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
4017 檔
7.6%
As reported in its official Q1 2025 Form 13F filing, Steward Partners Investment Advisory, LLC's tracked investment portfolio stood at $19.6B with 4017 total positions.
In Q1 2025, Steward Partners Investment Advisory, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4017 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.22% | +0.18% | -1.14% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.12% | +0.62% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | -0.27% | +1.39% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | -0.22% | +1.92% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | -0.24% | +9.53% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | +0.31% | -7.91% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.07% | +4.69% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | -0.21% | -3.91% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.86% | +43.97% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | +0.15% | +2.46% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.16% | +0.28% | -0.15% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.00% | -0.62% | +6.60% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.42% | +1.57% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | -0.50% | +3.20% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.14% | -2.77% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.17% | -0.37% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | — | +23.26% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.77% | +0.05% | +3.01% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.74% | -0.08% | +6.55% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.05% | -6.78% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | +0.11% | +3.82% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.12% | +0.24% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.70% | +0.06% | +2.80% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | +0.03% | +5.50% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | -0.33% | +5.97% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | +0.05% | +2.38% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.10% | -1.89% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.28% | +3.58% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.09% | -3.39% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.39% | -1.54% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.54% | -0.03% | +2.72% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.53% | +0.06% | +26.92% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.18% | +9.45% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.51% | +0.03% | -2.62% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | -0.60% | +5.17% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.13% | +0.71% | |
| 37 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.48% | +0.06% | +7.92% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.45% | -0.02% | -4.13% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.45% | — | -7.78% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | — | +1.29% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.01% | +11.35% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | -0.23% | +6.04% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.07% | +3.42% | |
| 44 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.40% | +0.01% | +2.63% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.69% | +0.35% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | +0.02% | +1.55% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | +0.06% | -2.64% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.28% | +0.47% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.36% | — | +5.75% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.36% | +0.05% | +4.86% |
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 4017 disclosed positions in Q1 2025.
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 7.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $477.0M
During Q1 2025, Steward Partners Investment Advisory, LLC's top holdings by market value included AAPL (4.2%)、MSFT (2.6%)、NVDA (2.3%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q1 2025, Steward Partners Investment Advisory, LLC made 200 total portfolio adjustments, initiating 200 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.