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

As of Q2 2023, Steward Partners Investment Advisory, LLC holds 3,319 positions in their 13F portfolio.

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

AAPL at 5.4% of portfolio, worth $361.2M.

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

$6.7B as of Q2 2023, tracked across 3,319 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 2023?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q2 2023 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 2023

Top Holdings3,319 positions

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Activity:

				Price Trend
AAPL Apple Inc.	1.9M	$361.2M	5.4%	—	$68.24	+180.06%	18 qtrssince 2019-Q1	Increased 60
MSFT Microsoft Corp.	548,744	$186.9M	2.8%	—	$153.99	+115.63%	18 qtrssince 2019-Q1	Decreased 0
IVV ETF iShares Trust CORE S&P500 ETF	333,010	$148.4M	2.2%	—	$312.60	+36.56%	18 qtrssince 2019-Q1	Increased 55
AMZN Amazon.com, Inc.	952,449	$124.2M	1.9%	—	$116.04	+12.34%	18 qtrssince 2019-Q1	Decreased 0
GOOGL Alphabet Inc.	798,849	$95.6M	1.4%	—	$80.88	+46.60%	18 qtrssince 2019-Q1	Decreased 0
VOO ETF Vanguard Index Funds S&P 500 ETF SHS	225,592	$91.9M	1.4%	—	$288.21	+35.52%	18 qtrssince 2019-Q1	Increased 48
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	220,761	$81.6M	1.2%	—	$271.15	+33.76%	17 qtrssince 2019-Q2	Increased 47
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	183,147	$81.2M	1.2%	—	$324.59	+31.24%	18 qtrssince 2019-Q1	Increased 47
IJR ETF ISHARES CORE S&P SMALL CAP ETF	731,437	$72.9M	1.1%	—	$80.48	+17.65%	18 qtrssince 2019-Q1	Increased 47
IJH ETF ISHARES CORE S&P MID-CAP ETF	273,411	$71.5M	1.1%	—	$43.02	+16.30%	18 qtrssince 2019-Q1	Increased 48
NVDA NVIDIA Corp.	168,609	$71.3M	1.1%	—	$20.31	+107.66%	18 qtrssince 2019-Q1	Increased 60
JPM JPMorgan Chase & Co.	486,166	$70.7M	1.1%	—	$101.83	+32.79%	18 qtrssince 2019-Q1	Increased 49
IWF ETF iShares Trust RUS 1000 GRW ETF	234,475	$64.5M	1.0%	—	$39.28	+72.42%	18 qtrssince 2019-Q1	Decreased 0
UNH UnitedHealth Group Inc.	128,624	$61.8M	0.9%	—	$288.07	+56.08%	18 qtrssince 2019-Q1	Increased 44
XOM EXXON MOBIL CORP	576,233	$61.8M	0.9%	—	$54.38	+77.25%	18 qtrssince 2019-Q1	Increased 42
HD Home Depot Inc.	196,734	$61.1M	0.9%	—	$205.80	+38.87%	18 qtrssince 2019-Q1	Increased 43
JNJ Johnson & Johnson	314,948	$52.1M	0.8%	—	$129.51	+16.51%	18 qtrssince 2019-Q1	Increased 42
USMV ETF ISHARES MSCI USA MIN VOL FACTOR ETF	687,413	$51.1M	0.8%	—	$55.65	+26.63%	18 qtrssince 2019-Q1	Decreased 0
GIS GENERAL MLS INC	660,691	$50.7M	0.8%	—	$43.59	+52.13%	18 qtrssince 2019-Q1	Increased 41
VUG ETF Vanguard Index Funds MORNINGSTAR GROWTH ETF	169,391	$47.9M	0.7%	—	$34.74	+33.61%	18 qtrssince 2019-Q1	Increased 44