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

As of Q2 2025, Steward Partners Investment Advisory, LLC holds 4,117 positions in their 13F portfolio.

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

AAPL at 3.4% of portfolio, worth $428.9M.

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

$12.8B as of Q2 2025, tracked across 4,117 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 2025?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q2 2025 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 2025

Top Holdings4,117 positions

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Activity:

				Price Trend
AAPL Apple Inc	2.1M	$428.9M	3.4%	—	$88.10	+131.76%	26 qtrssince 2019-Q1	Decreased 0
MSFT Microsoft Corp	788,582	$392.2M	3.1%	—	$228.38	+115.67%	26 qtrssince 2019-Q1	Decreased 0
NVDA NVIDIA Corp	2.5M	$392.2M	3.1%	—	$39.29	+301.11%	26 qtrssince 2019-Q1	Increased 58
IVV ETF iShares Core S&P 500 ETF	426,028	$264.5M	2.1%	—	$376.76	+62.39%	26 qtrssince 2019-Q1	Increased 56
AMZN Amazon.com Inc	1.2M	$261.9M	2.0%	—	$130.35	+68.31%	26 qtrssince 2019-Q1	Decreased 0
VOO ETF VANGUARD S&P500 INDEX ETF	435,708	$247.5M	1.9%	—	$392.00	+42.85%	26 qtrssince 2019-Q1	Increased 50
JPM JPMorgan Chase & Co	685,921	$198.9M	1.6%	—	$137.71	+105.58%	26 qtrssince 2019-Q1	Increased 50
META Facebook Inc	250,166	$184.6M	1.4%	—	$433.60	+69.53%	26 qtrssince 2019-Q1	Increased 51
SPY Unit SPDR S&P 500 ETF Trust	292,193	$180.5M	1.4%	—	$421.14	+44.74%	26 qtrssince 2019-Q1	Increased 57
GOOGL Alphabet Inc	984,065	$173.4M	1.4%	—	$97.18	+80.70%	26 qtrssince 2019-Q1	Increased 48
AVGO Broadcom Inc	620,867	$171.1M	1.3%	—	$89.72	+204.46%	26 qtrssince 2019-Q1	Increased 48
QQQ Unit Invesco QQQ Trust Series 1	284,430	$156.9M	1.2%	—	$325.34	+68.57%	25 qtrssince 2019-Q2	Increased 49
AGG ETF iShares Core U.S. Aggregate Bond ETF	1.2M	$122.8M	1.0%	—	$89.05	+5.62%	26 qtrssince 2019-Q1	Increased 46
IWF ETF iShares Russell 1000 Growth ETF	235,596	$100M	0.8%	—	$45.51	+132.19%	26 qtrssince 2019-Q1	Increased 43
V Visa Inc	279,219	$99.1M	0.8%	—	$215.12	+63.45%	26 qtrssince 2019-Q1	Increased 44
VUG ETF VANGUARD INDEX FDS	222,838	$97.7M	0.8%	—	$40.36	+80.09%	26 qtrssince 2019-Q1	Increased 43
HD Home Depot Inc/The	262,264	$96.2M	0.8%	—	$255.77	+38.61%	26 qtrssince 2019-Q1	Increased 45
WMT Wal-Mart Stores Inc	977,594	$95.6M	0.7%	—	$48.66	+98.82%	26 qtrssince 2019-Q1	Increased 43
BRK/B Berkshire Hathaway Inc	181,069	$88M	0.7%	—	$308.61	+57.40%	26 qtrssince 2019-Q1	Increased 42
DGRW ETF WISDOMTREE TR	1M	$87.5M	0.7%	—	$73.22	+12.50%	26 qtrssince 2019-Q1	Decreased 0