Steward Partners Investment Advisory, LLC Top Holdings and 13F Report (2025) About Steward Partners Investment Advisory, LLCInvestment ActivitySteward Partners Investment Advisory, LLC has $12.80 billion in total holdings as of June 30, 2025.Steward Partners Investment Advisory, LLC owns shares of 4,117 different stocks, but just 305 companies or ETFs make up 80% of its holdings.Approximately 8.87% of the portfolio was purchased this quarter.About 4.50% of the portfolio was sold this quarter.This quarter, Steward Partners Investment Advisory, LLC has purchased 4,017 new stocks and bought additional shares in 1,459 stocks.Steward Partners Investment Advisory, LLC sold shares of 1,301 stocks and completely divested from 208 stocks this quarter.Largest Holdings Apple $428,866,034Microsoft $392,248,216NVIDIA $392,233,057iShares Core S&P 500 ETF $264,521,343Amazon.com $261,872,538 Largest New Holdings this Quarter 46429B606 - iShares MSCI Poland ETF $9,929,100 HoldingG79483106 - SEALSQ $7,938,911 Holding922040845 - VANGUARD INSTL INDEX FD $2,656,716 Holding14020Y607 - CAPITAL GRP FIXED INCM ETF T $2,436,463 Holding09290C780 - BLACKROCK ETF TRUST $2,254,224 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 51,104 shares (about $31.57M)iShares S&P 500 Growth ETF 234,048 shares (about $25.77M)Uber Technologies 211,586 shares (about $19.74M)Adobe 48,505 shares (about $18.77M)Yandex 318,678 shares (about $17.63M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 439,426 shares (about $27.25M)APPLOVIN CORP 65,061 shares (about $22.78M)Vanguard Intermediate-Term Corporate Bond ETF 200,854 shares (about $16.65M)SPDR Portfolio Intermediate Term Treasury ETF 578,716 shares (about $16.65M)First Trust TCW Opportunistic Fixed Income ETF 365,214 shares (about $16.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSteward Partners Investment Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$428,866,034$11,724,850 ▼-2.7%2,090,2963.4%Computer and TechnologyMSFTMicrosoft$392,248,216$203,441 ▼-0.1%788,5823.1%Computer and TechnologyNVDANVIDIA$392,233,057$8,750,434 ▲2.3%2,482,6453.1%Computer and TechnologyIVViShares Core S&P 500 ETF$264,521,343$16,212,975 ▲6.5%426,0282.1%ETFAMZNAmazon.com$261,872,538$1,724,187 ▼-0.7%1,193,6392.0%Retail/WholesaleVOOVanguard S&P 500 ETF$247,494,981$7,002,099 ▲2.9%435,7081.9%ETFJPMJPMorgan Chase & Co.$198,855,182$5,546,553 ▲2.9%685,9211.6%FinanceMETAMeta Platforms$184,645,365$9,278,547 ▲5.3%250,1661.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$180,532,217$31,574,741 ▲21.2%292,1931.4%FinanceGOOGLAlphabet$173,421,924$851,720 ▲0.5%984,0651.4%Computer and TechnologyAVGOBroadcom$171,141,668$896,963 ▲0.5%620,8671.3%Computer and TechnologyQQQInvesco QQQ$156,903,441$3,035,684 ▲2.0%284,4301.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$122,800,393$9,290,967 ▲8.2%1,237,9081.0%FinanceIWFiShares Russell 1000 Growth ETF$100,029,411$1,329,785 ▲1.3%235,5960.8%ETFVVisa$99,136,596$3,178,759 ▲3.3%279,2190.8%Business ServicesVUGVanguard Growth ETF$97,692,083$1,289,772 ▲1.3%222,8380.8%ETFHDHome Depot$96,155,899$5,444,205 ▲6.0%262,2640.8%Retail/WholesaleWMTWalmart$95,589,049$2,408,221 ▲2.6%977,5940.7%Retail/WholesaleBRK.BBerkshire Hathaway$87,957,911$515,402 ▲0.6%181,0690.7%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$87,540,468$4,322,157 ▼-4.7%1,045,3840.7%ManufacturingVIGVanguard Dividend Appreciation ETF$87,299,255$4,317,111 ▲5.2%426,5360.7%ETFIVWiShares S&P 500 Growth ETF$84,061,070$25,768,700 ▲44.2%763,4970.7%ETFIJRiShares Core S&P Small-Cap ETF$77,027,089$6,343,204 ▲9.0%704,7940.6%ETFIJHiShares Core S&P Mid-Cap ETF$74,901,909$27,253,217 ▼-26.7%1,207,7050.6%ETFGOOGAlphabet$73,988,000$2,807,908 ▲3.9%417,0920.6%Computer and TechnologyXOMExxon Mobil$73,304,292$1,180,411 ▲1.6%680,0020.6%EnergyIEFAiShares Core MSCI EAFE ETF$68,952,151$5,882,753 ▲9.3%825,9720.5%ETFCOSTCostco Wholesale$67,249,880$2,795,561 ▲4.3%67,9340.5%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$65,775,355$4,810,555 ▲7.9%700,7070.5%ETFFLQLFranklin U.S. Large Cap Multifactor Index ETF$64,479,224$4,055,062 ▲6.7%1,020,8870.5%ETFNFLXNetflix$63,762,128$16,759,068 ▲35.7%47,6150.5%Consumer DiscretionaryABBVAbbVie$63,507,105$13,002,830 ▲25.7%342,1360.5%MedicalVYMVanguard High Dividend Yield ETF$63,079,356$13,290,606 ▼-17.4%473,1780.5%ETFLLYEli Lilly and Company$60,721,562$2,404,822 ▲4.1%77,8960.5%MedicalVTVVanguard Value ETF$60,171,357$6,860,699 ▼-10.2%340,4510.5%ETFQUALiShares MSCI USA Quality Factor ETF$59,530,213$5,276,185 ▲9.7%325,6220.5%ETFVTIVanguard Total Stock Market ETF$58,976,326$4,854,668 ▲9.0%194,0460.5%ETFPALANTIR TECHNOLOGIES INC$58,643,466$2,657,693 ▲4.7%430,1900.5%CL AORCLOracle$56,448,443$6,718,080 ▲13.5%258,1910.4%Computer and TechnologyIWDiShares Russell 1000 Value ETF$56,111,751$5,985,204 ▼-9.6%288,8930.4%ETFJNJJohnson & Johnson$55,679,827$418,536 ▲0.8%364,5150.4%MedicalETNEaton$54,724,661$2,065,553 ▲3.9%153,2940.4%IndustrialsGLDSPDR Gold Shares$54,719,759$7,921,926 ▲16.9%179,5090.4%FinanceSCHDSchwab US Dividend Equity ETF$54,266,835$730,605 ▼-1.3%2,047,8050.4%ETFJEPIJPMorgan Equity Premium Income ETF$53,353,058$3,985,698 ▲8.1%938,4880.4%ETFDRIDarden Restaurants$48,171,334$717,989 ▲1.5%221,0010.4%Retail/WholesaleVOVanguard Mid-Cap ETF$47,796,310$3,569,249 ▲8.1%170,8040.4%ETFPGProcter & Gamble$46,903,984$89,219 ▼-0.2%294,4020.4%Consumer StaplesUSFRWisdomTree Floating Rate Treasury Fund$46,874,282$13,991,111 ▲42.5%931,7090.4%FinanceVEAVanguard FTSE Developed Markets ETF$45,805,117$5,929 ▲0.0%803,4580.4%ETFIWRiShares Russell Mid-Cap ETF$44,342,065$150,923 ▲0.3%482,1360.3%ETFIBMInternational Business Machines$43,398,937$605,477 ▲1.4%147,2250.3%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$43,204,484$90,185 ▼-0.2%355,9440.3%ETFRSPInvesco S&P 500 Equal Weight ETF$42,969,169$1,928,262 ▼-4.3%236,4320.3%ETFDGROiShares Core Dividend Growth ETF$42,548,031$341,056 ▲0.8%665,4370.3%ETFCBChubb$42,505,615$2,892,289 ▲7.3%146,7120.3%FinanceMAMastercard$41,424,749$702,419 ▲1.7%73,7180.3%Business ServicesXLKTechnology Select Sector SPDR Fund$40,064,415$3,303,882 ▼-7.6%158,2140.3%ETFCATCaterpillar$39,234,416$806,700 ▼-2.0%101,0650.3%IndustrialsMSIMotorola Solutions$38,997,598$2,453,800 ▲6.7%92,7500.3%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$38,437,579$12,539,157 ▼-24.6%697,5970.3%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$37,908,491$4,090,376 ▲12.1%890,9160.3%ETFOEFiShares S&P 100 ETF$37,183,640$3,429,719 ▲10.2%122,1740.3%ETFVZVerizon Communications$36,687,181$318,856 ▲0.9%847,8670.3%Computer and TechnologyTSLATesla$36,411,127$4,553,972 ▲14.3%114,6230.3%Auto/Tires/TrucksCRMSalesforce$36,090,681$498,480 ▲1.4%132,3500.3%Computer and TechnologyMCDMcDonald's$36,012,327$721,953 ▲2.0%123,2580.3%Retail/WholesaleCVXChevron$35,600,471$186,863 ▲0.5%248,6240.3%EnergyVGTVanguard Information Technology ETF$35,157,600$920,627 ▲2.7%53,0060.3%ETFCSCOCisco Systems$34,864,553$1,126,109 ▲3.3%502,5150.3%Computer and TechnologyUBERUber Technologies$34,421,977$19,740,956 ▲134.5%368,9390.3%Computer and TechnologyTAT&T$34,037,455$7,003 ▲0.0%1,176,1380.3%Computer and TechnologyPANWPalo Alto Networks$34,036,338$2,213,182 ▲7.0%166,3230.3%Computer and TechnologyRDVYFirst Trust Rising Dividend Achievers ETF$33,991,091$932,693 ▲2.8%541,7770.3%ManufacturingUNHUnitedHealth Group$33,799,447$2,893,209 ▼-7.9%108,3420.3%MedicalHDViShares Core High Dividend ETF$33,652,706$878,422 ▲2.7%287,2130.3%ETFBACBank of America$33,525,621$440,786 ▼-1.3%708,4870.3%FinanceSGOViShares 0-3 Month Treasury Bond ETF$33,326,695$3,410,171 ▲11.4%330,9830.3%ETFIAUiShares Gold Trust$32,454,570$3,958,986 ▲13.9%520,4390.3%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$31,964,827$6,954,407 ▲27.8%348,4670.2%ETFDIVBiShares Core Dividend ETF$31,716,697$11,059,380 ▲53.5%630,3000.2%ETFTTTrane Technologies$30,926,546$4,415,641 ▲16.7%70,7040.2%ConstructionMPCMarathon Petroleum$30,857,210$1,094,337 ▲3.7%185,7630.2%EnergyADBEAdobe$30,690,838$18,765,635 ▲157.4%79,3290.2%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$30,475,857$2,544,197 ▲9.1%134,1960.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$30,118,360$834,832 ▲2.9%331,0440.2%ETFGISGeneral Mills$29,826,361$27,148 ▼-0.1%575,6870.2%Consumer StaplesKOCocaCola$29,295,997$136,123 ▼-0.5%414,0780.2%Consumer StaplesUNPUnion Pacific$29,223,135$156,914 ▼-0.5%127,0130.2%TransportationJEPQJPMorgan Nasdaq Equity Premium Income ETF$29,220,582$2,746,711 ▼-8.6%537,1430.2%ETFIEURiShares Core MSCI Europe ETF$28,882,085$13,856,132 ▲92.2%436,2850.2%ETFTLHiShares 10-20 Year Treasury Bond ETF$28,498,200$3,167,178 ▲12.5%280,4940.2%ETFVWOVanguard FTSE Emerging Markets ETF$28,308,050$1,412,677 ▲5.3%572,3420.2%ETFHMOPHartford Municipal Opportunities ETF$27,604,869$704,582 ▲2.6%721,1300.2%ETFSDYSPDR S&P Dividend ETF$27,253,542$4,468,081 ▲19.6%200,7930.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$27,226,309$7,800,059 ▲40.2%453,5450.2%ETFAPDAir Products and Chemicals$27,147,104$1,232,036 ▲4.8%96,2460.2%Basic MaterialsNOWServiceNow$26,720,827$638,438 ▲2.4%25,9910.2%Computer and TechnologyTJXTJX Companies$26,660,651$4,619,889 ▲21.0%215,8930.2%Retail/WholesaleGSThe Goldman Sachs Group$26,366,509$818,866 ▲3.2%37,2540.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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