Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Steward Partners Investment Advisory, Llc > Profile

Instuitional Investor - Steward Partners Investment Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Steward Partners Investment Advisory, Llc
Portfolio Value $19,587,986,084
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 2,273,278 $657,795,718 3.36%
2.
Nvidia Corp
 NVDA 3,047,639 $609,802,116 3.11%
3.
Ishares Trust
 IEF 548,973 $411,120,414 2.1%
4.
Alphabet Inc.
 GOOGL 1,148,261 $410,353,991 2.09%
5.
Amazon Com Inc
 AMZN 1,568,850 $373,919,776 1.91%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.