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

As of Q3 2021, Steward Partners Investment Advisory, LLC holds 3,212 positions in their 13F portfolio.

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

AAPL at 4.4% of portfolio, worth $257.8M.

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

$5.8B as of Q3 2021, tracked across 3,212 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 Q3 2021?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q3 2021 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 Q3 2021

SEC EDGAR SourceSEC Filings

Top Holdings3,212 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	1.8M	$257.8M	4.4%	—	$110.33	+25.10%	11 qtrssince 2019-Q1	Increased 58
MSFT MICROSOFT CORP	531,701	$149.9M	2.6%	—	$183.88	+49.17%	11 qtrssince 2019-Q1	Increased 54
AMZN AMAZON.COM INC	43,018	$141.3M	2.4%	—	$132.24	+24.82%	11 qtrssince 2019-Q1	Increased 56
GOOGL ALPHABET INC-CL A	34,802	$93M	1.6%	—	$85.09	+56.71%	11 qtrssince 2019-Q1	Increased 49
IVV ETF ISHARES CORE S&P 500 ETF	201,568	$86.8M	1.5%	—	$318.23	+28.93%	11 qtrssince 2019-Q1	Increased 48
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	735,163	$80.3M	1.4%	—	$88.46	+17.03%	11 qtrssince 2019-Q1	Increased 48
IWF ETF ISHARES TR RUSSELL 1000 GROWTH INDEX FUND	232,263	$63.6M	1.1%	—	$48.39	+37.68%	11 qtrssince 2019-Q1	Increased 46
HD HOME DEPOT INC	192,922	$63.3M	1.1%	—	$232.01	+30.72%	11 qtrssince 2019-Q1	Increased 48
VOO ETF VANGUARD S&P 500 ETF	160,265	$63.2M	1.1%	—	$297.00	+26.47%	11 qtrssince 2019-Q1	Increased 47
JPM JPMORGAN CHASE & CO	378,971	$62M	1.1%	—	$116.46	+26.95%	11 qtrssince 2019-Q1	Increased 50
SPY Unit STATE STREET SPDR S&P 500 ETF TRUST CL USD INC	131,875	$56.6M	1.0%	—	$332.43	+23.19%	11 qtrssince 2019-Q1	Decreased 0
IJH ETF ISHARES CORE S&P MIDCAP ETF	213,581	$56.2M	1.0%	—	$44.17	+13.57%	11 qtrssince 2019-Q1	Decreased 0
USMV ETF ISHARES EDGE MSCI MIN VOL US	671,184	$49.3M	0.8%	—	$59.02	+17.21%	11 qtrssince 2019-Q1	Increased 44
META META PLATFORMS INC-CLASS A	141,797	$48.1M	0.8%	—	$244.15	+38.13%	11 qtrssince 2019-Q1	Increased 45
JNJ JOHNSON & JOHNSON	293,772	$47.4M	0.8%	—	$134.17	+8.03%	11 qtrssince 2019-Q1	Increased 42
NVDA NVIDIA CORP	212,593	$44M	0.8%	—	$18.12	+12.96%	11 qtrssince 2019-Q1	Increased 66
GIS GENERAL MILLS INC	706,453	$42.3M	0.7%	—	$46.08	+12.24%	11 qtrssince 2019-Q1	Increased 41
DGRO ETF ISHARES CORE DIVIDEND GROWTH	837,723	$42.1M	0.7%	—	$39.02	+18.24%	11 qtrssince 2019-Q1	Increased 42
QQQ Unit INVESCO QQQ TRUST SERIES 1 CL USD INC	115,699	$41.4M	0.7%	—	$271.54	+28.85%	10 qtrssince 2019-Q2	Increased 47
UNH UNITEDHEALTH GROUP INC	104,346	$40.8M	0.7%	—	$298.56	+24.95%	11 qtrssince 2019-Q1	Increased 44