Steward Partners Investment Advisory

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Steward Partners Investment Advisory

Steward Partners Investment Advisory holds 3491 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Steward Partners Investment Advisory has 3491 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.1 $377M 2.0M 192.53
 View chart
Microsoft Corporation (MSFT) 3.1 $228M +3% 606k 376.04
 View chart
Ishares Tr Core S&p500 Etf (IVV) 2.3 $172M +4% 361k 477.63
 View chart
Amazon (AMZN) 2.0 $147M +2% 968k 151.94
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.6 $120M +3% 858k 139.69
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $118M +17% 271k 436.80
 View chart
NVIDIA Corporation (NVDA) 1.4 $104M +9% 211k 495.22
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $102M +31% 248k 409.52
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $94M +10% 198k 475.31
 View chart
JPMorgan Chase & Co. (JPM) 1.1 $81M 473k 170.10
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $79M 285k 277.15
 View chart
UnitedHealth (UNH) 1.0 $74M +3% 140k 526.47
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $67M -2% 222k 303.17
 View chart
Home Depot (HD) 0.9 $64M -6% 185k 346.55
 View chart
Tesla Motors (TSLA) 0.8 $57M +34% 228k 248.48
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $56M -29% 521k 108.25
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.8 $56M +4% 181k 310.88
 View chart
Costco Wholesale Corporation (COST) 0.7 $50M +19% 76k 660.08
 View chart
Exxon Mobil Corporation (XOM) 0.7 $49M +2% 490k 99.98
 View chart
Visa Com Cl A (V) 0.7 $49M +2% 188k 260.35
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $48M -6% 488k 99.25
 View chart
Vanguard Index Fds Value Etf (VTV) 0.6 $47M +5% 315k 149.50
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.6 $45M 844k 53.82
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $43M -19% 557k 78.03
 View chart
Broadcom (AVGO) 0.6 $43M +8% 39k 1116.26
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $43M -11% 289k 147.14
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $43M +3% 119k 356.66
 View chart
Johnson & Johnson (JNJ) 0.6 $41M -16% 260k 156.74
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $41M 365k 111.63
 View chart
Merck & Co (MRK) 0.5 $40M 368k 109.02
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $40M +4% 242k 165.25
 View chart
Chevron Corporation (CVX) 0.5 $40M +12% 267k 149.16
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.5 $39M +3% 279k 140.93
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $38M +6% 225k 170.40
 View chart
General Mills (GIS) 0.5 $37M 573k 65.14
 View chart
Wal-Mart Stores (WMT) 0.5 $37M 235k 157.65
 View chart
Procter & Gamble Company (PG) 0.5 $37M 251k 146.54
 View chart
Meta Platforms Cl A (META) 0.5 $36M +22% 100k 353.96
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $35M +2% 454k 77.73
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.5 $35M 374k 93.81
 View chart
Boeing Company (BA) 0.5 $35M +4% 133k 260.66
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $35M +48% 664k 51.99
 View chart
Eli Lilly & Co. (LLY) 0.5 $34M +6% 59k 582.92
 View chart
McDonald's Corporation (MCD) 0.5 $34M -18% 115k 296.51
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.4 $33M 467k 70.35
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $33M 679k 47.90
 View chart
Darden Restaurants (DRI) 0.4 $32M 197k 164.30
 View chart
Abbvie (ABBV) 0.4 $32M +19% 208k 154.97
 View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $31M 597k 51.67
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $31M +65% 405k 76.13
 View chart
Select Sector Spdr Tr Technology (XLK) 0.4 $30M 156k 192.48
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $29M +14% 534k 54.98
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $29M -12% 577k 50.24
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.4 $28M 277k 101.99
 View chart
Cisco Systems (CSCO) 0.4 $28M +12% 557k 50.52
 View chart
salesforce (CRM) 0.4 $28M 106k 263.14
 View chart
Mastercard Incorporated Cl A (MA) 0.4 $27M 64k 426.51
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.4 $27M +13% 119k 223.39
 View chart
Ishares Tr Short Treas Bd (SHV) 0.4 $26M +73% 240k 110.13
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $26M +3% 111k 237.22
 View chart
Union Pacific Corporation (UNP) 0.3 $25M +3% 104k 245.62
 View chart
Pepsi (PEP) 0.3 $25M -4% 148k 169.84
 View chart
Eaton Corp SHS (ETN) 0.3 $25M 102k 240.82
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $23M +29% 144k 157.80
 View chart
Marathon Petroleum Corp (MPC) 0.3 $22M +2% 149k 148.36
 View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.3 $22M +2% 602k 36.55
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $22M 274k 79.22
 View chart
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $22M -9% 360k 59.66
 View chart
Caterpillar (CAT) 0.3 $21M 72k 295.67
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.3 $21M +7% 112k 191.17
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $21M 43k 483.99
 View chart
Coca-Cola Company (KO) 0.3 $21M +2% 349k 58.93
 View chart
Verizon Communications (VZ) 0.3 $20M 542k 37.70
 View chart
Northern Oil And Gas Inc Mn (NOG) 0.3 $20M +4% 550k 37.07
 View chart
Lockheed Martin Corporation (LMT) 0.3 $20M -16% 45k 453.24
 View chart
Amgen (AMGN) 0.3 $20M +4% 71k 288.02
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $20M +14% 187k 104.46
 View chart
Adobe Systems Incorporated (ADBE) 0.3 $19M -4% 33k 596.60
 View chart
Chubb (CB) 0.3 $19M +5% 85k 226.00
 View chart
American Express Company (AXP) 0.3 $19M +2% 101k 187.34
 View chart
Ishares Tr National Mun Etf (MUB) 0.3 $19M -5% 171k 108.41
 View chart
Palo Alto Networks (PANW) 0.2 $18M +18% 60k 294.88
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $18M +4% 141k 124.97
 View chart
Automatic Data Processing (ADP) 0.2 $18M +3% 75k 232.97
 View chart
Advanced Micro Devices (AMD) 0.2 $18M +38% 119k 147.41
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.2 $17M +52% 49k 350.91
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $17M 418k 41.10
 View chart
Select Sector Spdr Tr Energy (XLE) 0.2 $17M -3% 203k 83.84
 View chart
Thermo Fisher Scientific (TMO) 0.2 $17M -3% 32k 530.78
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us 0.2 $17M NEW 520k 32.35
 View chart
Air Products & Chemicals (APD) 0.2 $17M +2% 61k 273.80
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.2 $17M +4% 220k 75.35
 View chart
Novo-nordisk A S Adr (NVO) 0.2 $16M +13% 155k 103.45
 View chart
Ishares Core Msci Emkt (IEMG) 0.2 $16M -4% 317k 50.58
 View chart
International Business Machines (IBM) 0.2 $16M +14% 98k 163.55
 View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $16M -4% 159k 99.74
 View chart
Lululemon Athletica (LULU) 0.2 $16M +14% 31k 511.29
 View chart
Bank of America Corporation (BAC) 0.2 $16M -2% 471k 33.67
 View chart
Oracle Corporation (ORCL) 0.2 $16M +19% 150k 105.43
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $16M +3% 155k 100.27
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $15M +337% 190k 81.28
 View chart
Netflix (NFLX) 0.2 $15M -19% 32k 486.88
 View chart
Servicenow (NOW) 0.2 $15M +22% 22k 706.49
 View chart
Comcast Corp Cl A (CMCSA) 0.2 $15M 347k 43.85
 View chart
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $15M +108% 456k 32.77
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $15M 40k 376.87
 View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $15M 712k 20.89
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.2 $15M +15% 74k 200.71
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $15M -25% 286k 51.28
 View chart
Motorola Solutions Com New (MSI) 0.2 $15M +2% 47k 313.09
 View chart
Phillips 66 (PSX) 0.2 $15M +12% 109k 133.14
 View chart
Nextera Energy (NEE) 0.2 $15M -16% 239k 60.74
 View chart
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $15M -4% 506k 28.56
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $14M +6% 168k 84.87
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $14M +27% 35k 406.89
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $14M +31% 281k 49.93
 View chart
At&t (T) 0.2 $14M +30% 835k 16.78
 View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $14M -4% 683k 20.45
 View chart
Microchip Technology (MCHP) 0.2 $14M -14% 155k 90.18
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $14M 186k 75.10
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $14M -48% 603k 23.04
 View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us 0.2 $14M NEW 436k 31.70
 View chart
Raytheon Technologies Corp (RTX) 0.2 $14M +31% 164k 84.14
 View chart
Allstate Corporation (ALL) 0.2 $14M +2% 98k 139.98
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $14M +64% 147k 91.39
 View chart
Occidental Petroleum Corporation (OXY) 0.2 $13M +3% 224k 59.71
 View chart
Lowe's Companies (LOW) 0.2 $13M -12% 59k 222.55
 View chart
Blackstone Group Inc Com Cl A (BX) 0.2 $13M +5% 99k 130.92
 View chart
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $13M 195k 66.38
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $13M +849% 172k 73.55
 View chart
First Tr Value Line Divid In SHS (FVD) 0.2 $13M -24% 309k 40.56
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $13M +31% 126k 98.88
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $13M +7% 107k 116.29
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $12M +2% 25k 507.38
 View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $12M +103% 427k 29.02
 View chart
BlackRock (BLK) 0.2 $12M +7% 15k 811.78
 View chart
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $12M +143% 237k 51.26
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $12M -10% 231k 52.20
 View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $12M -3% 624k 19.30
 View chart
Medtronic SHS (MDT) 0.2 $12M 145k 82.38
 View chart
Linde SHS (LIN) 0.2 $12M -4% 29k 410.71
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $12M +12% 134k 88.36
 View chart
Qualcomm (QCOM) 0.2 $12M -14% 82k 144.63
 View chart
S&p Global (SPGI) 0.2 $12M +2% 26k 440.52
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $12M 328k 35.20
 View chart
Abbott Laboratories (ABT) 0.2 $11M 104k 110.07
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $11M 64k 178.81
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $11M -3% 100k 114.04
 View chart
Starbucks Corporation (SBUX) 0.2 $11M +7% 117k 96.01
 View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $11M -23% 111k 98.04
 View chart
Cintas Corporation (CTAS) 0.1 $11M +4% 18k 602.67
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $11M +12% 141k 75.54
 View chart
General Dynamics Corporation (GD) 0.1 $11M +14% 41k 259.67
 View chart
United Parcel Service CL B (UPS) 0.1 $10M 66k 157.23
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $10M +15% 75k 136.38
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.1 $10M -8% 195k 52.10
 View chart
Ishares Gold Tr Ishares New (IAU) 0.1 $10M +33% 260k 39.03
 View chart
Pfizer (PFE) 0.1 $10M -28% 349k 28.79
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $10M +2% 55k 179.97
 View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $9.9M +2% 229k 43.27
 View chart
Danaher Corporation (DHR) 0.1 $9.8M 43k 231.34
 View chart
Ishares Tr Select Divid Etf (DVY) 0.1 $9.7M -4% 83k 117.22
 View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $9.7M -6% 188k 51.55
 View chart
Nike CL B (NKE) 0.1 $9.6M +21% 88k 108.57
 View chart
Pioneer Natural Resources (PXD) 0.1 $9.5M -28% 42k 224.88
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $9.4M +3% 39k 241.77
 View chart
Zoetis Cl A (ZTS) 0.1 $9.4M +14% 48k 197.37
 View chart
General Electric Com New (GE) 0.1 $9.4M 73k 127.63
 View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $9.3M +868% 392k 23.86
 View chart
Honeywell International (HON) 0.1 $9.2M 44k 209.71
 View chart
Trane Technologies SHS (TT) 0.1 $9.1M 38k 243.90
 View chart
TJX Companies (TJX) 0.1 $9.1M 97k 93.81
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $9.1M +180% 54k 168.54
 View chart
Cme (CME) 0.1 $9.1M +2% 43k 210.60
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.1 $9.0M 73k 122.75
 View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS) 0.1 $8.9M 231k 38.44
 View chart
Nxp Semiconductors N V (NXPI) 0.1 $8.8M 38k 229.68
 View chart
Best Buy (BBY) 0.1 $8.7M +53% 112k 78.28
 View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $8.7M +4577% 380k 22.86
 View chart
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.1 $8.7M 260k 33.37
 View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $8.7M -14% 207k 41.99
 View chart
Johnson Ctls Intl SHS (JCI) 0.1 $8.7M +6% 150k 57.64
 View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $8.7M +4539% 372k 23.28
 View chart
Texas Instruments Incorporated (TXN) 0.1 $8.6M -34% 51k 170.46
 View chart
Mondelez Intl Cl A (MDLZ) 0.1 $8.6M +7% 119k 72.43
 View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.1 $8.6M 167k 51.68
 View chart
First Tr Morningstar Divid L SHS (FDL) 0.1 $8.6M -64% 240k 35.88
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $8.6M +12% 34k 252.22
 View chart
O'reilly Automotive (ORLY) 0.1 $8.6M +9% 9.0k 950.08
 View chart
Oneok (OKE) 0.1 $8.5M +8% 121k 70.22
 View chart
Cadence Design Systems (CDNS) 0.1 $8.5M 31k 272.37
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $8.4M -27% 87k 96.85
 View chart
Marriott Intl Cl A (MAR) 0.1 $8.3M -3% 37k 225.51
 View chart
Target Corporation (TGT) 0.1 $8.3M +8% 59k 142.42
 View chart
Philip Morris International (PM) 0.1 $8.3M +13% 88k 94.08
 View chart
L3harris Technologies (LHX) 0.1 $8.2M -9% 39k 210.62
 View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.1 $8.2M +5% 379k 21.66
 View chart
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $8.2M -27% 102k 80.04
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $8.1M 79k 103.07
 View chart
Global X Fds Us Pfd Etf (PFFD) 0.1 $8.1M +80% 418k 19.40
 View chart
Intercontinental Exchange (ICE) 0.1 $8.1M 63k 128.43
 View chart
Ishares Tr Core Msci Intl (IDEV) 0.1 $8.1M +7% 127k 63.66
 View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.1 $8.0M NEW 94k 85.33
 View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $8.0M +4233% 357k 22.39
 View chart
Select Sector Spdr Tr Financial (XLF) 0.1 $7.9M -7% 210k 37.60
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $7.8M +5% 63k 125.14
 View chart
Ishares Tr Msci Usa Value (VLUE) 0.1 $7.7M 77k 101.16
 View chart
Pacer Fds Tr Pacer Us Small (CALF) 0.1 $7.6M +39% 158k 48.03
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $7.5M +24% 34k 219.57
 View chart
Goldman Sachs (GS) 0.1 $7.4M -21% 19k 385.76
 View chart
CVS Caremark Corporation (CVS) 0.1 $7.4M -15% 94k 78.96
 View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $7.4M -3% 300k 24.74
 View chart
MercadoLibre (MELI) 0.1 $7.4M -25% 4.7k 1571.54
 View chart
Ares Capital Corporation (ARCC) 0.1 $7.4M 368k 20.03
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $7.3M +6% 34k 213.33
 View chart
Applied Materials (AMAT) 0.1 $7.2M 45k 162.07
 View chart
Illinois Tool Works (ITW) 0.1 $7.2M +2% 27k 261.94
 View chart
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $7.1M -33% 150k 47.56
 View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $7.0M 109k 64.69
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $7.0M +23% 224k 31.19
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $7.0M +8% 30k 232.64
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $7.0M +5% 66k 105.23
 View chart
TransDigm Group Incorporated (TDG) 0.1 $6.9M +17% 6.8k 1011.64
 View chart
Nucor Corporation (NUE) 0.1 $6.9M 39k 174.04
 View chart
AFLAC Incorporated (AFL) 0.1 $6.8M +6% 82k 82.50
 View chart
Fiserv (FI) 0.1 $6.7M -50% 51k 132.84
 View chart
Diamondback Energy (FANG) 0.1 $6.6M +82% 43k 155.08
 View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $6.5M 90k 72.15
 View chart
Carrier Global Corporation (CARR) 0.1 $6.5M 114k 57.45
 View chart
American Tower Reit (AMT) 0.1 $6.5M 30k 215.88
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $6.5M +140% 131k 49.37
 View chart
Intel Corporation (INTC) 0.1 $6.5M -3% 129k 50.25
 View chart
ConocoPhillips (COP) 0.1 $6.5M +5% 56k 116.07
 View chart
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $6.4M +4% 210k 30.59
 View chart
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $6.4M +376% 99k 64.45
 View chart
Iqvia Holdings (IQV) 0.1 $6.4M 28k 231.38
 View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $6.4M 132k 48.32
 View chart
Strategy Day Hagan Ned (SSUS) 0.1 $6.4M +2% 179k 35.63
 View chart
AutoZone (AZO) 0.1 $6.3M 2.5k 2585.61
 View chart
Emerson Electric (EMR) 0.1 $6.3M -2% 65k 97.33
 View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $6.2M -6% 138k 44.61
 View chart
Deere & Company (DE) 0.1 $6.1M -20% 15k 399.87
 View chart
AmerisourceBergen (COR) 0.1 $6.1M +70% 30k 205.38
 View chart
Morgan Stanley Com New (MS) 0.1 $6.0M +16% 65k 93.25
 View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $6.0M +3686% 270k 22.21
 View chart
Astrazeneca Sponsored Adr (AZN) 0.1 $6.0M 89k 67.35
 View chart
Select Sector Spdr Tr Communication (XLC) 0.1 $6.0M +2% 82k 72.66
 View chart
Gabelli Dividend & Income Trust (GDV) 0.1 $5.9M 273k 21.64
 View chart
Walt Disney Company (DIS) 0.1 $5.9M +3% 65k 90.29
 View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.1 $5.9M +6% 221k 26.57
 View chart

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