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 $11.31 billion in total holdings as of March 31, 2025.
Steward Partners Investment Advisory, LLC owns shares of 4,017 different stocks, but just 300 companies or ETFs make up 80% of its holdings.
Approximately 8.10% of the portfolio was purchased this quarter.
About 4.47% of the portfolio was sold this quarter.
This quarter, Steward Partners Investment Advisory, LLC has purchased 3,967 new stocks and bought additional shares in 1,480 stocks.
Steward Partners Investment Advisory, LLC sold shares of 1,196 stocks and completely divested from 191 stocks this quarter.

Largest Holdings

Apple: $477,011,398
Microsoft: $296,179,665
NVIDIA: $263,066,356
Amazon.com: $228,597,010
iShares Core S&P 500 ETF: $224,712,860

Largest New Holdings this Quarter

33738D820 - FIRST TR EXCH TRADED FD III: $17,758,834 Holding
33740F128 - FIRST TR EXCHNG TRADED FD VI: $9,513,970 Holding
48251K100 - KKR Real Estate Finance Trust: $2,984,861 Holding
41456U106 - HARRIS OAKMARK ETF TRUST: $2,394,633 Holding
78463X533 - SPDR S&P Emerging Markets Dividend ETF: $2,353,594 Holding

Largest Purchases this Quarter

Meta Platforms: 72,562 shares (about $41.82M)
iShares Core S&P 500 ETF: 34,803 shares (about $19.56M)
FIRST TR EXCH TRADED FD III: 889,276 shares (about $17.76M)
PALANTIR TECHNOLOGIES INC: 208,252 shares (about $17.58M)
APPLOVIN CORP: 65,599 shares (about $17.38M)

Largest Sales this Quarter

MercadoLibre: 26,591 shares (about $51.88M)
Invesco S&P SmallCap Momentum ETF: 484,922 shares (about $30.43M)
iShares Russell 2000 ETF: 110,847 shares (about $22.11M)
Marvell Technology: 328,573 shares (about $20.23M)
Vanguard S&P 500 ETF: 36,370 shares (about $18.69M)

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	$477,011,398	$5,519,263 ▼	-1.1%	2,147,443	4.2%	Computer and Technology
MSFT Microsoft	$296,179,665	$1,812,010 ▲	0.6%	788,991	2.6%	Computer and Technology
NVDA NVIDIA	$263,066,356	$3,610,138 ▲	1.4%	2,427,259	2.3%	Computer and Technology
AMZN Amazon.com	$228,597,010	$4,297,212 ▲	1.9%	1,201,498	2.0%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$224,712,860	$19,555,811 ▲	9.5%	399,916	2.0%	ETF
VOO Vanguard S&P 500 ETF	$217,579,577	$18,690,894 ▼	-7.9%	423,381	1.9%	ETF
JPM JPMorgan Chase & Co.	$163,563,493	$7,328,835 ▲	4.7%	666,789	1.4%	Finance
GOOGL Alphabet	$151,428,423	$6,154,053 ▼	-3.9%	979,232	1.3%	Computer and Technology
META Meta Platforms	$136,940,763	$41,821,990 ▲	44.0%	237,595	1.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$134,862,830	$3,239,988 ▲	2.5%	241,089	1.2%	Finance
QQQ Invesco QQQ	$130,794,790	$190,851 ▼	-0.1%	278,927	1.2%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$113,189,092	$7,011,646 ▲	6.6%	1,144,249	1.0%	Finance
AVGO Broadcom	$103,407,003	$1,603,143 ▲	1.6%	617,613	0.9%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$96,110,103	$2,983,903 ▲	3.2%	1,647,131	0.8%	ETF
BRK.B Berkshire Hathaway	$95,868,661	$2,731,603 ▼	-2.8%	180,008	0.8%	Finance
V Visa	$94,717,591	$352,563 ▼	-0.4%	270,266	0.8%	Business Services
HD Home Depot	$90,675,198	$17,111,432 ▲	23.3%	247,415	0.8%	Retail/Wholesale
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$87,606,228	$2,556,557 ▲	3.0%	1,096,998	0.8%	Manufacturing
IWF iShares Russell 1000 Growth ETF	$83,940,347	$5,161,777 ▲	6.6%	232,464	0.7%	ETF
WMT Walmart	$83,660,726	$6,088,934 ▼	-6.8%	952,965	0.7%	Retail/Wholesale
VUG Vanguard Growth ETF	$81,542,000	$2,998,827 ▲	3.8%	219,896	0.7%	ETF
XOM Exxon Mobil	$79,570,351	$191,121 ▲	0.2%	669,052	0.7%	Energy
VIG Vanguard Dividend Appreciation ETF	$78,652,084	$2,140,103 ▲	2.8%	405,443	0.7%	ETF
VYM Vanguard High Dividend Yield ETF	$73,878,037	$3,853,071 ▲	5.5%	572,875	0.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$67,631,127	$3,810,953 ▲	6.0%	646,754	0.6%	ETF
VTV Vanguard Value ETF	$65,514,814	$1,522,873 ▲	2.4%	379,269	0.6%	ETF
GOOG Alphabet	$62,689,399	$1,204,379 ▼	-1.9%	401,263	0.6%	Computer and Technology
LLY Eli Lilly and Company	$61,787,601	$2,138,296 ▲	3.6%	74,811	0.5%	Medical
UNH UnitedHealth Group	$61,601,525	$2,158,903 ▼	-3.4%	117,616	0.5%	Medical
COST Costco Wholesale	$61,580,601	$963,763 ▼	-1.5%	65,110	0.5%	Retail/Wholesale
USMV iShares MSCI USA Min Vol Factor ETF	$60,828,435	$1,613,481 ▲	2.7%	649,460	0.5%	ETF
IWD iShares Russell 1000 Value ETF	$60,156,145	$12,760,611 ▲	26.9%	319,708	0.5%	ETF
JNJ Johnson & Johnson	$59,996,899	$5,179,526 ▲	9.4%	361,775	0.5%	Medical
SCHD Schwab US Dividend Equity ETF	$58,027,482	$1,558,351 ▼	-2.6%	2,075,375	0.5%	ETF
IEFA iShares Core MSCI EAFE ETF	$57,153,807	$2,810,549 ▲	5.2%	755,503	0.5%	ETF
ABBV AbbVie	$57,007,255	$399,555 ▲	0.7%	272,085	0.5%	Medical
FLQL Franklin U.S. Large Cap Multifactor Index ETF	$53,995,246	$3,962,257 ▲	7.9%	956,684	0.5%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$50,713,643	$2,182,265 ▼	-4.1%	296,762	0.4%	ETF
COWZ Pacer US Cash Cows 100 ETF	$50,662,173	$4,274,454 ▼	-7.8%	925,168	0.4%	ETF
PG Procter & Gamble	$50,267,336	$640,437 ▲	1.3%	294,962	0.4%	Consumer Staples
JEPI JPMorgan Equity Premium Income ETF	$49,619,217	$5,056,894 ▲	11.3%	868,379	0.4%	ETF
IVW iShares S&P 500 Growth ETF	$49,148,750	$2,800,774 ▲	6.0%	529,449	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$48,941,611	$1,616,885 ▲	3.4%	178,073	0.4%	ETF
DRI Darden Restaurants	$45,230,907	$1,157,849 ▲	2.6%	217,707	0.4%	Retail/Wholesale
GLD SPDR Gold Shares	$44,235,541	$155,596 ▲	0.4%	153,521	0.4%	Finance
MRK Merck & Co., Inc.	$44,118,538	$671,494 ▲	1.5%	491,517	0.4%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$42,795,072	$1,161,334 ▼	-2.6%	247,042	0.4%	ETF
CVX Chevron	$41,373,997	$195,395 ▲	0.5%	247,319	0.4%	Energy
CB Chubb	$41,290,727	$2,246,500 ▲	5.8%	136,729	0.4%	Finance
IWR iShares Russell Mid-Cap ETF	$40,875,670	$1,895,103 ▲	4.9%	480,495	0.4%	ETF
VO Vanguard Mid-Cap ETF	$40,874,850	$1,954,919 ▲	5.0%	158,049	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$40,834,518	$2,153,313 ▼	-5.0%	803,354	0.4%	ETF
DGRO iShares Core Dividend Growth ETF	$40,781,183	$651,779 ▲	1.6%	660,103	0.4%	ETF
ETN Eaton	$40,097,129	$1,347,190 ▲	3.5%	147,508	0.4%	Industrials
MA Mastercard	$39,721,178	$332,161 ▲	0.8%	72,468	0.4%	Business Services
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$39,264,080	$1,286,394 ▼	-3.2%	356,687	0.3%	ETF
VZ Verizon Communications	$38,125,018	$3,047,741 ▲	8.7%	840,498	0.3%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$38,104,237	$1,841,153 ▲	5.1%	466,050	0.3%	ETF
MSI Motorola Solutions	$38,051,874	$3,154,863 ▲	9.0%	86,914	0.3%	Computer and Technology
MCD McDonald's	$37,730,438	$526,346 ▲	1.4%	120,787	0.3%	Retail/Wholesale
IBM International Business Machines	$36,098,158	$4,584,536 ▲	14.5%	145,171	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$35,361,843	$1,518,655 ▲	4.5%	171,261	0.3%	ETF
CRM Salesforce	$35,026,873	$1,328,918 ▲	3.9%	130,522	0.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$34,662,574	$17,576,469 ▲	102.9%	410,694	0.3%	CL A
GIS General Mills	$34,451,628	$133,152 ▼	-0.4%	576,211	0.3%	Consumer Staples
CAT Caterpillar	$34,016,385	$832,081 ▲	2.5%	103,143	0.3%	Industrials
HDV iShares Core High Dividend ETF	$33,879,166	$1,008,565 ▲	3.1%	279,716	0.3%	ETF
T AT&T	$33,254,320	$355,168 ▲	1.1%	1,175,896	0.3%	Computer and Technology
USFR WisdomTree Floating Rate Treasury Fund	$32,896,250	$2,315,332 ▲	7.6%	653,611	0.3%	Finance
NFLX Netflix	$32,731,803	$1,193,638 ▲	3.8%	35,100	0.3%	Consumer Discretionary
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$32,403,399	$5,384,252 ▲	19.9%	794,785	0.3%	ETF
ORCL Oracle	$31,801,566	$986,638 ▲	3.2%	227,463	0.3%	Computer and Technology
RDVY First Trust Rising Dividend Achievers ETF	$30,845,391	$1,560,970 ▲	5.3%	526,911	0.3%	Manufacturing
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$30,427,682	$4,916,510 ▲	19.3%	587,634	0.3%	ETF
UNP Union Pacific	$30,166,657	$1,151,906 ▼	-3.7%	127,695	0.3%	Transportation
OEF iShares S&P 100 ETF	$30,036,527	$3,019,225 ▲	11.2%	110,905	0.3%	ETF
CSCO Cisco Systems	$30,008,589	$1,132,502 ▲	3.9%	486,284	0.3%	Computer and Technology
BAC Bank of America	$29,953,840	$8,853,467 ▲	42.0%	717,802	0.3%	Finance
SGOV iShares 0-3 Month Treasury Bond ETF	$29,910,604	$8,202,602 ▲	37.8%	297,115	0.3%	ETF
KO Coca-Cola	$29,794,086	$1,114,623 ▼	-3.6%	416,002	0.3%	Consumer Staples
VGT Vanguard Information Technology ETF	$27,995,991	$106,847 ▼	-0.4%	51,618	0.2%	ETF
SHV iShares Short Treasury Bond ETF	$27,772,129	$9,011,566 ▲	48.0%	251,422	0.2%	ETF
APD Air Products and Chemicals	$27,096,657	$1,886,013 ▲	7.5%	91,878	0.2%	Basic Materials
HMOP Hartford Municipal Opportunities ETF	$27,019,734	$5,967,247 ▲	28.3%	702,724	0.2%	ETF
IAU iShares Gold Trust	$26,941,949	$5,403,861 ▲	25.1%	456,953	0.2%	Finance
IJK iShares S&P Mid-Cap 400 Growth ETF	$26,805,140	$4,316,814 ▲	19.2%	321,868	0.2%	ETF
FI Fiserv	$26,762,388	$131,394 ▲	0.5%	121,190	0.2%	Business Services
PANW Palo Alto Networks	$26,535,885	$102,725 ▲	0.4%	155,508	0.2%	Computer and Technology
NEE NextEra Energy	$26,316,001	$1,946,781 ▲	8.0%	371,223	0.2%	Utilities
MOAT VanEck Morningstar Wide Moat ETF	$26,248,977	$667,656 ▼	-2.5%	298,284	0.2%	ETF
MPC Marathon Petroleum	$26,104,014	$210,376 ▲	0.8%	179,175	0.2%	Energy
TSLA Tesla	$25,990,379	$1,443,262 ▼	-5.3%	100,287	0.2%	Auto/Tires/Trucks
TLH iShares 10-20 Year Treasury Bond ETF	$25,867,010	$4,356,248 ▲	20.3%	249,321	0.2%	ETF
RTX RTX	$25,153,370	$1,122,731 ▲	4.7%	189,894	0.2%	Aerospace
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$25,010,420	$1,379,984 ▼	-5.2%	272,653	0.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$24,611,490	$925,794 ▲	3.9%	543,780	0.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$23,740,050	$3,626,837 ▼	-13.3%	122,993	0.2%	ETF
ALL Allstate	$23,444,668	$362,165 ▲	1.6%	113,221	0.2%	Finance
CMCSA Comcast	$23,339,174	$276,381 ▲	1.2%	632,498	0.2%	Consumer Discretionary
AMGN Amgen	$23,043,102	$372,613 ▼	-1.6%	73,963	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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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

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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