Steward Partners Investment Advisory, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$9.49B
Signature - Title
Rob Guldner - Chief Compliance Officer
Location
2 Grand Central Tower, 140 East 45 Th St., Fl 36, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 +$292M AAPL, MSFT, AMZN, IVV, GOOGL 13F-HR 11/10/2022, 10:27 AM
Q2 2022 3,166 $5.46B +$440M -$385M +$54.4M AAPL, MSFT, AMZN, GOOGL, IVV 13F-HR 8/4/2022, 02:14 PM
Q1 2022 3,216 $6.46B +$604M -$374M +$229M AAPL, MSFT, AMZN, GOOGL, IVV 13F-HR 5/2/2022, 11:09 AM
Q4 2021 3,133 $6.58B +$544M -$221M +$323M AAPL, MSFT, AMZN, GOOGL, IVV 13F-HR 2/8/2022, 12:48 PM
Q3 2021 3,108 $5.82B +$445M -$455M -$10.4M AAPL, MSFT, AMZN, GOOGL, IVV 13F-HR 11/12/2021, 09:16 AM
Q2 2021 7,033 $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 -$197M +$851M AAPL, AMZN, MSFT, IVV, IJR 13F-HR 5/14/2021, 04:17 PM
Q4 2020 2,818 $4.62B +$435M -$140M +$294M AAPL, AMZN, MSFT, IVV, IJR 13F-HR 2/10/2021, 05:59 PM
Q3 2020 2,682 $3.97B +$497M -$154M +$343M AAPL, AMZN, MSFT, IVV, USMV 13F-HR 10/30/2020, 09:10 AM
Q2 2020 2,601 $3.51B +$431M -$151M +$280M AAPL, AMZN, MSFT, IVV, IWF 13F-HR 8/6/2020, 04:42 PM
Q1 2020 2,392 $2.73B +$252M -$256M -$4.13M AAPL, AMZN, MSFT, IVV, USMV 13F-HR 4/29/2020, 04:52 PM
Q4 2019 2,515 $3.38B +$303M -$88.3M +$215M AAPL, MSFT, AMZN, PTLC, IVV 13F-HR 1/17/2020, 01:08 PM
Q3 2019 2,538 $2.97B +$309M -$89M +$220M AAPL, AMZN, PTLC, MSFT, IVV 13F-HR 10/30/2019, 05:22 PM
Q2 2019 2,540 $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