Steward Partners Investment Advisory, LLC Top Holdings and 13F Report (2025)

About Steward Partners Investment Advisory, LLC

Investment Activity

Steward Partners Investment Advisory, LLC has $11.27 billion in total holdings as of December 31, 2024.
Steward Partners Investment Advisory, LLC owns shares of 3,968 different stocks, but just 277 companies or ETFs make up 80% of its holdings.
Approximately 7.34% of the portfolio was purchased this quarter.
About 3.20% of the portfolio was sold this quarter.
This quarter, Steward Partners Investment Advisory, LLC has purchased 3,749 new stocks and bought additional shares in 1,616 stocks.
Steward Partners Investment Advisory, LLC sold shares of 1,050 stocks and completely divested from 227 stocks this quarter.

Largest Holdings

Apple: $543,984,929
Microsoft: $330,525,220
NVIDIA: $321,483,512
Amazon.com: $258,641,503
Vanguard S&P 500 ETF: $247,718,183

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC: $18,461,052 Holding
040413205 - ARISTA NETWORKS INC: $5,520,311 Holding
512807306 - LAM RESEARCH CORP: $4,556,124 Holding
G25457105 - Credo Technology Group: $4,331,886 Holding
97717W547 - WisdomTree U.S. Value Fund: $3,829,636 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF: 1,464,924 shares (about $40.02M)
Vanguard S&P 500 ETF: 43,399 shares (about $23.38M)
BLACKROCK INC: 18,009 shares (about $18.46M)
MercadoLibre: 9,329 shares (about $15.86M)
Palo Alto Networks: 80,306 shares (about $14.61M)

Largest Sales this Quarter

PulteGroup: 175,364 shares (about $19.10M)
American Express: 57,844 shares (about $17.17M)
Costco Wholesale: 17,428 shares (about $15.97M)
iShares Short Treasury Bond ETF: 85,613 shares (about $9.43M)
Consumer Staples Select Sector SPDR Fund: 117,826 shares (about $9.26M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$543,984,929	$7,267,440 ▲	1.4%	2,172,290	4.8%	Computer and Technology
MSFT Microsoft	$330,525,220	$6,141,257 ▲	1.9%	784,164	2.9%	Computer and Technology
NVDA NVIDIA	$321,483,512	$4,682,291 ▲	1.5%	2,393,949	2.9%	Computer and Technology
AMZN Amazon.com	$258,641,503	$1,341,789 ▲	0.5%	1,178,912	2.3%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$247,718,183	$23,383,791 ▲	10.4%	459,751	2.2%	ETF
IVV iShares Core S&P 500 ETF	$214,934,394	$13,327,695 ▲	6.6%	365,113	1.9%	ETF
GOOGL Alphabet	$192,901,853	$3,790,351 ▲	2.0%	1,019,028	1.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$152,674,102	$4,815,292 ▲	3.3%	636,912	1.4%	Finance
QQQ Invesco QQQ	$142,803,854	$894,141 ▲	0.6%	279,334	1.3%	Finance
AVGO Broadcom	$140,967,531	$7,790,520 ▲	5.8%	608,038	1.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$137,902,503	$9,111,176 ▲	7.1%	235,297	1.2%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$104,009,233	$6,924,375 ▲	7.1%	1,073,367	0.9%	Finance
IJH iShares Core S&P Mid-Cap ETF	$99,446,327	$3,800,972 ▲	4.0%	1,595,993	0.9%	ETF
META Meta Platforms	$96,628,053	$5,323,434 ▲	5.8%	165,033	0.9%	Computer and Technology
WMT Walmart	$92,366,966	$2,388,043 ▲	2.7%	1,022,323	0.8%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$87,612,375	$3,071,286 ▲	3.6%	218,169	0.8%	ETF
VUG Vanguard Growth ETF	$86,934,952	$515,513 ▲	0.6%	211,809	0.8%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$86,189,214	$1,442,658 ▲	1.7%	1,064,985	0.8%	Manufacturing
V Visa	$85,732,674	$3,032,399 ▼	-3.4%	271,272	0.8%	Business Services
BRK.B Berkshire Hathaway	$83,918,899	$339,053 ▲	0.4%	185,137	0.7%	Finance
HD Home Depot	$78,080,169	$284,352 ▼	-0.4%	200,725	0.7%	Retail/Wholesale
GOOG Alphabet	$77,884,722	$844,031 ▲	1.1%	408,972	0.7%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$77,237,483	$3,844,925 ▲	5.2%	394,411	0.7%	ETF
XOM Exxon Mobil	$71,796,963	$1,291,484 ▼	-1.8%	667,445	0.6%	Energy
IJR iShares Core S&P Small-Cap ETF	$70,319,945	$2,779,684 ▲	4.1%	610,310	0.6%	ETF
VYM Vanguard High Dividend Yield ETF	$69,281,000	$2,749,565 ▼	-3.8%	542,997	0.6%	ETF
VTV Vanguard Value ETF	$62,717,628	$1,989,273 ▲	3.3%	370,453	0.6%	ETF
UNH UnitedHealth Group	$61,582,639	$964,173 ▲	1.6%	121,738	0.5%	Medical
COST Costco Wholesale	$60,591,950	$15,968,735 ▼	-20.9%	66,129	0.5%	Retail/Wholesale
SCHD Schwab US Dividend Equity ETF	$58,221,934	$40,021,730 ▲	219.9%	2,131,110	0.5%	ETF
MELI MercadoLibre	$57,529,286	$15,863,405 ▲	38.1%	33,832	0.5%	Retail/Wholesale
COWZ Pacer US Cash Cows 100 ETF	$56,662,178	$1,415,840 ▲	2.6%	1,003,226	0.5%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$56,135,960	$1,532,249 ▲	2.8%	632,233	0.5%	ETF
LLY Eli Lilly and Company	$55,755,802	$6,632,302 ▲	13.5%	72,222	0.5%	Medical
QUAL iShares MSCI USA Quality Factor ETF	$55,121,460	$1,356,970 ▲	2.5%	309,532	0.5%	ETF
FLQL Franklin U.S. Large Cap Multifactor Index ETF	$51,983,257	$436,985 ▲	0.8%	886,481	0.5%	ETF
IVW iShares S&P 500 Growth ETF	$50,691,689	$5,669,739 ▼	-10.1%	499,278	0.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$50,485,708	$2,123,440 ▲	4.4%	718,351	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$49,902,405	$2,403,975 ▲	5.1%	172,190	0.4%	ETF
PG Procter & Gamble	$48,820,372	$1,580,773 ▲	3.3%	291,204	0.4%	Consumer Staples
MRK Merck & Co., Inc.	$48,151,885	$2,124,892 ▼	-4.2%	484,036	0.4%	Medical
ABBV AbbVie	$48,010,534	$3,776,117 ▲	8.5%	270,178	0.4%	Medical
JNJ Johnson & Johnson	$47,803,099	$3,956,512 ▼	-7.6%	330,543	0.4%	Medical
ETN Eaton	$47,308,866	$3,046,243 ▲	6.9%	142,552	0.4%	Industrials
IWD iShares Russell 1000 Value ETF	$46,632,300	$646,288 ▲	1.4%	251,890	0.4%	ETF
JEPI JPMorgan Equity Premium Income ETF	$44,866,453	$1,323,766 ▲	3.0%	779,879	0.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$44,463,889	$13,697,897 ▲	44.5%	253,746	0.4%	ETF
TSLA Tesla	$42,748,887	$3,973,786 ▲	10.2%	105,856	0.4%	Auto/Tires/Trucks
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$42,429,161	$36,051 ▼	-0.1%	368,373	0.4%	ETF
CRM Salesforce	$41,981,977	$1,345,015 ▲	3.3%	125,570	0.4%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$40,506,503	$654,426 ▲	1.6%	458,218	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$40,442,197	$56,284 ▲	0.1%	845,717	0.4%	ETF
DGRO iShares Core Dividend Growth ETF	$39,843,566	$1,530,800 ▲	4.0%	649,553	0.4%	ETF
VO Vanguard Mid-Cap ETF	$39,748,816	$1,576,852 ▲	4.1%	150,490	0.4%	ETF
DRI Darden Restaurants	$39,603,362	$950,254 ▲	2.5%	212,134	0.4%	Retail/Wholesale
MRVL Marvell Technology	$39,433,402	$2,998,496 ▲	8.2%	357,025	0.3%	Computer and Technology
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$38,750,099	$6,281,532 ▲	19.3%	1,080,895	0.3%	ETF
IWM iShares Russell 2000 ETF	$38,215,113	$8,285,355 ▲	27.7%	172,950	0.3%	Finance
XLK Technology Select Sector SPDR Fund	$38,111,590	$3,925,652 ▲	11.5%	163,906	0.3%	ETF
MA Mastercard	$37,840,524	$628,727 ▲	1.7%	71,862	0.3%	Business Services
GLD SPDR Gold Shares	$37,041,289	$690,313 ▲	1.9%	152,981	0.3%	Finance
GIS General Mills	$36,887,017	$39,410 ▼	-0.1%	578,438	0.3%	Consumer Staples
MSI Motorola Solutions	$36,843,819	$2,796,983 ▲	8.2%	79,708	0.3%	Computer and Technology
ORCL Oracle	$36,728,436	$613,068 ▼	-1.6%	220,406	0.3%	Computer and Technology
CAT Caterpillar	$36,501,005	$422,979 ▼	-1.1%	100,620	0.3%	Industrials
CB Chubb	$35,722,738	$1,678,795 ▲	4.9%	129,290	0.3%	Finance
CVX Chevron	$35,652,482	$3,760,768 ▼	-9.5%	246,151	0.3%	Energy
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$35,602,217	$2,098,819 ▲	6.3%	443,531	0.3%	ETF
MCD McDonald's	$34,526,420	$1,286,820 ▲	3.9%	119,102	0.3%	Retail/Wholesale
VGT Vanguard Information Technology ETF	$32,218,464	$782,844 ▼	-2.4%	51,815	0.3%	ETF
XSMO Invesco S&P SmallCap Momentum ETF	$32,215,389	$399,106 ▲	1.3%	487,300	0.3%	ETF
VZ Verizon Communications	$30,924,579	$1,605,758 ▲	5.5%	773,308	0.3%	Computer and Technology
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$30,574,858	$6,020,591 ▼	-16.5%	607,608	0.3%	Finance
HDV iShares Core High Dividend ETF	$30,466,092	$90,257 ▼	-0.3%	271,389	0.3%	ETF
UNP Union Pacific	$30,231,569	$1,305,532 ▲	4.5%	132,571	0.3%	Transportation
DIA SPDR Dow Jones Industrial Average ETF Trust	$30,176,504	$10,095,428 ▲	50.3%	70,920	0.3%	Finance
NFLX Netflix	$30,144,442	$276,309 ▲	0.9%	33,820	0.3%	Consumer Discretionary
QQQM Invesco NASDAQ 100 ETF	$29,838,188	$4,491,417 ▲	17.7%	141,783	0.3%	ETF
RDVY First Trust NASDAQ Rising Dividend Achievers	$29,584,544	$937,428 ▼	-3.1%	500,246	0.3%	Manufacturing
OEF iShares S&P 100 ETF	$28,814,839	$202,773 ▼	-0.7%	99,757	0.3%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$28,361,873	$124,066 ▼	-0.4%	305,871	0.3%	ETF
PANW Palo Alto Networks	$28,186,696	$14,612,480 ▲	107.6%	154,906	0.3%	Computer and Technology
IBM International Business Machines	$27,859,870	$5,596,199 ▲	25.1%	126,734	0.2%	Computer and Technology
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$27,777,532	$2,152,984 ▲	8.4%	492,684	0.2%	ETF
CSCO Cisco Systems	$27,701,570	$1,010,129 ▲	3.8%	467,932	0.2%	Computer and Technology
NOW ServiceNow	$27,008,678	$654,094 ▲	2.5%	25,477	0.2%	Computer and Technology
KO Coca-Cola	$26,869,228	$1,175,282 ▲	4.6%	431,565	0.2%	Consumer Staples
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$26,826,945	$429,695 ▲	1.6%	662,721	0.2%	ETF
T AT&T	$26,489,195	$4,403,857 ▲	19.9%	1,163,337	0.2%	Computer and Technology
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$26,304,187	$1,866,456 ▲	7.6%	287,697	0.2%	ETF
AMD Advanced Micro Devices	$25,470,082	$1,644,914 ▼	-6.1%	210,863	0.2%	Computer and Technology
APD Air Products and Chemicals	$24,793,570	$1,157,263 ▲	4.9%	85,483	0.2%	Basic Materials
MPC Marathon Petroleum	$24,793,540	$3,137,782 ▼	-11.2%	177,731	0.2%	Energy
FI Fiserv	$24,772,625	$296,421 ▲	1.2%	120,595	0.2%	Business Services
NEE NextEra Energy	$24,644,268	$688,440 ▼	-2.7%	343,761	0.2%	Utilities
IJK iShares S&P Mid-Cap 400 Growth ETF	$24,554,123	$63,651 ▲	0.3%	270,033	0.2%	ETF
LMT Lockheed Martin	$23,717,245	$1,118,147 ▼	-4.5%	48,807	0.2%	Aerospace
CMCSA Comcast	$23,456,545	$67,404 ▲	0.3%	625,008	0.2%	Consumer Discretionary
VWO Vanguard FTSE Emerging Markets ETF	$23,047,245	$3,266,669 ▲	16.5%	523,325	0.2%	ETF
BAC Bank of America	$22,222,926	$1,308,568 ▼	-5.6%	505,641	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Steward Partners Investment Advisory, LLC Top Holdings and 13F Report (2025)

About Steward Partners Investment Advisory, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Steward Partners Investment Advisory, LLC Top Holdings and 13F Report (2025)

About Steward Partners Investment Advisory, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSteward Partners Investment Advisory, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools