Steward Partners Investment Advisory, LLC

CIK

1723397

City

STAMFORD

State / Country

Stock

Top Portfolio Positions

2,602 positions · $10,483,059,351 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	3,803,431	$663,318,366	6.33%
AAPL	Apple Inc. Technology	2,457,406	$623,665,068	5.95%
GOOGL	Alphabet Inc. Communication Services	1,565,836	$450,271,800	4.30%
AMZN	Amazon Com Inc Consumer Cyclical	2,005,807	$417,749,423	3.98%
MSFT	Microsoft Corp Technology	1,067,474	$395,146,850	3.77%
META	Meta Platforms, Inc. Communication Services	672,555	$384,788,892	3.67%
JPM	Jpmorgan Chase & Co Financial Services	996,961	$293,266,047	2.80%
GLD	Spdr Gold Trust	625,273	$269,048,719	2.57%
AVGO	Broadcom Inc. Technology	729,521	$225,794,044	2.15%
SPY	Spdr S&P 500 ETF Trust	330,317	$214,818,357	2.05%

36 quarters · across all stocks

Compact Export CSV

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,421,056	117,930	+2.4%	Shares	Sole	2026-05-08
2025-12-31	$1,314,955	115,145	-2.7%	Shares	Sole	2026-02-12
2025-09-30	$1,475,013	118,285	+2.3%	Shares	Sole	2025-11-12
2025-06-30	$1,439,120	115,592	-8.3%	Shares	Sole	2025-08-12
2025-03-31	$1,583,916	126,108	+10.3%	Shares	Sole	2025-05-13
2024-12-31	$1,399,729	114,357	-2.3%	Shares	Sole	2025-02-06
2024-09-30	$1,659,363	117,104	+3.3%	Shares	Sole	2024-11-14
2024-06-30	$1,323,530	113,316	-2.7%	Shares	Sole	2024-08-08
2024-03-31	$1,406,595	116,440	+1.2%	Shares	Sole	2024-05-15
2023-12-31	$1,408,248	115,053	+9.6%	Shares	Sole	2024-02-12
2023-09-30	$1,062,812	105,021	+5.9%	Shares	Sole	2023-11-13
2023-06-30	$1,150,105	99,147	-36.4%	Shares	Sole	2023-08-14
2023-03-31	$1,857,243	155,809	+4.5%	Shares	Sole	2023-05-15
2022-12-31	$1,713,948	149,039	-4.0%	Shares	Sole	2023-02-15
2022-09-30	$1,747,192	155,306	-3.5%	Shares	Sole	2022-11-10
2022-06-30	$2,188,248	161,019	+2.0%	Shares	Sole	2022-08-04
2022-03-31	$2,641,650	157,899	-2.2%	Shares	Sole	2022-05-02
2021-12-31	$2,940,343	161,380	-0.5%	Shares	Sole	2022-02-08
2021-09-30	$2,417,241	162,231	+10.2%	Shares	Sole	2021-11-12
2021-06-30	$2,312,669	147,210	-28.5%	Shares	Sole	2021-08-13
2021-03-31	$2,867,589	206,005	+31.4%	Shares	Sole	2021-05-17
2020-12-31	$1,944,716	156,832	+6.7%	Shares	Sole	2021-02-11
2020-09-30	$1,632,381	146,929	-6.3%	Shares	Sole	2020-10-30
2020-06-30	$1,713,933	156,810	-12.8%	Shares	Sole	2020-08-06
2020-03-31	$1,624,994	179,756	—	Shares	Sole	2020-04-29
No 13F history on record for this holder in this stock.