Steward Partners Investment Advisory, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$11.3B

Holdings

4,017

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (4,017 positions)

StockValue
AAPLAPPLE INC
$477.0M
MSFTMICROSOFT CORP
$296.2M
NVDANVIDIA CORPORATION
$263.1M
AMZNAMAZON COM INC
$228.6M
IVVISHARES TR
$224.7M
VOOVANGUARD INDEX FDS
$217.6M
JPMJPMORGAN CHASE & CO.
$163.6M
GOOGLALPHABET INC
$151.4M
METAMETA PLATFORMS INC
$136.9M
SPYSPDR S&P 500 ETF TR
$134.9M
NDQINVESCO QQQ TR
$130.8M
AGGISHARES TR
$113.2M
AVGOBROADCOM INC
$103.4M
IJHISHARES TR
$96.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$95.9M
VVISA INC
$94.7M
HDHOME DEPOT INC
$90.7M
DGRWWISDOMTREE TR
$87.6M
IWFISHARES TR
$83.9M
WMTWALMART INC
$83.7M
VUGVANGUARD INDEX FDS
$81.5M
XOMEXXON MOBIL CORP
$79.6M
VIGVANGUARD SPECIALIZED FUNDS
$78.7M
VYMVANGUARD WHITEHALL FDS
$73.9M
IJRISHARES TR
$67.6M
VTVVANGUARD INDEX FDS
$65.5M
GOOGALPHABET INC
$62.7M
LLYELI LILLY & CO
$61.8M
UNHUNITEDHEALTH GROUP INC
$61.6M
COSTCOSTCO WHSL CORP NEW
$61.6M
USMVISHARES TR
$60.8M
IWDISHARES TR
$60.2M
JNJJOHNSON & JOHNSON
$60.0M
SCHDSCHWAB STRATEGIC TR
$58.0M
AQLTISHARES TR
$57.2M
ABBVABBVIE INC
$57.0M
FLQLFRANKLIN TEMPLETON ETF TR
$54.0M
QUALISHARES TR
$50.7M
COWZPACER FDS TR
$50.7M
PGPROCTER AND GAMBLE CO
$50.3M
JEPIJ P MORGAN EXCHANGE TRADED F
$49.6M
IVWISHARES TR
$49.1M
VTIVANGUARD INDEX FDS
$48.9M
DRIDARDEN RESTAURANTS INC
$45.2M
GQ9SPDR GOLD TR
$44.2M
MRKMERCK & CO INC
$44.1M
RSPINVESCO EXCHANGE TRADED FD T
$42.8M
CVXCHEVRON CORP NEW
$41.4M
CBCHUBB LIMITED
$41.3M
IWRISHARES TR
$40.9M
VOVANGUARD INDEX FDS
$40.9M
VEAVANGUARD TAX-MANAGED FDS
$40.8M
DGROISHARES TR
$40.8M
ETNEATON CORP PLC
$40.1M
MAMASTERCARD INCORPORATED
$39.7M
GSLCGOLDMAN SACHS ETF TR
$39.3M
BACVERIZON COMMUNICATIONS INC
$38.1M
VCITVANGUARD SCOTTSDALE FDS
$38.1M
MSIMOTOROLA SOLUTIONS INC
$38.1M
MCDMCDONALDS CORP
$37.7M
IBMINTERNATIONAL BUSINESS MACHS
$36.1M
XLKSELECT SECTOR SPDR TR
$35.4M
CRMSALESFORCE INC
$35.0M
PLTRPALANTIR TECHNOLOGIES INC
$34.7M
GISGENERAL MLS INC
$34.5M
CATCATERPILLAR INC
$34.0M
HDVISHARES TR
$33.9M
TAT&T INC
$33.3M
USFRWISDOMTREE TR
$32.9M
NFLXNETFLIX INC
$32.7M
DIVOAMPLIFY ETF TR
$32.4M
ORCLORACLE CORP
$31.8M
RDVYFIRST TR EXCHANGE TRADED FD
$30.8M
JEPQJ P MORGAN EXCHANGE TRADED F
$30.4M
UNPUNION PAC CORP
$30.2M
OEFISHARES TR
$30.0M
CSCOCISCO SYS INC
$30.0M
BACBANK AMERICA CORP
$30.0M
SGOVISHARES TR
$29.9M
KOCOCA COLA CO
$29.8M
VGTVANGUARD WORLD FD
$28.0M
SHVISHARES TR
$27.8M
APDAIR PRODS & CHEMS INC
$27.1M
HEMIHARTFORD FDS EXCHANGE TRADED
$27.0M
IAU*ISHARES GOLD TR
$26.9M
IJKISHARES TR
$26.8M
FISVFISERV INC
$26.8M
PANWPALO ALTO NETWORKS INC
$26.5M
NEENEXTERA ENERGY INC
$26.3M
MOATVANECK ETF TRUST
$26.2M
MPCMARATHON PETE CORP
$26.1M
TSLATESLA INC
$26.0M
TLHISHARES TR
$25.9M
RTXRTX CORPORATION
$25.2M
BILSPDR SER TR
$25.0M
VWOVANGUARD INTL EQUITY INDEX F
$24.6M
QQQMINVESCO EXCH TRADED FD TR II
$23.7M
ALSALLSTATE CORP
$23.4M
CMCSACOMCAST CORP NEW
$23.3M
AMGNAMGEN INC
$23.0M
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