Top 50 Steward Partners Investment Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.38% | 3.80M | $663.3M | +28.32%(+839.48K) | $89.37(+117.99%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.18% | 2.46M | $623.7M | +10.28%(+229.13K) | $108.26(+185.07%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.34% | 702.9K | $459.1M | +12.90%(+80.29K) | $460.57(+62.50%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.3% | 1.57M | $450.3M | +10.13%(+144.08K) | $146.25(+146.10%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.13% | 2.01M | $417.7M | +12.70%(+225.97K) | $158.55(+53.06%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.02% | 1.07M | $395.1M | +18.24%(+164.65K) | $279.21(+39.86%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.96% | 672.6K | $384.8M | +3.29%(+21.43K) | $611.02(-4.60%) | 2026-03-31 | |
| AGG | ISHARES TR | 1.9% | 3.75M | $372.4M | -5.79%(-230.42K) | $99.81(-1.21%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.6% | 4.51M | $314.6M | +37.27%(+1.22M) | $64.02(+24.70%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.5% | 997.0K | $293.3M | +7.19%(+66.88K) | $194.58(+71.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.65% | +75.61% |
| Top 20 Holdings Unweighted | +19.97% | +72.69% |
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