Steward Partners Investment Advisory, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
4,017
Total Value
11313179220
Accession Number
0001723397-25-000004
Form Type
13F-HR
CIK
0001723397
Manager Name
Steward Partners Investment Advisory, LLC
Data Enrichment
64% identified
2,580 identified1,437 unidentified

Holdings

4,017 positions
Manager:
SEC
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Page 1 of 201
Apple Inc.
AAPL|037833100
Shares:
2147443(-1.1%)
Value:
$477.0B(-12.3%)
MICROSOFT CORP
MSFT|594918104
Shares:
788991(+0.6%)
Value:
$296.2B(-10.4%)
NVIDIA CORP
NVDA|67066G104
Shares:
2427259(+1.4%)
Value:
$263.1B(-18.2%)
AMAZON COM INC
AMZN|023135106
Shares:
1201498(+1.9%)
Value:
$228.6B(-11.6%)
464287200
IVV|464287200
Shares:
399916(+9.5%)
Value:
$224.7B(+4.5%)
922908363
VOO|922908363
Shares:
423381(-7.9%)
Value:
$217.6B(-12.2%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
666789(+4.7%)
Value:
$163.6B(+7.1%)
Alphabet Inc.
GOOGL|02079K305
Shares:
979232(-3.9%)
Value:
$151.4B(-21.5%)
Meta Platforms, Inc.
META|30303M102
Shares:
237595(+44.0%)
Value:
$136.9B(+41.7%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
241089(+2.5%)
Value:
$134.9B(-2.2%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
278927(-0.1%)
Value:
$130.8B(-8.4%)
464287226
464287226
Shares:
1144249(+6.6%)
Value:
$113.2B(+8.8%)
Broadcom Inc.
AVGO|11135F101
Shares:
617613(+1.6%)
Value:
$103.4B(-26.6%)
464287507
IJH|464287507
Shares:
1647131(+3.2%)
Value:
$96.1B(-3.4%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
180008(-2.8%)
Value:
$95.9B(+14.2%)
VISA INC.
V|92826C839
Shares:
270266(-0.4%)
Value:
$94.7B(+10.5%)
HOME DEPOT, INC.
HD|437076102
Shares:
247415(+23.3%)
Value:
$90.7B(+16.1%)
97717X669
97717X669
Shares:
1096998(+3.0%)
Value:
$87.6B(+1.6%)
464287614
IWF|464287614
Shares:
232464(+6.5%)
Value:
$83.9B(-4.2%)
Walmart Inc.
WMT|931142103
Shares:
952965(-6.8%)
Value:
$83.7B(-9.4%)