Steward Partners Investment Advisory, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $9.37 Billion distributed in 3609 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $425M, Microsoft Corp with a value of $314M, Nvidia Corp with a value of $278M, Amazon Com Inc with a value of $207M, and Ishares Core S&P 500 ETF with a value of $188M.

Examining the 13F form we can see an increase of $423M in the current position value, from $8.95B to 9.37B.

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

Portfolio value $9.37 Billion
ETFs: $4.12 Billion
Technology: $1.62 Billion
Financial Services: $725 Million
Healthcare: $565 Million
Consumer Cyclical: $555 Million
Industrials: $455 Million
Communication Services: $422 Million
Consumer Defensive: $347 Million
Other: $521 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 3,609
  • Current Value $9.37 Billion
  • Prior Value $8.95 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 217 stocks
  • Additional Purchases 1,265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,134 stocks
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