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CIK: 0001723397
Total reported value
$19.6B
$19.6B
3564 檔
6.1%
The Q1 2024 SEC filing reveals that Steward Partners Investment Advisory, LLC held a total portfolio value of $19.6B, covering 3564 public equity positions.
During Q1 2024, Steward Partners Investment Advisory, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 3564 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.76% | +0.18% | +1.67% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.16% | -0.12% | +12.34% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.21% | -0.27% | +5.29% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | -0.22% | +7.28% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | -0.24% | -7.46% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +0.31% | +22.25% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | -0.21% | +9.14% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | +0.28% | +5.71% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | -0.07% | +20.35% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.15% | +0.83% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.96% | -0.50% | +400.93% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | -0.62% | +75.43% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | — | +15.01% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.78% | -0.08% | -5.91% | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.77% | +0.05% | +1539.87% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.75% | +0.11% | +9.19% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.86% | +35.60% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.17% | +23.46% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.42% | +25.15% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.12% | +11.09% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.14% | +25.30% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.69% | +0.47% | +192.26% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | +0.02% | +26.61% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | -0.33% | +6.36% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.39% | +5.90% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | +0.09% | -15.49% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.05% | +290.29% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | +0.06% | +28.33% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | +0.05% | +0.06% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.28% | +19.51% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.18% | +18.13% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.28% | +5.28% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | +0.03% | +47.61% | |
| 34 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.53% | +0.06% | — | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.52% | — | +22.29% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.10% | +10.87% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | -0.02% | -1.25% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.51% | +0.03% | +5.79% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.51% | -0.01% | -5.43% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.50% | -0.03% | -2.86% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.47% | +0.06% | -0.76% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.47% | +0.09% | +33.18% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | — | +2.59% | |
| 44 | GIS | General Mills Inc | Stock-Consumer Staples | 0.44% | — | +0.50% | |
| 45 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.44% | +0.01% | +32.16% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.13% | +4.81% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | +0.07% | +15.34% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.42% | +0.05% | +0.70% | |
| 49 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.42% | +0.03% | -1.08% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.07% | +33.28% |
According to official SEC Form 13F filings, Steward Partners Investment Advisory, LLC reported a total U.S. public equity portfolio value of $19.6B across 3564 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 6.1% of total reported equity market value during Q1 2024.
During Q1 2024, Steward Partners Investment Advisory, LLC's top holdings by market value included AAPL (3.8%)、MSFT (3.2%)、NVDA (2.2%). The largest single position, AAPL, represented 3.8% of total portfolio value.
In Q1 2024, Steward Partners Investment Advisory, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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