Steward Partners Investment Advisory, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP Steward Partners Investment Advisory, LLC | Institutional Filer | ▲ 7.52% | $19.61B | 4416 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 4416)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 3.8M | $663.3M | 3.38% |
| 2 | AAPL | Apple Inc. | Technology | 2.5M | $623.7M | 3.18% |
| 3 | IVV | ISHARES TR | — | 703K | $459.1M | 2.34% |
| 4 | GOOGL | Alphabet Inc. | Technology | 1.6M | $450.3M | 2.30% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 2.0M | $417.7M | 2.13% |
| 6 | MSFT | Microsoft Corporation | Technology | 1.1M | $395.1M | 2.02% |
| 7 | META | Meta Platforms, Inc. | Technology | 673K | $384.8M | 1.96% |
| 8 | AGG | ISHARES TR | — | 3.8M | $372.4M | 1.90% |
| 9 | IEMG | ISHARES INC | — | 4.5M | $314.6M | 1.60% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 997K | $293.3M | 1.50% |
| 11 | GLD | SPDR GOLD TR | — | 625K | $269.0M | 1.37% |
| 12 | VOO | VANGUARD INDEX FDS | — | 448K | $267.6M | 1.36% |
| 13 | IEFA | ISHARES TR | — | 2.9M | $262.1M | 1.34% |
| 14 | AVGO | Broadcom Inc. | Technology | 730K | $225.8M | 1.15% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 330K | $214.8M | 1.10% |
Showing 1 to 15 of 1000 holdings