Steward Partners Investment Advisory, LLC

CIK

1723397

City

STAMFORD

State / Country

Stock

Top Portfolio Positions

2,616 positions · $10,575,800,164 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	3,803,431	$663,318,366	6.27%
AAPL	Apple Inc. Technology	2,457,406	$623,665,068	5.90%
GOOGL	Alphabet Inc. Communication Services	1,565,836	$450,271,800	4.26%
AMZN	Amazon Com Inc Consumer Cyclical	2,005,807	$417,749,423	3.95%
MSFT	Microsoft Corp Technology	1,067,474	$395,146,850	3.74%
META	Meta Platforms, Inc. Communication Services	672,555	$384,788,892	3.64%
JPM	Jpmorgan Chase & Co Financial Services	996,961	$293,266,047	2.77%
GLD	Spdr Gold Trust	625,273	$269,048,719	2.54%
AVGO	Broadcom Inc. Technology	729,521	$225,794,044	2.14%
SPY	Spdr S&P 500 ETF Trust	330,317	$214,818,357	2.03%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,138,700	50,163	-52.5%	Shares	Sole	2026-05-08
2025-12-31	$2,411,640	105,681	-1.4%	Shares	Sole	2026-02-12
2025-09-30	$2,406,162	107,131	-3.8%	Shares	Sole	2025-11-12
2025-06-30	$2,438,524	111,399	-2.8%	Shares	Sole	2025-08-12
2025-03-31	$2,434,253	114,661	-11.6%	Shares	Sole	2025-05-13
2024-12-31	$2,669,555	129,653	-6.3%	Shares	Sole	2025-02-06
2024-09-30	$2,990,024	138,299	+2.1%	Shares	Sole	2024-11-14
2024-06-30	$2,813,234	135,447	-3.2%	Shares	Sole	2024-08-08
2024-03-31	$2,948,294	139,995	-10.5%	Shares	Sole	2024-05-15
2023-12-31	$3,252,184	156,355	+18.8%	Shares	Sole	2024-02-12
2023-09-30	$2,555,326	131,650	+1.3%	Shares	Sole	2023-11-13
2023-06-30	$2,701,607	130,010	+1.1%	Shares	Sole	2023-08-14
2023-03-31	$2,793,713	128,624	-5.9%	Shares	Sole	2023-05-15
2022-12-31	$2,908,873	136,631	-17.7%	Shares	Sole	2023-02-15
2022-09-30	$3,408,679	166,115	+9.8%	Shares	Sole	2022-11-10
2022-06-30	$3,351,339	151,302	+83.6%	Shares	Sole	2022-08-04
2022-03-31	$1,947,608	82,421	+15.3%	Shares	Sole	2022-05-02
2021-12-31	$1,854,280	71,511	-3.7%	Shares	Sole	2022-02-08
2021-09-30	$1,894,757	74,246	+2.1%	Shares	Sole	2021-11-12
2021-06-30	$1,908,127	72,746	-18.4%	Shares	Sole	2021-08-13
2021-03-31	$2,266,622	89,202	+14.0%	Shares	Sole	2021-05-17
2020-12-31	$2,008,689	78,220	-5.9%	Shares	Sole	2021-02-11
2020-09-30	$2,076,818	83,106	+2.1%	Shares	Sole	2020-10-30
2020-06-30	$1,933,351	81,370	+31.0%	Shares	Sole	2020-08-06
2020-03-31	$1,408,609	62,108	—	Shares	Sole	2020-04-29
No 13F history on record for this holder in this stock.