Steward Partners Investment Advisory, LLC
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
Holdings in BRW
Shares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,592 | 533 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,736 | 533 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,108 | 400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,224 | 400 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,104 | 400 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,048 | 400 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,036 | 400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,816 | 400 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,360 | 1,284 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,084 | 400 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,072 | 400 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,080 | 400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,260 | 400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,044 | 400 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,164 | 400 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,212 | 400 | Shares | Sole | 2022-08-04 | |
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