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Home > Institutional Investor > Steward Partners Investment Advisory, Llc > Profile

Instuitional Investor - Steward Partners Investment Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Steward Partners Investment Advisory, Llc
Portfolio Value $11,272,626,046
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 2,172,290 $543,984,929 4.82%
2.
Microsoft Corp
 MSFT 784,164 $330,525,220 2.93%
3.
Nvidia Corp
 NVDA 2,393,949 $321,483,512 2.85%
4.
Amazon Com Inc
 AMZN 1,178,912 $258,641,503 2.29%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 459,751 $247,718,183 2.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)