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, AMZN, IVV, GOOGL, and represent 12.51% of Steward Partners Investment Advisory's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$76M), GOOG (+$27M), TSLA (+$25M), JNJ (+$10M), QQQ (+$9.0M), TFLO (+$8.6M), BIL (+$8.5M), SBNY (+$8.2M), NEE (+$7.7M), VOO (+$7.4M).
- Started 175 new stock positions in FLYW, DLX, KIND, GSK, WF, SKY, BAUG, BV, HP, MGY.
- Reduced shares in these 10 stocks: NVDA (-$16M), MU (-$7.6M), RSP (-$6.7M), SHY (-$6.4M), ROP (-$6.3M), GLD (-$5.8M), FCX (-$5.5M), XOM (-$5.2M), MPC, QQQM.
- Sold out of its positions in ACTG, ATNM, ALBO, ALDX, PINE, ALTR, American Campus Communities, Annaly Capital Management, ATEX, APPHW.
- Steward Partners Investment Advisory was a net buyer of stock by $292M.
- Steward Partners Investment Advisory has $5.4B in assets under management (AUM), dropping by -1.93%.
- Central Index Key (CIK): 0001723397
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Portfolio Holdings for Steward Partners Investment Advisory
Steward Partners Investment Advisory holds 3361 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Steward Partners Investment Advisory has 3361 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Steward Partners Investment Advisory Sept. 30, 2022 positions
- Download the Steward Partners Investment Advisory September 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.8 | $259M | +2% | 1.9M | 138.20 | |
Microsoft Corporation (MSFT) | 2.4 | $131M | 562k | 232.90 | ||
Amazon (AMZN) | 2.0 | $108M | 956k | 113.00 | ||
Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $92M | +7% | 256k | 358.65 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $80M | +1802% | 836k | 95.65 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $77M | +10% | 233k | 328.30 | |
UnitedHealth (UNH) | 1.1 | $61M | +3% | 121k | 505.04 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $60M | +3% | 688k | 87.19 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $55M | +11% | 153k | 357.18 | |
Home Depot (HD) | 1.0 | $54M | +3% | 195k | 275.94 | |
Johnson & Johnson (JNJ) | 1.0 | $53M | +24% | 324k | 163.36 | |
Exxon Mobil Corporation (XOM) | 1.0 | $52M | -9% | 594k | 87.31 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $50M | 238k | 210.40 | ||
General Mills (GIS) | 0.9 | $48M | +9% | 626k | 76.61 | |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.9 | $47M | 717k | 66.10 | ||
JPMorgan Chase & Co. (JPM) | 0.8 | $44M | +8% | 418k | 104.50 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $41M | +28% | 152k | 267.26 | |
Tesla Motors (TSLA) | 0.7 | $38M | +197% | 144k | 265.25 | |
Ishares Tr Core Div Grwth (DGRO) | 0.7 | $37M | +3% | 827k | 44.47 | |
Vanguard Index Fds Value Etf (VTV) | 0.7 | $37M | +22% | 297k | 123.48 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $36M | +7% | 164k | 219.26 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $35M | +8% | 365k | 94.88 | |
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.6 | $32M | +3% | 545k | 59.32 | |
Merck & Co (MRK) | 0.6 | $32M | +29% | 367k | 86.12 | |
Vanguard Index Fds Growth Etf (VUG) | 0.6 | $31M | +15% | 144k | 213.95 | |
Visa Com Cl A (V) | 0.6 | $30M | +11% | 170k | 177.65 | |
Procter & Gamble Company (PG) | 0.6 | $30M | +13% | 235k | 126.25 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $30M | 218k | 135.99 | ||
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.5 | $29M | +41% | 316k | 91.60 | |
Nextera Energy (NEE) | 0.5 | $28M | +37% | 362k | 78.41 | |
Ishares Tr Core High Dv Etf (HDV) | 0.5 | $28M | 310k | 91.29 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $28M | +2339% | 292k | 96.15 | |
Chevron Corporation (CVX) | 0.5 | $28M | -10% | 193k | 143.67 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $28M | 442k | 62.15 | ||
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.5 | $27M | -2% | 381k | 71.02 | |
Union Pacific Corporation (UNP) | 0.5 | $27M | +5% | 137k | 194.82 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $26M | +12% | 99k | 267.02 | |
McDonald's Corporation (MCD) | 0.5 | $26M | +18% | 113k | 230.74 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $26M | 270k | 96.11 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $26M | +28% | 269k | 96.34 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $25M | -2% | 240k | 103.94 | |
Wal-Mart Stores (WMT) | 0.5 | $25M | -8% | 191k | 129.70 | |
ConocoPhillips (COP) | 0.5 | $25M | -13% | 240k | 102.34 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $24M | +7% | 463k | 52.67 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $24M | +8% | 180k | 135.16 | |
Abbvie (ABBV) | 0.5 | $24M | 181k | 134.21 | ||
Devon Energy Corporation (DVN) | 0.4 | $24M | 396k | 60.13 | ||
Pepsi (PEP) | 0.4 | $23M | +30% | 139k | 163.26 | |
First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.4 | $23M | +17% | 581k | 38.88 | |
CVS Caremark Corporation (CVS) | 0.4 | $22M | +9% | 234k | 95.37 | |
Darden Restaurants (DRI) | 0.4 | $22M | 175k | 126.32 | ||
Pfizer (PFE) | 0.4 | $22M | 493k | 43.76 | ||
Costco Wholesale Corporation (COST) | 0.4 | $21M | +13% | 45k | 472.28 | |
Coca-Cola Company (KO) | 0.4 | $21M | +36% | 375k | 56.02 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $21M | 279k | 74.28 | ||
Marathon Petroleum Corp (MPC) | 0.4 | $20M | -19% | 202k | 99.33 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $20M | +6% | 548k | 36.36 | |
Select Sector Spdr Tr Energy (XLE) | 0.4 | $19M | +3% | 267k | 72.02 | |
Verizon Communications (VZ) | 0.4 | $19M | -10% | 502k | 37.97 | |
Ishares Tr S&p 100 Etf (OEF) | 0.3 | $18M | +3% | 113k | 162.50 | |
Broadcom (AVGO) | 0.3 | $18M | -6% | 41k | 444.01 | |
Cisco Systems (CSCO) | 0.3 | $18M | +3% | 446k | 40.00 | |
Ishares Tr Tips Bd Etf (TIP) | 0.3 | $18M | 170k | 104.90 | ||
Eli Lilly & Co. (LLY) | 0.3 | $18M | +13% | 55k | 323.35 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $18M | 279k | 63.02 | ||
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $17M | +13% | 258k | 66.43 | |
Select Sector Spdr Tr Technology (XLK) | 0.3 | $17M | 144k | 118.78 | ||
Mastercard Incorporated Cl A (MA) | 0.3 | $17M | -14% | 59k | 284.33 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $17M | 209k | 79.41 | ||
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $16M | -29% | 128k | 127.28 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $16M | +4% | 335k | 48.11 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $16M | -2% | 52k | 307.36 | |
Eaton Corp SHS (ETN) | 0.3 | $16M | +6% | 119k | 133.36 | |
Pioneer Natural Resources (PXD) | 0.3 | $16M | -9% | 73k | 216.54 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $16M | +2% | 87k | 179.47 | |
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $15M | +5% | 154k | 99.85 | |
Thermo Fisher Scientific (TMO) | 0.3 | $15M | -3% | 30k | 507.18 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $15M | -27% | 99k | 154.67 | |
Lockheed Martin Corporation (LMT) | 0.3 | $15M | +4% | 39k | 386.30 | |
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.3 | $15M | -2% | 321k | 46.10 | |
Qualcomm (QCOM) | 0.3 | $15M | -21% | 130k | 112.98 | |
Bank of America Corporation (BAC) | 0.3 | $15M | -16% | 481k | 30.20 | |
NVIDIA Corporation (NVDA) | 0.3 | $14M | -52% | 119k | 121.39 | |
Occidental Petroleum Corporation (OXY) | 0.3 | $14M | +28% | 234k | 61.45 | |
Chubb (CB) | 0.3 | $14M | 78k | 181.88 | ||
salesforce (CRM) | 0.3 | $14M | 98k | 143.84 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $14M | 125k | 111.50 | ||
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $14M | 183k | 75.68 | ||
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $14M | 83k | 164.92 | ||
Apa Corporation (APA) | 0.3 | $14M | 399k | 34.19 | ||
American Express Company (AXP) | 0.3 | $13M | 100k | 134.91 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $13M | -3% | 111k | 121.11 | |
Northern Oil And Gas Inc Mn (NOG) | 0.3 | $13M | -3% | 488k | 27.41 | |
Ishares Tr National Mun Etf (MUB) | 0.2 | $13M | +8% | 127k | 102.58 | |
First Tr Value Line Divid In SHS (FVD) | 0.2 | $13M | +4% | 358k | 35.79 | |
Wintrust Financial Corporation (WTFC) | 0.2 | $13M | -3% | 157k | 81.55 | |
Bristol Myers Squibb (BMY) | 0.2 | $13M | +49% | 179k | 71.09 | |
Amgen (AMGN) | 0.2 | $13M | 56k | 225.40 | ||
Allstate Corporation (ALL) | 0.2 | $13M | 101k | 124.53 | ||
Air Products & Chemicals (APD) | 0.2 | $13M | +11% | 54k | 232.73 | |
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $13M | +4% | 188k | 66.42 | |
Meta Platforms Cl A (META) | 0.2 | $13M | -3% | 92k | 135.69 | |
Automatic Data Processing (ADP) | 0.2 | $12M | 55k | 226.18 | ||
Abbott Laboratories (ABT) | 0.2 | $12M | -9% | 127k | 96.76 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $12M | -4% | 217k | 56.01 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $12M | 167k | 71.33 | ||
Ishares Tr Select Divid Etf (DVY) | 0.2 | $12M | +12% | 110k | 107.22 | |
Ishares Core Msci Emkt (IEMG) | 0.2 | $12M | -3% | 270k | 42.98 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $12M | +30% | 506k | 22.76 | |
Raytheon Technologies Corp (RTX) | 0.2 | $11M | 139k | 81.86 | ||
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $11M | +2% | 79k | 143.41 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $11M | +59% | 564k | 19.95 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $11M | +17% | 217k | 51.23 | |
Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $11M | 201k | 55.26 | ||
Goldman Sachs (GS) | 0.2 | $11M | -13% | 38k | 293.04 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $11M | -15% | 38k | 287.29 | |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $11M | +69% | 577k | 18.64 | |
Boeing Company (BA) | 0.2 | $11M | +198% | 88k | 121.08 | |
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $11M | +31% | 421k | 25.34 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $11M | +2% | 289k | 36.49 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $11M | +4% | 41k | 257.31 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.2 | $11M | +70% | 514k | 20.39 | |
Cme (CME) | 0.2 | $11M | 59k | 177.13 | ||
Lowe's Companies (LOW) | 0.2 | $10M | -15% | 55k | 187.80 | |
General Dynamics Corporation (GD) | 0.2 | $10M | -9% | 49k | 212.17 | |
United Parcel Service CL B (UPS) | 0.2 | $10M | 62k | 161.55 | ||
Microchip Technology (MCHP) | 0.2 | $9.8M | +16% | 161k | 61.03 | |
At&t (T) | 0.2 | $9.7M | +8% | 635k | 15.34 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $9.7M | +6% | 121k | 80.17 | |
Edwards Lifesciences (EW) | 0.2 | $9.6M | -8% | 116k | 82.63 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $9.6M | +7% | 122k | 78.43 | |
Select Sector Spdr Tr Financial (XLF) | 0.2 | $9.6M | +47% | 316k | 30.36 | |
Target Corporation (TGT) | 0.2 | $9.4M | +19% | 64k | 148.39 | |
Motorola Solutions Com New (MSI) | 0.2 | $9.4M | +13% | 42k | 223.97 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $9.4M | +3% | 105k | 90.00 | |
Everi Hldgs (EVRI) | 0.2 | $9.4M | 579k | 16.22 | ||
Danaher Corporation (DHR) | 0.2 | $9.4M | -20% | 36k | 258.29 | |
Medtronic SHS (MDT) | 0.2 | $9.3M | +4% | 116k | 80.75 | |
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.2 | $9.3M | -3% | 226k | 41.04 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $9.2M | +76% | 178k | 51.80 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $9.2M | -11% | 312k | 29.33 | |
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $9.1M | +20% | 151k | 59.99 | |
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $9.0M | +66% | 282k | 32.01 | |
Honeywell International (HON) | 0.2 | $9.0M | -2% | 54k | 166.96 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $9.0M | +35% | 88k | 101.67 | |
Ishares Tr Core Total Usd (IUSB) | 0.2 | $9.0M | +2% | 201k | 44.50 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $8.9M | -19% | 90k | 98.86 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $8.7M | -26% | 90k | 96.06 | |
S&p Global (SPGI) | 0.2 | $8.7M | +4% | 28k | 305.35 | |
Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $8.6M | NEW | 171k | 50.50 | |
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $8.5M | -8% | 237k | 35.89 | |
Lauder Estee Cos Cl A (EL) | 0.2 | $8.5M | +2% | 39k | 215.89 | |
Signature Bank (SBNY) | 0.2 | $8.4M | +4170% | 56k | 151.01 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $8.3M | -11% | 144k | 57.85 | |
Caterpillar (CAT) | 0.2 | $8.3M | +15% | 51k | 164.09 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.2 | $8.3M | +26% | 191k | 43.54 | |
Trane Technologies SHS (TT) | 0.2 | $8.2M | 57k | 144.81 | ||
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.2 | $8.1M | +44% | 216k | 37.66 | |
Keysight Technologies (KEYS) | 0.1 | $8.0M | 51k | 157.35 | ||
Phillips 66 (PSX) | 0.1 | $8.0M | -24% | 99k | 80.72 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $7.9M | 77k | 102.66 | ||
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $7.9M | -2% | 57k | 138.76 | |
Walt Disney Company (DIS) | 0.1 | $7.9M | -2% | 84k | 94.33 | |
Netflix (NFLX) | 0.1 | $7.8M | +84% | 33k | 235.44 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $7.7M | +3% | 153k | 50.68 | |
Texas Instruments Incorporated (TXN) | 0.1 | $7.7M | 50k | 154.78 | ||
American Tower Reit (AMT) | 0.1 | $7.6M | +7% | 36k | 214.71 | |
International Business Machines (IBM) | 0.1 | $7.6M | +2% | 64k | 118.81 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $7.6M | -6% | 133k | 57.01 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $7.3M | 88k | 82.84 | ||
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $7.2M | +25% | 32k | 223.69 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $7.1M | -33% | 85k | 83.70 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $7.1M | -13% | 147k | 48.14 | |
BlackRock (BLK) | 0.1 | $7.0M | 13k | 550.25 | ||
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.1 | $7.0M | -5% | 153k | 45.60 | |
L3harris Technologies (LHX) | 0.1 | $6.9M | +143% | 33k | 207.84 | |
Starbucks Corporation (SBUX) | 0.1 | $6.9M | -2% | 82k | 84.26 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $6.9M | +3% | 37k | 187.99 | |
Valero Energy Corporation (VLO) | 0.1 | $6.9M | -34% | 64k | 106.85 | |
Linde SHS (LIN) | 0.1 | $6.7M | -8% | 25k | 269.60 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $6.7M | +30% | 92k | 72.56 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $6.7M | -17% | 81k | 82.45 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $6.7M | -3% | 34k | 195.13 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $6.6M | 227k | 29.22 | ||
Intercontinental Exchange (ICE) | 0.1 | $6.6M | -8% | 73k | 90.35 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $6.5M | +41% | 26k | 252.98 | |
Paypal Holdings (PYPL) | 0.1 | $6.3M | +7% | 74k | 86.08 | |
Northrop Grumman Corporation (NOC) | 0.1 | $6.2M | -7% | 13k | 470.34 | |
Ishares Gold Tr Ishares New (IAU) | 0.1 | $6.1M | -6% | 195k | 31.53 | |
Ishares Em Mkts Div Etf (DVYE) | 0.1 | $6.1M | +4% | 269k | 22.68 | |
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $6.1M | -3% | 126k | 48.49 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $6.1M | +28% | 15k | 401.65 | |
Palo Alto Networks (PANW) | 0.1 | $6.1M | +205% | 37k | 163.80 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $6.0M | -8% | 22k | 275.18 | |
Iqvia Holdings (IQV) | 0.1 | $6.0M | -16% | 33k | 181.13 | |
Lululemon Athletica (LULU) | 0.1 | $6.0M | 21k | 279.56 | ||
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $6.0M | -14% | 155k | 38.53 | |
Servicenow (NOW) | 0.1 | $6.0M | +4% | 16k | 377.59 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $5.9M | -12% | 120k | 49.26 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $5.9M | -27% | 45k | 131.18 | |
TJX Companies (TJX) | 0.1 | $5.9M | 95k | 62.12 | ||
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $5.9M | +8% | 34k | 170.91 | |
Deere & Company (DE) | 0.1 | $5.8M | 17k | 333.87 | ||
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $5.8M | 41k | 142.45 | ||
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $5.8M | 190k | 30.30 | ||
Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.1 | $5.8M | 63k | 91.23 | ||
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $5.8M | 91k | 63.31 | ||
Emerson Electric (EMR) | 0.1 | $5.7M | 78k | 73.22 | ||
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $5.7M | -5% | 86k | 66.73 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $5.7M | +15% | 52k | 108.96 | |
Astrazeneca Sponsored Adr (AZN) | 0.1 | $5.7M | 104k | 54.84 | ||
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $5.7M | +24% | 138k | 41.02 | |
Ishares Tr Core Msci Total (IXUS) | 0.1 | $5.7M | -23% | 111k | 50.92 | |
Nxp Semiconductors N V (NXPI) | 0.1 | $5.6M | +2% | 38k | 147.52 | |
Philip Morris International (PM) | 0.1 | $5.5M | +31% | 67k | 83.01 | |
AFLAC Incorporated (AFL) | 0.1 | $5.5M | -2% | 97k | 56.20 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $5.4M | -6% | 156k | 34.88 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $5.4M | +58% | 99k | 54.83 | |
Charles Schwab Corporation (SCHW) | 0.1 | $5.4M | +514% | 76k | 71.87 | |
Zoetis Cl A (ZTS) | 0.1 | $5.4M | -25% | 37k | 148.28 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $5.4M | -2% | 107k | 50.27 | |
Dominion Resources (D) | 0.1 | $5.3M | +5% | 77k | 69.11 | |
Cheniere Energy Com New (LNG) | 0.1 | $5.3M | +515% | 32k | 165.91 | |
Carrier Global Corporation (CARR) | 0.1 | $5.2M | 148k | 35.56 | ||
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $5.2M | 80k | 65.51 | ||
American Electric Power Company (AEP) | 0.1 | $5.2M | +4% | 61k | 86.45 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $5.2M | -8% | 43k | 121.77 | |
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $5.2M | +3% | 105k | 49.41 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $5.2M | 65k | 79.54 | ||
First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $5.1M | -21% | 116k | 44.07 | |
AutoZone (AZO) | 0.1 | $5.1M | 2.4k | 2141.84 | ||
Nike CL B (NKE) | 0.1 | $5.1M | 61k | 83.13 | ||
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $5.0M | +3% | 120k | 41.99 | |
Oracle Corporation (ORCL) | 0.1 | $5.0M | -4% | 83k | 61.07 | |
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $5.0M | +23% | 104k | 48.72 | |
Ishares Tr Msci Usa Value (VLUE) | 0.1 | $4.9M | -15% | 60k | 81.87 | |
Illinois Tool Works (ITW) | 0.1 | $4.9M | 27k | 180.65 | ||
First Tr Morningstar Divid L SHS (FDL) | 0.1 | $4.9M | +212% | 152k | 32.13 | |
Duke Energy Corp Com New (DUK) | 0.1 | $4.9M | 52k | 93.03 | ||
Skyworks Solutions (SWKS) | 0.1 | $4.8M | -2% | 57k | 85.27 | |
Mosaic (MOS) | 0.1 | $4.8M | 100k | 48.33 | ||
First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $4.8M | +148% | 208k | 23.13 | |
Diamondback Energy (FANG) | 0.1 | $4.8M | +31% | 40k | 120.45 | |
MercadoLibre (MELI) | 0.1 | $4.8M | +49% | 5.8k | 827.83 | |
Schlumberger Com Stk (SLB) | 0.1 | $4.8M | +198% | 133k | 35.90 | |
3M Company (MMM) | 0.1 | $4.8M | -3% | 43k | 110.49 | |
Archer Daniels Midland Company (ADM) | 0.1 | $4.7M | +5% | 59k | 80.45 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $4.7M | -7% | 83k | 56.13 | |
Altria (MO) | 0.1 | $4.6M | +21% | 115k | 40.38 | |
Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $4.6M | +3% | 195k | 23.78 |
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 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
- Steward Partners Investment Advisory 2019 Q3 filed Oct. 30, 2019
- Steward Partners Investment Advisory 2019 Q2 filed July 25, 2019
- Steward Partners Investment Advisory 2019 Q1 filed April 30, 2019