Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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