Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings3,417 positions
APPLE INC | 2.1M | $262.1M | 4.6% | $61.60 | +92.78% | 9 qtrssince 2019-Q1 | Increased 68 |
AMAZON COM INC | 48,172 | $149M | 2.6% | $107.83 | +43.47% | 9 qtrssince 2019-Q1 | Increased 65 |
MICROSOFT CORP | 545,993 | $128.7M | 2.3% | $137.97 | +63.32% | 9 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 203,901 | $81.1M | 1.4% | $260.44 | +41.54% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 726,201 | $78.8M | 1.4% | $75.74 | +31.58% | 9 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC | 36,491 | $75.3M | 1.3% | $65.40 | +56.21% | 9 qtrssince 2019-Q1 | Increased 52 |
SPDR S&P 500 ETF TR | 184,571 | $73.2M | 1.3% | $293.88 | +25.32% | 9 qtrssince 2019-Q1 | Increased 60 |
VANGUARD INDEX FDS | 174,993 | $63.7M | 1.1% | $251.69 | +34.04% | 9 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 244,675 | $59.5M | 1.0% | $37.71 | +56.12% | 9 qtrssince 2019-Q1 | Increased 50 |
HOME DEPOT INC | 194,674 | $59.4M | 1.0% | $184.22 | +44.48% | 9 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 225,026 | $58.6M | 1.0% | $39.54 | +21.80% | 9 qtrssince 2019-Q1 | Increased 53 |
JPMORGAN CHASE & CO | 354,519 | $54M | 0.9% | $90.94 | +46.01% | 9 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 317,990 | $52.3M | 0.9% | $122.22 | +15.54% | 9 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 716,996 | $49.6M | 0.9% | $53.45 | +18.56% | 9 qtrssince 2019-Q1 | Decreased 0 |
GENERAL MLS INC | 709,092 | $43.5M | 0.8% | $39.08 | +26.92% | 9 qtrssince 2019-Q1 | Increased 41 |
META PLATFORMS INC | 141,922 | $41.8M | 0.7% | $185.79 | +57.03% | 9 qtrssince 2019-Q1 | Increased 46 |
VANGUARD INDEX FDS | 162,210 | $41.7M | 0.7% | $33.33 | +24.77% | 9 qtrssince 2019-Q1 | Increased 56 |
VANGUARD WHITEHALL FDS | 401,027 | $40.5M | 0.7% | $73.81 | +16.89% | 9 qtrssince 2019-Q1 | Increased 49 |
VERIZON COMMUNICATIONS INC | 685,807 | $39.9M | 0.7% | $38.84 | +5.15% | 9 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 818,708 | $39.5M | 0.7% | $33.93 | +25.70% | 9 qtrssince 2019-Q1 | Decreased 0 |
Steward Partners Investment Advisory, LLC manages $5.7B across 3417 positions as of Q1 2021. Top holdings: AAPL (4.6%), AMZN (2.6%), MSFT (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 646 new positions, 164 exits, 1672 increased. Top move: AAPL (INCREASED, conviction 68). Portfolio: $5.7B across 3417 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR