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 FTF
Export CSVShares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $12,084 | 1,965 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,517 | 1,965 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,615 | 1,965 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,693 | 1,965 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,397 | 965 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,769 | 865 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,484 | 865 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,423 | 865 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,380 | 865 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $26,059 | 4,279 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,444 | 4,279 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $53,129 | 8,597 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $53,387 | 8,597 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $53,129 | 8,597 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $67,545 | 9,992 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $103,110 | 13,603 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $60,584 | 6,665 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $60,584 | 6,665 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $81,057 | 8,801 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $108,451 | 11,801 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $111,165 | 11,801 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $100,662 | 11,801 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $99,836 | 11,801 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $41,636 | 5,304 | Shares | Sole | 2020-04-29 | |
| No quarters match your search. | ||||||