Steward Partners Investment Advisory, LLC
CIK Number: 0001723397
10.82B
Market Value
2,560
# of Holdings
15 months
Avg. Holding Period
71.93%
Win Rate
21.00%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 243.86 | -2.62% | 2.14M | +6.21% | 499.38M | 119.03 | 4.61% | |
| 2 | Microsoft Corp | 418.58 | -0.69% | 769.59K | +9.52% | 331.16M | 217.68 | 3.06% | |
| 3 | Nvidia Corporat... | 138.32 | +3.00% | 2.36M | +5.01% | 286.49M | 143.21 | 2.65% | |
| 4 | Vanguard Index ... | 537.55 | -0.23% | 416.35K | +15.27% | 219.70M | 386.82 | 2.03% | |
| 5 | Amazon Com Inc | 220.32 | +0.42% | 1.17M | +9.73% | 218.53M | 120.51 | 2.02% |
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