Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings3,564 positions
APPLE INC | 2M | $341.3M | 3.8% | $75.09 | +125.90% | 21 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 680,580 | $286.3M | 3.2% | $197.31 | +109.15% | 21 qtrssince 2019-Q1 | Increased 64 |
NVIDIA CORPORATION | 222,062 | $200.6M | 2.2% | $28.70 | +213.97% | 21 qtrssince 2019-Q1 | Increased 55 |
AMAZON COM INC | 1M | $187.4M | 2.1% | $121.10 | +48.96% | 21 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 333,680 | $175.4M | 1.9% | $322.25 | +58.10% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 330,946 | $159.1M | 1.8% | $338.24 | +37.82% | 21 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC | 936,415 | $141.3M | 1.6% | $89.96 | +66.19% | 21 qtrssince 2019-Q1 | Increased 52 |
INVESCO QQQ TR | 262,165 | $116.4M | 1.3% | $310.29 | +41.24% | 20 qtrssince 2019-Q2 | Increased 50 |
JPMORGAN CHASE & CO | 569,563 | $114.1M | 1.3% | $117.37 | +61.93% | 21 qtrssince 2019-Q1 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 199,912 | $104.6M | 1.2% | $339.03 | +49.86% | 21 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 1.4M | $86.6M | 1.0% | $43.25 | +35.93% | 21 qtrssince 2019-Q1 | Increased 68 |
ISHARES TR | 855,510 | $83.8M | 0.9% | $87.60 | +1.12% | 21 qtrssince 2019-Q1 | Increased 63 |
HOME DEPOT INC | 212,219 | $81.4M | 0.9% | $226.04 | +59.13% | 21 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 209,104 | $70.5M | 0.8% | $39.28 | +112.30% | 21 qtrssince 2019-Q1 | Decreased 0 |
WISDOMTREE TR | 921,428 | $70.2M | 0.8% | $72.60 | +1.21% | 21 qtrssince 2019-Q1 | Increased 67 |
VANGUARD INDEX FDS | 197,702 | $68M | 0.8% | $37.42 | +51.56% | 21 qtrssince 2019-Q1 | Increased 46 |
META PLATFORMS INC | 136,148 | $66.1M | 0.7% | $304.84 | +57.95% | 21 qtrssince 2019-Q1 | Increased 54 |
VISA INC | 232,112 | $64.8M | 0.7% | $198.29 | +38.12% | 21 qtrssince 2019-Q1 | Increased 51 |
BROADCOM INC | 48,229 | $63.9M | 0.7% | $62.44 | +107.33% | 21 qtrssince 2019-Q1 | Increased 51 |
EXXON MOBIL CORP | 544,599 | $63.3M | 0.7% | $60.39 | +77.64% | 21 qtrssince 2019-Q1 | Increased 46 |
Steward Partners Investment Advisory, LLC manages $9.1B across 3564 positions as of Q1 2024. Top holdings: AAPL (3.8%), MSFT (3.2%), NVDA (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 253 new positions, 180 exits, 1450 increased. Top move: IJH (INCREASED, conviction 68). Portfolio: $9.1B across 3564 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR