Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings4,017 positions
APPLE INC | 2.1M | $477M | 4.2% | $88.10 | +150.59% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 788,991 | $296.2M | 2.6% | $228.38 | +62.47% | 25 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORPORATION | 2.4M | $263.1M | 2.3% | $36.59 | +195.44% | 25 qtrssince 2019-Q1 | Increased 53 |
AMAZON COM INC | 1.2M | $228.6M | 2.0% | $130.35 | +45.96% | 25 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 399,916 | $224.7M | 2.0% | $361.41 | +52.72% | 25 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 423,381 | $217.6M | 1.9% | $387.11 | +30.47% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO. | 666,789 | $163.6M | 1.4% | $133.54 | +78.28% | 25 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC | 979,232 | $151.4M | 1.3% | $96.80 | +59.01% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 237,595 | $136.9M | 1.2% | $417.65 | +37.34% | 25 qtrssince 2019-Q1 | Increased 64 |
SPDR S&P 500 ETF TR | 241,089 | $134.9M | 1.2% | $381.20 | +44.35% | 25 qtrssince 2019-Q1 | Increased 49 |
INVESCO QQQ TR | 278,927 | $130.8M | 1.2% | $320.94 | +45.09% | 24 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 1.1M | $113.2M | 1.0% | $88.64 | +4.77% | 25 qtrssince 2019-Q1 | Increased 51 |
BROADCOM INC | 617,613 | $103.4M | 0.9% | $88.75 | +86.50% | 25 qtrssince 2019-Q1 | Increased 43 |
ISHARES TR | 1.6M | $96.1M | 0.8% | $45.37 | +26.16% | 25 qtrssince 2019-Q1 | Increased 43 |
BERKSHIRE HATHAWAY INC DEL | 180,008 | $95.9M | 0.8% | $307.57 | +73.16% | 25 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 270,266 | $94.7M | 0.8% | $210.59 | +64.53% | 25 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 247,415 | $90.7M | 0.8% | $249.85 | +40.97% | 25 qtrssince 2019-Q1 | Increased 51 |
WISDOMTREE TR | 1.1M | $87.6M | 0.8% | $73.22 | +6.85% | 25 qtrssince 2019-Q1 | Increased 43 |
ISHARES TR | 232,464 | $83.9M | 0.7% | $44.69 | +100.85% | 25 qtrssince 2019-Q1 | Increased 45 |
WALMART INC | 952,965 | $83.7M | 0.7% | $47.41 | +82.75% | 25 qtrssince 2019-Q1 | Decreased 0 |
Steward Partners Investment Advisory, LLC manages $11.3B across 4017 positions as of Q1 2025. Top holdings: AAPL (4.2%), MSFT (2.6%), NVDA (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 239 new positions, 190 exits, 1481 increased. Top move: META (INCREASED, conviction 64). Portfolio: $11.3B across 4017 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