Steward Partners Investment Advisory, LLC
CIK
1723397
City
STAMFORD
State / Country
CT
Top Portfolio Positions
2,616 positions ·
$10,575,800,164 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTX
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $174,220 | 26,397 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $155,701 | 23,627 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $320,829 | 47,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $646,132 | 88,029 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $550,110 | 87,877 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $637,503 | 85,686 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $622,429 | 82,441 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $553,919 | 76,614 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $546,120 | 67,091 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $480,268 | 65,521 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $434,415 | 62,416 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $424,300 | 54,051 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $434,029 | 54,051 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $368,087 | 54,051 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $68,461 | 9,417 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $262,345 | 33,041 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $32,712 | 2,872 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $139,918 | 9,623 | Shares | Sole | 2022-02-08 | |
| 2021-03-31 | $2,030 | 100 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||