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

As of Q4 2021, Steward Partners Investment Advisory, LLC holds 3,259 positions in their 13F portfolio.

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

AAPL at 5.0% of portfolio, worth $330.6M.

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

$6.6B as of Q4 2021, tracked across 3,259 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 Q4 2021?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q4 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 Q4 2021

Top Holdings3,259 positions

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Activity:

				Price Trend
AAPL Apple Inc	1.9M	$330.6M	5.0%	—	$65.90	+163.19%	12 qtrssince 2019-Q1	Increased 61
MSFT Microsoft Corp	561,347	$188.8M	2.9%	—	$152.37	+112.22%	12 qtrssince 2019-Q1	Increased 55
AMZN Amazon.com Inc	45,662	$152.3M	2.3%	—	$114.65	+45.41%	12 qtrssince 2019-Q1	Increased 55
GOOGL Alphabet Inc	38,354	$111.1M	1.7%	—	$74.67	+92.17%	12 qtrssince 2019-Q1	Increased 52
IVV ETF iShares Core S&P 500 ETF	215,971	$103M	1.6%	—	$275.42	+62.07%	12 qtrssince 2019-Q1	Increased 51
IJR ETF ISHARES CORE S&P SMALL-CAP ETF	776,948	$89M	1.4%	—	$77.84	+36.88%	12 qtrssince 2019-Q1	Increased 50
HD Home Depot Inc/The	207,071	$85.9M	1.3%	—	$199.99	+83.57%	12 qtrssince 2019-Q1	Increased 50
VOO ETF VANGUARD S&P500 INDEX ETF	164,777	$71.9M	1.1%	—	$256.97	+58.96%	12 qtrssince 2019-Q1	Increased 48
IWF ETF iShares Russell 1000 Growth ETF	233,156	$71.3M	1.1%	—	$37.94	+95.92%	12 qtrssince 2019-Q1	Increased 47
NVDA NVIDIA Corp	221,762	$65.2M	1.0%	—	$10.26	+185.57%	12 qtrssince 2019-Q1	Increased 43
SPY Unit SPDR S&P 500 ETF Trust	136,848	$65M	1.0%	—	$299.40	+48.90%	12 qtrssince 2019-Q1	Increased 43
JPM JPMorgan Chase & Co	407,729	$64.6M	1.0%	—	$97.97	+43.49%	12 qtrssince 2019-Q1	Increased 45
IJH ETF ISHARES CORE S&P MID-CAP ETF	217,194	$61.5M	0.9%	—	$39.77	+33.03%	12 qtrssince 2019-Q1	Increased 42
UNH UnitedHealth Group Inc	113,373	$56.9M	0.9%	—	$261.91	+75.73%	12 qtrssince 2019-Q1	Increased 45
USMV ETF ISHARES TR	659,998	$53.4M	0.8%	—	$54.29	+37.85%	12 qtrssince 2019-Q1	Decreased 0
META Facebook Inc	157,859	$53.1M	0.8%	—	$212.10	+57.08%	12 qtrssince 2019-Q1	Increased 46
QQQ Unit Invesco QQQ Trust Series 1	131,166	$52.2M	0.8%	—	$250.23	+54.51%	11 qtrssince 2019-Q2	Increased 47
DGRO ETF ISHARES TR	875,209	$48.6M	0.7%	—	$34.92	+42.84%	12 qtrssince 2019-Q1	Increased 43
GIS General Mills Inc	702,996	$47.4M	0.7%	—	$39.10	+42.96%	12 qtrssince 2019-Q1	Decreased 0
JNJ Johnson & Johnson	263,355	$45.1M	0.7%	—	$122.44	+22.31%	12 qtrssince 2019-Q1	Decreased 0