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