Steward Partners Investment Advisory, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $10.6 Billion distributed in 3753 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $499M, Microsoft Corp with a value of $331M, Nvidia Corp with a value of $286M, Vanguard Index Fds S&P 500 ETF with a value of $220M, and Amazon Com Inc with a value of $219M.

Examining the 13F form we can see an increase of $1.27B in the current position value, from $9.37B to 10.6B.

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

Portfolio value $10.6 Billion
ETFs: $4.67 Billion
Technology: $1.78 Billion
Financial Services: $872 Million
Consumer Cyclical: $680 Million
Healthcare: $633 Million
Industrials: $519 Million
Communication Services: $465 Million
Consumer Defensive: $394 Million
Other: $572 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 3,753
  • Current Value $10.6 Billion
  • Prior Value $9.37 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 310 stocks
  • Additional Purchases 1,572 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 941 stocks
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