StockDriftsStockDriftsTop 50 Steward Partners Investment Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 9.2% | 129.9K | $54.7M | +373.36%(+102.47K) | — | 2024-03-31 | |
| AAPL | APPLE INC COM | 8.11% | 281.0K | $48.2M | +304.48%(+211.52K) | — | 2024-03-31 | |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | 4.34% | 53.6K | $25.8M | +11.33%(+5.46K) | — | 2024-03-31 | |
| ONEQ | FIDELITY COMWLTH TR NASDAQ COMPOSITE INDEX ETF | 3.18% | 293.6K | $18.9M | +10.37%(+27.57K) | — | 2024-03-31 | |
| NVDA | NVIDIA CORP COM | 2.51% | 16.5K | $14.9M | +347.50%(+12.79K) | — | 2024-03-31 | |
| AMZN | AMAZON COM INC COM | 2.43% | 80.0K | $14.4M | +159.85%(+49.22K) | — | 2024-03-31 | |
| DXJ | WISDOMTREE TR JAPAN HEDGED EQUITY FD | 2.41% | 132.2K | $14.3M | +15.43%(+17.68K) | — | 2024-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.23% | 86.8K | $13.2M | +611.43%(+74.62K) | — | 2024-03-31 | |
| SPY | SPDR S&P 500 ETF TR TR UNIT | 1.99% | 22.7K | $11.8M | +9.76%(+2.02K) | — | 2024-03-31 | |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 1.83% | 24.5K | $10.9M | new | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Steward Partners Investment Solutions, Llc reports $594.17M in US-listed equity holdings across 271 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (9.2%), AAPL (8.1%) and VOO (4.3%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Steward Partners Investment Solutions, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 12532). View Steward Partners Investment Solutions, Llc’s 13F filings on SEC