HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
1,856,806 | +4,475 | $306,187 |
| AAPL | 1,856,806 | +4,475 | $306,187 |
| MICROSOFT CORP |
551,280 | +2,739 | $158,934 |
| MSFT | 551,280 | +2,739 | $158,934 |
| ISHARES TR (IVV) |
312,309 | +25,706 | $128,384 |
| IVV | 312,309 | +25,706 | $128,384 |
| AMAZON COM INC |
954,901 | +83,906 | $98,632 |
| AMZN | 954,901 | +83,906 | $98,632 |
| VANGUARD INDEX FDS (VOO) |
221,350 | -5,661 | $83,243 |
| VOO | 221,350 | -5,661 | $83,243 |
| ALPHABET INC |
799,939 | +26,342 | $82,978 |
| GOOGL | 799,939 | +26,342 | $82,978 |
| SPDR S&P 500 ETF TR (SPY) |
181,501 | +31,091 | $74,305 |
| SPY | 181,501 | +31,091 | $74,305 |
| ISHARES TR (IJR) |
725,792 | +41,572 | $70,184 |
| IJR | 725,792 | +41,572 | $70,184 |
| INVESCO QQQ TR |
218,510 | +45,036 | $70,126 |
| QQQ | 218,510 | +45,036 | $70,126 |
| ISHARES TR (IJH) |
268,213 | +96,651 | $67,096 |
| IJH | 268,213 | +96,651 | $67,096 |
| EXXON MOBIL CORP |
568,313 | -20,793 | $62,321 |
| XOM | 568,313 | -20,793 | $62,321 |
| JPMORGAN CHASE & CO |
461,808 | +2,670 | $60,178 |
| JPM | 461,808 | +2,670 | $60,178 |
| ISHARES TR (IWF) |
241,147 | -3,885 | $58,919 |
| IWF | 241,147 | -3,885 | $58,919 |
| UNITEDHEALTH GROUP INC |
122,272 | -1,343 | $57,785 |
| UNH | 122,272 | -1,343 | $57,785 |
| GENERAL MLS INC |
655,962 | -16,512 | $56,058 |
| GIS | 655,962 | -16,512 | $56,058 |
| HOME DEPOT INC |
188,692 | -7,352 | $55,687 |
| HD | 188,692 | -7,352 | $55,687 |
| ISHARES TR (USMV) |
701,802 | -7,459 | $51,049 |
| USMV | 701,802 | -7,459 | $51,049 |
| JOHNSON & JOHNSON |
307,091 | -32,600 | $47,599 |
| JNJ | 307,091 | -32,600 | $47,599 |
| ISHARES TR (AGG) |
437,861 | +38,606 | $43,629 |
| AGG | 437,861 | +38,606 | $43,629 |
| VANGUARD INDEX FDS (VTV) |
308,216 | -29,923 | $42,568 |
| VTV | 308,216 | -29,923 | $42,568 |
| ISHARES TR (DGRO) |
838,871 | +42,562 | $41,935 |
| DGRO | 838,871 | +42,562 | $41,935 |
| VANGUARD WHITEHALL FDS (VYM) |
397,020 | +15,323 | $41,886 |
| VYM | 397,020 | +15,323 | $41,886 |
| VANGUARD INDEX FDS (VUG) |
160,282 | +3,665 | $39,981 |
| VUG | 160,282 | +3,665 | $39,981 |
| MERCK & CO INC |
368,561 | -7,103 | $39,211 |
| MRK | 368,561 | -7,103 | $39,211 |
| ISHARES TR (QUAL) |
311,476 | +76,205 | $38,643 |
| QUAL | 311,476 | +76,205 | $38,643 |
| VISA INC |
167,101 | +1,163 | $37,675 |
| V | 167,101 | +1,163 | $37,675 |
 BERKSHIRE HATHAWAY INC DEL |
$36,595 | ||
| BRK.B | 106,456 | +1,455 | $32,870 |
| BRK.A | 8 | UNCH | $3,725 |
| PROCTER AND GAMBLE CO |
244,960 | +5,320 | $36,423 |
| PG | 244,960 | +5,320 | $36,423 |
| MCDONALDS CORP |
130,143 | +14,015 | $36,389 |
| MCD | 130,143 | +14,015 | $36,389 |
| NVIDIA CORPORATION |
126,604 | +8,491 | $35,167 |
| NVDA | 126,604 | +8,491 | $35,167 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
587,644 | +3,518 | $34,971 |
| FTSM | 587,644 | +3,518 | $34,971 |
| ISHARES TR (IWD) |
222,774 | -1,871 | $33,920 |
| IWD | 222,774 | -1,871 | $33,920 |
| ISHARES TR (IWR) |
453,542 | +8,864 | $31,712 |
| IWR | 453,542 | +8,864 | $31,712 |
| ISHARES TR (IEFA) |
472,412 | +3,660 | $31,581 |
| IEFA | 472,412 | +3,660 | $31,581 |
| ISHARES TR (HDV) |
308,631 | -10,344 | $31,375 |
| HDV | 308,631 | -10,344 | $31,375 |
| VANGUARD TAX MANAGED FDS (VEA) |
693,507 | +128,503 | $31,326 |
| VEA | 693,507 | +128,503 | $31,326 |
| CHEVRON CORP NEW |
190,426 | -5,065 | $31,070 |
| CVX | 190,426 | -5,065 | $31,070 |
| GOLDMAN SACHS ETF TR (GSLC) |
371,700 | -431 | $30,189 |
| GSLC | 371,700 | -431 | $30,189 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
195,783 | +6,376 | $30,153 |
| VIG | 195,783 | +6,376 | $30,153 |
| WALMART INC |
200,881 | +11,619 | $29,620 |
| WMT | 200,881 | +11,619 | $29,620 |
| ABBVIE INC |
179,882 | +232 | $28,668 |
| ABBV | 179,882 | +232 | $28,668 |
| AMPLIFY ETF TR (DIVO) |
804,588 | +165,001 | $28,539 |
| DIVO | 804,588 | +165,001 | $28,539 |
| WISDOMTREE TR |
559,375 | +483,853 | $28,120 |
| USFR | 559,375 | +483,853 | $28,120 |
| DARDEN RESTAURANTS INC |
176,169 | +1,710 | $27,334 |
| DRI | 176,169 | +1,710 | $27,334 |
| ALPHABET INC |
261,925 | -190 | $27,240 |
| GOOG | 261,925 | -190 | $27,240 |
| UNION PAC CORP |
132,548 | -5,477 | $26,677 |
| UNP | 132,548 | -5,477 | $26,677 |
| ISHARES TR (GOVT) |
1,135,989 | +824,594 | $26,559 |
| GOVT | 1,135,989 | +824,594 | $26,559 |
| PEPSICO INC |
145,358 | +3,216 | $26,499 |
| PEP | 145,358 | +3,216 | $26,499 |
| FIRST TR MORNINGSTAR DIVID L (FDL) |
717,120 | +74,061 | $25,458 |
| FDL | 717,120 | +74,061 | $25,458 |
| CONOCOPHILLIPS |
252,783 | +4,341 | $25,079 |
| COP | 252,783 | +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 |
