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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 $11,313,226,158
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 2,147,443 $477,011,398 4.22%
2.
Microsoft Corp
 MSFT 788,991 $296,179,665 2.62%
3.
Nvidia Corp
 NVDA 2,427,259 $263,066,356 2.33%
4.
Amazon Com Inc
 AMZN 1,201,498 $228,597,010 2.02%
5.
Ishares Trust
 IEF 399,916 $224,712,860 1.99%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)