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Steward Partners Investment Advisory, LLC

CIK
1723397
City
STAMFORD
State / Country
CT

Top Portfolio Positions

2,615 positions · $10,624,186,661 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in PSQH

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Shares Held

Position Value (USD)

11 quarters on record
Report Date Value (USD) Shares
2026-03-31 $174 330
2025-12-31 $82 80
2025-09-30 $152 80
2025-06-30 $487 238
2025-03-31 $487 213
2024-12-31 $1,207 266
2024-09-30 $654 266
2024-06-30 $1,002 266
2024-03-31 $1,431 266
2023-12-31 $1,393 266
2023-09-30 $1,688 186