Steward Partners Investment Advisory, LLC Portfolio Holdings
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
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 $300 Millions to $2 Billions
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