HoldingsChannel.com
Steward Partners Investment Advisory LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INCORPORATED 409,668 -190 $120,299
     AAPL409,668-190$120,299
MICROSOFT CORPORATION 402,179 +2,509 $63,423
     MSFT402,179+2,509$63,423
AMAZON COM INCORPORATED 33,711 -627 $62,292
     AMZN33,711-627$62,292
PACER TRENDPILOT US LARGE CAP ETF (PTLC) 1,777,399 -92,996 $59,471
     PTLC1,777,399-92,996$59,471
ISHARES TR CORE S&P500 ETF (IVV) 183,549 +17,459 $59,330
     IVV183,549+17,459$59,330
ISHARES TR RUS 1000 GRW ETF (IWF) 289,678 +7,402 $50,960
     IWF289,678+7,402$50,960
ISHARES TR MSCI MIN VOL ETF (USMV) 754,150 +31,858 $49,472
     USMV754,150+31,858$49,472
ISHARES TR CORE MSCI EAFE (IEFA) 673,171 +184,693 $43,917
     IEFA673,171+184,693$43,917
SPDR S&P 500 ETF (SPY) 136,052 +10,675 $43,789
     SPY136,052+10,675$43,789
GENERAL MLS INCORPORATED 708,345 -1,974 $37,938
     GIS708,345-1,974$37,938
ISHARES TR RUS 1000 VAL ETF (IWD) 260,361 +6,083 $35,534
     IWD260,361+6,083$35,534
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) 117,062 +5,666 $34,627
     VOO117,062+5,666$34,627
UNITEDHEALTH GROUP INCORPORATED 116,752 -932 $34,322
     UNH116,752-932$34,322
JPMORGAN CHASE & COMPANY 227,601 +782 $31,727
     JPM227,601+782$31,727
ALPHABET INCORPORATED CAP STK CLASS A 23,564 +1,466 $31,561
     GOOGL23,564+1,466$31,561
HOME DEPOT INCORPORATED 143,020 +2,744 $31,232
     HD143,020+2,744$31,232
PROCTER & GAMBLE COMPANY 237,244 +4,488 $29,631
     PG237,244+4,488$29,631
ISHARES TR CORE S&P SCP ETF (IJR) 338,486 +5,337 $28,382
     IJR338,486+5,337$28,382
SUN CMNTYS INCORPORATED REIT 184,278 +184,222 $27,660
     SUI184,278+184,222$27,660
ISHARES TR CORE HIGH DV ETF (HDV) 279,810 +61,747 $27,441
     HDV279,810+61,747$27,441
VISA INCORPORATED COM CLASS A 142,098 +5,735 $26,700
     V142,098+5,735$26,700
EXXON MOBIL CORPORATION 379,063 +16,163 $26,451
     XOM379,063+16,163$26,451
FACEBOOK INCORPORATED CLASS A 125,408 +22 $25,739
     FB125,408+22$25,739
INVESCO QQQ 118,953 +26,705 $25,290
     QQQ118,953+26,705$25,290
ISHARES TR RUS MID CAP ETF (IWR) 420,205 -1,205 $25,052
     IWR420,205-1,205$25,052
VERIZON COMMUNICATIONS INCORPORATED 397,572 +17,728 $24,410
     VZ397,572+17,728$24,410
ISHARES TR CORE US AGGBD ET (AGG) 208,716 -76,195 $23,453
     AGG208,716-76,195$23,453
AT&T INCORPORATED 595,822 +50,032 $23,284
     T595,822+50,032$23,284
MERCK & COMPANY INCORPORATED 255,738 -231 $23,259
     MRK255,738-231$23,259
ISHARES TR S&P MC 400GR ETF (IJK) 96,452 +406 $22,966
     IJK96,452+406$22,966
ISHARES TR CORE DIV GRWTH (DGRO) 526,644 +455,775 $22,155
     DGRO526,644+455,775$22,155
ALIBABA GROUP HLDG LIMITED SPONSORED ADS 102,229 +843 $21,682
     BABA102,229+843$21,682
SPDR S&P DIVIDEND ETF (SDY) 196,376 +4,691 $21,124
     SDY196,376+4,691$21,124
DARDEN RESTAURANTS INCORPORATED 192,206 -2,127 $20,952
     DRI192,206-2,127$20,952
VANGUARD REAL ESTATE ETF (VNQ) 221,183 +23,263 $20,523
     VNQ221,183+23,263$20,523
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 464,346 -5,995 $20,459
     VEA464,346-5,995$20,459
ISHARES TR USA QUALITY FCTR (QUAL) 200,709 +108,317 $20,271
     QUAL200,709+108,317$20,271
JOHNSON & JOHNSON 137,156 -1,842 $20,007
     JNJ137,156-1,842$20,007
VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) 239,401 +4,504 $19,398
     VCSH239,401+4,504$19,398
ISHARES TR CORE S&P MCP ETF (IJH) 92,950 +5,438 $19,130
     IJH92,950+5,438$19,130
ISHARES TR MIN VOL EAFE ETF (EFAV) 248,431 +13,310 $18,518
     EFAV248,431+13,310$18,518
WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN) 170,764 +1,190 $18,089
     DLN170,764+1,190$18,089
VANGUARD TOTAL STOCK MARKET ETF (VTI) 108,345 +73,405 $17,727
     VTI108,345+73,405$17,727
VANGUARD TAX EXEMPT BOND ETF (VTEB) 325,846 +5,105 $17,445
     VTEB325,846+5,105$17,445
CISCO SYSTEMS INCORPORATED 363,182 +7,954 $17,418
     CSCO363,182+7,954$17,418
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW      $17,350
     BRK.B64,610-29$14,634
     BRK.A8UNCH$2,716
ISHARES TR MSCI EMG MKT ETF (EEM) 385,729 +12,415 $17,307
     EEM385,729+12,415$17,307
MASTERCARD INCORPORATED CLASS A 55,188 +2,274 $16,478
     MA55,188+2,274$16,478
CHEVRON CORPORATION NEW 136,094 +2,213 $16,400
     CVX136,094+2,213$16,400
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) 450,023 +21,412 $16,214
     FVD450,023+21,412$16,214

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 12/31/2019: $3,384,630
At 09/30/2019: $2,967,775

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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