Steward Partners Investment Solutions, LLC Portfolio Holdings

Steward Partners Investment Solutions, LLC

  • $594 Billion
  • Q1 2024

Steward Partners Investment Solutions, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $594 Billion distributed in 271 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $54.7B, Apple Inc. with a value of $48.2B, Vanguard Index Fds S&P 500 ETF with a value of $25.8B, Fidelity Nasdaq Composite Inde with a value of $18.9B, and Nvidia Corp with a value of $14.9B.

Examining the 13F form we can see an increase of $354B in the current position value, from $240B to 594B.

Steward Partners Investment Solutions, LLC is based out at Portland, OR

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

Portfolio value $594 Billion
ETFs: $200 Billion
Technology: $169 Billion
Financial Services: $54.1 Billion
Consumer Cyclical: $38.9 Billion
Healthcare: $38 Billion
Communication Services: $27.9 Billion
Consumer Defensive: $21.5 Billion
Industrials: $15.9 Billion
Other: $27.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$961M
$206 Million 0.03% of portfolio
13,280
Q1 2024 Added 2.31%
$22.3B
$150 Million 0.03% of portfolio
17,192
Q1 2024 New
$553M
$88.9 Million 0.01% of portfolio
10,385
Q4 2023 New
$10.9B
$58 Million 0.01% of portfolio
50,000
Q1 2024 New
$9.98M
$1.2 Million 0.0% of portfolio
57,800
Q1 2024 Reduced 2.03%
$0
$24.5 Million 0.0% of portfolio
10,518
Q4 2023 New
$51.2M
$16.8 Million 0.0% of portfolio
12,318
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 271
  • Current Value $594 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 124 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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