Steward Partners Investment Advisory, LLC

CIK

1723397

City

STAMFORD

State / Country

Stock

Top Portfolio Positions

2,615 positions · $10,624,186,661 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$442,098	33,748	-1.7%	Shares	Sole	2026-05-08
2025-12-31	$436,105	34,339	-24.7%	Shares	Sole	2026-02-12
2025-09-30	$608,157	45,589	+13.6%	Shares	Sole	2025-11-12
2025-06-30	$528,512	40,130	+1.1%	Shares	Sole	2025-08-12
2025-03-31	$519,053	39,683	-10.1%	Shares	Sole	2025-05-13
2024-12-31	$562,636	44,163	0.0%	Shares	Sole	2025-02-06
2024-09-30	$583,834	44,163	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$520,605	44,194	+1.9%	Shares	Sole	2024-08-08
2024-03-31	$505,225	43,367	+1.4%	Shares	Sole	2024-05-15
2023-12-31	$455,564	42,776	-14.8%	Shares	Sole	2024-02-12
2023-09-30	$482,818	50,189	-6.8%	Shares	Sole	2023-11-13
2023-06-30	$634,494	53,862	-50.9%	Shares	Sole	2023-08-14
2023-03-31	$1,358,749	109,665	+0.4%	Shares	Sole	2023-05-15
2022-12-31	$1,413,462	109,232	+5.7%	Shares	Sole	2023-02-15
2022-09-30	$1,399,453	103,357	-3.1%	Shares	Sole	2022-11-10
2022-06-30	$1,495,877	106,696	+4.9%	Shares	Sole	2022-08-04
2022-03-31	$1,669,340	101,727	+3.6%	Shares	Sole	2022-05-02
2021-12-31	$1,640,437	98,171	+1.7%	Shares	Sole	2022-02-08
2021-09-30	$1,604,311	96,529	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$1,632,795	96,387	-7.2%	Shares	Sole	2021-08-13
2021-03-31	$1,551,495	103,918	+16.5%	Shares	Sole	2021-05-17
2020-12-31	$1,264,431	89,233	+9.5%	Shares	Sole	2021-02-11
2020-09-30	$1,014,662	81,499	+70.8%	Shares	Sole	2020-10-30
2020-06-30	$634,782	47,728	+96.0%	Shares	Sole	2020-08-06
2020-03-31	$296,802	24,348	—	Shares	Sole	2020-04-29
No 13F history on record for this holder in this stock.