Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,749 positions
APPLE INC | 2.1M | $499.4M | 4.6% | $85.93 | +168.91% | 23 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 769,594 | $331.2M | 3.1% | $223.93 | +89.17% | 23 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORPORATION | 2.4M | $286.5M | 2.6% | $34.14 | +254.72% | 23 qtrssince 2019-Q1 | Increased 56 |
VANGUARD INDEX FDS | 416,352 | $219.7M | 2.0% | $372.46 | +38.31% | 23 qtrssince 2019-Q1 | Increased 60 |
AMAZON COM INC | 1.2M | $218.5M | 2.0% | $128.73 | +44.75% | 23 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 342,473 | $197.5M | 1.8% | $327.83 | +71.69% | 23 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 999,005 | $165.7M | 1.5% | $94.97 | +73.42% | 23 qtrssince 2019-Q1 | Increased 50 |
INVESCO QQQ TR | 277,585 | $135.5M | 1.3% | $319.77 | +51.10% | 22 qtrssince 2019-Q2 | Increased 50 |
JPMORGAN CHASE & CO | 616,824 | $130.1M | 1.2% | $125.29 | +61.51% | 23 qtrssince 2019-Q1 | Increased 52 |
SPDR S&P 500 ETF TR | 219,751 | $126.1M | 1.2% | $363.05 | +54.48% | 23 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 1M | $101.5M | 0.9% | $88.22 | +5.76% | 23 qtrssince 2019-Q1 | Increased 47 |
BROADCOM INC | 574,435 | $99.1M | 0.9% | $79.30 | +113.84% | 23 qtrssince 2019-Q1 | Increased 68 |
ISHARES TR | 1.5M | $95.7M | 0.9% | $44.36 | +36.89% | 23 qtrssince 2019-Q1 | Increased 44 |
META PLATFORMS INC | 155,941 | $89.3M | 0.8% | $335.50 | +69.51% | 23 qtrssince 2019-Q1 | Increased 46 |
WISDOMTREE TR | 1M | $87.1M | 0.8% | $72.97 | +10.85% | 23 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 184,389 | $84.9M | 0.8% | $306.98 | +49.93% | 23 qtrssince 2019-Q1 | Increased 49 |
HOME DEPOT INC | 201,456 | $81.6M | 0.8% | $226.04 | +70.29% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 210,553 | $80.8M | 0.7% | $38.93 | +62.87% | 23 qtrssince 2019-Q1 | Increased 43 |
WALMART INC | 995,892 | $80.4M | 0.7% | $46.31 | +71.24% | 23 qtrssince 2019-Q1 | Increased 45 |
EXXON MOBIL CORP | 679,451 | $79.6M | 0.7% | $69.76 | +57.59% | 23 qtrssince 2019-Q1 | Increased 43 |
Steward Partners Investment Advisory, LLC manages $10.8B across 3749 positions as of Q3 2024. Top holdings: AAPL (4.6%), MSFT (3.1%), NVDA (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 310 new positions, 170 exits, 1572 increased. Top move: AVGO (INCREASED, conviction 68). Portfolio: $10.8B across 3749 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR