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

Instuitional Investor - Steward Partners Investment Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Steward Partners Investment Solutions, Llc
Portfolio Value $594,171,298
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 64,955 $27,327,762 4.6%
2.
Microsoft Corp
 MSFT 64,955 $27,327,762 4.6%
3.
Vanguard Index Fds S&P 500 Etf Shs New
 53,631 $25,780,312 4.34%
4.
Apple Inc.
 AAPL 140,494 $24,091,830 4.05%
5.
Apple Inc.
 AAPL 140,494 $24,091,830 4.05%
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)