Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings2,735 positions
APPLE INC | 409,668 | $120.3M | 3.6% | $45.51 | +55.26% | 4 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 402,179 | $63.4M | 1.9% | $111.88 | +32.99% | 4 qtrssince 2019-Q1 | Increased 47 |
AMAZON COM INC | 33,711 | $62.3M | 1.8% | $88.73 | +4.12% | 4 qtrssince 2019-Q1 | Decreased 0 |
PACER FDS TR | 1.8M | $59.5M | 1.8% | $28.12 | +11.80% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 183,549 | $59.3M | 1.8% | $259.79 | +12.71% | 4 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 289,678 | $51M | 1.5% | $36.31 | +16.17% | 4 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 754,150 | $49.5M | 1.5% | $53.36 | +9.87% | 4 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 673,171 | $43.9M | 1.3% | $50.50 | +7.11% | 4 qtrssince 2019-Q1 | Increased 60 |
SPDR S&P 500 ETF TR | 136,052 | $43.8M | 1.3% | $256.69 | +14.01% | 4 qtrssince 2019-Q1 | Increased 50 |
GENERAL MLS INC | 708,345 | $37.9M | 1.1% | $39.01 | +6.41% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 260,361 | $35.5M | 1.0% | $106.85 | +11.86% | 4 qtrssince 2019-Q1 | Increased 47 |
VANGUARD INDEX FDS | 117,062 | $34.6M | 1.0% | $235.12 | +14.00% | 4 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 116,752 | $34.3M | 1.0% | $215.77 | +21.15% | 4 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO. | 227,601 | $31.7M | 0.9% | $83.88 | +38.87% | 4 qtrssince 2019-Q1 | Increased 41 |
ALPHABET INC | 23,564 | $31.6M | 0.9% | $59.04 | +12.36% | 4 qtrssince 2019-Q1 | Increased 43 |
HOME DEPOT INC | 143,020 | $31.2M | 0.9% | $160.93 | +14.88% | 4 qtrssince 2019-Q1 | Increased 41 |
PROCTER AND GAMBLE CO | 237,244 | $29.6M | 0.9% | $86.53 | +21.59% | 4 qtrssince 2019-Q1 | Increased 41 |
ISHARES TR | 338,486 | $28.4M | 0.8% | $69.03 | +9.57% | 4 qtrssince 2019-Q1 | Increased 41 |
SUN CMNTYS INC | 184,278 | $27.7M | 0.8% | $120.91 | 0.00% | 3 qtrssince 2019-Q2 | Increased 65 |
ISHARES TR | 279,810 | $27.4M | 0.8% | $14.47 | +5.89% | 4 qtrssince 2019-Q1 | Increased 51 |
Steward Partners Investment Advisory, LLC manages $3.4B across 2735 positions as of Q4 2019. Top holdings: AAPL (3.6%), MSFT (1.9%), AMZN (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 116 new positions, 170 exits, 915 increased. Top move: SUI (INCREASED, conviction 65). Portfolio: $3.4B across 2735 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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