Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings3,351 positions
APPLE INC | 1.8M | $319M | 4.9% | $65.90 | +159.13% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 555,474 | $171.3M | 2.7% | $152.37 | +94.95% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 48,270 | $157.4M | 2.4% | $117.27 | +39.00% | 13 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC | 40,211 | $111.8M | 1.7% | $77.58 | +77.57% | 13 qtrssince 2019-Q1 | Increased 50 |
ISHARES TR | 223,656 | $101.5M | 1.6% | $280.59 | +51.82% | 13 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 842,698 | $90.9M | 1.4% | $79.61 | +26.28% | 13 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 203,042 | $84.3M | 1.3% | $281.99 | +38.22% | 13 qtrssince 2019-Q1 | Increased 57 |
NVIDIA CORP | 247,202 | $67.5M | 1.0% | $12.00 | +126.52% | 13 qtrssince 2019-Q1 | Increased 52 |
SPDR S&P 500 ETF TR | 144,481 | $65.3M | 1.0% | $306.05 | +38.94% | 13 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 223,013 | $61.9M | 1.0% | $37.94 | +78.26% | 13 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 113,447 | $57.9M | 0.9% | $262.05 | +78.90% | 13 qtrssince 2019-Q1 | Increased 41 |
ISHARES TR | 212,372 | $57M | 0.9% | $39.77 | +26.51% | 13 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 189,374 | $56.7M | 0.9% | $199.99 | +33.20% | 13 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 702,357 | $54.5M | 0.8% | $55.36 | +30.08% | 13 qtrssince 2019-Q1 | Increased 44 |
JPMORGAN CHASE & CO | 398,714 | $54.4M | 0.8% | $97.97 | +24.27% | 13 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 652,829 | $53.9M | 0.8% | $53.78 | +32.06% | 13 qtrssince 2019-Q1 | Increased 46 |
INVESCO QQQ TR | 141,391 | $51.3M | 0.8% | $257.65 | +36.91% | 12 qtrssince 2019-Q2 | Increased 45 |
GENERAL MLS INC | 699,803 | $47.4M | 0.7% | $39.10 | +44.76% | 13 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 876,875 | $46.8M | 0.7% | $34.94 | +37.85% | 13 qtrssince 2019-Q1 | Increased 41 |
JOHNSON & JOHNSON | 255,722 | $45.3M | 0.7% | $122.44 | +27.53% | 13 qtrssince 2019-Q1 | Decreased 0 |
Steward Partners Investment Advisory, LLC manages $6.5B across 3351 positions as of Q1 2022. Top holdings: AAPL (4.9%), MSFT (2.7%), AMZN (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 225 new positions, 133 exits, 1216 increased. Top move: VOO (INCREASED, conviction 57). Portfolio: $6.5B across 3351 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