Steward Partners Investment Advisory, LLC

CIK
1723397
City
STAMFORD
State / Country
CT

Top Portfolio Positions

2,602 positions · $10,483,059,351 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
3,803,431 $663,318,366 6.33%
AAPL
Apple Inc.
Technology
2,457,406 $623,665,068 5.95%
GOOGL
Alphabet Inc.
Communication Services
1,565,836 $450,271,800 4.30%
AMZN
Amazon Com Inc
Consumer Cyclical
2,005,807 $417,749,423 3.98%
MSFT
Microsoft Corp
Technology
1,067,474 $395,146,850 3.77%
META
Meta Platforms, Inc.
Communication Services
672,555 $384,788,892 3.67%
JPM
Jpmorgan Chase & Co
Financial Services
996,961 $293,266,047 2.80%
GLD
Spdr Gold Trust
625,273 $269,048,719 2.57%
AVGO
Broadcom Inc.
Technology
729,521 $225,794,044 2.15%
SPY
Spdr S&P 500 ETF Trust
330,317 $214,818,357 2.05%

Portfolio Trend

36 quarters · across all stocks

Holdings in BKT

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Shares Held

Position Value (USD)

14 of 14 shown
Report Date Value (USD) Shares
2026-03-31 $547,282 51,777
2025-12-31 $744,758 67,460
2025-09-30 $673,039 59,879
2025-06-30 $230,793 19,642
2025-03-31 $141,986 11,982
2024-12-31 $218,833 18,996
2024-09-30 $249,942 20,108
2024-06-30 $248,466 20,827
2024-03-31 $259,265 21,787
2023-12-31 $261,687 21,485
2023-09-30 $270,343 23,756
2023-06-30 $215,628 17,718
2023-03-31 $1,261,732 100,217
2022-12-31 $1,129,245 91,511