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

As of Q1 2022, Steward Partners Investment Advisory, LLC holds 3,351 positions in their 13F portfolio.

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

AAPL at 4.9% of portfolio, worth $319M.

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

$6.5B as of Q1 2022, tracked across 3,351 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 2022?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q1 2022 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 2022

Top Holdings3,351 positions

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Activity:

				Price Trend
AAPL Apple Inc.	1.8M	$319M	4.9%	—	$65.90	+159.13%	13 qtrssince 2019-Q1	Decreased 0
MSFT Microsoft Corp.	555,474	$171.3M	2.7%	—	$152.37	+94.95%	13 qtrssince 2019-Q1	Decreased 0
AMZN Amazon.com, Inc.	48,270	$157.4M	2.4%	—	$117.27	+39.00%	13 qtrssince 2019-Q1	Increased 55
GOOGL Alphabet Inc.	40,211	$111.8M	1.7%	—	$77.58	+77.57%	13 qtrssince 2019-Q1	Increased 50
IVV ETF iShares Trust CORE S&P500 ETF	223,656	$101.5M	1.6%	—	$280.59	+51.82%	13 qtrssince 2019-Q1	Increased 49
IJR ETF ISHARES CORE S&P SMALL CAP ETF	842,698	$90.9M	1.4%	—	$79.61	+26.28%	13 qtrssince 2019-Q1	Increased 51
VOO ETF Vanguard Index Funds S&P 500 ETF SHS	203,042	$84.3M	1.3%	—	$281.99	+38.22%	13 qtrssince 2019-Q1	Increased 57
NVDA NVIDIA Corp.	247,202	$67.5M	1.0%	—	$12.00	+126.52%	13 qtrssince 2019-Q1	Increased 52
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	144,481	$65.3M	1.0%	—	$306.05	+38.94%	13 qtrssince 2019-Q1	Increased 49
IWF ETF iShares Trust RUS 1000 GRW ETF	223,013	$61.9M	1.0%	—	$37.94	+78.26%	13 qtrssince 2019-Q1	Decreased 0
UNH UnitedHealth Group Inc.	113,447	$57.9M	0.9%	—	$262.05	+78.90%	13 qtrssince 2019-Q1	Increased 41
IJH ETF ISHARES CORE S&P MID-CAP ETF	212,372	$57M	0.9%	—	$39.77	+26.51%	13 qtrssince 2019-Q1	Decreased 0
HD Home Depot Inc.	189,374	$56.7M	0.9%	—	$199.99	+33.20%	13 qtrssince 2019-Q1	Decreased 0
USMV ETF ISHARES MSCI USA MIN VOL FACTOR ETF	702,357	$54.5M	0.8%	—	$55.36	+30.08%	13 qtrssince 2019-Q1	Increased 44
JPM JPMorgan Chase & Co.	398,714	$54.4M	0.8%	—	$97.97	+24.27%	13 qtrssince 2019-Q1	Decreased 0
XOM EXXON MOBIL CORP	652,829	$53.9M	0.8%	—	$53.78	+32.06%	13 qtrssince 2019-Q1	Increased 46
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	141,391	$51.3M	0.8%	—	$257.65	+36.91%	12 qtrssince 2019-Q2	Increased 45
GIS GENERAL MLS INC	699,803	$47.4M	0.7%	—	$39.10	+44.76%	13 qtrssince 2019-Q1	Decreased 0
DGRO ETF ISHARES CORE DIVIDEND GROWTH ETF	876,875	$46.8M	0.7%	—	$34.94	+37.85%	13 qtrssince 2019-Q1	Increased 41
JNJ Johnson & Johnson	255,722	$45.3M	0.7%	—	$122.44	+27.53%	13 qtrssince 2019-Q1	Decreased 0