.2 $18M NEW 34k 521.66
Amgen (AMGN) 0.2 $17M NEW 70k 248.81
Amgen (AMGN) 0.2 $17M NEW 70k 248.81
At&t (T) 0.2 $17M NEW 575k 30.27
At&t (T) 0.2 $17M NEW 575k 30.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $17M NEW 198k 84.72
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $17M NEW 198k 84.72
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $17M NEW 104k 160.86
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $17M NEW 104k 160.86
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $17M NEW 324k 51.29
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $17M NEW 324k 51.29
Eaton Corp SHS (ETN) 0.1 $17M NEW 120k 138.28
Eaton Corp SHS (ETN) 0.1 $17M NEW 120k 138.28
Coca-Cola Company (KO) 0.1 $16M NEW 312k 52.71
Coca-Cola Company (KO) 0.1 $16M NEW 312k 52.71
Lockheed Martin Corporation (LMT) 0.1 $16M NEW 44k 369.50
Lockheed Martin Corporation (LMT) 0.1 $16M NEW 44k 369.50
Abbvie (ABBV) 0.1 $16M NEW 150k 108.22
Abbvie (ABBV) 0.1 $16M NEW 150k 108.22
Pepsi (PEP) 0.1 $16M NEW 112k 141.45
Pepsi (PEP) 0.1 $16M NEW 112k 141.45
First Tr Value Line Divid In SHS (FVD) 0.1 $16M NEW 412k 37.98
First Tr Value Line Divid In SHS (FVD) 0.1 $16M NEW 412k 37.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $16M NEW 240k 65.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $16M NEW 240k 65.11
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $16M NEW 43k 358.49
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $16M NEW 43k 358.49
Tesla Motors (TSLA) 0.1 $16M NEW 23k 667.93
Tesla Motors (TSLA) 0.1 $16M NEW 23k 667.93
Ishares Msci Emerg Mrkt (EEMV) 0.1 $16M NEW 245k 63.16
Ishares Msci Emerg Mrkt (EEMV) 0.1 $16M NEW 245k 63.16
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $16M NEW 119k 130.05
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $16M NEW 119k 130.05
CVS Caremark Corporation (CVS) 0.1 $15M NEW 203k 75.23
CVS Caremark Corporation (CVS) 0.1 $15M NEW 203k 75.23
Ishares Tr National Mun Etf (MUB) 0.1 $15M NEW 131k 116.05
Ishares Tr National Mun Etf (MUB) 0.1 $15M NEW 131k 116.05
Adobe Systems Incorporated (ADBE) 0.1 $15M NEW 32k 475.37
Adobe Systems Incorporated (ADBE) 0.1 $15M NEW 32k 475.37
Medtronic SHS (MDT) 0.1 $15M NEW 127k 118.13
Medtronic SHS (MDT) 0.1 $15M NEW 127k 118.13
Ishares Core Msci Emkt (IEMG) 0.1 $15M NEW 229k 64.36
Ishares Core Msci Emkt (IEMG) 0.1 $15M NEW 229k 64.36
Target Corporation (TGT) 0.1 $14M NEW 72k 198.07
Target Corporation (TGT) 0.1 $14M NEW 72k 198.07
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $14M NEW 201k 70.82
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $14M NEW 201k 70.82
Becton, Dickinson and (BDX) 0.1 $14M NEW 57k 243.15
Becton, Dickinson and (BDX) 0.1 $14M NEW 57k 243.15
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $14M NEW 83k 165.61
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $14M NEW 83k 165.61
American Express Company (AXP) 0.1 $14M NEW 96k 141.44
American Express Company (AXP) 0.1 $14M NEW 96k 141.44
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $14M NEW 133k 101.91
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $14M NEW 133k 101.91
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $13M NEW 148k 90.87
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $13M NEW 148k 90.87
Sun Communities (SUI) 0.1 $13M NEW 89k 150.04
Sun Communities (SUI) 0.1 $13M NEW 89k 150.04
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $13M NEW 145k 91.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $13M NEW 145k 91.86
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $13M NEW 130k 101.93
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $13M NEW 130k 101.93
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $13M NEW 58k 226.73
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $13M NEW 58k 226.73
Boeing Company (BA) 0.1 $13M NEW 51k 254.72
Boeing Company (BA) 0.1 $13M NEW 51k 254.72
Thermo Fisher Scientific (TMO) 0.1 $13M NEW 28k 456.38
Thermo Fisher Scientific (TMO) 0.1 $13M NEW 28k 456.38
Bristol Myers Squibb (BMY) 0.1 $13M NEW 202k 63.13
Bristol Myers Squibb (BMY) 0.1 $13M NEW 202k 63.13
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $13M NEW 280k 45.49
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $13M NEW 280k 45.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $13M NEW 233k 54.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $13M NEW 233k 54.64
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $13M NEW 116k 109.30
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $13M NEW 116k 109.30
Air Products & Chemicals (APD) 0.1 $13M NEW 45k 281.34
Air Products & Chemicals (APD) 0.1 $13M NEW 45k 281.34
Ishares Tr Short Treas Bd (SHV) 0.1 $13M NEW 114k 110.51
Ishares Tr Short Treas Bd (SHV) 0.1 $13M NEW 114k 110.51
Abbott Laboratories (ABT) 0.1 $13M NEW 104k 119.84
Abbott Laboratories (ABT) 0.1 $13M NEW 104k 119.84
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $12M NEW 45k 274.65
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $12M NEW 45k 274.65
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $12M NEW 120k 102.06
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $12M NEW 120k 102.06
Intel Corporation (INTC) 0.1 $12M NEW 188k 64.00
Intel Corporation (INTC) 0.1 $12M NEW 188k 64.00
United Parcel Service CL B (UPS) 0.1 $12M NEW 71k 169.99
United Parcel Service CL B (UPS) 0.1 $12M NEW 71k 169.99
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $12M NEW 104k 114.68
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $12M NEW 104k 114.68
3M Company (MMM) 0.1 $12M NEW 61k 192.68
3M Company (MMM) 0.1 $12M NEW 61k 192.68
Honeywell International (HON) 0.1 $12M NEW 54k 217.07
Honeywell International (HON) 0.1 $12M NEW 54k 217.07
Ark Etf Tr Innovation Etf (ARKK) 0.1 $11M NEW 93k 119.95
Ark Etf Tr Innovation Etf (ARKK) 0.1 $11M NEW 93k 119.95
Costco Wholesale Corporation (COST) 0.1 $11M NEW 31k 352.48
Costco Wholesale Corporation (COST) 0.1 $11M NEW 31k 352.48
Ishares Tr Select Divid Etf (DVY) 0.1 $11M NEW 97k 114.10
Ishares Tr Select Divid Etf (DVY) 0.1 $11M NEW 97k 114.10
Skyworks Solutions (SWKS) 0.1 $11M NEW 60k 183.48
Skyworks Solutions (SWKS) 0.1 $11M NEW 60k 183.48
Comcast Corp Cl A (CMCSA) 0.1 $11M NEW 202k 54.11
Comcast Corp Cl A (CMCSA) 0.1 $11M NEW 202k 54.11
Allstate Corporation (ALL) 0.1 $11M NEW 95k 114.90
Allstate Corporation (ALL) 0.1 $11M NEW 95k 114.90

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