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
Holdings in DFP
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,203 | 2,900 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $58,212 | 2,800 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $60,786 | 2,809 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $57,484 | 2,800 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $56,672 | 2,800 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $55,832 | 2,800 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $38,700 | 1,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,560 | 1,800 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $34,506 | 1,800 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,950 | 1,800 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $30,186 | 1,800 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $54,106 | 3,106 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $204,790 | 11,277 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $183,283 | 9,796 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $181,031 | 9,533 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $287,987 | 13,401 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $322,817 | 12,397 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $283,522 | 10,206 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $261,619 | 9,084 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $205,604 | 7,022 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $955,888 | 31,736 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $179,009 | 6,160 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $201,828 | 7,393 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $142,573 | 5,860 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $67,689 | 3,346 | Shares | Sole | 2020-04-29 | |
| No quarters match your search. | ||||||