Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,491 positions
APPLE INC | 2M | $376.9M | 5.1% | $73.52 | +158.73% | 20 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 605,800 | $227.8M | 3.1% | $170.73 | +115.65% | 20 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 360,590 | $172.2M | 2.3% | $322.25 | +43.18% | 20 qtrssince 2019-Q1 | Increased 54 |
AMAZON COM INC | 968,253 | $147.1M | 2.0% | $116.78 | +30.11% | 20 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC | 858,015 | $119.9M | 1.6% | $84.52 | +63.71% | 20 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 270,706 | $118.2M | 1.6% | $309.77 | +36.31% | 20 qtrssince 2019-Q1 | Increased 55 |
NVIDIA CORPORATION | 210,905 | $104.4M | 1.4% | $25.45 | +94.04% | 20 qtrssince 2019-Q1 | Increased 52 |
INVESCO QQQ TR | 248,015 | $101.6M | 1.4% | $302.99 | +33.23% | 19 qtrssince 2019-Q2 | Increased 60 |
SPDR S&P 500 ETF TR | 198,275 | $94.2M | 1.3% | $337.63 | +36.32% | 20 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO. | 473,254 | $80.5M | 1.1% | $102.58 | +56.38% | 20 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 284,760 | $78.9M | 1.1% | $43.22 | +23.80% | 20 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 140,005 | $73.7M | 1.0% | $303.98 | +63.20% | 20 qtrssince 2019-Q1 | Increased 43 |
ISHARES TR | 222,229 | $67.4M | 0.9% | $39.28 | +90.71% | 20 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 184,518 | $63.9M | 0.9% | $205.97 | +56.83% | 20 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 227,497 | $56.5M | 0.8% | $237.01 | +4.84% | 20 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 520,782 | $56.4M | 0.8% | $80.61 | +28.56% | 20 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 181,070 | $56.3M | 0.8% | $35.65 | +43.50% | 20 qtrssince 2019-Q1 | Increased 43 |
COSTCO WHSL CORP NEW | 75,989 | $50.2M | 0.7% | $452.23 | +43.73% | 20 qtrssince 2019-Q1 | Increased 49 |
EXXON MOBIL CORP | 490,243 | $49M | 0.7% | $55.19 | +65.65% | 20 qtrssince 2019-Q1 | Increased 42 |
VISA INC | 188,003 | $48.9M | 0.7% | $180.56 | +41.24% | 20 qtrssince 2019-Q1 | Increased 42 |
Steward Partners Investment Advisory, LLC manages $7.4B across 3491 positions as of Q4 2023. Top holdings: AAPL (5.1%), MSFT (3.1%), IVV (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 275 new positions, 162 exits, 1166 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $7.4B across 3491 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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