Steward Partners Investment Advisory, LLC

CIK

1723397

City

STAMFORD

State / Country

Stock

Top Portfolio Positions

2,616 positions · $10,575,800,164 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,858,205	152,562	-4.6%	Shares	Sole	2026-05-08
2025-12-31	$2,011,994	159,936	+2.5%	Shares	Sole	2026-02-12
2025-09-30	$1,959,159	155,984	-3.0%	Shares	Sole	2025-11-12
2025-06-30	$1,917,451	160,860	+4.1%	Shares	Sole	2025-08-12
2025-03-31	$1,889,559	154,502	+0.1%	Shares	Sole	2025-05-13
2024-12-31	$1,879,169	154,410	-1.6%	Shares	Sole	2025-02-06
2024-09-30	$2,054,997	156,870	+27.1%	Shares	Sole	2024-11-14
2024-06-30	$1,524,311	123,426	+0.7%	Shares	Sole	2024-08-08
2024-03-31	$1,500,942	122,626	+2.9%	Shares	Sole	2024-05-15
2023-12-31	$1,408,790	119,187	+259.6%	Shares	Sole	2024-02-12
2023-09-30	$345,650	33,140	0.0%	Shares	Sole	2023-11-13
2023-06-30	$386,412	33,140	-2.4%	Shares	Sole	2023-08-14
2023-03-31	$405,583	33,940	-1.6%	Shares	Sole	2023-05-15
2022-12-31	$416,615	34,488	-28.0%	Shares	Sole	2023-02-15
2022-09-30	$544,486	47,888	+7.9%	Shares	Sole	2022-11-10
2022-06-30	$557,513	44,388	-9.7%	Shares	Sole	2022-08-04
2022-03-31	$718,242	49,161	+7.9%	Shares	Sole	2022-05-02
2021-12-31	$779,076	45,560	0.0%	Shares	Sole	2022-02-08
2021-09-30	$761,763	45,560	0.0%	Shares	Sole	2021-11-12
2021-06-30	$784,087	45,560	-8.8%	Shares	Sole	2021-08-13
2021-03-31	$807,192	49,950	+36.6%	Shares	Sole	2021-05-17
2020-12-31	$589,347	36,560	0.0%	Shares	Sole	2021-02-11
2020-09-30	$537,066	36,560	+14.2%	Shares	Sole	2020-10-30
2020-06-30	$472,452	32,009	+2.9%	Shares	Sole	2020-08-06
2020-03-31	$437,647	31,105	—	Shares	Sole	2020-04-29
No 13F history on record for this holder in this stock.