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

As of Q2 2022, Steward Partners Investment Advisory, LLC holds 3,352 positions in their 13F portfolio.

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

AAPL at 4.6% of portfolio, worth $250.5M.

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

$5.5B as of Q2 2022, tracked across 3,352 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 2022?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q2 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 Q2 2022

Top Holdings3,352 positions

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Activity:

				Price Trend
AAPL Apple Inc.	1.8M	$250.5M	4.6%	—	$66.12	+102.54%	14 qtrssince 2019-Q1	Increased 56
MSFT Microsoft Corp.	559,146	$143.6M	2.6%	—	$153.00	+62.11%	14 qtrssince 2019-Q1	Increased 52
AMZN Amazon.com, Inc.	963,345	$102.3M	1.9%	—	$117.27	-9.43%	14 qtrssince 2019-Q1	Increased 76
GOOGL Alphabet Inc.	43,910	$95.7M	1.8%	—	$80.14	+34.69%	14 qtrssince 2019-Q1	Increased 52
IVV ETF iShares Trust CORE S&P500 ETF	238,256	$90.3M	1.7%	—	$285.28	+25.18%	14 qtrssince 2019-Q1	Increased 50
VOO ETF Vanguard Index Funds S&P 500 ETF SHS	210,726	$73.1M	1.3%	—	$283.64	+15.29%	14 qtrssince 2019-Q1	Increased 49
IJR ETF ISHARES CORE S&P SMALL CAP ETF	663,846	$61.3M	1.1%	—	$79.61	+8.49%	14 qtrssince 2019-Q1	Decreased 0
UNH UnitedHealth Group Inc.	117,130	$60.2M	1.1%	—	$268.71	+76.35%	14 qtrssince 2019-Q1	Increased 48
XOM EXXON MOBIL CORP	653,405	$56M	1.0%	—	$53.80	+38.30%	14 qtrssince 2019-Q1	Increased 46
IWF ETF iShares Trust RUS 1000 GRW ETF	236,162	$51.6M	0.9%	—	$38.79	+37.54%	14 qtrssince 2019-Q1	Increased 44
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	136,733	$51.6M	0.9%	—	$306.05	+16.56%	14 qtrssince 2019-Q1	Decreased 0
HD Home Depot Inc.	187,353	$51.4M	0.9%	—	$199.99	+22.82%	14 qtrssince 2019-Q1	Decreased 0
USMV ETF ISHARES MSCI USA MIN VOL FACTOR ETF	723,642	$50.8M	0.9%	—	$55.65	+17.47%	14 qtrssince 2019-Q1	Increased 43
JNJ Johnson & Johnson	260,599	$46.3M	0.8%	—	$123.09	+27.87%	14 qtrssince 2019-Q1	Increased 42
JPM JPMorgan Chase & Co.	383,893	$43.2M	0.8%	—	$97.97	+3.41%	14 qtrssince 2019-Q1	Decreased 0
GIS GENERAL MLS INC	571,889	$43.1M	0.8%	—	$39.10	+62.47%	14 qtrssince 2019-Q1	Decreased 0
DGRO ETF ISHARES CORE DIVIDEND GROWTH ETF	797,321	$38M	0.7%	—	$34.94	+23.53%	14 qtrssince 2019-Q1	Decreased 0
NVDA NVIDIA Corp.	247,717	$37.6M	0.7%	—	$12.00	+25.81%	14 qtrssince 2019-Q1	Increased 41
IJH ETF ISHARES CORE S&P MID-CAP ETF	151,942	$34.4M	0.6%	—	$39.77	+6.99%	14 qtrssince 2019-Q1	Decreased 0
VYM ETF VANGUARD WHITEHALL FDS INC	337,485	$34.3M	0.6%	—	$74.56	+20.87%	14 qtrssince 2019-Q1	Decreased 0