How many stocks does Steward Partners Investment Advisory, LLC own?

As of Q1 2019, Steward Partners Investment Advisory, LLC holds 794 positions in their 13F portfolio.

What is Steward Partners Investment Advisory, LLC's largest holding?

AAPL at 3.2% of portfolio, worth $75.7M.

What is Steward Partners Investment Advisory, LLC's total portfolio value?

$2.4B as of Q1 2019, tracked across 794 holdings.

Is Steward Partners Investment Advisory, LLC a hedge fund?

Steward Partners Investment Advisory, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Steward Partners Investment Advisory, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Steward Partners Investment Advisory, LLC's portfolio changed in Q1 2019?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q1 2019 on HoldingsIntel.

What is Steward Partners Investment Advisory, LLC's investment strategy?

Steward Partners Investment Advisory, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Steward Partners Investment Advisory, LLC

Institutional investor · Portfolio as of Q1 2019

Top Holdings794 positions

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Activity:

				Price Trend
AAPL Apple Inc	398,493	$75.7M	3.2%	—	$45.22	0.00%	1 qtr	First report 0
AMZN Amazon.com Inc	31,711	$56.5M	2.4%	—	$89.04	0.00%	1 qtr	First report 0
MSFT Microsoft Corp	368,703	$43.5M	1.8%	—	$110.12	0.00%	1 qtr	First report 0
IWF ETF iShares Russell 1000 Growth ETF	259,723	$39.3M	1.7%	—	$36.00	0.00%	1 qtr	First report 0
GIS General Mills Inc	713,331	$36.9M	1.6%	—	$39.01	0.00%	1 qtr	First report 0
IVV ETF iShares Core S&P 500 ETF	127,270	$36.2M	1.5%	—	$253.31	0.00%	1 qtr	First report 0
SPY Unit SPDR S&P 500 ETF Trust	121,097	$34.2M	1.5%	—	$253.19	0.00%	1 qtr	First report 0
UNH UnitedHealth Group Inc	123,358	$30.5M	1.3%	—	$217.04	0.00%	1 qtr	First report 0
IEFA ETF ISHARES CORE MSCI EAFE ETF	488,151	$29.7M	1.3%	—	$48.94	0.00%	1 qtr	First report 0
HD Home Depot Inc/The	146,580	$28.1M	1.2%	—	$159.31	0.00%	1 qtr	First report 0
USMV ETF ISHARES TR	467,568	$27.5M	1.2%	—	$51.73	0.00%	1 qtr	First report 0
AGG ETF iShares Core U.S. Aggregate Bond ETF	250,425	$27.3M	1.2%	—	$87.29	0.00%	1 qtr	First report 0
IWD ETF ISHARES RUSSELL 1000 VALUE E	219,934	$27.2M	1.2%	—	$105.95	0.00%	1 qtr	First report 0
GOOGL Alphabet Inc	22,381	$26.3M	1.1%	—	$58.29	0.00%	1 qtr	First report 0
VOO ETF VANGUARD S&P500 INDEX ETF	96,343	$25M	1.1%	—	$231.74	0.00%	1 qtr	First report 0
JNJ Johnson & Johnson	173,253	$24.2M	1.0%	—	$113.77	0.00%	1 qtr	First report 0
PG Procter & Gamble Co/The	231,001	$24M	1.0%	—	$85.93	0.00%	1 qtr	First report 0
DRI Darden Restaurants Inc	191,284	$23.2M	1.0%	—	$97.39	0.00%	1 qtr	First report 0
PTLC ETF PACER FDS TR	771,345	$22.7M	1.0%	—	$27.38	0.00%	1 qtr	First report 0
IWR ETF ISHARES TR	413,817	$22.3M	0.9%	—	$48.56	0.00%	1 qtr	First report 0

$2.4B

AUM

794

Positions

Q1 2019

Filing

HI score · 3.5/5

Quarterly 13F Value Change

Not enough history yet

Activity profile

Q1'19

First report: nothing earlier to compare

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

<1Q100%1-4Q0%1-2Y0%2Y+0%

Q1 2019 Summary

First quarter we have for this fund: 794 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $2.4B across 794 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL3.21%

AMZN2.39%

MSFT1.84%

IWF1.67%

GIS1.56%

IVV1.54%

SPY1.45%

UNH1.29%

IEFA1.26%

HD1.19%