Steward Partners Investment Advisory, LLC Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$11.3B
Holdings
3,968
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (3,968 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 2,172,290 | $544.0B | 4825.72% | |
| 2 | MSFTMICROSOFT CORP | 784,164 | $330.5B | 2932.10% | |
| 3 | NVDANVIDIA CORPORATION | 2,393,949 | $321.5B | 2851.90% | |
| 4 | AMZNAMAZON COM INC | 1,178,912 | $258.6B | 2294.42% | |
| 5 | VOOVANGUARD INDEX FDS | 459,751 | $247.7B | 2197.52% | |
| 6 | IVVISHARES TR | 365,113 | $214.9B | 1906.69% | |
| 7 | GOOGLALPHABET INC | 1,019,028 | $192.9B | 1711.24% | |
| 8 | JPMJPMORGAN CHASE & CO. | 636,912 | $152.7B | 1354.38% | |
| 9 | NDQINVESCO QQQ TR | 279,334 | $142.8B | 1266.82% | |
| 10 | AVGOBROADCOM INC | 608,038 | $141.0B | 1250.53% | |
| 11 | SPYSPDR S&P 500 ETF TR | 235,297 | $137.9B | 1223.34% | |
| 12 | AGGISHARES TR | 1,073,367 | $104.0B | 922.67% | |
| 13 | IJHISHARES TR | 1,595,993 | $99.4B | 882.19% | |
| 14 | METAMETA PLATFORMS INC | 165,033 | $96.6B | 857.19% | |
| 15 | WMTWALMART INC | 1,022,323 | $92.4B | 819.39% | |
| 16 | IWFISHARES TR | 218,169 | $87.6B | 777.21% | |
| 17 | VUGVANGUARD INDEX FDS | 211,809 | $86.9B | 771.20% | |
| 18 | DGRWWISDOMTREE TR | 1,064,985 | $86.2B | 764.59% | |
| 19 | VVISA INC | 271,272 | $85.7B | 760.54% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 185,137 | $83.9B | 744.45% | |
| 21 | HDHOME DEPOT INC | 200,725 | $78.1B | 692.65% | |
| 22 | GOOGALPHABET INC | 408,972 | $77.9B | 690.92% | |
| 23 | VIGVANGUARD SPECIALIZED FUNDS | 394,411 | $77.2B | 685.18% | |
| 24 | XOMEXXON MOBIL CORP | 667,445 | $71.8B | 636.91% | |
| 25 | IJRISHARES TR | 610,310 | $70.3B | 623.81% | |
| 26 | VYMVANGUARD WHITEHALL FDS | 542,997 | $69.3B | 614.60% | |
| 27 | VTVVANGUARD INDEX FDS | 370,453 | $62.7B | 556.37% | |
| 28 | UNHUNITEDHEALTH GROUP INC | 121,738 | $61.6B | 546.30% | |
| 29 | COSTCOSTCO WHSL CORP NEW | 66,129 | $60.6B | 537.51% | |
| 30 | SCHDSCHWAB STRATEGIC TR | 2,131,110 | $58.2B | 516.49% | |
| 31 | MLB1MERCADOLIBRE INC | 33,832 | $57.5B | 510.35% | |
| 32 | COWZPACER FDS TR | 1,003,226 | $56.7B | 502.65% | |
| 33 | USMVISHARES TR | 632,233 | $56.1B | 497.98% | |
| 34 | LLYELI LILLY & CO | 72,222 | $55.8B | 494.61% | |
| 35 | QUALISHARES TR | 309,532 | $55.1B | 488.99% | |
| 36 | FLQLFRANKLIN TEMPLETON ETF TR | 886,481 | $52.0B | 461.15% | |
| 37 | IVWISHARES TR | 499,278 | $50.7B | 449.69% | |
| 38 | AQLTISHARES TR | 718,351 | $50.5B | 447.86% | |
| 39 | VTIVANGUARD INDEX FDS | 172,190 | $49.9B | 442.69% | |
| 40 | PGPROCTER AND GAMBLE CO | 291,204 | $48.8B | 433.09% | |
| 41 | MRKMERCK & CO INC | 484,036 | $48.2B | 427.16% | |
| 42 | ABBVABBVIE INC | 270,178 | $48.0B | 425.90% | |
| 43 | JNJJOHNSON & JOHNSON | 330,543 | $47.8B | 424.06% | |
| 44 | ETNEATON CORP PLC | 142,552 | $47.3B | 419.68% | |
| 45 | IWDISHARES TR | 251,890 | $46.6B | 413.68% | |
| 46 | JEPIJ P MORGAN EXCHANGE TRADED F | 779,879 | $44.9B | 398.01% | |
| 47 | RSPINVESCO EXCHANGE TRADED FD T | 253,746 | $44.5B | 394.44% | |
| 48 | TSLATESLA INC | 105,856 | $42.7B | 379.23% | |
| 49 | GSLCGOLDMAN SACHS ETF TR | 368,373 | $42.4B | 376.39% | |
| 50 | CRMSALESFORCE INC | 125,570 | $42.0B | 372.42% | |
| 51 | IWRISHARES TR | 458,218 | $40.5B | 359.34% | |
| 52 | VEAVANGUARD TAX-MANAGED FDS | 845,717 | $40.4B | 358.76% | |
| 53 | DGROISHARES TR | 649,553 | $39.8B | 353.45% | |
| 54 | VOVANGUARD INDEX FDS | 150,490 | $39.7B | 352.61% | |
| 55 | DRIDARDEN RESTAURANTS INC | 212,134 | $39.6B | 351.32% | |
| 56 | MRVLMARVELL TECHNOLOGY INC | 357,025 | $39.4B | 349.82% | |
| 57 | SDVYFIRST TR EXCHANGE-TRADED FD | 1,080,895 | $38.8B | 343.75% | |
| 58 | IWMISHARES TR | 172,950 | $38.2B | 339.01% | |
| 59 | XLKSELECT SECTOR SPDR TR | 163,906 | $38.1B | 338.09% | |
| 60 | MAMASTERCARD INCORPORATED | 71,862 | $37.8B | 335.69% | |
| 61 | GQ9SPDR GOLD TR | 152,981 | $37.0B | 328.60% | |
| 62 | GISGENERAL MLS INC | 578,438 | $36.9B | 327.23% | |
| 63 | MSIMOTOROLA SOLUTIONS INC | 79,708 | $36.8B | 326.84% | |
| 64 | ORCLORACLE CORP | 220,406 | $36.7B | 325.82% | |
| 65 | CATCATERPILLAR INC | 100,620 | $36.5B | 323.80% | |
| 66 | CBCHUBB LIMITED | 129,290 | $35.7B | 316.90% | |
| 67 | CVXCHEVRON CORP NEW | 246,151 | $35.7B | 316.27% | |
| 68 | VCITVANGUARD SCOTTSDALE FDS | 443,531 | $35.6B | 315.83% | |
| 69 | MCDMCDONALDS CORP | 119,102 | $34.5B | 306.29% | |
| 70 | VGTVANGUARD WORLD FD | 51,815 | $32.2B | 285.81% | |
| 71 | XSMOINVESCO EXCHANGE TRADED FD T | 487,300 | $32.2B | 285.78% | |
| 72 | BACVERIZON COMMUNICATIONS INC | 773,308 | $30.9B | 274.33% | |
| 73 | USFRWISDOMTREE TR | 607,608 | $30.6B | 271.23% | |
| 74 | HDVISHARES TR | 271,389 | $30.5B | 270.27% | |
| 75 | UNPUNION PAC CORP | 132,571 | $30.2B | 268.19% | |
| 76 | DONSPDR DOW JONES INDL AVERAGE | 70,920 | $30.2B | 267.70% | |
| 77 | NFLXNETFLIX INC | 33,820 | $30.1B | 267.41% | |
| 78 | QQQMINVESCO EXCH TRADED FD TR II | 141,783 | $29.8B | 264.70% | |
| 79 | RDVYFIRST TR EXCHANGE-TRADED FD | 500,246 | $29.6B | 262.45% | |
| 80 | OEFISHARES TR | 99,757 | $28.8B | 255.62% | |
| 81 | MOATVANECK ETF TRUST | 305,871 | $28.4B | 251.60% | |
| 82 | PANWPALO ALTO NETWORKS INC | 154,906 | $28.2B | 250.05% | |
| 83 | IBMINTERNATIONAL BUSINESS MACHS | 126,734 | $27.9B | 247.15% | |
| 84 | JEPQJ P MORGAN EXCHANGE TRADED F | 492,684 | $27.8B | 246.42% | |
| 85 | CSCOCISCO SYS INC | 467,932 | $27.7B | 245.74% | |
| 86 | NOWSERVICENOW INC | 25,477 | $27.0B | 239.60% | |
| 87 | KOCOCA COLA CO | 431,565 | $26.9B | 238.36% | |
| 88 | DIVOAMPLIFY ETF TR | 662,721 | $26.8B | 237.98% | |
| 89 | TAT&T INC | 1,163,337 | $26.5B | 234.99% | |
| 90 | BILSPDR SER TR | 287,697 | $26.3B | 233.35% | |
| 91 | AMDADVANCED MICRO DEVICES INC | 210,863 | $25.5B | 225.95% | |
| 92 | APDAIR PRODS & CHEMS INC | 85,483 | $24.8B | 219.94% | |
| 93 | MPCMARATHON PETE CORP | 177,731 | $24.8B | 219.94% | |
| 94 | FISVFISERV INC | 120,595 | $24.8B | 219.76% | |
| 95 | NEENEXTERA ENERGY INC | 343,761 | $24.6B | 218.62% | |
| 96 | IJKISHARES TR | 270,033 | $24.6B | 217.82% | |
| 97 | LMTLOCKHEED MARTIN CORP | 48,807 | $23.7B | 210.40% | |
| 98 | CMCSACOMCAST CORP NEW | 625,008 | $23.5B | 208.08% | |
| 99 | VWOVANGUARD INTL EQUITY INDEX F | 523,325 | $23.0B | 204.45% | |
| 100 | BACBANK AMERICA CORP | 505,641 | $22.2B | 197.14% |
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