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 $2 Billions to $10 Billions

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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.