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Steward Partners Investment Advisory LLC Top Holdings
As of  03/31/2023, below is a summary of the Steward Partners Investment Advisory LLC top holdings by largest position size, as per the latest 13f filing made by Steward Partners Investment Advisory LLC. In the Steward Partners Investment Advisory LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Steward Partners Investment Advisory LLC in that top holding, then the share count change between reporting periods, and finally the Steward Partners Investment Advisory LLC top holding position size for that row.

   EntityAmountChange
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
APPLE INC 1,856,806 +4,475 $306,187
     AAPL1,856,806+4,475$306,187
MICROSOFT CORP 551,280 +2,739 $158,934
     MSFT551,280+2,739$158,934
ISHARES TR (IVV) 312,309 +25,706 $128,384
     IVV312,309+25,706$128,384
AMAZON COM INC 954,901 +83,906 $98,632
     AMZN954,901+83,906$98,632
VANGUARD INDEX FDS (VOO) 221,350 -5,661 $83,243
     VOO221,350-5,661$83,243
ALPHABET INC 799,939 +26,342 $82,978
     GOOGL799,939+26,342$82,978
SPDR S&P 500 ETF TR (SPY) 181,501 +31,091 $74,305
     SPY181,501+31,091$74,305
ISHARES TR (IJR) 725,792 +41,572 $70,184
     IJR725,792+41,572$70,184
INVESCO QQQ TR 218,510 +45,036 $70,126
     QQQ218,510+45,036$70,126
ISHARES TR (IJH) 268,213 +96,651 $67,096
     IJH268,213+96,651$67,096
EXXON MOBIL CORP 568,313 -20,793 $62,321
     XOM568,313-20,793$62,321
JPMORGAN CHASE & CO 461,808 +2,670 $60,178
     JPM461,808+2,670$60,178
ISHARES TR (IWF) 241,147 -3,885 $58,919
     IWF241,147-3,885$58,919
UNITEDHEALTH GROUP INC 122,272 -1,343 $57,785
     UNH122,272-1,343$57,785
GENERAL MLS INC 655,962 -16,512 $56,058
     GIS655,962-16,512$56,058
HOME DEPOT INC 188,692 -7,352 $55,687
     HD188,692-7,352$55,687
ISHARES TR (USMV) 701,802 -7,459 $51,049
     USMV701,802-7,459$51,049
JOHNSON & JOHNSON 307,091 -32,600 $47,599
     JNJ307,091-32,600$47,599
ISHARES TR (AGG) 437,861 +38,606 $43,629
     AGG437,861+38,606$43,629
VANGUARD INDEX FDS (VTV) 308,216 -29,923 $42,568
     VTV308,216-29,923$42,568
ISHARES TR (DGRO) 838,871 +42,562 $41,935
     DGRO838,871+42,562$41,935
VANGUARD WHITEHALL FDS (VYM) 397,020 +15,323 $41,886
     VYM397,020+15,323$41,886
VANGUARD INDEX FDS (VUG) 160,282 +3,665 $39,981
     VUG160,282+3,665$39,981
MERCK & CO INC 368,561 -7,103 $39,211
     MRK368,561-7,103$39,211
ISHARES TR (QUAL) 311,476 +76,205 $38,643
     QUAL311,476+76,205$38,643
VISA INC 167,101 +1,163 $37,675
     V167,101+1,163$37,675
BERKSHIRE HATHAWAY INC DEL      $36,595
     BRK.B106,456+1,455$32,870
     BRK.A8UNCH$3,725
PROCTER AND GAMBLE CO 244,960 +5,320 $36,423
     PG244,960+5,320$36,423
MCDONALDS CORP 130,143 +14,015 $36,389
     MCD130,143+14,015$36,389
NVIDIA CORPORATION 126,604 +8,491 $35,167
     NVDA126,604+8,491$35,167
FIRST TR EXCHANGE TRADED FD (FTSM) 587,644 +3,518 $34,971
     FTSM587,644+3,518$34,971
ISHARES TR (IWD) 222,774 -1,871 $33,920
     IWD222,774-1,871$33,920
ISHARES TR (IWR) 453,542 +8,864 $31,712
     IWR453,542+8,864$31,712
ISHARES TR (IEFA) 472,412 +3,660 $31,581
     IEFA472,412+3,660$31,581
ISHARES TR (HDV) 308,631 -10,344 $31,375
     HDV308,631-10,344$31,375
VANGUARD TAX MANAGED FDS (VEA) 693,507 +128,503 $31,326
     VEA693,507+128,503$31,326
CHEVRON CORP NEW 190,426 -5,065 $31,070
     CVX190,426-5,065$31,070
GOLDMAN SACHS ETF TR (GSLC) 371,700 -431 $30,189
     GSLC371,700-431$30,189
VANGUARD SPECIALIZED FUNDS (VIG) 195,783 +6,376 $30,153
     VIG195,783+6,376$30,153
WALMART INC 200,881 +11,619 $29,620
     WMT200,881+11,619$29,620
ABBVIE INC 179,882 +232 $28,668
     ABBV179,882+232$28,668
AMPLIFY ETF TR (DIVO) 804,588 +165,001 $28,539
     DIVO804,588+165,001$28,539
WISDOMTREE TR 559,375 +483,853 $28,120
     USFR559,375+483,853$28,120
DARDEN RESTAURANTS INC 176,169 +1,710 $27,334
     DRI176,169+1,710$27,334
ALPHABET INC 261,925 -190 $27,240
     GOOG261,925-190$27,240
UNION PAC CORP 132,548 -5,477 $26,677
     UNP132,548-5,477$26,677
ISHARES TR (GOVT) 1,135,989 +824,594 $26,559
     GOVT1,135,989+824,594$26,559
PEPSICO INC 145,358 +3,216 $26,499
     PEP145,358+3,216$26,499
FIRST TR MORNINGSTAR DIVID L (FDL) 717,120 +74,061 $25,458
     FDL717,120+74,061$25,458
CONOCOPHILLIPS 252,783 +4,341 $25,079
     COP252,783+4,341$25,079

See Full List: All Stocks Held By Steward Partners Investment Advisory LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Steward Partners Investment Advisory LLC

Size ($ in 1000's)
At 03/31/2023: $6,248,859
At 12/31/2022: $5,877,293

Steward Partners Investment Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Steward Partners Investment Advisory LLC 13F filings. Link to 13F filings: SEC filings

Steward Partners Investment Advisory LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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