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

As of Q4 2022, Steward Partners Investment Advisory, LLC holds 3,352 positions in their 13F portfolio.

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

AAPL at 4.1% of portfolio, worth $240.7M.

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

$5.9B as of Q4 2022, tracked across 3,352 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 2022?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q4 2022 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 2022

Top Holdings3,352 positions

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Activity:

				Price Trend
AAPL Apple Inc.	1.9M	$240.7M	4.1%	—	$67.67	+88.63%	16 qtrssince 2019-Q1	Decreased 0
MSFT Microsoft Corp.	548,541	$131.6M	2.2%	—	$153.36	+51.77%	16 qtrssince 2019-Q1	Decreased 0
IVV ETF iShares Trust CORE S&P500 ETF	286,603	$110.1M	1.9%	—	$297.18	+22.92%	16 qtrssince 2019-Q1	Increased 53
VOO ETF Vanguard Index Funds S&P 500 ETF SHS	227,011	$79.8M	1.4%	—	$286.25	+16.77%	16 qtrssince 2019-Q1	Decreased 0
AMZN Amazon.com, Inc.	870,995	$73.2M	1.2%	—	$117.27	-28.37%	16 qtrssince 2019-Q1	Decreased 0
GOOGL Alphabet Inc.	773,597	$68.3M	1.2%	—	$80.14	+9.06%	16 qtrssince 2019-Q1	Decreased 0
UNH UnitedHealth Group Inc.	123,615	$65.5M	1.1%	—	$279.68	+75.98%	16 qtrssince 2019-Q1	Increased 48
XOM EXXON MOBIL CORP	589,106	$65M	1.1%	—	$53.80	+81.30%	16 qtrssince 2019-Q1	Decreased 0
IJR ETF ISHARES CORE S&P SMALL CAP ETF	684,220	$64.8M	1.1%	—	$79.69	+12.04%	16 qtrssince 2019-Q1	Decreased 0
HD Home Depot Inc.	196,044	$61.9M	1.1%	—	$202.39	+41.53%	16 qtrssince 2019-Q1	Increased 47
JPM JPMorgan Chase & Co.	459,138	$61.6M	1.0%	—	$99.95	+22.86%	16 qtrssince 2019-Q1	Increased 51
JNJ Johnson & Johnson	339,691	$60M	1.0%	—	$128.97	+23.05%	16 qtrssince 2019-Q1	Increased 49
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	150,410	$57.5M	1.0%	—	$309.55	+17.84%	16 qtrssince 2019-Q1	Decreased 0
GIS GENERAL MLS INC	672,474	$56.4M	1.0%	—	$43.43	+64.86%	16 qtrssince 2019-Q1	Increased 45
IWF ETF iShares Trust RUS 1000 GRW ETF	245,032	$52.5M	0.9%	—	$39.28	+33.75%	16 qtrssince 2019-Q1	Increased 43
USMV ETF ISHARES MSCI USA MIN VOL FACTOR ETF	709,261	$51.1M	0.9%	—	$55.65	+21.79%	16 qtrssince 2019-Q1	Decreased 0
VTV ETF VANGUARD INDEX FDS	338,139	$47.5M	0.8%	—	$111.88	+15.10%	16 qtrssince 2019-Q1	Increased 47
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	173,474	$46.2M	0.8%	—	$258.67	+0.78%	15 qtrssince 2019-Q2	Increased 47
MRK Merck & Co., Inc	375,664	$41.7M	0.7%	—	$66.87	+48.36%	16 qtrssince 2019-Q1	Increased 42
IJH ETF ISHARES CORE S&P MID-CAP ETF	171,562	$41.5M	0.7%	—	$40.16	+14.45%	16 qtrssince 2019-Q1	Increased 43