Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
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 EMO
Export CSVShares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4,832,826 | 108,238 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,907,914 | 109,259 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,445,746 | 113,524 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,332,016 | 107,457 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,942,594 | 106,201 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,358,331 | 103,278 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $917,515 | 22,259 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $935,532 | 23,037 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $803,648 | 23,014 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $959,337 | 30,263 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $894,486 | 29,956 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $927,147 | 32,831 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $928,527 | 32,466 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $762,579 | 30,491 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $841,531 | 35,643 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $794,478 | 28,173 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $354,550 | 16,234 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $358,908 | 16,426 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $297,718 | 12,905 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $243,269 | 13,023 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $144,265 | 10,742 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $99,723 | 11,371 | Shares | Sole | 2020-10-30 | |
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