Steward Partners Investment Advisory, LLC
CIK
1723397
City
STAMFORD
State / Country
CT
Top Portfolio Positions
2,615 positions ·
$10,624,186,661 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,803,431 | $663,318,366 | 6.24% | |
| AAPL |
Apple Inc.
Technology
|
2,457,406 | $623,665,068 | 5.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,565,836 | $450,271,800 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,005,807 | $417,749,423 | 3.93% | |
| MSFT |
Microsoft Corp
Technology
|
1,067,474 | $395,146,850 | 3.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
672,555 | $384,788,892 | 3.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
996,961 | $293,266,047 | 2.76% | |
| GLD |
Spdr Gold Trust
|
625,273 | $269,048,719 | 2.53% | |
| AVGO |
Broadcom Inc.
Technology
|
729,521 | $225,794,044 | 2.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
330,317 | $214,818,357 | 2.02% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HIO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,533 | 93,811 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $347,986 | 93,797 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $360,111 | 93,779 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $373,192 | 93,767 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $404,403 | 101,609 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $368,032 | 93,647 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $379,209 | 93,632 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $356,566 | 93,587 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $395,577 | 101,430 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $391,492 | 101,423 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $40,378 | 11,093 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $41,901 | 11,085 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,199 | 11,076 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $43,730 | 11,071 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $40,700 | 11,060 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $43,769 | 11,053 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $49,375 | 11,046 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $57,418 | 11,042 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $20,137 | 3,880 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,460 | 3,875 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $39,979 | 7,870 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $19,136 | 3,866 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,212,372 | 247,423 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,143,038 | 247,411 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,041,562 | 247,402 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||