Steward Partners Investment Advisory, LLC — Q3 2025 13F保有銘柄

Name: Steward Partners Investment Advisory, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001723397

申告総資産額

$196.1億

← 最新の四半期に戻る

今四半期の全保有銘柄

上位200銘柄を表示中（全4261銘柄）

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	NVDA	Nvidia CORP	株式-IT	3.33%	+0.35%	+25.40%
2	AAPL	Apple INC	株式-IT	3.21%	-0.14%	+5.22%
3	META	Meta Platforms Inc-class A	株式-通信サービス	2.62%	-0.40%	+148.42%
4	MSFT	Microsoft CORP	株式-IT	2.44%	-0.37%	+4.12%
5	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	2.38%	—	+45.44%
6	AMZN	Amazon.com INC	株式-一般消費財	2.16%	—	+43.95%
7	AGG	Ishares Core U.s. Aggregate	ETF-その他	2.11%	-0.28%	+196.38%
8	GOOGL	Alphabet Inc-cl A	株式-通信サービス	2.03%	—	+48.27%
9	JPM	Jpmorgan Chase & Co	株式-金融	1.68%	—	+35.63%
10	VOO	Vanguard S&p 500 ETF	ETF-大型株・グロース	1.64%	-0.32%	+7.55%
11	IEFA	Ishares Core Msci Eafe ETF	ETF-その他	1.42%	—	+243.79%
12	GLD	Spdr Gold Shares	ETF-コモディティ	1.27%	+0.09%	+247.39%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型株・グロース	1.20%	-0.22%	+7.34%
14	IJH	Ishares Core S&p Midcap ETF	ETF-その他	1.09%	—	+140.52%
15	IVW	Ishares S&p 500 Growth ETF	ETF-大型株・グロース	1.08%	—	+104.68%
16	QQQ	Invesco Qqq Trust Series 1	ETF-テック型	1.06%	—	+8.15%
17	IJR	Ishares Core S&p Small-cap E	ETF-中小型株	1.04%	—	+117.37%
18	AVGO	Broadcom INC	株式-IT	1.02%	+0.09%	-13.04%
19	IWF	Ishares Russell 1000 Growth	ETF-その他	0.93%	—	+46.55%
20	V	Visa Inc-class A Shares	株式-金融	0.88%	—	+60.25%
21	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公債	0.84%	-0.22%	+1113.50%
22	GOOG	Alphabet Inc-cl C	株式-通信サービス	0.73%	—	+26.00%
23	IEMG	Ishares Core Msci Emerging	ETF-新興国市場	0.73%	+0.39%	+327.71%
24	COST	Costco Wholesale CORP	株式-生活必需品	0.70%	+0.16%	+95.23%
25	BRK-B	Berkshire Hathaway Inc-cl B	株式-その他	0.69%	—	+32.69%
26	VUG	Vanguard Growth ETF	ETF-その他	0.62%	—	+1.65%
27	HD	Home Depot INC	株式-一般消費財	0.61%	—	+0.64%
28	IGM	Ishares Expanded Tech Sector	ETF-テック型	0.61%	—	+1411.12%
29	UBER	Uber Technologies INC	株式-資本財	0.59%	—	+186.71%
30	JNJ	Johnson & Johnson	株式-ヘルスケア	0.57%	+0.16%	+48.00%
31	VIG	Vanguard Dividend Apprec ETF	ETF-その他	0.56%	—	+6.16%
32	DGRW	Wisdomtree U.s. Quality Divi	ETF-その他	0.56%	—	+4.91%
33	WMT	Walmart INC	株式-生活必需品	0.55%	+0.12%	-4.74%
34	PANW	Palo Alto Networks INC	株式-IT	0.52%	—	+168.17%
35	SYK	Stryker CORP	株式-ヘルスケア	0.49%	+0.06%	+597.94%
36	TSLA	Tesla INC	株式-一般消費財	0.48%	—	+63.64%
37	ABBV	Abbvie INC	株式-ヘルスケア	0.47%	—	+3.82%
38	VTV	Vanguard Value ETF	ETF-その他	0.44%	—	+19.63%
39	CVX	Chevron CORP	株式-エネルギー	0.42%	+0.14%	+90.32%
40	FLQL	Franklin U.s. Large Cap Mult	ETF-大型株・グロース	0.42%	—	+4.49%
41	EMB	Ishares Jp Morgan Usd Emergi	ETF-その他	0.41%	—	+971.45%
42	MCD	Mcdonald's CORP	株式-一般消費財	0.40%	+0.04%	+87.32%
43	ORCL	Oracle CORP	株式-IT	0.39%	-0.09%	-7.25%
44	USMV	Ishares Msci USA Min Vol Fac	ETF-その他	0.38%	—	+0.55%
45	VYM	Vanguard High Dvd Yield ETF	ETF-その他	0.38%	—	+0.41%
46	BABA	Alibaba Group Holding-sp Adr	株式-一般消費財	0.38%	—	+665.92%
47	VTI	Vanguard Total Stock Mkt ETF	ETF-その他	0.36%	—	-0.31%
48	POCT	Innovator U.s. Equity Power	ETF-その他	0.36%	—	+18842.09%
49	IWD	Ishares Russell 1000 Value E	ETF-その他	0.36%	+0.05%	+6.35%
50	QUAL	Ishares Msci USA Quality Fac	ETF-その他	0.36%	—	-2.03%

1–50 of 200

今四半期の持株変動

Steward Partners Investment Advisory, LLCがQ3 2025時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	META	Meta Platforms Inc-class A	+1.4%	+148.42%	増加
2	AGG	Ishares Core U.s. Aggregate	+1.1%	+196.38%	増加
3	NVDA	Nvidia CORP	+1%	+25.40%	増加
4	IEFA	Ishares Core Msci Eafe ETF	+0.9%	+243.79%	増加
5	GLD	Spdr Gold Shares	+0.9%	+247.39%	増加
6	SHY	Ishares 1-3 Year Treasury Bo	+0.7%	+1113.50%	増加
7	GOOGL	Alphabet Inc-cl A	+0.7%	+48.27%	増加
8	IVW	Ishares S&p 500 Growth ETF	+0.7%	+104.68%	増加
9	IGM	Ishares Expanded Tech Sector	+0.6%	+1411.12%	増加
10	IEMG	Ishares Core Msci Emerging	+0.6%	+327.71%	増加
11	UBER	Uber Technologies INC	+0.5%	+186.71%	増加
12	IJR	Ishares Core S&p Small-cap E	+0.4%	+117.37%	増加
13	SYK	Stryker CORP	+0.4%	+597.94%	増加
14	IVV	Ishares Core S&p 500 ETF	+0.4%	+45.44%	増加
15	EMB	Ishares Jp Morgan Usd Emergi	+0.4%	+971.45%	増加
16	POCT	Innovator U.s. Equity Power	+0.4%	+18842.09%	増加
17	BABA	Alibaba Group Holding-sp Adr	+0.3%	+665.92%	増加
18	BTC	Grayscale Bitcoin Mini ETF	+0.3%	+3225.88%	増加
19	PANW	Palo Alto Networks INC	+0.3%	+168.17%	増加
20	TSLA	Tesla INC	+0.3%	+63.64%	増加
21	IJH	Ishares Core S&p Midcap ETF	+0.2%	+140.52%	増加
22	VHT	Vanguard Health Care ETF	+0.2%	+727.38%	増加
23	JPM	Jpmorgan Chase & Co	+0.2%	+35.63%	増加
24	CRWD	Crowdstrike Holdings INC - A	+0.2%	+198.04%	増加
25	IDU	Ishares US Utilities ETF	+0.2%	+1234.35%	増加
26	FLOT	Ishares Floating Rate Bond E	+0.2%	+517.65%	増加
27	IYF	Ishares US Financials ETF	+0.2%	+1105.15%	増加
28	IWF	Ishares Russell 1000 Growth	+0.2%	+46.55%	増加
29	IYK	Ishares US Consumer Staples	+0.2%	+661.99%	増加
30	GOOG	Alphabet Inc-cl C	+0.2%	+26.00%	増加
31	GEV	GE Vernova INC	+0.2%	+66.68%	増加
32	FSLR	First Solar INC	+0.2%	+1965.05%	増加
33	VNQ	Vanguard Real Estate ETF	+0.2%	+284.36%	増加
34	NBIS	Nebius Group NV	+0.2%	-19.73%	増加
35	COST	Costco Wholesale CORP	+0.2%	+95.23%	増加
36	PFF	Ishares Preferred & Income S	+0.2%	+241.60%	増加
37	AMZN	Amazon.com INC	+0.1%	+43.95%	増加
38	AVGO	Broadcom INC	+0.1%	-13.04%	減少
39	ORCL	Oracle CORP	+0.1%	-7.25%	増加
40	MCD	Mcdonald's CORP	+0.1%	+87.32%	増加
41	CVX	Chevron CORP	+0.1%	+90.32%	増加
42	V	Visa Inc-class A Shares	0%	+60.25%	増加
43	JNJ	Johnson & Johnson	0%	+48.00%	増加
44	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+7.34%	増加
45	QQQ	Invesco Qqq Trust Series 1	-0.1%	+8.15%	増加
46	MSFT	Microsoft CORP	-0.2%	+4.12%	増加
47	VOO	Vanguard S&p 500 ETF	-0.3%	+7.55%	増加
48	GIS	General Mills INC	-0.3%	-93.65%	減少
49	DRI	Darden Restaurants INC	-0.3%	-71.00%	減少
50	AAPL	Apple INC	-1%	+5.22%	増加