HoldingsChannel.com
Steward Partners Investment Advisory LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
APPLE INCORPORATED 398,493 +15,591 $75,693
     AAPL398,493+15,591$75,693
AMAZON COM INCORPORATED 31,711 +667 $56,469
     AMZN31,711+667$56,469
MICROSOFT CORPORATION 368,703 +5,696 $43,484
     MSFT368,703+5,696$43,484
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 259,723 -1,452 $39,311
     IWF259,723-1,452$39,311
GENERAL MLS INCORPORATED 713,331 -15,536 $36,914
     GIS713,331-15,536$36,914
ISHARES TR CORE S&P500 ETF (IVV) 127,270 -6,247 $36,215
     IVV127,270-6,247$36,215
SPDR S&P 500 ETF (SPY) 121,097 +41,711 $34,207
     SPY121,097+41,711$34,207
UNITEDHEALTH GROUP INCORPORATED 123,358 +9,121 $30,501
     UNH123,358+9,121$30,501
ISHARES TR CORE MSCI EAFE (IEFA) 488,151 +48,137 $29,664
     IEFA488,151+48,137$29,664
HOME DEPOT INCORPORATED 146,580 -1,038 $28,127
     HD146,580-1,038$28,127
ISHARES TR MIN VOL USA ETF (USMV) 467,568 +93,374 $27,493
     USMV467,568+93,374$27,493
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 250,425 +94,028 $27,313
     AGG250,425+94,028$27,313
ISHARES TR RUS 1000 VAL ETF (IWD) 219,934 -31,721 $27,159
     IWD219,934-31,721$27,159
ALPHABET INCORPORATED CAP STK CLASS A 22,381 +33 $26,339
     GOOGL22,381+33$26,339
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW (VOO) 96,343 +5,589 $25,004
     VOO96,343+5,589$25,004
JOHNSON & JOHNSON 173,253 +7,062 $24,219
     JNJ173,253+7,062$24,219
PROCTER AND GAMBLE COMPANY 231,001 +4,777 $24,035
     PG231,001+4,777$24,035
DARDEN RESTAURANTS INCORPORATED 191,284 +17 $23,235
     DRI191,284+17$23,235
PACER TRENDPILOT US LARGE CAP ETF (PTLC) 771,345 +691,487 $22,662
     PTLC771,345+691,487$22,662
ISHARES TR RUS MID CAP ETF (IWR) 413,817 +3,849 $22,325
     IWR413,817+3,849$22,325
ISHARES TR CORE S&P SCP ETF (IJR) 289,256 +20,108 $22,316
     IJR289,256+20,108$22,316
FACEBOOK INCORPORATED CLASS A 129,935 +592 $21,658
     FB129,935+592$21,658
JPMORGAN CHASE & COMPANY 205,749 -5,588 $20,828
     JPM205,749-5,588$20,828
ISHARES TR S&P MC 400GR ETF (IJK) 93,518 +2,902 $20,489
     IJK93,518+2,902$20,489
ISHARES TR CORE HIGH DV ETF (HDV) 210,060 +7,154 $19,596
     HDV210,060+7,154$19,596
MERCK & COMPANY INCORPORATED 234,386 +44,517 $19,493
     MRK234,386+44,517$19,493
ALIBABA GROUP HLDG LIMITED SPONSORED ADS 104,597 -4,128 $19,083
     BABA104,597-4,128$19,083
VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) 238,791 -31,165 $19,046
     VCSH238,791-31,165$19,046
VERIZON COMMUNICATIONS INCORPORATED 318,783 +65,512 $18,849
     VZ318,783+65,512$18,849
BOEING COMPANY 46,993 +9,764 $17,924
     BA46,993+9,764$17,924
CISCO SYSTEMS INCORPORATED 331,153 -76,230 $17,878
     CSCO331,153-76,230$17,878
VISA INCORPORATED COM CLASS A 111,752 +2,498 $17,454
     V111,752+2,498$17,454
WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN) 178,900 +65,267 $16,855
     DLN178,900+65,267$16,855
ISHARES MSCI EMERGING MARKETS ETF (EEM) 384,805 -20,686 $16,515
     EEM384,805-20,686$16,515
EXXON MOBIL CORPORATION 201,588 +45,505 $16,288
     XOM201,588+45,505$16,288
SPDR S&P DIVIDEND ETF (SDY) 162,512 +63,025 $16,155
     SDY162,512+63,025$16,155
VANGUARD REAL ESTATE ETF (VNQ) 185,457 +8,729 $16,118
     VNQ185,457+8,729$16,118
PFIZER INCORPORATED 364,322 +2,747 $15,472
     PFE364,322+2,747$15,472
ISHARES TR CORE S&P MCP ETF (IJH) 74,183 +3,050 $14,050
     IJH74,183+3,050$14,050
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 340,047 +51,402 $13,897
     VEA340,047+51,402$13,897
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT (FTSM) 227,687 +87,695 $13,656
     FTSM227,687+87,695$13,656
ISHARES EDGE MSCI MIN VOL EAFE ETF (EFAV) 187,637 +14,735 $13,509
     EFAV187,637+14,735$13,509
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW      $13,482
     BRK.B58,120+1,644$11,675
     BRK.A6UNCH$1,807
CHEVRON CORPORATION NEW 108,420 +7,514 $13,355
     CVX108,420+7,514$13,355
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) 152,033 +11,199 $13,207
     VCIT152,033+11,199$13,207
ISHARES MSCI EAFE ETF (EFA) 194,448 +16,212 $12,611
     EFA194,448+16,212$12,611
BANK AMER CORPORATION 443,280 -3,007 $12,230
     BAC443,280-3,007$12,230
ISHARES TR S&P MC 400VL ETF (IJJ) 75,422 +3,627 $11,839
     IJJ75,422+3,627$11,839
SALESFORCE COM INCORPORATED 71,910 +4,505 $11,388
     CRM71,910+4,505$11,388
AT&T INCORPORATED 357,995 +3,290 $11,226
     T357,995+3,290$11,226

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 03/31/2019: $2,358,853
At 12/31/2018: $2,053,157

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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