Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings4,261 positions
NVIDIA CORPORATION | 3.1M | $580.8M | 3.3% | $69.03 | +169.64% | 27 qtrssince 2019-Q1 | Increased 71 |
APPLE INC | 2.2M | $560M | 3.2% | $96.32 | +163.40% | 27 qtrssince 2019-Q1 | Increased 61 |
META PLATFORMS INC | 621,450 | $456.4M | 2.6% | $611.82 | +19.63% | 27 qtrssince 2019-Q1 | Increased 86 |
MICROSOFT CORP | 821,041 | $425.3M | 2.4% | $239.66 | +114.36% | 27 qtrssince 2019-Q1 | Increased 56 |
ISHARES TR | 619,601 | $414.7M | 2.4% | $465.71 | +42.04% | 27 qtrssince 2019-Q1 | Increased 73 |
AMAZON COM INC | 1.7M | $377.3M | 2.2% | $157.59 | +39.33% | 27 qtrssince 2019-Q1 | Increased 72 |
ISHARES TR | 3.7M | $367.8M | 2.1% | $93.65 | +2.50% | 27 qtrssince 2019-Q1 | Increased 86 |
ALPHABET INC | 1.5M | $354.7M | 2.0% | $144.48 | +67.82% | 27 qtrssince 2019-Q1 | Increased 73 |
JPMORGAN CHASE & CO | 930,339 | $293.5M | 1.7% | $182.85 | +69.27% | 27 qtrssince 2019-Q1 | Increased 63 |
VANGUARD INDEX FDS | 468,586 | $287M | 1.6% | $406.98 | +48.76% | 27 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 2.8M | $247.9M | 1.4% | $77.36 | +8.94% | 27 qtrssince 2019-Q1 | Increased 78 |
SPDR GOLD TR | 623,594 | $221.7M | 1.3% | $310.16 | +14.61% | 27 qtrssince 2019-Q1 | Increased 78 |
SPDR S&P 500 ETF TR | 313,636 | $208.9M | 1.2% | $437.41 | +50.68% | 27 qtrssince 2019-Q1 | Increased 52 |
ISHARES TR | 2.9M | $189.6M | 1.1% | $56.51 | +14.02% | 27 qtrssince 2019-Q1 | Increased 78 |
ISHARES TR | 1.6M | $188.7M | 1.1% | $103.81 | +15.85% | 27 qtrssince 2019-Q1 | Increased 78 |
INVESCO QQQ TR | 307,601 | $184.7M | 1.1% | $345.84 | +72.78% | 26 qtrssince 2019-Q2 | Increased 52 |
ISHARES TR | 1.5M | $182.1M | 1.0% | $103.62 | +13.22% | 27 qtrssince 2019-Q1 | Increased 77 |
BROADCOM INC | 539,876 | $178.1M | 1.0% | $89.72 | +265.01% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 345,275 | $161.7M | 0.9% | $68.11 | +71.30% | 27 qtrssince 2019-Q1 | Increased 58 |
VISA INC | 447,452 | $152.8M | 0.9% | $261.57 | +29.48% | 27 qtrssince 2019-Q1 | Increased 61 |
Steward Partners Investment Advisory, LLC manages $17.4B across 4261 positions as of Q3 2025. Top holdings: NVDA (3.3%), AAPL (3.2%), META (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 328 new positions, 184 exits, 1799 increased. Top move: META (INCREASED, conviction 86). Portfolio: $17.4B across 4261 positions.
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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