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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 $239,768,769
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 48,172 $21,041,529 8.77%
2.
Fidelity Nasdaq Composite Index Etf
 265,991 $15,757,306 6.57%
3.
Sector Spdr Trust
 XLB 176,344 $14,784,760 6.16%
4.
Apple Inc.
 AAPL 69,469 $13,374,866 5.57%
5.
Microsoft Corp
 MSFT 27,444 $10,320,041 4.3%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)