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Steward Partners Investment Advisory, LLC

Portfolio Manager
Steward Partners Investment Advisory, LLC
Performance
-6.32% (2026 Q1)
AUM (13F)
$19.61B
# of Holdings
4416
Performance Rank
Allocation (Top 20)
33.39%

Steward Partners Investment Advisory, LLC Holdings Map

Top 50 Steward Partners Investment Advisory, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
3.38%3.80M$663.3M
+28.32%(+839.48K)
2025-Q1: 2.43M shares2025-Q2: 2.48M shares2025-Q3: 3.11M shares2025-Q4: 2.96M shares2026-Q1: 3.80M shares
$89.37(+117.99%)
2026-03-31
AAPL
APPLE INC
3.18%2.46M$623.7M
+10.28%(+229.13K)
2025-Q1: 2.15M shares2025-Q2: 2.09M shares2025-Q3: 2.20M shares2025-Q4: 2.23M shares2026-Q1: 2.46M shares
$108.26(+185.07%)
2026-03-31
IVV
ISHARES TR
2.34%702.9K$459.1M
+12.90%(+80.29K)
2025-Q1: 399.9K shares2025-Q2: 426.0K shares2025-Q3: 619.6K shares2025-Q4: 622.6K shares2026-Q1: 702.9K shares
$460.57(+62.50%)
2026-03-31
GOOGL
ALPHABET INC
2.3%1.57M$450.3M
+10.13%(+144.08K)
2025-Q1: 979.2K shares2025-Q2: 984.1K shares2025-Q3: 1.46M shares2025-Q4: 1.42M shares2026-Q1: 1.57M shares
$146.25(+146.10%)
2026-03-31
AMZN
AMAZON COM INC
2.13%2.01M$417.7M
+12.70%(+225.97K)
2025-Q1: 1.20M shares2025-Q2: 1.19M shares2025-Q3: 1.72M shares2025-Q4: 1.78M shares2026-Q1: 2.01M shares
$158.55(+53.06%)
2026-03-31
MSFT
MICROSOFT CORP
2.02%1.07M$395.1M
+18.24%(+164.65K)
2025-Q1: 789.0K shares2025-Q2: 788.6K shares2025-Q3: 821.0K shares2025-Q4: 902.8K shares2026-Q1: 1.07M shares
$279.21(+39.86%)
2026-03-31
META
META PLATFORMS INC
1.96%672.6K$384.8M
+3.29%(+21.43K)
2025-Q1: 237.6K shares2025-Q2: 250.2K shares2025-Q3: 621.5K shares2025-Q4: 651.1K shares2026-Q1: 672.6K shares
$611.02(-4.60%)
2026-03-31
AGG
ISHARES TR
1.9%3.75M$372.4M
-5.79%(-230.42K)
2025-Q1: 1.14M shares2025-Q2: 1.24M shares2025-Q3: 3.67M shares2025-Q4: 3.98M shares2026-Q1: 3.75M shares
$99.81(-1.21%)
2026-03-31
IEMG
ISHARES INC
1.6%4.51M$314.6M
+37.27%(+1.22M)
2025-Q1: 323.6K shares2025-Q2: 453.5K shares2025-Q3: 1.94M shares2025-Q4: 3.29M shares2026-Q1: 4.51M shares
$64.02(+24.70%)
2026-03-31
JPM
JPMORGAN CHASE & CO
1.5%997.0K$293.3M
+7.19%(+66.88K)
2025-Q1: 666.8K shares2025-Q2: 685.9K shares2025-Q3: 930.3K shares2025-Q4: 930.1K shares2026-Q1: 997.0K shares
$194.58(+71.89%)
2026-03-31

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