Steward Partners Investment Advisory, LLC
CIK
1723397
City
STAMFORD
State / Country
CT
Top Portfolio Positions
2,616 positions ·
$10,575,800,164 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,803,431 | $663,318,366 | 6.27% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IGD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,570 | 37,644 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $217,394 | 38,006 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $221,675 | 37,382 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $240,932 | 41,540 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $208,706 | 36,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $195,456 | 36,062 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $200,090 | 35,477 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $176,810 | 34,399 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $179,357 | 33,841 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $172,324 | 34,673 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $175,929 | 35,904 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $178,476 | 34,723 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $174,777 | 34,270 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $169,473 | 31,326 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $157,885 | 31,577 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $171,506 | 31,183 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $174,651 | 29,804 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $202,141 | 32,551 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $190,044 | 32,211 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $190,034 | 31,885 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $227,561 | 39,923 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $152,439 | 29,203 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $142,723 | 28,833 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $126,256 | 26,140 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $60,082 | 13,176 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||