Steward Partners Investment Advisory, LLC Portfolio Holdings

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

Steward Partners Investment Advisory, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $16.6 Billion distributed in 4261 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $581M, Apple Inc. with a value of $560M, Meta Platforms, Inc. with a value of $456M, Microsoft Corp with a value of $425M, and Ishares Core S&P 500 ETF with a value of $415M.

Examining the 13F form we can see an increase of $4.33B in the current position value, from $12.3B to 16.6B.

Below you can find more details about Steward Partners Investment Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $16.6 Billion
ETFs: $7.93 Billion
Technology: $2.78 Billion
Financial Services: $1.3 Billion
Communication Services: $1.2 Billion
Consumer Cyclical: $965 Million
Healthcare: $669 Million
Industrials: $661 Million
Consumer Defensive: $421 Million
Other: $641 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$581 Million 3.49% of portfolio
3,113,135
Q3 2025 Added 25.4%
$4.3T
$560 Million 3.37% of portfolio
2,199,385
Q3 2025 Added 5.22%
$1.37T
$456 Million 2.74% of portfolio
621,450
Q3 2025 Added 148.42%
$3.78T
$425 Million 2.56% of portfolio
821,041
Q3 2025 Added 4.12%
$0
$415 Million 2.49% of portfolio
619,601
Q3 2025 Added 45.44%
$2.39T
$377 Million 2.27% of portfolio
1,718,205
Q3 2025 Added 43.95%
$0
$368 Million 2.21% of portfolio
3,668,854
Q3 2025 Added 196.38%
$1.65T
$355 Million 2.13% of portfolio
1,459,067
Q3 2025 Added 48.27%
$881B
$293 Million 1.76% of portfolio
930,339
Q3 2025 Added 35.63%
$0
$287 Million 1.73% of portfolio
468,586
Q3 2025 Added 7.55%
$0
$248 Million 1.49% of portfolio
2,839,634
Q3 2025 Added 243.79%
$130B
$222 Million 1.33% of portfolio
623,594
Q3 2025 Added 247.39%
$0
$209 Million 1.26% of portfolio
313,636
Q3 2025 Added 7.34%
$0
$190 Million 1.14% of portfolio
2,904,799
Q3 2025 Added 140.52%
$0
$189 Million 1.13% of portfolio
1,562,762
Q3 2025 Added 104.68%
$0
$185 Million 1.11% of portfolio
307,601
Q3 2025 Added 8.15%
$139B
$178 Million 1.07% of portfolio
539,876
Q3 2025 Reduced 13.04%
$0
$162 Million 0.97% of portfolio
345,275
Q3 2025 Added 46.55%
$533B
$153 Million 0.92% of portfolio
447,452
Q3 2025 Added 60.25%
$0
$147 Million 0.89% of portfolio
1,775,187
Q3 2025 Added 1,113.5%
$1.74T
$128 Million 0.77% of portfolio
525,549
Q3 2025 Added 26.0%
$404B
$123 Million 0.74% of portfolio
132,629
Q3 2025 Added 95.23%
$662B
$121 Million 0.73% of portfolio
240,265
Q3 2025 Added 32.69%
$0
$109 Million 0.65% of portfolio
226,513
Q3 2025 Added 1.65%
$367B
$107 Million 0.64% of portfolio
263,947
Q3 2025 Added 0.64%
$0
$106 Million 0.64% of portfolio
842,752
Q3 2025 Added 1,411.12%
$0
$104 Million 0.63% of portfolio
1,939,835
Q3 2025 Added 327.71%
$181B
$104 Million 0.62% of portfolio
1,057,772
Q3 2025 Added 186.71%
$522B
$100 Million 0.6% of portfolio
539,477
Q3 2025 Added 48.0%
$0
$97.6 Million 0.59% of portfolio
1,096,735
Q3 2025 Added 4.91%
$279B
$96 Million 0.58% of portfolio
931,224
Q3 2025 Reduced 4.74%
$61.4B
$90.8 Million 0.55% of portfolio
446,036
Q3 2025 Added 168.17%
$136B
$84.8 Million 0.51% of portfolio
229,363
Q3 2025 Added 597.94%
$1.29T
$83.4 Million 0.5% of portfolio
187,570
Q3 2025 Added 63.64%
$0
$82.5 Million 0.5% of portfolio
452,793
Q3 2025 Added 6.16%
$414B
$82.2 Million 0.49% of portfolio
355,198
Q3 2025 Added 3.82%
$0
$76 Million 0.46% of portfolio
407,273
Q3 2025 Added 19.63%
$303B
$73.5 Million 0.44% of portfolio
473,187
Q3 2025 Added 90.32%
$0
$73 Million 0.44% of portfolio
1,066,736
Q3 2025 Added 4.49%
$0
$70.9 Million 0.43% of portfolio
745,116
Q3 2025 Added 971.45%
$224B
$70.2 Million 0.42% of portfolio
230,885
Q3 2025 Added 87.32%
$418B
$66.5 Million 0.4% of portfolio
371,983
Q3 2025 Added 665.92%
$0
$67 Million 0.4% of portfolio
704,580
Q3 2025 Added 0.55%
$593B
$67.3 Million 0.4% of portfolio
239,471
Q3 2025 Reduced 7.25%
$0
$67 Million 0.4% of portfolio
475,125
Q3 2025 Added 0.41%
$0
$62.9 Million 0.38% of portfolio
1,459,109
Q3 2025 Added 18,842.09%
$0
$62.5 Million 0.38% of portfolio
307,233
Q3 2025 Added 6.35%
$0
$63.5 Million 0.38% of portfolio
193,439
Q3 2025 Reduced 0.31%
$490B
$61.1 Million 0.37% of portfolio
541,744
Q3 2025 Reduced 20.33%

Summary

  • Portfolio
  • No. of Stocks 4,261
  • Current Value $16.6 Billion
  • Prior Value $12.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 332 stocks
  • Additional Purchases 1,797 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,130 stocks
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