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
3968 檔
8.7%
According to the latest 13F quarterly dataset, Steward Partners Investment Advisory, LLC managed an equity portfolio of $19.6B at the end of Q4 2024, spanning 3968 distinct U.S. exchange-listed positions.
During Q4 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 3968 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.83% | +0.18% | +1.35% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -0.12% | +1.89% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.85% | -0.27% | +1.48% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | -0.22% | +0.52% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.20% | +0.31% | +10.42% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | -0.24% | +6.61% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | -0.21% | +2.00% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | -0.07% | +3.26% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.27% | +0.28% | +0.63% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.25% | +0.42% | +5.85% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | +0.15% | +7.07% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | -0.62% | +7.13% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.88% | -0.50% | +3.97% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.86% | +5.83% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.05% | +2.65% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.78% | -0.08% | +3.63% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.11% | +0.60% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.76% | +0.05% | +1.70% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.17% | -3.42% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.14% | +0.41% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | — | -0.36% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.10% | +1.10% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | +0.06% | +5.24% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.12% | -1.77% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | -0.33% | +4.12% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | +0.03% | -3.82% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | +0.05% | +3.28% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.09% | +1.59% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.39% | -20.86% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | +0.03% | +219.90% | |
| 31 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.51% | — | +38.07% | |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.50% | — | +2.56% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.50% | -0.03% | +2.81% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.28% | +13.50% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | -0.02% | +2.52% | |
| 36 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.46% | +0.06% | +0.85% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | -0.23% | -10.06% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.45% | -0.60% | +4.39% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.07% | +5.06% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | — | +3.35% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | +0.02% | -4.23% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.13% | +8.54% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.18% | -7.64% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.42% | +0.09% | +6.88% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | +0.06% | +1.41% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.40% | -0.01% | +3.04% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | +0.06% | +44.52% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.10% | +10.25% | |
| 49 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.38% | +0.03% | -0.08% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.37% | -0.04% | +3.31% |
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 3968 disclosed positions in Q4 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 8.7% of total reported equity market value during Q4 2024.
During Q4 2024, Steward Partners Investment Advisory, LLC's top holdings by market value included AAPL (4.8%)、MSFT (2.9%)、NVDA (2.9%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q4 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.