Steward Partners Investment Advisory, LLC
Top Portfolio Positions
2,602 positions ·
$10,483,059,351 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,803,431 | $663,318,366 | 6.33% | |
| 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% |
Portfolio Trend
Holdings in SRFM
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,750 | 5,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,700 | 5,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,782 | 3,679 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,575 | 3,679 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,822 | 3,679 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,829 | 3,679 | Shares | Sole | 2025-02-06 | |
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