Steward Partners Investment Advisory, LLC
CIK Number: 0001723397
Main Sectors:
Top Industries:
Filing Date: Aug 12, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 258.02 | +0.35% | 2.09M | -2.66% | 428.87M | 85.64 | 3.35% | Share |
| 2 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 788.58K | -0.05% | 392.25M | 222.41 | 3.06% | Share |
| 3 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 2.48M | +2.28% | 392.23M | 39.53 | 3.06% | Share |
| 4 | IVV | iShares Core S&... | 672.49 | 0.00% | 426.03K | +6.53% | 264.52M | 390.79 | 2.07% | Share |
| 5 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 1.19M | -0.65% | 261.87M | 118.54 | 2.05% | Share |
| 6 | VOO | Vanguard S&P 50... | 615.18 | -0.01% | 435.71K | +2.91% | 247.49M | 405.88 | 1.93% | Share |
| 7 | JPM | JPMorgan Chase ... | 310.01 | +0.80% | 685.92K | +2.87% | 198.86M | 150.73 | 1.55% | Share |
| 8 | META | Meta Platforms,... | 710.56 | -2.27% | 250.17K | +5.29% | 184.65M | 435.22 | 1.44% | Share |
| 9 | SPY | SPDR S&P 500 ET... | 669.25 | 0.00% | 292.19K | +21.20% | 180.53M | 436.41 | 1.41% | Share |
| 10 | GOOGL | Alphabet Inc. | 245.35 | -0.14% | 984.07K | +0.49% | 173.42M | 94.28 | 1.35% | Share |
| 11 | AVGO | Broadcom Inc. | 338.37 | +0.06% | 620.87K | +0.53% | 171.14M | 93.42 | 1.34% | Share |
| 12 | QQQ | Invesco QQQ Tru... | 603.15 | -0.43% | 284.43K | +1.97% | 156.9M | 332.74 | 1.23% | Share |
| 13 | AGG | iShares Core U.... | 100.18 | -0.11% | 1.24M | +8.19% | 122.8M | 99.71 | 0.96% | Share |
| 14 | IWF | iShares Russell... | 469.99 | -0.37% | 235.6K | +1.35% | 100.03M | 166 | 0.78% | Share |
| 15 | V | Visa Inc. | 349.89 | +1.14% | 279.22K | +3.31% | 99.14M | 214.07 | 0.77% | Share |
| 16 | VUG | Vanguard Growth... | 481.34 | -0.4% | 222.84K | +1.34% | 97.69M | 247.87 | 0.76% | Share |
| 17 | HD | The Home Depot,... | 395.07 | +0.02% | 262.26K | +6.00% | 96.16M | 273.25 | 0.75% | Share |
| 18 | WMT | Walmart Inc. | 102.08 | +0.37% | 977.59K | +2.58% | 95.59M | 50.11 | 0.75% | Share |
| 19 | BRK-B | Berkshire Hatha... | 499.02 | +0.63% | 181.07K | +0.59% | 87.96M | 302.93 | 0.69% | Share |
| 20 | DGRW | WisdomTree U.S.... | 89.26 | +0.17% | 1.05M | -4.71% | 87.54M | 75.63 | 0.68% | Share |
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