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Steward Partners Investment Advisory

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

Top 5 stock holdings are AAPL, NVDA, IVV, GOOGL, AMZN, and represent 12.57% of Steward Partners Investment Advisory's stock portfolio.
Added to shares of these 10 stocks: VUG (+$103M), IWF (+$82M), PJUN (+$61M), VO (+$54M), VGT (+$52M), LRCX (+$39M), SOXX (+$34M), HDV (+$32M), SPCX (+$32M), AVGO (+$31M).
Started 520 new stock positions in ISRA, CNXT, TCBI, DCBO, RUSC, PBYI, CBRS, SPVM, BMBL, PGHY.
Reduced shares in these 10 stocks: IEMG (-$270M), META (-$164M), NVDA (-$151M), GOOGL (-$149M), IEFA (-$135M), IJH (-$129M), AGG (-$121M), IVV (-$115M), PJAN (-$106M), AMZN (-$104M).
Sold out of its positions in AAON, OGIG, AMN, Aberdeen Global Income Fund, GRCE, CVSA, CAMX, AFRM, Air Lease Corp, ALGN.
Steward Partners Investment Advisory was a net seller of stock by $-1.8B.
Steward Partners Investment Advisory has $20B in assets under management (AUM), dropping by -0.11%.
Central Index Key (CIK): 0001723397

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Positions held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Steward Partners Investment Advisory

Steward Partners Investment Advisory holds 4656 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Steward Partners Investment Advisory has 4656 total positions. Only the first 250 positions are shown.

Sign up to view all of the Steward Partners Investment Advisory June 30, 2026 positions
Download the Steward Partners Investment Advisory June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.4	$658M	-7%	2.3M	289.36	View chart
NVIDIA Corporation (NVDA)	3.1	$610M	-19%	3.0M	200.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$411M	-21%	549k	748.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$410M	-26%	1.1M	357.37	View chart
Amazon (AMZN)	1.9	$374M	-21%	1.6M	238.34	View chart
Microsoft Corporation (MSFT)	1.9	$373M	-6%	1000k	373.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$326M	+6%	475k	686.81	View chart
Broadcom (AVGO)	1.6	$307M	+11%	812k	377.75	View chart
JPMorgan Chase & Co. (JPM)	1.4	$279M	-14%	853k	327.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$251M		341k	736.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$250M	-32%	2.5M	98.98	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$244M		327k	746.77	View chart
Meta Platforms Cl A (META)	1.1	$215M	-43%	381k	563.29	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$191M	-9%	540k	353.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$145M	-48%	1.5M	96.58	View chart
Eli Lilly & Co. (LLY)	0.7	$140M	+26%	117k	1199.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$135M	-43%	909k	148.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$134M	-42%	362k	368.38	View chart
Advanced Micro Devices (AMD)	0.7	$132M	+15%	227k	580.91	View chart
Wal-Mart Stores (WMT)	0.7	$128M	+2%	1.1M	113.26	View chart
Visa Com Cl A (V)	0.6	$127M	-30%	371k	343.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$124M	+512%	1.4M	86.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$123M	+204%	987k	124.17	View chart
Abbvie (ABBV)	0.6	$120M	+8%	475k	251.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$117M		496k	236.62	View chart
Johnson & Johnson (JNJ)	0.6	$117M	-26%	462k	253.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$110M	-22%	220k	500.39	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$109M		1.1M	95.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$109M	-41%	795k	137.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$107M	-54%	1.4M	77.11	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$104M	-72%	1.3M	82.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$95M		435k	217.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$95M	+3%	445k	212.77	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.5	$93M	-3%	1.2M	78.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$93M		382k	242.43	View chart
Caterpillar (CAT)	0.5	$92M	-10%	86k	1064.90	View chart
Ge Vernova (GEV)	0.5	$89M	-2%	75k	1174.87	View chart
Costco Wholesale Corporation (COST)	0.4	$85M	-43%	91k	935.47	View chart
Home Depot (HD)	0.4	$85M	-6%	240k	352.68	View chart
Cisco Systems (CSCO)	0.4	$83M	+12%	707k	117.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$82M		517k	158.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$82M	+3%	221k	370.04	View chart
Applied Materials (AMAT)	0.4	$79M	-11%	110k	723.00	View chart
Palo Alto Networks (PANW)	0.4	$76M	-47%	223k	341.02	View chart
Eaton Corp SHS (ETN)	0.4	$76M	+7%	178k	426.12	View chart
Exxon Mobil Corporation (XOM)	0.4	$75M	-4%	551k	136.72	View chart
Lam Research Corp Com New (LRCX)	0.4	$75M	+108%	173k	433.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$74M	+9%	1.0M	71.25	View chart
Sandisk Corp (SNDK)	0.4	$73M		32k	2273.73	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.4	$73M	-45%	446k	163.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$69M	+349%	862k	80.57	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$65M	-2%	340k	190.52	View chart
Micron Technology (MU)	0.3	$64M	-13%	56k	1154.29	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$63M	+2%	570k	110.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$61M	+83010%	1.4M	43.23	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$61M	-51%	80k	763.14	View chart
Tesla Motors (TSLA)	0.3	$61M	-33%	144k	420.60	View chart
Analog Devices (ADI)	0.3	$60M	+3%	152k	397.17	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$59M	+806%	493k	119.52	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$57M	+37%	594k	95.44	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$57M	+144%	89k	640.76	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$57M	+22%	699k	81.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$56M	-4%	989k	56.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$55M	+7%	1.7M	31.71	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$54M	-11%	558k	96.46	View chart
Chevron Corporation (CVX)	0.3	$54M	-37%	324k	165.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$54M	+5%	112k	477.57	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$53M	+10%	1.1M	50.35	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$52M	-2%	764k	68.01	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$52M	-18%	235k	219.43	View chart
Allspring Exchange Traded Fu Core Plus Etf (APLU)	0.3	$51M	+7%	2.1M	24.60	View chart
Marathon Petroleum Corp (MPC)	0.3	$51M		198k	255.67	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$50M	+16%	166k	302.97	View chart
Nextera Energy (NEE)	0.3	$50M	+19%	568k	87.77	View chart
Ishares Tr Core Divid Etf (DIVB)	0.3	$50M	+4%	803k	61.60	View chart
Raytheon Technologies Corp (RTX)	0.2	$48M	+22%	255k	189.73	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$48M		339k	141.89	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$48M	+32%	407k	117.50	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$48M	-9%	629k	75.79	View chart
Trane Technologies SHS (TT)	0.2	$46M	+6%	94k	491.16	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$46M	+91%	557k	82.65	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$46M	+16%	500k	91.64	View chart
McDonald's Corporation (MCD)	0.2	$44M	-42%	163k	270.31	View chart
Verizon Communications (VZ)	0.2	$44M	-29%	1.0M	42.34	View chart
Goldman Sachs (GS)	0.2	$44M	-10%	43k	1011.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$43M	+11%	718k	59.69	View chart
Corning Incorporated (GLW)	0.2	$43M	+37%	167k	255.43	View chart
UnitedHealth (UNH)	0.2	$42M	+6%	102k	415.63	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$42M	-42%	419k	100.67	View chart
Netflix (NFLX)	0.2	$42M	+11%	590k	71.40	View chart
Procter & Gamble Company (PG)	0.2	$42M	-3%	287k	146.64	View chart
International Business Machines (IBM)	0.2	$42M	+11%	148k	281.21	View chart
Chubb (CB)	0.2	$41M	-5%	122k	340.74	View chart
Merck & Co (MRK)	0.2	$41M	+4%	319k	128.50	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$41M	+380%	1.5M	27.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$41M	-45%	423k	96.44	View chart
TJX Companies (TJX)	0.2	$41M	+5%	269k	151.50	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$41M		662k	61.46	View chart
Applied Optoelectronics (AAOI)	0.2	$40M		271k	148.16	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$40M	-17%	530k	75.51	View chart
Ge Aerospace Com New (GE)	0.2	$39M		104k	373.73	View chart
Arista Networks Com Shs (ANET)	0.2	$39M	+47%	226k	169.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$38M		615k	62.20	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$37M	-54%	700k	53.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$37M	-2%	56k	655.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$36M	+27%	120k	303.12	View chart
Motorola Solutions Com New (MSI)	0.2	$36M		88k	415.29	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$36M	+11%	69k	522.39	View chart
Coca-Cola Company (KO)	0.2	$36M		444k	81.27	View chart
Mastercard Incorporated Cl A (MA)	0.2	$36M	-6%	70k	513.60	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$35M		95k	365.87	View chart
American Express Company (AXP)	0.2	$34M	-6%	102k	338.25	View chart
Oracle Corporation (ORCL)	0.2	$34M	-3%	234k	146.55	View chart
Uber Technologies (UBER)	0.2	$34M	-58%	474k	72.16	View chart
Union Pacific Corporation (UNP)	0.2	$34M	+2%	126k	272.00	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$34M	-39%	666k	51.05	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$34M	-61%	411k	82.11	View chart
Stryker Corporation (SYK)	0.2	$34M	-66%	107k	314.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$33M	+41%	111k	300.45	View chart
Allstate Corporation (ALL)	0.2	$33M	+5%	138k	237.94	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$33M	+24%	643k	50.95	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$33M		705k	46.18	View chart
Wells Fargo & Company (WFC)	0.2	$33M	+42%	393k	82.64	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$32M	-2%	211k	152.18	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$32M		807k	39.15	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$32M	NEW	185k	170.86	View chart
Lockheed Martin Corporation (LMT)	0.2	$31M	+8%	62k	509.46	View chart
Amphenol Corp Cl A (APH)	0.2	$31M	+3%	175k	176.32	View chart
Bank of America Corporation (BAC)	0.2	$31M		538k	56.98	View chart
Coreweave Com Cl A (CRWV)	0.2	$30M	+20%	306k	99.54	View chart
Cummins (CMI)	0.2	$30M	+22%	42k	713.20	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.2	$30M	+8%	1.3M	23.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$30M	-51%	310k	96.43	View chart
Johnson Controls Internation SHS (JCI)	0.2	$30M	+3%	204k	146.11	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.2	$29M	+12%	574k	51.27	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$29M	+47%	493k	58.92	View chart
Phillips 66 (PSX)	0.1	$29M	+22%	172k	169.05	View chart
Amgen (AMGN)	0.1	$29M	+3%	80k	362.12	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$28M		282k	100.35	View chart
salesforce (CRM)	0.1	$28M	-5%	181k	156.66	View chart
Texas Instruments Incorporated (TXN)	0.1	$28M	+17%	94k	298.07	View chart
RBB F/m Us Treasury (TBIL)	0.1	$28M		562k	49.86	View chart
Coherent Corp (COHR)	0.1	$28M	+1691%	71k	394.47	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$28M		97k	285.58	View chart
Applied Digital Corp Com New (APLD)	0.1	$27M	+3415%	733k	37.30	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$27M	-3%	14k	1989.48	View chart
Air Products & Chemicals (APD)	0.1	$27M		93k	293.18	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$27M	+103%	144k	185.23	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$27M	-32%	79k	334.82	View chart
Philip Morris International (PM)	0.1	$26M	-2%	146k	180.91	View chart
Vanguard World Health Car Etf (VHT)	0.1	$26M	-57%	88k	299.01	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$26M	-49%	847k	30.49	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$26M	-8%	562k	45.70	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$26M	-4%	483k	52.72	View chart
Intel Corporation (INTC)	0.1	$25M	+13%	180k	139.63	View chart
Entergy Corporation (ETR)	0.1	$25M	+12%	218k	114.86	View chart
American Electric Power Company (AEP)	0.1	$25M	+8%	183k	136.81	View chart
Duke Energy Corp Com New (DUK)	0.1	$25M		197k	126.58	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$25M	-8%	228k	107.62	View chart
Kla Corp Com New (KLAC)	0.1	$24M	+547%	81k	301.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$24M	+2%	235k	103.88	View chart
Constellation Energy (CEG)	0.1	$24M	+18%	98k	248.37	View chart
Palantir Technologies Cl A (PLTR)	0.1	$24M	+7%	207k	116.67	View chart
Parker-Hannifin Corporation (PH)	0.1	$24M	+19%	25k	978.11	View chart
Boeing Company (BA)	0.1	$24M	+8%	111k	216.47	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$24M	-14%	164k	146.41	View chart
Charles Schwab Corporation (SCHW)	0.1	$24M		259k	92.27	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$24M	-26%	65k	365.70	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$24M	+14%	522k	45.34	View chart
At&t (T)	0.1	$24M		1.1M	20.70	View chart
Quanta Services (PWR)	0.1	$23M	+6%	33k	720.03	View chart
S&p Global (SPGI)	0.1	$23M	+27%	58k	407.26	View chart
Williams Companies (WMB)	0.1	$23M	+18%	306k	74.34	View chart
Linde SHS (LIN)	0.1	$23M	+6%	44k	518.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$23M	+7%	308k	73.41	View chart
Pepsi (PEP)	0.1	$23M	+4%	167k	135.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$22M	+2%	66k	342.83	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	0.1	$22M	+121%	476k	46.84	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$22M	+1043%	500k	43.61	View chart
Nrg Energy Com New (NRG)	0.1	$22M		149k	146.06	View chart
Morgan Stanley Com New (MS)	0.1	$21M	+18%	102k	209.04	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$21M	+7%	129k	164.27	View chart
Nxp Semiconductors N V (NXPI)	0.1	$21M	-4%	75k	281.03	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$21M	+23%	394k	53.61	View chart
Blackrock (BLK)	0.1	$21M		22k	961.56	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$21M		129k	161.54	View chart
Vanguard World Industrial Etf (VIS)	0.1	$21M	+11%	58k	360.38	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.1	$21M	+3599%	734k	28.39	View chart
Cme (CME)	0.1	$21M	+9%	94k	220.83	View chart
Walt Disney Company (DIS)	0.1	$21M	-49%	213k	96.25	View chart
Booking Holdings (BKNG)	0.1	$20M	+2516%	115k	178.24	View chart
Qualcomm (QCOM)	0.1	$20M	-4%	109k	184.79	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$20M		122k	164.60	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$20M	-4%	195k	102.81	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$20M	+20%	151k	133.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$20M	-12%	88k	227.06	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$20M	-59%	174k	114.61	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$20M		125k	158.66	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$20M	+7%	1.1M	17.88	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.1	$20M	+1364%	389k	50.66	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$19M	+6%	367k	52.41	View chart
First Solar (FSLR)	0.1	$19M	-45%	82k	235.96	View chart
Abbott Laboratories (ABT)	0.1	$19M	-12%	209k	90.74	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$19M	+349%	202k	93.27	View chart
Darden Restaurants (DRI)	0.1	$19M		92k	206.01	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$19M	+2%	399k	47.20	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.1	$19M	+17%	743k	25.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$19M	+6%	371k	50.58	View chart
Edwards Lifesciences (EW)	0.1	$19M	+19%	207k	90.46	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$19M		193k	96.32	View chart
Ab Active Etfs Tax Aw Inter Etf (TAFM)	0.1	$19M	+3%	723k	25.68	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$18M		242k	75.88	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$18M		74k	246.21	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$18M	+53%	496k	36.60	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$18M		46k	393.96	View chart
O'reilly Automotive (ORLY)	0.1	$18M	+9%	194k	92.09	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$18M		73k	242.99	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$18M	+15%	604k	29.40	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$18M	-37%	107k	165.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$18M	+6%	58k	306.30	View chart
Nebius Group Shs Class A (NBIS)	0.1	$18M	-10%	64k	276.17	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$18M		324k	54.03	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$17M	-25%	743k	23.44	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$17M	+15%	210k	83.07	View chart
L3harris Technologies (LHX)	0.1	$17M	+6%	60k	290.59	View chart
Federated Hermes Etf Trust Mdt Large Cap (FLCV)	0.1	$17M	+3%	485k	35.86	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$17M	+3%	755k	22.78	View chart
Lowe's Companies (LOW)	0.1	$17M		78k	220.49	View chart
Citigroup Com New (C)	0.1	$17M	-11%	121k	139.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$17M	+15%	196k	85.49	View chart
Southern Company (SO)	0.1	$17M		174k	95.71	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$17M	-60%	130k	127.51	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$17M	+8%	335k	49.28	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$16M		138k	117.28	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$16M	+24%	85k	191.75	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$16M	+7%	321k	50.50	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$16M	-47%	270k	59.73	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$16M	-54%	167k	95.98	View chart
Bristol Myers Squibb (BMY)	0.1	$16M	+13%	277k	57.62	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$16M	+8%	184k	86.42	View chart
General Dynamics Corporation (GD)	0.1	$16M	-17%	45k	354.24	View chart
ConocoPhillips (COP)	0.1	$16M		151k	103.96	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$16M	-61%	214k	72.66	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$15M	+9%	142k	109.07	View chart
MercadoLibre (MELI)	0.1	$15M	-2%	9.1k	1697.39	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$15M		104k	147.73	View chart
Realty Income (O)	0.1	$15M	+3%	248k	61.96	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$15M		22k	703.34	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$15M	+5%	303k	50.61	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$15M	+2%	123k	124.76	View chart

Past Filings by Steward Partners Investment Advisory

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

Steward Partners Investment Advisory 2026 Q2 filed Aug. 13, 2026
Steward Partners Investment Advisory 2026 Q1 filed May 8, 2026
Steward Partners Investment Advisory 2025 Q4 filed Feb. 12, 2026
Steward Partners Investment Advisory 2025 Q3 filed Nov. 12, 2025
Steward Partners Investment Advisory 2025 Q2 filed Aug. 12, 2025
Steward Partners Investment Advisory 2025 Q1 filed May 13, 2025
Steward Partners Investment Advisory 2024 Q4 filed Feb. 6, 2025
Steward Partners Investment Advisory 2024 Q3 filed Nov. 14, 2024
Steward Partners Investment Advisory 2024 Q2 filed Aug. 8, 2024
Steward Partners Investment Advisory 2024 Q1 filed May 15, 2024
Steward Partners Investment Advisory 2023 Q4 filed Feb. 12, 2024
Steward Partners Investment Advisory 2023 Q3 filed Nov. 13, 2023
Steward Partners Investment Advisory 2023 Q2 filed Aug. 14, 2023
Steward Partners Investment Advisory 2023 Q1 filed May 15, 2023
Steward Partners Investment Advisory 2022 Q4 filed Feb. 15, 2023
Steward Partners Investment Advisory 2022 Q3 filed Nov. 10, 2022

View all past filings

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