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

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Portfolio Holdings for Steward Partners Investment Advisory

Steward Partners Investment Advisory holds 3319 positions in its portfolio as reported in the June 2023 quarterly 13F filing

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

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

View all past filings

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