HoldingsChannel.com
Steward Partners Investment Advisory LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
APPLE INCORPORATED 396,012 -2,481 $78,378
     AAPL396,012-2,481$78,378
AMAZON COM INCORPORATED 29,704 -2,007 $56,248
     AMZN29,704-2,007$56,248
MICROSOFT CORPORATION 374,195 +5,492 $50,127
     MSFT374,195+5,492$50,127
PACER TRENDPILOT US LARGE CAP ETF (PTLC) 1,423,321 +651,976 $43,560
     PTLC1,423,321+651,976$43,560
ISHARES TR CORE S&P500 ETF (IVV) 147,712 +20,442 $43,538
     IVV147,712+20,442$43,538
ISHARES TR RUS 1000 GRW ETF (IWF) 267,508 +7,785 $42,089
     IWF267,508+7,785$42,089
GENERAL MLS INCORPORATED 712,002 -1,329 $37,394
     GIS712,002-1,329$37,394
ISHARES TR MIN VOL USA ETF (USMV) 604,083 +136,515 $37,290
     USMV604,083+136,515$37,290
SPDR S&P 500 ETF (SPY) 126,324 +5,227 $37,012
     SPY126,324+5,227$37,012
ISHARES CORE MSCI EAFE ETF (IEFA) 562,770 +74,619 $34,554
     IEFA562,770+74,619$34,554
ISHARES TR RUS 1000 VAL ETF (IWD) 241,177 +21,243 $30,682
     IWD241,177+21,243$30,682
ISHARES TR CORE US AGGBD ET (AGG) 270,931 +20,506 $30,168
     AGG270,931+20,506$30,168
HOME DEPOT INCORPORATED 135,786 -10,794 $28,239
     HD135,786-10,794$28,239
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) 101,416 +5,073 $27,296
     VOO101,416+5,073$27,296
UNITEDHEALTH GROUP INCORPORATED 111,612 -11,746 $27,234
     UNH111,612-11,746$27,234
EXXON MOBIL CORPORATION 338,350 +136,762 $25,927
     XOM338,350+136,762$25,927
PROCTER AND GAMBLE COMPANY 229,629 -1,372 $25,178
     PG229,629-1,372$25,178
JPMORGAN CHASE & COMPANY 218,235 +12,486 $24,398
     JPM218,235+12,486$24,398
ISHARES TR CORE S&P SCP ETF (IJR) 311,545 +22,289 $24,387
     IJR311,545+22,289$24,387
ISHARES TR RUS MID CAP ETF (IWR) 425,489 +11,672 $23,772
     IWR425,489+11,672$23,772
FACEBOOK INCORPORATED CLASS A 118,201 -11,734 $22,812
     FB118,201-11,734$22,812
DARDEN RESTAURANTS INCORPORATED 183,223 -8,061 $22,303
     DRI183,223-8,061$22,303
JOHNSON & JOHNSON 159,474 -13,779 $22,211
     JNJ159,474-13,779$22,211
ISHARES TR S&P MC 400GR ETF (IJK) 93,052 -466 $21,055
     IJK93,052-466$21,055
ALPHABET INCORPORATED CAP STK CLASS A 19,382 -2,999 $20,986
     GOOGL19,382-2,999$20,986
VERIZON COMMUNICATIONS INCORPORATED 364,439 +45,656 $20,820
     VZ364,439+45,656$20,820
ISHARES TR CORE HIGH DV ETF (HDV) 211,871 +1,811 $20,021
     HDV211,871+1,811$20,021
VISA INCORPORATED COM CLASS A 112,916 +1,164 $19,596
     V112,916+1,164$19,596
MERCK & COMPANY INCORPORATED 233,467 -919 $19,576
     MRK233,467-919$19,576
VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) 234,193 -4,598 $18,894
     VCSH234,193-4,598$18,894
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 451,952 +111,905 $18,850
     VEA451,952+111,905$18,850
CISCO SYSTEMS INCORPORATED 344,369 +13,216 $18,847
     CSCO344,369+13,216$18,847
INVESCO QQQ 97,403 +97,403 $18,189
     QQQ97,403+97,403$18,189
SPDR S&P DIVIDEND ETF (SDY) 179,652 +17,140 $18,123
     SDY179,652+17,140$18,123
AT&T INCORPORATED 540,482 +182,487 $18,111
     T540,482+182,487$18,111
PFIZER INCORPORATED 384,342 +20,020 $16,649
     PFE384,342+20,020$16,649
VANGUARD REAL ESTATE ETF (VNQ) 188,341 +2,884 $16,461
     VNQ188,341+2,884$16,461
WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN) 167,341 -11,559 $16,215
     DLN167,341-11,559$16,215
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 218,118 +30,481 $15,844
     EFAV218,118+30,481$15,844
CHEVRON CORPORATION NEW 126,761 +18,341 $15,774
     CVX126,761+18,341$15,774
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW      $15,684
     BRK.B63,127+5,007$13,456
     BRK.A7+1$2,228
ALIBABA GROUP HLDG LIMITED SPONSORED ADS 90,196 -14,401 $15,283
     BABA90,196-14,401$15,283
ISHARES TR CORE S&P MCP ETF (IJH) 77,864 +3,681 $15,125
     IJH77,864+3,681$15,125
VANGUARD TAX EXEMPT BOND ETF (VTEB) 282,135 +213,482 $14,972
     VTEB282,135+213,482$14,972
ISHARES MSCI EMERGING MARKETS ETF (EEM) 343,158 -41,647 $14,724
     EEM343,158-41,647$14,724
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) 159,325 +7,292 $14,315
     VCIT159,325+7,292$14,315
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) 418,364 +133,543 $14,115
     FVD418,364+133,543$14,115
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT (FTSM) 229,055 +1,368 $13,754
     FTSM229,055+1,368$13,754
WALMART INCORPORATED 121,152 +9,847 $13,386
     WMT121,152+9,847$13,386
BANK AMER CORPORATION      $13,243
     BAC456,399+13,119$13,235
     BAC.PRL6+6$8

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 06/30/2019: $2,724,356
At 03/31/2019: $2,358,853

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.