STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

13F Filings History

Latest 13F report
Q1 2024 - May 15, 2024
Value $
$594M
Signature - Title
Rob Guldner - Chief Compliance Officer
Location
Portland, OR
Summary
This page shows a list of all the recent 13F filings made by STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC reported 257 stock holdings with total value $594M as of Q1 2024. Top holdings included MSFT, AAPL, VOO, ONEQ, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 257 $594M +$355M -$18M +$336M MSFT, AAPL, VOO, ONEQ, NVDA 13F-HR 5/15/2024, 01:38 PM
Q4 2023 146 $240M $0 $0 VOO, ONEQ, XLE, AAPL, MSFT 13F-HR 2/13/2024, 10:29 AM