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Steward Partners Investment Solutions, Llc

Portfolio Manager
Steward Partners Investment Solutions, Llc
Performance
0% (N/A)
AUM (13F)
$594.17M
# of Holdings
271
Performance Rank
N/A
Allocation (Top 20)
N/A

Steward Partners Investment Solutions, Llc Holdings Map

Top 50 Steward Partners Investment Solutions, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP COM
9.2%129.9K$54.7M
+373.36%(+102.47K)
2023-Q4: 27.4K shares2024-Q1: 129.9K shares2024-03-31
AAPL
APPLE INC COM
8.11%281.0K$48.2M
+304.48%(+211.52K)
2023-Q4: 69.5K shares2024-Q1: 281.0K shares2024-03-31
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS NEW
4.34%53.6K$25.8M
+11.33%(+5.46K)
2023-Q4: 48.2K shares2024-Q1: 53.6K shares2024-03-31
ONEQ
FIDELITY COMWLTH TR NASDAQ COMPOSITE INDEX ETF
3.18%293.6K$18.9M
+10.37%(+27.57K)
2023-Q4: 266.0K shares2024-Q1: 293.6K shares2024-03-31
NVDA
NVIDIA CORP COM
2.51%16.5K$14.9M
+347.50%(+12.79K)
2023-Q4: 3.7K shares2024-Q1: 16.5K shares2024-03-31
AMZN
AMAZON COM INC COM
2.43%80.0K$14.4M
+159.85%(+49.22K)
2023-Q4: 30.8K shares2024-Q1: 80.0K shares2024-03-31
DXJ
WISDOMTREE TR JAPAN HEDGED EQUITY FD
2.41%132.2K$14.3M
+15.43%(+17.68K)
2023-Q4: 114.6K shares2024-Q1: 132.2K shares2024-03-31
GOOG
ALPHABET INC CAP STK CL C
2.23%86.8K$13.2M
+611.43%(+74.62K)
2023-Q4: 12.2K shares2024-Q1: 86.8K shares2024-03-31
SPY
SPDR S&P 500 ETF TR TR UNIT
1.99%22.7K$11.8M
+9.76%(+2.02K)
2023-Q4: 20.6K shares2024-Q1: 22.7K shares2024-03-31
QQQ
INVESCO QQQ TR UNIT SER 1
1.83%24.5K$10.9Mnew2024-Q1: 24.5K shares2024-03-31

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