13F Filings History of STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

Latest 13F report
Q1 2024 - 15 May 2024
Value $
$594,171,298
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 $594,171,298 as of Q1 2024. Top holdings included MSFT, AAPL, VOO, ONEQ, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2024 257 $594,171,298 +$354,506,320 -$18,018,912 +$336,487,408 MSFT, AAPL, VOO, ONEQ, NVDA 13F-HR 15 May 2024, 13:38
Q4 2023 146 $239,721,175 $0 $0 $0 VOO, ONEQ, XLE, AAPL, MSFT 13F-HR 13 Feb 2024, 10:29