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

As of Q2 2019, Steward Partners Investment Advisory, LLC holds 2,765 positions in their 13F portfolio.

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

AAPL at 2.9% of portfolio, worth $78.4M.

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

$2.7B as of Q2 2019, tracked across 2,765 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 Q2 2019?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q2 2019 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 Q2 2019

Top Holdings2,765 positions

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Activity:

				Price Trend
AAPL Apple Inc	396,012	$78.4M	2.9%	—	$45.22	+4.60%	2 qtrssince 2019-Q1	Decreased 0
AMZN Amazon.com Inc	29,704	$56.2M	2.1%	—	$89.04	+6.34%	2 qtrssince 2019-Q1	Decreased 0
MSFT Microsoft Corp	374,195	$50.1M	1.8%	—	$110.35	+13.77%	2 qtrssince 2019-Q1	Increased 47
PTLC ETF PACER FDS TR	1.4M	$43.6M	1.6%	—	$27.90	+2.21%	2 qtrssince 2019-Q1	Increased 71
IVV ETF iShares Core S&P 500 ETF	147,712	$43.5M	1.6%	—	$254.79	+3.61%	2 qtrssince 2019-Q1	Increased 53
IWF ETF iShares Russell 1000 Growth ETF	267,508	$42.1M	1.5%	—	$36.05	+4.12%	2 qtrssince 2019-Q1	Increased 47
GIS General Mills Inc	712,002	$37.4M	1.4%	—	$39.01	+2.47%	2 qtrssince 2019-Q1	Decreased 0
USMV ETF ISHARES TR	604,083	$37.3M	1.4%	—	$52.38	+4.23%	2 qtrssince 2019-Q1	Increased 57
SPY Unit SPDR S&P 500 ETF Trust	126,324	$37M	1.4%	—	$253.63	+4.05%	2 qtrssince 2019-Q1	Increased 48
IEFA ETF ISHARES CORE MSCI EAFE ETF	562,770	$34.6M	1.3%	—	$49.14	+2.65%	2 qtrssince 2019-Q1	Increased 52
IWD ETF ISHARES RUSSELL 1000 VALUE E	241,177	$30.7M	1.1%	—	$106.29	+3.27%	2 qtrssince 2019-Q1	Increased 50
AGG ETF iShares Core U.S. Aggregate Bond ETF	270,931	$30.2M	1.1%	—	$87.47	+2.60%	2 qtrssince 2019-Q1	Increased 49
HD Home Depot Inc/The	135,786	$28.2M	1.0%	—	$159.31	+9.14%	2 qtrssince 2019-Q1	Decreased 0
VOO ETF VANGUARD S&P500 INDEX ETF	101,416	$27.3M	1.0%	—	$232.23	+4.02%	2 qtrssince 2019-Q1	Increased 48
UNH UnitedHealth Group Inc	111,612	$27.2M	1.0%	—	$217.04	-0.88%	2 qtrssince 2019-Q1	Decreased 0
XOM Exxon Mobil Corp	338,350	$25.9M	1.0%	—	$56.89	-2.47%	2 qtrssince 2019-Q1	Increased 60
PG Procter & Gamble Co/The	229,629	$25.2M	0.9%	—	$85.93	+6.13%	2 qtrssince 2019-Q1	Decreased 0
JPM JPMorgan Chase & Co	218,235	$24.4M	0.9%	—	$83.23	+10.57%	2 qtrssince 2019-Q1	Increased 43
IJR ETF ISHARES CORE S&P SMALL-CAP ETF	311,545	$24.4M	0.9%	—	$68.86	+1.67%	2 qtrssince 2019-Q1	Increased 43
IWR ETF ISHARES TR	425,489	$23.8M	0.9%	—	$48.61	+3.81%	2 qtrssince 2019-Q1	Increased 41