13F History

Steward Partners Investment Advisory, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 6, 2025
Value $: $11.3B
Signature - Title: Rob Guldner - CHIEF COMPLIANCE OFFICER
Location: New York, NY
Summary: This page shows a list of all the recent 13F filings made by Steward Partners Investment Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Steward Partners Investment Advisory, LLC reported 3966 stock holdings with total value $11.3B as of Q4 2024. Top holdings included AAPL, MSFT, NVDA, AMZN, and VOO.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	3,966	$11.3B	+$828M	-$361M	+$467M	AAPL, MSFT, NVDA, AMZN, VOO	13F-HR	2/6/2025, 10:07 AM
Q3 2024	3,742	$10.8B	+$1.27B	-$377M	+$892M	AAPL, MSFT, NVDA, VOO, AMZN	13F-HR	11/14/2024, 11:24 AM
Q2 2024	3,607	$9.49B	+$748M	-$276M	+$472M	AAPL, MSFT, NVDA, AMZN, IVV	13F-HR	8/8/2024, 09:20 AM
Q1 2024	3,560	$9.07B	+$1.53B	-$320M	+$1.21B	AAPL, MSFT, NVDA, AMZN, IVV	13F-HR	5/15/2024, 01:36 PM
Q4 2023	3,490	$7.4B	+$659M	-$398M	+$261M	AAPL, MSFT, IVV, AMZN, GOOGL	13F-HR	2/12/2024, 12:34 PM
Q3 2023	3,378	$6.5B	+$415M	-$332M	+$83.3M	AAPL, MSFT, IVV, AMZN, GOOGL	13F-HR	11/13/2023, 02:48 PM
Q2 2023	3,318	$6.67B	+$401M	-$305M	+$95.4M	AAPL, MSFT, IVV, AMZN, GOOGL	13F-HR	8/14/2023, 10:48 AM
Q1 2023	3,307	$6.25B	+$505M	-$385M	+$120M	AAPL, MSFT, IVV, AMZN, VOO	13F-HR	5/15/2023, 11:45 AM
Q4 2022	3,352	$5.88B	+$501M	-$344M	+$158M	AAPL, MSFT, IVV, VOO, AMZN	13F-HR	2/15/2023, 01:52 PM
Q3 2022	3,210	$5.35B	+$547M	-$256M	+$291M	AAPL, MSFT, AMZN, IVV, GOOGL	13F-HR	11/10/2022, 10:27 AM
Q2 2022	3,220	$5.46B	+$439M	-$385M	+$54.3M	AAPL, MSFT, AMZN, GOOGL, IVV	13F-HR	8/4/2022, 02:14 PM
Q1 2022	3,265	$6.46B	+$603M	-$374M	+$229M	AAPL, MSFT, AMZN, GOOGL, IVV	13F-HR	5/2/2022, 11:09 AM
Q4 2021	3,168	$6.58B	+$544M	-$221M	+$323M	AAPL, MSFT, AMZN, GOOGL, IVV	13F-HR	2/8/2022, 12:48 PM
Q3 2021	3,137	$5.82B	+$445M	-$455M	-$10.4M	AAPL, MSFT, AMZN, GOOGL, IVV	13F-HR	11/12/2021, 09:16 AM
Q2 2021	7,058	$5.91B	+$601M	-$759M	-$157M	AAPL, MSFT, AMZN, IVV, GOOGL	13F-HR	8/13/2021, 04:09 PM
Q1 2021	3,407	$5.69B	$0	$0		AAPL, AMZN, MSFT, IVV, IJR	New Holdings	5/17/2021, 02:32 PM
Q1 2021	3,407	$5.69B	+$1.05B	-$180M	+$867M	AAPL, AMZN, MSFT, IVV, IJR	13F-HR	5/14/2021, 04:17 PM
Q4 2020	2,858	$4.62B	+$433M	-$140M	+$293M	AAPL, AMZN, MSFT, IVV, IJR	13F-HR	2/10/2021, 05:59 PM
Q3 2020	2,722	$3.97B	+$497M	-$154M	+$343M	AAPL, AMZN, MSFT, IVV, USMV	13F-HR	10/30/2020, 09:10 AM
Q2 2020	2,648	$3.51B	+$430M	-$151M	+$279M	AAPL, AMZN, MSFT, IVV, IWF	13F-HR	8/6/2020, 04:42 PM
Q1 2020	2,466	$2.73B	+$252M	-$256M	-$4M	AAPL, AMZN, MSFT, IVV, USMV	13F-HR	4/29/2020, 04:52 PM
Q4 2019	2,577	$3.38B	+$303M	-$88.2M	+$215M	AAPL, MSFT, AMZN, PTLC, IVV	13F-HR	1/17/2020, 01:08 PM
Q3 2019	2,603	$2.97B	+$309M	-$88.9M	+$220M	AAPL, AMZN, PTLC, MSFT, IVV	13F-HR	10/30/2019, 05:22 PM
Q2 2019	2,600	$2.72B	+$400M	-$103M	+$297M	AAPL, AMZN, MSFT, PTLC, IVV	13F-HR	7/25/2019, 04:38 PM
Q1 2019	794	$2.36B	+$242M	-$182M	+$60.4M	AAPL, AMZN, MSFT, IWF, GIS	13F-HR	4/30/2019, 12:28 PM
Q4 2018	772	$2.05B	+$493M	-$250M	+$244M	AAPL, AMZN, MSFT, IWF, IVV	13F-HR	1/15/2019, 04:32 PM
Q3 2018	2,581	$2.1B	+$421M	-$93.2M	+$328M	AAPL, SPY, AMZN, MSFT, IWF	13F-HR	10/23/2018, 10:28 AM
Q2 2018	2,441	$1.67B	+$296M	-$114M	+$182M	AAPL, SPY, AMZN, MSFT, IWF	13F-HR	7/20/2018, 04:12 PM
Q1 2018	2,215	$1.46B	+$241M	-$70.3M	+$171M	SPY, AAPL, AMZN, IWF, EEM	13F-HR	4/20/2018, 10:18 AM
Q4 2017	1,855	$1.31B	+$294M	-$20.8M	+$274M	SPY, AAPL, META, AMZN, IWF	13F-HR	1/19/2018, 01:32 PM
Q3 2017	1,661	$982M	+$101M	-$43.6M	+$57.9M	SPY, AAPL, META, AMZN, IWF	13F-HR	11/22/2017, 09:34 AM
Q2 2017	1,608	$890M	+$256M	-$45.4M	+$211M	SPY, AAPL, AMZN, META, IWF	13F-HR	11/22/2017, 02:54 PM
Q1 2017	1,498	$661M	+$442M	-$9.06M	+$433M	SPY, AAPL, AMZN, IWF, META	13F-HR	11/22/2017, 03:32 PM
Q4 2016	859	$219M	$0	$0		IWF, AAPL, XOM, VBK, VBR	13F-HR	11/22/2017, 04:02 PM

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