13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001723397
Total reported value
$19.6B
$19.6B
3609 檔
7.2%
According to the latest 13F quarterly dataset, Steward Partners Investment Advisory, LLC managed an equity portfolio of $19.6B at the end of Q2 2024, spanning 3609 distinct U.S. exchange-listed positions.
During Q2 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 3609 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.48% | +0.18% | +1.39% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | -0.12% | +3.25% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.92% | -0.27% | +911.62% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | -0.22% | +2.89% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | -0.24% | +2.73% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | +0.31% | +9.14% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | -0.21% | +2.14% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.34% | +0.28% | +1.42% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.07% | -1.79% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | +0.15% | -1.98% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | -0.62% | +5.27% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | -0.50% | +3.53% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.86% | +0.05% | +13.93% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.42% | +3.16% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | +0.11% | +4.51% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.81% | -0.08% | +0.41% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.12% | +20.39% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | — | -1.28% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.86% | +4.75% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.39% | +4.80% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.14% | +5.04% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.05% | +1.53% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.17% | +2.79% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | +0.02% | +5.51% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | -0.33% | +2.37% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.10% | -0.50% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | +0.06% | +4.97% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.28% | -1.76% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | +0.05% | +5.04% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.09% | -12.36% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | -0.23% | +27.19% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | +0.03% | +9.54% | |
| 33 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.52% | +0.06% | -0.51% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.28% | -1.31% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | -0.02% | +0.81% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.52% | — | +11.06% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.18% | +8.86% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.48% | -0.03% | -0.28% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.47% | +0.03% | -2.13% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | — | +1.72% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.46% | +0.09% | +1.17% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | +0.06% | +1.79% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.07% | +2.52% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.42% | -0.01% | +17.98% | |
| 45 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.41% | +0.03% | -0.82% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.13% | +2.92% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | +0.07% | -1.46% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.60% | +0.79% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | +0.05% | -1.04% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.39% | -0.01% | -20.45% |
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 3609 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 7.2% of total reported equity market value during Q2 2024.
During Q2 2024, Steward Partners Investment Advisory, LLC's top holdings by market value included AAPL (4.5%)、MSFT (3.3%)、NVDA (2.9%). The largest single position, AAPL, represented 4.5% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.