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 CPZ
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,570 | 1,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $32,895 | 2,250 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $58,984 | 3,650 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $59,239 | 3,650 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $37,344 | 2,400 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,592 | 2,400 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $37,651 | 2,400 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||