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 Market Cap. of $200 Billions or more
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