Steward Partners Investment Advisory, LLC Portfolio Holdings
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
Steward Partners Investment Advisory, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $11 Billion distributed in 3968 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $544M, Microsoft Corp with a value of $331M, Nvidia Corp with a value of $321M, Amazon Com Inc with a value of $259M, and Vanguard Index Fds S&P 500 ETF with a value of $248M.
Examining the 13F form we can see an increase of $394M in the current position value, from $10.6B to 11B.
Below you can find more details about Steward Partners Investment Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$11 Billion
ETFs: $4.84 Billion
Technology: $1.95 Billion
Financial Services: $939 Million
Consumer Cyclical: $732 Million
Healthcare: $543 Million
Communication Services: $525 Million
Industrials: $514 Million
Consumer Defensive: $383 Million
Other: $543 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 3,968
- Current Value $11 Billion
- Prior Value $10.6 Billion
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 444 stocks
- Additional Purchases 1,616 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,050 stocks