Steward Partners Investment Advisory, LLC
CIK
1723397
City
STAMFORD
State / Country
CT
Top Portfolio Positions
2,609 positions ·
$10,487,544,600 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,803,431 | $663,318,366 | 6.32% | |
| AAPL |
Apple Inc.
Technology
|
2,457,406 | $623,665,068 | 5.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,565,836 | $450,271,800 | 4.29% | |
| 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 DMO
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-06-30 | $23,472 | 1,600 | Shares | Sole | 2020-08-06 | |
| 2020-09-30 | $28,208 | 2,150 | Shares | Sole | 2020-10-30 | |
| 2020-12-31 | $14,180 | 1,000 | Shares | Sole | 2021-02-11 | |
| 2021-03-31 | $14,640 | 1,000 | Shares | Sole | 2021-05-17 | |
| 2021-06-30 | $15,590 | 1,000 | Shares | Sole | 2021-08-13 | |
| 2021-09-30 | $15,460 | 1,000 | Shares | Sole | 2021-11-12 | |
| 2021-12-31 | $15,210 | 1,000 | Shares | Sole | 2022-02-08 | |
| 2022-03-31 | $13,370 | 1,000 | Shares | Sole | 2022-05-02 | |
| 2022-06-30 | $11,680 | 1,000 | Shares | Sole | 2022-08-04 | |
| 2022-09-30 | $11,110 | 1,000 | Shares | Sole | 2022-11-10 | |
| 2022-12-31 | $10,770 | 1,000 | Shares | Sole | 2023-02-15 | |
| 2023-03-31 | $10,450 | 1,000 | Shares | Sole | 2023-05-15 | |
| 2023-06-30 | $10,580 | 1,000 | Shares | Sole | 2023-08-14 | |
| 2023-09-30 | $10,710 | 1,000 | Shares | Sole | 2023-11-13 | |
| 2023-12-31 | $11,170 | 1,000 | Shares | Sole | 2024-02-12 | |
| 2024-03-31 | $11,710 | 1,000 | Shares | Sole | 2024-05-15 | |
| 2024-06-30 | $11,930 | 1,000 | Shares | Sole | 2024-08-08 | |
| 2024-09-30 | $11,970 | 1,000 | Shares | Sole | 2024-11-14 | |
| 2024-12-31 | $11,800 | 1,000 | Shares | Sole | 2025-02-06 | |
| 2025-03-31 | $11,820 | 1,000 | Shares | Sole | 2025-05-13 | |
| 2025-06-30 | $11,940 | 1,000 | Shares | Sole | 2025-08-12 | |
| 2025-09-30 | $11,720 | 1,000 | Shares | Sole | 2025-11-12 | |
| 2025-12-31 | $11,060 | 1,000 | Shares | Sole | 2026-02-12 | |
| 2026-03-31 | $10,750 | 1,000 | Shares | Sole | 2026-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||