Steward Partners Investment Advisory, LLC
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 NUV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $802,681 | 89,286 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $811,187 | 89,535 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $874,669 | 97,402 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $789,373 | 90,837 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $973,066 | 110,954 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $995,117 | 115,846 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $891,672 | 98,855 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $779,237 | 90,294 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $588,961 | 67,619 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $430,705 | 50,082 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $452,920 | 54,833 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $476,733 | 54,797 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $481,378 | 54,640 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $612,939 | 71,272 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $581,641 | 68,752 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $757,156 | 84,788 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $960,672 | 100,279 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,146,429 | 110,446 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,302,841 | 115,092 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,333,467 | 115,652 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,411,727 | 126,726 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,324,629 | 119,336 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,280,980 | 120,167 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,769,424 | 173,473 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $568,929 | 58,292 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||