Steward Partners Investment Advisory, LLC
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 JCE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,341,698 | 90,778 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,445,407 | 90,678 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,427,135 | 90,727 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,385,994 | 89,419 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,232,519 | 84,477 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,330,718 | 83,693 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,078,097 | 70,143 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $937,020 | 62,468 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $828,737 | 58,901 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $687,906 | 50,768 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $566,770 | 45,597 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $56,041 | 4,392 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $66,429 | 5,392 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $100,087 | 7,392 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $89,591 | 7,392 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $98,683 | 7,392 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $150,844 | 8,600 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $131,918 | 7,100 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $121,410 | 7,100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $100,284 | 6,100 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $139,688 | 9,184 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $94,269 | 6,700 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $85,760 | 6,700 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $106,140 | 8,700 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $76,112 | 7,100 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||