Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,968 positions
Apple Inc. | 2.2M | $544M | 4.8% | $88.10 | +182.19% | 24 qtrssince 2019-Q1 | Increased 58 |
Microsoft Corp. | 784,164 | $330.5M | 2.9% | $227.50 | +82.76% | 24 qtrssince 2019-Q1 | Increased 54 |
NVIDIA Corp. | 2.4M | $321.5M | 2.9% | $35.60 | +276.27% | 24 qtrssince 2019-Q1 | Increased 54 |
Amazon.com, Inc. | 1.2M | $258.6M | 2.3% | $129.20 | +69.81% | 24 qtrssince 2019-Q1 | Increased 53 |
Vanguard Index Funds S&P 500 ETF SHS | 459,751 | $247.7M | 2.2% | $387.11 | +36.31% | 24 qtrssince 2019-Q1 | Increased 58 |
iShares Trust CORE S&P500 ETF | 365,113 | $214.9M | 1.9% | $343.25 | +67.94% | 24 qtrssince 2019-Q1 | Increased 52 |
Alphabet Inc. | 1M | $192.9M | 1.7% | $96.80 | +94.42% | 24 qtrssince 2019-Q1 | Increased 49 |
JPMorgan Chase & Co. | 636,912 | $152.7M | 1.4% | $128.64 | +79.93% | 24 qtrssince 2019-Q1 | Increased 49 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 279,334 | $142.8M | 1.3% | $320.94 | +57.95% | 23 qtrssince 2019-Q2 | Increased 48 |
Broadcom Inc | 608,038 | $141M | 1.3% | $87.54 | +161.03% | 24 qtrssince 2019-Q1 | Increased 51 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 235,297 | $137.9M | 1.2% | $377.04 | +52.45% | 24 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 1.1M | $104M | 0.9% | $88.36 | +2.30% | 24 qtrssince 2019-Q1 | Increased 45 |
ISHARES CORE S&P MID-CAP ETF | 1.6M | $99.4M | 0.9% | $44.99 | +35.48% | 24 qtrssince 2019-Q1 | Increased 44 |
Meta Platforms Inc | 165,033 | $96.6M | 0.9% | $349.09 | +66.77% | 24 qtrssince 2019-Q1 | Increased 45 |
Walmart Inc | 1M | $92.4M | 0.8% | $47.41 | +87.56% | 24 qtrssince 2019-Q1 | Increased 43 |
iShares Trust RUS 1000 GRW ETF | 218,169 | $87.6M | 0.8% | $41.74 | +138.93% | 24 qtrssince 2019-Q1 | Increased 44 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 211,809 | $86.9M | 0.8% | $39.11 | +73.58% | 24 qtrssince 2019-Q1 | Increased 42 |
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 1.1M | $86.2M | 0.8% | $73.07 | +8.15% | 24 qtrssince 2019-Q1 | Increased 43 |
Visa Inc | 271,272 | $85.7M | 0.8% | $210.59 | +48.12% | 24 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 185,137 | $83.9M | 0.7% | $307.57 | +47.38% | 24 qtrssince 2019-Q1 | Increased 42 |
Steward Partners Investment Advisory, LLC manages $11.3B across 3968 positions as of Q4 2024. Top holdings: AAPL (4.8%), MSFT (2.9%), NVDA (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 444 new positions, 225 exits, 1616 increased. Top move: AAPL (INCREASED, conviction 58). Portfolio: $11.3B across 3968 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