Steward Partners Investment Advisory, LLC
Top Portfolio Positions
2,255 positions ·
$9,402,220,704 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,228,272 | $605,778,025 | 6.44% |
| NVDA |
Nvidia Corp
Technology
|
2,963,950 | $552,776,675 | 5.88% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,421,757 | $445,009,941 | 4.73% |
| MSFT |
Microsoft Corp
Technology
|
902,824 | $436,623,742 | 4.64% |
| META |
Meta Platforms, Inc.
Communication Services
|
651,123 | $429,799,781 | 4.57% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,779,832 | $410,820,822 | 4.37% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
930,086 | $299,692,310 | 3.19% |
| SPY |
Spdr S&P 500 Etf Trust
|
352,182 | $240,159,949 | 2.55% |
| GLD |
Spdr Gold Trust
|
590,889 | $234,175,219 | 2.49% |
| QQQ |
Invesco Qqq Trust, Series 1
|
319,166 | $196,066,865 | 2.09% |
Portfolio Trend
Holdings in DSU
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $30,540 | 3,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $53,312 | 5,020 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $52,419 | 4,964 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $51,249 | 4,909 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $52,261 | 4,857 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $53,021 | 4,807 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $51,587 | 4,759 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $52,103 | 4,711 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $50,346 | 4,666 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $47,467 | 4,622 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $44,828 | 4,579 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,333 | 4,136 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,720 | 4,100 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $36,572 | 4,100 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $33,361 | 3,650 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $36,470 | 3,500 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $40,950 | 3,500 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $40,390 | 3,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $40,075 | 3,500 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $38,500 | 3,500 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $36,575 | 3,500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $34,790 | 3,500 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $32,655 | 3,500 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $29,575 | 3,500 | Shares | Sole | 2020-04-29 | |
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