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Starboard Invt Tr shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Starboard Invt Tr

Tip: Access up to 7 years of quarterly data

All positions including Starboard Invt Tr held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Starboard Invt Tr by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $124k 4.0k 30.70
2025-06-30 $213k 7.2k 29.58
2025-03-31 $163k 6.7k 24.47

More positions owned by Steward Partners Investment Advisory

NVIDIA Corporation (NVDA)
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Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Steward Partners Investment Advisory

Top funds holding Starboard Invt Tr

Kestra Private Wealth Services
Octavia Wealth Advisors
Royal Bank of Canada
Envestnet Asset Management
Cetera Investment Advisers
WealthPlan Investment Management
Encompass More Asset Management
UBS Group
LPL Financial
Stratos Wealth Partners
Advisor Group Holdings
Partners Wealth Management
Feltz Wealth PLAN
Commonwealth Equity Services
Global Retirement Partners

View all funds holding Starboard Invt Tr