Steward Partners Investment Advisory, LLC
CIK Number: 0001723397
11.27B
Market Value
2,918
# of Holdings
15 months
Avg. Holding Period
35.90%
Win Rate
17.38%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 223.15 | +0.46% | 2.17M | +1.35% | 543.98M | 85.64 | 4.83% |
| 2 | MSFT | Microsoft Corporatio... | 382.02 | +1.77% | 784.16K | +1.89% | 330.53M | 221.47 | 2.93% |
| 3 | NVDA | NVIDIA Corporation | 110.08 | +1.56% | 2.39M | +1.48% | 321.48M | 35.83 | 2.85% |
| 4 | AMZN | Amazon.com, Inc. | 192.07 | +0.95% | 1.18M | +0.52% | 258.64M | 117.17 | 2.29% |
| 5 | VOO | Vanguard 500 Index F... | 515.44 | +0.30% | 459.75K | +10.42% | 247.72M | 401.16 | 2.20% |
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