Steward Partners Investment Advisory, LLC Portfolio Holdings
Steward Partners Investment Advisory, LLC
- $12.3 Billion
- Q2 2025
Steward Partners Investment Advisory, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $12.3 Billion distributed in 4117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $429M, Microsoft Corp with a value of $392M, Nvidia Corp with a value of $392M, Ishares Core S&P 500 ETF with a value of $265M, and Amazon Com Inc with a value of $262M.
Examining the 13F form we can see an increase of $1.35B in the current position value, from $10.9B to 12.3B.
Below you can find more details about Steward Partners Investment Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$12.3 Billion
ETFs: $5.49 Billion
Technology: $2.17 Billion
Financial Services: $1.08 Billion
Consumer Cyclical: $729 Million
Communication Services: $647 Million
Industrials: $585 Million
Healthcare: $530 Million
Consumer Defensive: $401 Million
Other: $609 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 4,117
- Current Value $12.3 Billion
- Prior Value $10.9 Billion
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 307 stocks
- Additional Purchases 1,459 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,301 stocks