Steward Partners Investment Advisory, LLC Portfolio Holdings
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
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 $2 Billions to $10 Billions
| 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