Notify me when Steward Partners Investment Advisory, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 4,303 | $18,236,601,886 | +$1,374,476,191 | -$660,254,894 | +$714,221,297 | AAPL, NVDA, GOOGL, MSFT, META | 13F-HR | 12 Feb 2026, 10:12 |
| Q3 2025 | 4,257 | $17,447,759,810 | +$4,293,874,629 | -$541,241,063 | +$3,752,633,566 | NVDA, AAPL, META, MSFT, IVV | 13F-HR | 12 Nov 2025, 11:46 |
| Q2 2025 | 4,112 | $12,799,019,525 | +$1,135,351,191 | -$575,302,351 | +$560,048,840 | AAPL, MSFT, NVDA, IVV, AMZN | 13F-HR | 12 Aug 2025, 16:15 |
| Q1 2025 | 4,016 | $11,313,226,158 | +$916,444,961 | -$506,076,610 | +$410,368,351 | AAPL, MSFT, NVDA, AMZN, IVV | 13F-HR | 13 May 2025, 14:44 |
| Q4 2024 | 3,966 | $11,272,626,044 | +$827,825,186 | -$361,228,180 | +$466,597,006 | AAPL, MSFT, NVDA, AMZN, VOO | 13F-HR | 06 Feb 2025, 10:07 |
| Q3 2024 | 3,742 | $10,821,588,162 | +$1,268,690,792 | -$376,788,784 | +$891,902,008 | AAPL, MSFT, NVDA, VOO, AMZN | 13F-HR | 14 Nov 2024, 11:24 |
| Q2 2024 | 3,607 | $9,492,877,198 | +$747,975,842 | -$275,563,013 | +$472,412,829 | AAPL, MSFT, NVDA, AMZN, IVV | 13F-HR | 08 Aug 2024, 09:20 |
| Q1 2024 | 3,560 | $9,068,253,689 | +$1,528,527,940 | -$320,007,018 | +$1,208,520,922 | AAPL, MSFT, NVDA, AMZN, IVV | 13F-HR | 15 May 2024, 13:36 |
| Q4 2023 | 3,490 | $7,395,586,584 | +$658,988,658 | -$398,133,946 | +$260,854,712 | AAPL, MSFT, IVV, AMZN, GOOGL | 13F-HR | 12 Feb 2024, 12:34 |
| Q3 2023 | 3,378 | $6,503,416,300 | +$414,920,444 | -$331,593,171 | +$83,327,273 | AAPL, MSFT, IVV, AMZN, GOOGL | 13F-HR | 13 Nov 2023, 14:48 |
| Q2 2023 | 3,318 | $6,667,400,801 | +$400,659,706 | -$305,247,966 | +$95,411,740 | AAPL, MSFT, IVV, AMZN, GOOGL | 13F-HR | 14 Aug 2023, 10:48 |
| Q1 2023 | 3,307 | $6,248,885,407 | +$504,735,837 | -$385,023,351 | +$119,712,486 | AAPL, MSFT, IVV, AMZN, VOO | 13F-HR | 15 May 2023, 11:45 |
| Q4 2022 | 3,352 | $5,877,289,804 | +$501,111,341 | -$343,565,485 | +$157,545,856 | AAPL, MSFT, IVV, VOO, AMZN | 13F-HR | 15 Feb 2023, 13:52 |
| Q3 2022 | 3,210 | $5,351,383,000 | +$546,501,192 | -$255,552,786 | +$290,948,406 | AAPL, MSFT, AMZN, IVV, GOOGL | 13F-HR | 10 Nov 2022, 10:27 |
| Q2 2022 | 3,220 | $5,456,674,000 | +$439,474,868 | -$385,137,991 | +$54,336,877 | AAPL, MSFT, AMZN, GOOGL, IVV | 13F-HR | 04 Aug 2022, 14:14 |
| Q1 2022 | 3,265 | $6,461,330,000 | +$603,098,234 | -$374,294,179 | +$228,804,055 | AAPL, MSFT, AMZN, GOOGL, IVV | 13F-HR | 02 May 2022, 11:09 |
| Q4 2021 | 3,168 | $6,578,605,000 | +$543,556,341 | -$220,653,068 | +$322,903,273 | AAPL, MSFT, AMZN, GOOGL, IVV | 13F-HR | 08 Feb 2022, 12:48 |
| Q3 2021 | 3,137 | $5,817,873,000 | +$444,943,219 | -$455,312,267 | -$10,369,048 | AAPL, MSFT, AMZN, GOOGL, IVV | 13F-HR | 12 Nov 2021, 09:16 |
| Q2 2021 | 7,058 | $5,913,915,000 | +$601,244,756 | -$758,511,684 | -$157,266,928 | AAPL, MSFT, AMZN, IVV, GOOGL | 13F-HR | 13 Aug 2021, 16:09 |
| Q1 2021 | 3,407 | $5,690,628,807 | $0 | $0 | $0 | AAPL, AMZN, MSFT, IVV, IJR | New Holdings | 17 May 2021, 14:32 |
| Q1 2021 | 3,407 | $5,690,628,807 | +$1,047,659,583 | -$180,413,713 | +$867,245,870 | AAPL, AMZN, MSFT, IVV, IJR | 13F-HR | 14 May 2021, 16:17 |
| Q4 2020 | 2,858 | $4,615,042,000 | +$433,380,485 | -$140,182,448 | +$293,198,037 | AAPL, AMZN, MSFT, IVV, IJR | 13F-HR | 10 Feb 2021, 17:59 |
| Q3 2020 | 2,722 | $3,967,186,000 | +$497,470,649 | -$154,384,573 | +$343,086,076 | AAPL, AMZN, MSFT, IVV, USMV | 13F-HR | 30 Oct 2020, 09:10 |
| Q2 2020 | 2,648 | $3,509,649,000 | +$430,458,304 | -$151,261,487 | +$279,196,817 | AAPL, AMZN, MSFT, IVV, IWF | 13F-HR | 06 Aug 2020, 16:42 |
| Q1 2020 | 2,466 | $2,731,099,000 | +$251,742,129 | -$255,742,798 | -$4,000,669 | AAPL, AMZN, MSFT, IVV, USMV | 13F-HR | 29 Apr 2020, 16:52 |
| Q4 2019 | 2,577 | $3,384,413,000 | +$302,867,571 | -$88,182,021 | +$214,685,550 | AAPL, MSFT, AMZN, PTLC, IVV | 13F-HR | 17 Jan 2020, 13:08 |
| Q3 2019 | 2,603 | $2,967,608,000 | +$309,288,460 | -$88,946,323 | +$220,342,137 | AAPL, AMZN, PTLC, MSFT, IVV | 13F-HR | 30 Oct 2019, 17:22 |
| Q2 2019 | 2,600 | $2,724,165,000 | +$400,225,763 | -$103,015,043 | +$297,210,720 | AAPL, AMZN, MSFT, PTLC, IVV | 13F-HR | 25 Jul 2019, 16:38 |
| Q1 2019 | 794 | $2,358,853,000 | +$242,241,968 | -$181,803,602 | +$60,438,366 | AAPL, AMZN, MSFT, IWF, GIS | 13F-HR | 30 Apr 2019, 12:28 |
| Q4 2018 | 772 | $2,053,157,000 | +$493,240,490 | -$249,597,143 | +$243,643,347 | AAPL, AMZN, MSFT, IWF, IVV | 13F-HR | 15 Jan 2019, 16:32 |
| Q3 2018 | 2,581 | $2,096,397,000 | +$420,846,438 | -$93,238,009 | +$327,608,429 | AAPL, SPY, AMZN, MSFT, IWF | 13F-HR | 23 Oct 2018, 10:28 |
| Q2 2018 | 2,441 | $1,674,944,000 | +$296,078,855 | -$114,018,165 | +$182,060,690 | AAPL, SPY, AMZN, MSFT, IWF | 13F-HR | 20 Jul 2018, 16:12 |
| Q1 2018 | 2,215 | $1,460,565,000 | +$241,036,161 | -$70,330,201 | +$170,705,960 | SPY, AAPL, AMZN, IWF, EEM | 13F-HR | 20 Apr 2018, 10:18 |
| Q4 2017 | 1,855 | $1,308,610,000 | +$294,290,540 | -$20,761,171 | +$273,529,369 | SPY, AAPL, META, AMZN, IWF | 13F-HR | 19 Jan 2018, 13:32 |
| Q3 2017 | 1,661 | $982,066,000 | +$101,434,797 | -$43,562,989 | +$57,871,808 | SPY, AAPL, META, AMZN, IWF | 13F-HR | 22 Nov 2017, 09:34 |
| Q2 2017 | 1,608 | $889,792,000 | +$256,452,973 | -$45,429,190 | +$211,023,783 | SPY, AAPL, AMZN, META, IWF | 13F-HR | 22 Nov 2017, 14:54 |
| Q1 2017 | 1,498 | $660,802,000 | +$441,866,005 | -$9,064,082 | +$432,801,923 | SPY, AAPL, AMZN, IWF, META | 13F-HR | 22 Nov 2017, 15:32 |
| Q4 2016 | 859 | $218,623,000 | $0 | $0 | $0 | IWF, AAPL, XOM, VBK, VBR | 13F-HR | 22 Nov 2017, 16:02 |