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	$1,135,939	55,520	+8.6%	Shares	Sole	2026-05-08
2025-12-31	$1,196,321	51,103	+2.9%	Shares	Sole	2026-02-12
2025-09-30	$1,188,124	49,650	+1.4%	Shares	Sole	2025-11-12
2025-06-30	$1,185,587	48,971	+1.4%	Shares	Sole	2025-08-12
2025-03-31	$1,019,193	48,303	+3.3%	Shares	Sole	2025-05-13
2024-12-31	$1,119,925	46,761	+3.5%	Shares	Sole	2025-02-06
2024-09-30	$980,840	45,200	+9.5%	Shares	Sole	2024-11-14
2024-06-30	$898,904	41,272	+9.0%	Shares	Sole	2024-08-08
2024-03-31	$763,817	37,869	+60.1%	Shares	Sole	2024-05-15
2023-12-31	$442,784	23,653	-1.7%	Shares	Sole	2024-02-12
2023-09-30	$413,230	24,053	+12.3%	Shares	Sole	2023-11-13
2023-06-30	$383,114	21,415	+5.9%	Shares	Sole	2023-08-14
2023-03-31	$331,526	20,215	+1.3%	Shares	Sole	2023-05-15
2022-12-31	$330,420	19,965	-2.6%	Shares	Sole	2023-02-15
2022-09-30	$313,619	20,498	+1.2%	Shares	Sole	2022-11-10
2022-06-30	$327,815	20,248	+37.8%	Shares	Sole	2022-08-04
2022-03-31	$308,658	14,698	-3.1%	Shares	Sole	2022-05-02
2021-12-31	$372,907	15,165	0.0%	Shares	Sole	2022-02-08
2021-09-30	$352,131	15,165	0.0%	Shares	Sole	2021-11-12
2021-06-30	$353,041	15,165	-31.5%	Shares	Sole	2021-08-13
2021-03-31	$478,337	22,135	+46.7%	Shares	Sole	2021-05-17
2020-12-31	$327,302	15,090	+7.9%	Shares	Sole	2021-02-11
2020-09-30	$258,115	13,990	0.0%	Shares	Sole	2020-10-30
2020-06-30	$246,363	13,990	-1.5%	Shares	Sole	2020-08-06
2020-03-31	$197,009	14,204	—	Shares	Sole	2020-04-29
No 13F history on record for this holder in this stock.