SP

Steward Partners Investment Advisory, LLC

13F
Steward Partners Investment Advisory, LLC
Last update 2021-02-11 3584 Stocks (199 new)
Value $9.49 Bil Turnover 5 %
Countries:
Top Holdings: AAPL(4.48%)MSFT(3.31%)NVDA(2.93%)AMZN(2.18%)IVV(1.98%)
Portfolio Report
Summary Stock Picks Current Portfolio
Steward Partners Investment Ad... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
2,018,040
425039.480
+1.39%
4.480
+0.06%
0.010
+7.21%
+21.69%
3548645.576
Hardware
MSFT 		Microsoft Corp
702,680
314062.730
+3.25%
3.310
+0.10%
0.010
+0.52%
+14.09%
3172348.353
Software
NVDA 		NVIDIA Corp
2,246,434
277524.490
+1.16%
2.930
+0.03%
0.010
+24.30%
+183.81%
3446955.600
Semiconductors
AMZN 		Amazon.com Inc
1,068,821
206549.660
+2.89%
2.180
+0.06%
0.010
+3.23%
+23.99%
1977259.845
Retail - Cyclical
IVV 		iShares Core S&P 500 ETF
342,801
187591.200
+2.73%
1.980
+0.05%
-
+6.62%
+22.20%
548049.583
 
VOO 		Vanguard S&P 500 ETF
361,190
180641.710
+9.14%
1.900
+0.16%
-
+6.71%
+22.23%
490370.523
 
GOOGL 		Alphabet Inc
956,430
174213.650
+2.14%
1.840
+0.04%
0.010
-0.04%
+19.65%
2061370.900
Interactive Media
QQQ 		INVESCO QQQ Trust
265,893
127391.810
+1.42%
1.340
+0.02%
-
+7.00%
+20.97%
298800.510
 
JPM 		JPMorgan Chase & Co
559,342
113132.500
-1.79%
1.190
-0.02%
0.020
+6.90%
+35.73%
634850.150
Banks
SPY 		S&P 500 ETF TRUST ETF
195,953
106641.520
-1.98%
1.120
-0.02%
-
+6.68%
+22.20%
602048.949
 

Steward Partners Investment Advisory, LLC's Historical Top Holdings Breakdowns

Steward Partners Investment Advisory, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMD 		Advanced Micro Devices Inc2024-06-30Reduce
-0.35%
●
144.27 ($160.87) 183.34
$159.92
-0.59%
Reduce -50.93%
170,161
-176,603
GNOV 		FT Vest U.S. Equity Moderate Buffer ETF - November2024-06-30Reduce
-0.16%
●
32.39 ($33.18) 33.77
$34.71
4.61%
Reduce -99.45%
2,400
-433,547
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+0.16%
●
455.1 ($481.2) 504.28
$533.92
10.96%
Add 9.14%
361,190
30,244
XOM 		Exxon Mobil Corp2024-06-30Add
+0.14%
●
108.36 ($116.47) 122.2
$118.90
2.09%
Add 20.39%
655,669
111,070
CMG 		Chipotle Mexican Grill Inc2024-06-30Add
+0.13%
●
57.12 ($62.12) 68.55
$60.60
-2.45%
Add 503.92%
228,585
190,735
IVW 		iShares S&P 500 Growth ETF2024-06-30Add
+0.12%
●
79.31 ($86.21) 93.31
$97.66
13.28%
Add 27.19%
569,929
121,822
LULU 		Lululemon Athletica Inc2024-06-30Reduce
-0.12%
●
295.25 ($334.33) 385.2
$307.54
-8.01%
Reduce -77.74%
7,877
-27,510
IEF 		iShares 7-10 Year Treasury Bond ETF2024-06-30Add
+0.11%
●
91.24 ($92.9) 94.6
$94.67
1.91%
Add 203.25%
160,014
107,248
DGRW 		WisdomTree U.S. Dividend Growth Fund2024-06-30Add
+0.11%
●
72.31 ($75.57) 79.02
$83.30
10.23%
Add 13.93%
1,049,757
128,329
PXD Pioneer Natural Resources Co2024-06-30Sold Out
-0.11%
●
263.96 ($270.84) 275.52
$269.62
-0.45%
Sold Out
0
-39,019

Steward Partners Investment Advisory, LLC Total Holding History ($B)

To

Steward Partners Investment Advisory, LLC's Asset Allocation

To

Steward Partners Investment Advisory, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Steward Partners Investment Advisory, LLC's Hypothetical Growth since 2024-06-30

Steward Partners Investment Advisory, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Steward Partners Investment Advisory, LLC's Holdings Heat Map

Size field:

Steward Partners Investment Advisory, LLC's Holdings Bubble Chart

Steward Partners Investment Advisory, LLC News

  • 1

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