Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings2,935 positions
Apple Inc | 1.8M | $234.7M | 5.1% | $49.43 | +160.59% | 8 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 37,254 | $121.3M | 2.6% | $94.10 | +73.06% | 8 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 483,588 | $107.6M | 2.3% | $126.69 | +67.39% | 8 qtrssince 2019-Q1 | Increased 54 |
iShares Core S&P 500 ETF | 204,171 | $76.6M | 1.7% | $260.44 | +33.11% | 8 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P SMALL-CAP ETF | 650,503 | $59.8M | 1.3% | $72.96 | +15.37% | 8 qtrssince 2019-Q1 | Increased 65 |
Alphabet Inc | 32,532 | $57M | 1.2% | $60.92 | +42.49% | 8 qtrssince 2019-Q1 | Increased 48 |
iShares Russell 1000 Growth ETF | 229,542 | $55.4M | 1.2% | $36.31 | +60.61% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 810,782 | $55M | 1.2% | $53.45 | +15.85% | 8 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P500 INDEX ETF | 154,244 | $53M | 1.1% | $240.17 | +32.06% | 8 qtrssince 2019-Q1 | Increased 48 |
SPDR S&P 500 ETF Trust | 136,963 | $51.2M | 1.1% | $268.01 | +29.21% | 8 qtrssince 2019-Q1 | Increased 50 |
Home Depot Inc/The | 173,864 | $46.2M | 1.0% | $174.41 | +31.97% | 8 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P MID-CAP ETF | 196,806 | $45.2M | 1.0% | $38.31 | +10.73% | 8 qtrssince 2019-Q1 | Increased 66 |
General Mills Inc | 705,634 | $41.5M | 0.9% | $39.03 | +20.81% | 8 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 256,600 | $40.4M | 0.9% | $117.68 | +14.20% | 8 qtrssince 2019-Q1 | Increased 47 |
JPMorgan Chase & Co | 299,402 | $38M | 0.8% | $83.23 | +32.21% | 8 qtrssince 2019-Q1 | Increased 41 |
ISHARES TR | 820,165 | $36.8M | 0.8% | $33.93 | +16.08% | 8 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM Inc | 231,791 | $35.3M | 0.8% | $81.69 | +64.87% | 8 qtrssince 2019-Q1 | Increased 49 |
Facebook Inc | 126,858 | $34.7M | 0.8% | $173.20 | +56.21% | 8 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 93,145 | $32.7M | 0.7% | $226.79 | +39.77% | 8 qtrssince 2019-Q1 | Increased 43 |
iShares Core U.S. Aggregate Bond ETF | 274,973 | $32.5M | 0.7% | $90.01 | +9.82% | 8 qtrssince 2019-Q1 | Increased 43 |
Steward Partners Investment Advisory, LLC manages $4.6B across 2935 positions as of Q4 2020. Top holdings: AAPL (5.1%), AMZN (2.6%), MSFT (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 310 new positions, 171 exits, 1114 increased. Top move: IJH (INCREASED, conviction 66). Portfolio: $4.6B across 2935 positions.
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Portfolio allocation by GICS sector
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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