Steward Partners Investment Advisory, LLC Portfolio Holdings
Steward Partners Investment Advisory, LLC
- $10.9 Billion
- Q1 2025
Steward Partners Investment Advisory, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $10.9 Billion distributed in 4018 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $477M, Microsoft Corp with a value of $296M, Nvidia Corp with a value of $263M, Amazon Com Inc with a value of $229M, and Ishares Core S&P 500 ETF with a value of $225M.
Examining the 13F form we can see an decrease of $82.9M in the current position value, from $11B to 10.9B.
Below you can find more details about Steward Partners Investment Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$10.9 Billion
ETFs: $4.88 Billion
Technology: $1.75 Billion
Financial Services: $998 Million
Consumer Cyclical: $659 Million
Healthcare: $579 Million
Communication Services: $530 Million
Industrials: $508 Million
Consumer Defensive: $386 Million
Other: $598 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 4,018
- Current Value $10.9 Billion
- Prior Value $11 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 240 stocks
- Additional Purchases 1,480 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,196 stocks