Steward Partners Investment Advisory, LLC
Top Portfolio Positions
2,615 positions ·
$10,624,186,661 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,803,431 | $663,318,366 | 6.24% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in USA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,061,803 | 191,316 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $87,310 | 13,903 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $277,558 | 43,779 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $329,256 | 48,349 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,633,563 | 249,399 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,368,489 | 196,905 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,289,665 | 181,643 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,174,904 | 172,780 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,151,164 | 161,002 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,031,218 | 161,633 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $655,563 | 110,737 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $525,836 | 81,273 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $255,582 | 41,223 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $254,180 | 44,593 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $247,932 | 44,834 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $274,593 | 43,725 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $346,793 | 42,920 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $335,551 | 40,042 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $154,043 | 17,912 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $130,817 | 14,471 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $121,957 | 15,984 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $131,589 | 19,071 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $57,485 | 9,565 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $68,697 | 12,010 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $58,496 | 12,086 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||