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CIK: 0001723397
Total reported value
$19.6B
$19.6B
4309 檔
12.6%
During the Q4 2025 filing period, Steward Partners Investment Advisory, LLC (CIK: 0001723397) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $19.6B across 4309 reported positions.
In Q4 2025, Steward Partners Investment Advisory, LLC displayed an active expansion posture, initiating 7 new positions and adding to 113 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 4309 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.32% | +0.18% | +1.31% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.03% | -0.27% | -4.79% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.44% | -0.21% | -2.56% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | -0.12% | +9.96% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.36% | -0.86% | +4.77% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.34% | -0.24% | +0.48% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.25% | -0.22% | +3.59% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.18% | -0.62% | +8.52% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.31% | +4.39% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | -0.07% | -0.03% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.39% | -0.60% | -0.16% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | +0.15% | +12.29% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.28% | -0.69% | -5.24% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.21% | -1.07% | +69.37% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.11% | -0.50% | +6.01% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.28% | +3.76% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.42% | +3.48% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.05% | -0.33% | +3.61% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.10% | +1.96% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | -0.23% | -14.21% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.17% | +2.24% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.82% | -0.08% | -8.92% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.14% | +13.15% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.67% | -0.28% | -17.04% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.39% | +4.99% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.18% | +0.76% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.11% | +0.37% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.05% | +2.12% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | +0.06% | +4.14% | |
| 30 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.56% | -0.12% | -6.92% | |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.53% | +0.05% | -1.10% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.13% | +14.04% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.49% | -0.25% | +2.90% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.10% | +2.56% | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.47% | -0.36% | +6.05% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.28% | +4.53% | |
| 37 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.44% | +0.06% | +9.34% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.44% | +0.05% | +2.23% | |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.42% | -0.16% | +7.66% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | — | -15.56% | |
| 41 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.42% | -0.50% | +1235.58% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.41% | +0.04% | -8.22% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.28% | +4.50% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.23% | +4.95% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.38% | +0.03% | +1.09% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.36% | +0.06% | +0.88% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | +0.07% | +0.41% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.12% | -0.40% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.34% | -0.03% | -5.43% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.33% | -0.09% | +3.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.5% | +69.37% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.56% | Trim |
| 3 | PJAN | Innovator U.s. Equity Power | +0.4% | +1235.58% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +1.96% | Add |
| 5 | PNOV | Innovator U.s. Equity Power | +0.2% | +3526.23% | Add |
| 6 | XLV | Ss Health Care Select Sector | +0.1% | +148.95% | Add |
| 7 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +8672.95% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | +4.53% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +12.29% | Add |
| 10 | AAPL | Apple Inc | +0.1% | +1.31% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +3.59% | Add |
| 12 | QTUM | Defiance Quantum ETF | +0.1% | +793.50% | Add |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.1% | +8.52% | Add |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +43.55% | Add |
| 15 | IYF | Ishares US Financials ETF | +0.1% | +32.13% | Add |
| 16 | AVAV | Aerovironment Inc | +0.1% | +879.88% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +13.15% | Add |
| 18 | EWJ | Ishares Msci Japan ETF | +0.1% | +379.09% | Add |
| 19 | PFN | Pimco Income Strategy Fd Ii | +0.1% | +39179.00% | Add |
| 20 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +8167.03% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.76% | Add |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +32.19% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | +2.75% | Add |
| 24 | TUSI | Touchstone Ultra Short Incom | +0.1% | +98.76% | Add |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +15.59% | Add |
| 26 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +157.90% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +4.39% | Add |
| 28 | AVGO | Broadcom Inc | 0% | +3.48% | Add |
| 29 | ABBV | Abbvie Inc | 0% | +14.04% | Add |
| 30 | VHT | Vanguard Health Care ETF | 0% | +7.91% | Add |
| 31 | VRT | Vertiv Holdings Co-a | 0% | +82.68% | Add |
| 32 | WFC | Wells Fargo & Co | 0% | +41.55% | Add |
| 33 | IAU | Ishares Gold Trust | 0% | +3.74% | Add |
| 34 | MU | Micron Technology Inc | 0% | -1.89% | Trim |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +71.45% | Add |
| 36 | WMT | Walmart Inc | 0% | +2.12% | Add |
| 37 | DIS | Walt Disney Co/the | 0% | +22.14% | Add |
| 38 | AMD | Advanced Micro Devices | 0% | -1.63% | Trim |
| 39 | GS | Goldman Sachs Group Inc | 0% | +11.94% | Add |
| 40 | FLOT | Ishares Floating Rate Bond E | 0% | +15.60% | Add |
| 41 | IVE | Ishares S&p 500 Value ETF | 0% | +27.35% | Add |
| 42 | FSLR | First Solar Inc | 0% | +3.08% | Add |
| 43 | DDWM | Wisdomtree Dy Inter Eq Fd-us | 0% | +23.97% | Add |
| 44 | RWL | Invesco S&p 500 Revenue ETF | 0% | +427.36% | Add |
| 45 | ETR | Entergy CORP | 0% | +66.97% | Add |
| 46 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +2068.56% | Add |
| 47 | FCX | Freeport-mcmoran Inc | 0% | +130.96% | Add |
| 48 | BMY | Bristol-myers Squibb Co | 0% | +43.38% | Add |
| 49 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.01% | Add |
| 50 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.76% | Add |
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 4309 disclosed positions in Q4 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, NVDA, GOOGL) accounted for 12.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
APLU
市值: $45.4M
Top Position Liquidated / Trimmed
UL
前期市值: $5.3M
During Q4 2025, Steward Partners Investment Advisory, LLC's top holdings by market value included AAPL (3.3%)、NVDA (3.0%)、GOOGL (2.4%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q4 2025, Steward Partners Investment Advisory, LLC made 200 total portfolio adjustments, initiating 7 new buys, adding to 113 positions, trimming 78 holdings, and fully liquidating 2 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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