Steward Partners Investment Advisory
Latest statistics and disclosures from Steward Partners Investment Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, IVV, GOOGL, AMZN, and represent 13.33% of Steward Partners Investment Advisory's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$146M), IEMG (+$85M), MSFT (+$61M), AAPL (+$58M), AVGO (+$53M), IVV (+$52M), AMZN (+$47M), GOOGL (+$41M), RSP (+$35M), IXUS (+$34M).
- Started 324 new stock positions in JADE, SEZL, TCOM, EUHY, OMER, John Bean Technologies Corp, SVM, PIPR, CDE, IBDZ.
- Reduced shares in these 10 stocks: SHY (-$33M), PNOV (-$28M), NBIS (-$28M), VOO (-$25M), AGG (-$23M), XLV (-$19M), KTOS (-$17M), OEF (-$17M), PLTR (-$17M), SPY (-$14M).
- Sold out of its positions in ADTN, AADR, VEGA, AMTX, APRW, JULW, OCTW, JANW, Akamai Technologies Inc Note 1.125 2/1, Alliant Energy Corp.
- Steward Partners Investment Advisory was a net buyer of stock by $1.8B.
- Steward Partners Investment Advisory has $20B in assets under management (AUM), dropping by 7.52%.
- Central Index Key (CIK): 0001723397
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Portfolio Holdings for Steward Partners Investment Advisory
Steward Partners Investment Advisory holds 4416 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Steward Partners Investment Advisory has 4416 total positions. Only the first 250 positions are shown.
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- Download the Steward Partners Investment Advisory March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.4 | $663M | +28% | 3.8M | 174.40 |
|
| Apple (AAPL) | 3.2 | $624M | +10% | 2.5M | 253.79 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $459M | +12% | 703k | 653.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $450M | +10% | 1.6M | 287.56 |
|
| Amazon (AMZN) | 2.1 | $418M | +12% | 2.0M | 208.27 |
|
| Microsoft Corporation (MSFT) | 2.0 | $395M | +18% | 1.1M | 370.17 |
|
| Meta Platforms Cl A (META) | 2.0 | $385M | +3% | 673k | 572.13 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.9 | $372M | -5% | 3.8M | 99.27 |
|
| Ishares Core Msci Emkt (IEMG) | 1.6 | $315M | +37% | 4.5M | 69.75 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $293M | +7% | 997k | 294.16 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $269M | +5% | 625k | 430.29 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $268M | -8% | 448k | 597.55 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $262M | +2% | 2.9M | 90.53 |
|
| Broadcom (AVGO) | 1.2 | $226M | +30% | 730k | 309.51 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $215M | -6% | 330k | 650.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.1 | $206M | 3.1M | 67.53 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $199M | 1.6M | 124.31 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $197M | +6% | 341k | 577.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $172M | +11% | 598k | 286.86 |
|
| Visa Com Cl A (V) | 0.8 | $161M | +16% | 533k | 302.24 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $161M | +15% | 161k | 996.43 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $154M | 1.4M | 113.11 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $154M | +15% | 629k | 244.44 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $138M | +3% | 324k | 426.40 |
|
| Wal-Mart Stores (WMT) | 0.7 | $138M | +16% | 1.1M | 124.28 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $136M | +4% | 285k | 479.20 |
|
| Chevron Corporation (CVX) | 0.5 | $107M | +4% | 517k | 206.90 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $106M | +4% | 493k | 215.06 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.5 | $105M | +39% | 2.3M | 46.13 |
|
| Stryker Corporation (SYK) | 0.5 | $104M | +30% | 316k | 328.59 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $102M | +3% | 234k | 436.79 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.5 | $101M | +5% | 1.1M | 87.84 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $98M | +6% | 576k | 169.66 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.5 | $96M | +3% | 812k | 118.51 |
|
| Abbvie (ABBV) | 0.5 | $95M | +7% | 437k | 217.49 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.5 | $93M | +34% | 1.5M | 61.26 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $89M | -27% | 1.1M | 82.57 |
|
| McDonald's Corporation (MCD) | 0.4 | $88M | +17% | 284k | 310.79 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $85M | +16% | 92k | 919.77 |
|
| Home Depot (HD) | 0.4 | $84M | +14% | 256k | 328.89 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $84M | +2% | 429k | 196.20 |
|
| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 0.4 | $83M | +5% | 1.2M | 67.64 |
|
| Uber Technologies (UBER) | 0.4 | $83M | +5% | 1.2M | 71.93 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $82M | +74% | 429k | 191.92 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $81M | +22% | 381k | 213.67 |
|
| Tesla Motors (TSLA) | 0.4 | $81M | +12% | 217k | 371.75 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $77M | +7% | 517k | 148.10 |
|
| Verizon Communications (VZ) | 0.4 | $74M | +2% | 1.5M | 50.20 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $73M | +74% | 729k | 100.66 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $73M | -3% | 775k | 93.93 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $69M | +10% | 214k | 320.81 |
|
| Palo Alto Networks (PANW) | 0.3 | $68M | +3% | 426k | 160.32 |
|
| Caterpillar (CAT) | 0.3 | $68M | -7% | 96k | 708.46 |
|
| Ge Vernova (GEV) | 0.3 | $67M | +15% | 77k | 872.90 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $65M | +37% | 165k | 390.41 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $60M | +9% | 939k | 64.08 |
|
| Eaton Corp SHS (ETN) | 0.3 | $59M | +41% | 166k | 357.67 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $59M | +2% | 1.0M | 56.68 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $59M | -4% | 634k | 92.74 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $57M | +2% | 638k | 88.70 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $57M | 1.1M | 50.95 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $57M | +2% | 208k | 272.33 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $56M | -12% | 640k | 88.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $56M | 289k | 191.81 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $55M | +9% | 192k | 287.18 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $54M | +4% | 554k | 97.23 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $51M | 1.7M | 30.32 |
|
|
| Netflix (NFLX) | 0.3 | $51M | -8% | 528k | 96.15 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.3 | $49M | +4% | 425k | 116.11 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $49M | +2% | 1.6M | 30.68 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $49M | +4% | 696k | 70.18 |
|
| Cisco Systems (CSCO) | 0.2 | $49M | +9% | 628k | 77.59 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $49M | +32% | 199k | 244.18 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $48M | +15% | 961k | 50.34 |
|
| Allspring Exchange Traded Fu Core Plus Etf (APLU) | 0.2 | $48M | +6% | 1.9M | 24.68 |
|
| Analog Devices (ADI) | 0.2 | $47M | +16% | 146k | 318.14 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $46M | -4% | 347k | 132.90 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $46M | +6% | 366k | 125.46 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $46M | +7% | 786k | 58.18 |
|
| Nextera Energy (NEE) | 0.2 | $44M | +33% | 476k | 92.88 |
|
| Procter & Gamble Company (PG) | 0.2 | $43M | +6% | 299k | 144.44 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $43M | 344k | 125.13 |
|
|
| Chubb (CB) | 0.2 | $42M | +23% | 129k | 325.93 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $42M | +4% | 310k | 135.72 |
|
| Applied Materials (AMAT) | 0.2 | $42M | -6% | 123k | 341.79 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.2 | $42M | +12% | 769k | 53.95 |
|
| Goldman Sachs (GS) | 0.2 | $41M | +5% | 48k | 845.98 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $41M | +4% | 1.4M | 29.99 |
|
| TJX Companies (TJX) | 0.2 | $41M | +8% | 255k | 159.70 |
|
| Walt Disney Company (DIS) | 0.2 | $40M | +6% | 418k | 96.38 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $40M | +9% | 209k | 192.90 |
|
| Advanced Micro Devices (AMD) | 0.2 | $40M | +26% | 196k | 203.43 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $39M | -17% | 430k | 91.64 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.2 | $39M | +3% | 556k | 70.03 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $39M | +6% | 569k | 68.28 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $39M | 615k | 62.56 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $38M | -22% | 324k | 117.66 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $38M | -2% | 54k | 697.72 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $38M | +31% | 87k | 433.97 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $38M | +838% | 433k | 86.64 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $37M | -7% | 74k | 499.66 |
|
| Trane Technologies SHS (TT) | 0.2 | $37M | +30% | 89k | 416.74 |
|
| Merck & Co (MRK) | 0.2 | $37M | 305k | 120.29 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $36M | +6% | 650k | 55.52 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $36M | +20% | 106k | 337.95 |
|
| salesforce (CRM) | 0.2 | $36M | +24% | 191k | 186.67 |
|
| Oracle Corporation (ORCL) | 0.2 | $36M | -4% | 241k | 147.11 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $35M | +7% | 641k | 54.05 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $34M | 57k | 604.38 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $34M | 143k | 237.62 |
|
|
| Coca-Cola Company (KO) | 0.2 | $33M | 437k | 76.05 |
|
|
| At&t (T) | 0.2 | $33M | +2% | 1.1M | 28.99 |
|
| American Express Company (AXP) | 0.2 | $33M | +17% | 109k | 302.48 |
|
| International Business Machines (IBM) | 0.2 | $32M | -12% | 132k | 242.39 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.2 | $32M | 216k | 145.94 |
|
|
| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.2 | $32M | +5% | 813k | 38.74 |
|
| Wisdomtree Tr Dynamic Intl Eqt (DDWM) | 0.2 | $31M | +9% | 701k | 44.11 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $31M | +2% | 306k | 100.62 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $31M | +6% | 514k | 59.78 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $31M | -35% | 96k | 318.07 |
|
| Union Pacific Corporation (UNP) | 0.2 | $30M | +24% | 123k | 242.62 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $29M | 117k | 250.58 |
|
|
| First Solar (FSLR) | 0.1 | $29M | 148k | 197.26 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $29M | +5% | 103k | 283.77 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $29M | +13% | 62k | 463.19 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $29M | -7% | 286k | 100.72 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $28M | -37% | 193k | 146.28 |
|
| RBB F/m Us Treasury (TBIL) | 0.1 | $28M | +67% | 560k | 49.86 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $28M | +4% | 613k | 44.85 |
|
| Allstate Corporation (ALL) | 0.1 | $27M | +24% | 132k | 207.34 |
|
| Amgen (AMGN) | 0.1 | $27M | -5% | 77k | 351.85 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $27M | +2% | 89k | 302.25 |
|
| Air Products & Chemicals (APD) | 0.1 | $27M | +14% | 92k | 290.49 |
|
| Bank of America Corporation (BAC) | 0.1 | $27M | -28% | 548k | 48.75 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $26M | +7% | 249k | 106.15 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $26M | +4% | 353k | 74.35 |
|
| First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) | 0.1 | $26M | +23% | 1.2M | 21.70 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $26M | +2% | 199k | 130.94 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.1 | $26M | +6% | 508k | 51.18 |
|
| UnitedHealth (UNH) | 0.1 | $26M | -7% | 96k | 270.59 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $26M | +41% | 198k | 130.95 |
|
| Phillips 66 (PSX) | 0.1 | $25M | +28% | 140k | 182.18 |
|
| Cme (CME) | 0.1 | $25M | +44% | 86k | 295.35 |
|
| Pepsi (PEP) | 0.1 | $25M | +2% | 160k | 155.29 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $25M | -4% | 94k | 261.92 |
|
| Philip Morris International (PM) | 0.1 | $25M | +8% | 149k | 165.34 |
|
| Abbott Laboratories (ABT) | 0.1 | $25M | +27% | 238k | 102.67 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $24M | +8% | 191k | 128.12 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $24M | +34% | 257k | 93.98 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $24M | +5% | 291k | 82.75 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $24M | +42% | 518k | 46.40 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.1 | $23M | -6% | 1.0M | 23.32 |
|
| Constellation Energy (CEG) | 0.1 | $23M | +47% | 83k | 279.25 |
|
| Applied Optoelectronics (AAOI) | 0.1 | $23M | -25% | 272k | 84.59 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $22M | +5% | 286k | 78.41 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $22M | +2% | 230k | 97.13 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $22M | +6% | 58k | 383.40 |
|
| American Electric Power Company (AEP) | 0.1 | $22M | +32% | 168k | 131.08 |
|
| Apa Corporation (APA) | 0.1 | $22M | +3126% | 516k | 42.44 |
|
| Wells Fargo & Company (WFC) | 0.1 | $22M | +7% | 275k | 79.61 |
|
| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.1 | $22M | +3% | 737k | 29.66 |
|
| Entergy Corporation (ETR) | 0.1 | $22M | +27% | 194k | 112.36 |
|
| Micron Technology (MU) | 0.1 | $22M | -4% | 65k | 337.84 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $21M | +15% | 170k | 126.35 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $21M | -30% | 101k | 211.15 |
|
| Nrg Energy Com New (NRG) | 0.1 | $21M | +130% | 146k | 146.14 |
|
| Blackrock (BLK) | 0.1 | $21M | +7% | 22k | 961.71 |
|
| Medtronic SHS (MDT) | 0.1 | $21M | -3% | 244k | 86.65 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $21M | +3% | 285k | 73.64 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $21M | +27% | 457k | 45.89 |
|
| Spdr Series Trust State Street Spd (SPTS) | 0.1 | $21M | +2% | 714k | 29.18 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $21M | 214k | 96.70 |
|
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $21M | +4% | 522k | 39.43 |
|
| Linde SHS (LIN) | 0.1 | $20M | +9% | 41k | 495.77 |
|
| Boeing Company (BA) | 0.1 | $20M | +4% | 103k | 199.03 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $20M | 359k | 56.86 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $20M | 97k | 208.05 |
|
|
| Sandisk Corp (SNDK) | 0.1 | $20M | +2530% | 32k | 635.34 |
|
| ConocoPhillips (COP) | 0.1 | $20M | +4% | 153k | 132.00 |
|
| Coreweave Com Cl A (CRWV) | 0.1 | $20M | +58% | 253k | 77.47 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $20M | +5% | 204k | 95.62 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $19M | +25% | 78k | 248.00 |
|
| L3harris Technologies (LHX) | 0.1 | $19M | +46% | 56k | 345.15 |
|
| S&p Global (SPGI) | 0.1 | $19M | +25% | 45k | 425.33 |
|
| EOG Resources (EOG) | 0.1 | $19M | +440% | 131k | 144.57 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $19M | -2% | 14k | 1320.80 |
|
| Williams Companies (WMB) | 0.1 | $19M | +85% | 259k | 72.78 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $19M | +9% | 153k | 122.78 |
|
| Cummins (CMI) | 0.1 | $19M | 35k | 538.03 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $19M | +9% | 54k | 343.22 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $19M | +52% | 21k | 895.23 |
|
| Booking Holdings (BKNG) | 0.1 | $18M | 4.4k | 4210.36 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $18M | +15% | 13k | 1472.31 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $18M | -50% | 126k | 146.61 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $18M | +7% | 170k | 107.30 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $18M | +4% | 1.0M | 17.75 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $18M | +2% | 345k | 52.56 |
|
| Lowe's Companies (LOW) | 0.1 | $18M | 76k | 236.28 |
|
|
| Darden Restaurants (DRI) | 0.1 | $18M | +41% | 91k | 196.04 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $18M | +2% | 83k | 213.66 |
|
| Ab Active Etfs Tax Aware Interm (TAFM) | 0.1 | $18M | +69607% | 697k | 25.30 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $18M | 121k | 145.74 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $18M | +34% | 184k | 95.44 |
|
| Intercontinental Exchange (ICE) | 0.1 | $18M | +78% | 112k | 157.28 |
|
| Honeywell International (HON) | 0.1 | $17M | +3% | 77k | 226.03 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $17M | +95% | 347k | 49.89 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $17M | +15% | 120k | 142.43 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $17M | 191k | 89.33 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $17M | +19% | 591k | 28.71 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $17M | +93% | 333k | 50.81 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $17M | +64% | 731k | 22.91 |
|
| Metropcs Communications (TMUS) | 0.1 | $17M | -8% | 80k | 210.03 |
|
| Quanta Services (PWR) | 0.1 | $17M | +65% | 30k | 549.02 |
|
| Southern Company (SO) | 0.1 | $17M | -8% | 173k | 96.52 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $17M | +11% | 504k | 32.95 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $17M | -16% | 76k | 218.75 |
|
| Corning Incorporated (GLW) | 0.1 | $17M | 121k | 135.97 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $16M | +10% | 178k | 92.31 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $16M | -16% | 239k | 68.14 |
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $16M | 52k | 312.22 |
|
|
| MercadoLibre (MELI) | 0.1 | $16M | +11% | 9.3k | 1729.02 |
|
| Touchstone Etf Trust Ultra Short Incm (TUSI) | 0.1 | $16M | -21% | 634k | 25.32 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $16M | 74k | 217.25 |
|
|
| AmerisourceBergen (COR) | 0.1 | $16M | +9% | 51k | 314.14 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $16M | 319k | 49.37 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $16M | +49% | 143k | 109.71 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $16M | +2% | 389k | 40.19 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $16M | +9% | 80k | 194.14 |
|
| Citigroup Com New (C) | 0.1 | $16M | +20% | 137k | 113.41 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $16M | +30% | 79k | 196.86 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $15M | +72% | 302k | 50.80 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $15M | -5% | 64k | 239.99 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $15M | -2% | 321k | 47.53 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $15M | -6% | 140k | 108.98 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $15M | +10% | 73k | 205.80 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $15M | +76% | 182k | 81.98 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $15M | +30% | 244k | 60.65 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $15M | -5% | 199k | 74.35 |
|
| AutoZone (AZO) | 0.1 | $15M | +63% | 4.4k | 3378.07 |
|
| Federated Hermes Etf Trust Mdt Large Cap (FLCV) | 0.1 | $15M | +7% | 469k | 31.50 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $15M | +17% | 170k | 86.69 |
|
| Automatic Data Processing (ADP) | 0.1 | $15M | -12% | 72k | 203.18 |
|
| Qualcomm (QCOM) | 0.1 | $15M | +6% | 114k | 128.78 |
|
| Realty Income (O) | 0.1 | $15M | +9% | 239k | 61.18 |
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $15M | 242k | 60.44 |
|
|
| Spdr Series Trust State Street Spd (BILS) | 0.1 | $15M | +132% | 147k | 99.44 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.1 | $15M | +56% | 298k | 48.71 |
|
| Wix SHS (WIX) | 0.1 | $15M | +62117% | 161k | 90.07 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $14M | +13% | 128k | 112.11 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 0.1 | $14M | +11% | 362k | 39.73 |
|
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 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
- Steward Partners Investment Advisory 2022 Q2 filed Aug. 4, 2022