Steward Partners Investment Advisory, LLC

CIK

1723397

City

STAMFORD

State / Country

Stock

Top Portfolio Positions

2,616 positions · $10,575,800,164 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$181,272	18,554	+3.1%	Shares	Sole	2026-05-08
2025-12-31	$175,062	17,992	+16.2%	Shares	Sole	2026-02-12
2025-09-30	$153,851	15,478	+22.9%	Shares	Sole	2025-11-12
2025-06-30	$121,803	12,596	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$125,332	12,571	+3.1%	Shares	Sole	2025-05-13
2024-12-31	$126,329	12,194	+0.8%	Shares	Sole	2025-02-06
2024-09-30	$130,185	12,099	+2.4%	Shares	Sole	2024-11-14
2024-06-30	$125,055	11,820	-0.2%	Shares	Sole	2024-08-08
2024-03-31	$122,575	11,843	-8.5%	Shares	Sole	2024-05-15
2023-12-31	$131,132	12,945	-35.8%	Shares	Sole	2024-02-12
2023-09-30	$180,633	20,160	+0.9%	Shares	Sole	2023-11-13
2023-06-30	$198,870	19,987	-1.0%	Shares	Sole	2023-08-14
2023-03-31	$209,924	20,185	+19.1%	Shares	Sole	2023-05-15
2022-12-31	$176,058	16,945	-3.6%	Shares	Sole	2023-02-15
2022-09-30	$170,213	17,584	-3.9%	Shares	Sole	2022-11-10
2022-06-30	$195,863	18,305	+0.4%	Shares	Sole	2022-08-04
2022-03-31	$209,760	18,240	+1.5%	Shares	Sole	2022-05-02
2021-12-31	$244,005	17,968	+6.9%	Shares	Sole	2022-02-08
2021-09-30	$224,837	16,804	+4.5%	Shares	Sole	2021-11-12
2021-06-30	$219,878	16,073	-49.2%	Shares	Sole	2021-08-13
2021-03-31	$420,798	31,639	+92.6%	Shares	Sole	2021-05-17
2020-12-31	$223,461	16,431	+0.3%	Shares	Sole	2021-02-11
2020-09-30	$215,724	16,380	+6.8%	Shares	Sole	2020-10-30
2020-06-30	$194,997	15,330	+26.3%	Shares	Sole	2020-08-06
2020-03-31	$151,444	12,135	—	Shares	Sole	2020-04-29
No 13F history on record for this holder in this stock.