Steward Partners Investment Advisory, LLC Portfolio
About Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC is a Investment Manager managing $17.45B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
31 of 100 linked to profiles
Showing top 100 of 4,261 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | NVDA | $580.8M | 3.33% |
| 2 | AAPL | $560.0M | 3.21% |
| 3 | META | $456.4M | 2.62% |
| 4 | MSFT | $425.3M | 2.44% |
| 5 | AMZN | $377.3M | 2.16% |
| 6 | GOOGL | $354.7M | 2.03% |
| 7 | JPM | $293.5M | 1.68% |
| 8 | AVGO | $178.1M | 1.02% |
| 9 | V | $152.8M | 0.88% |
| 10 | GOOGL | $128.0M | 0.73% |
| 11 | HD | $106.9M | 0.61% |
| 12 | UBER | $103.6M | 0.59% |
| 13 | JNJ | $100.0M | 0.57% |
| 14 | WMT | $96.0M | 0.55% |
| 15 | PANW | $90.8M | 0.52% |
| 16 | SYK | $84.8M | 0.49% |
| 17 | TSLA | $83.4M | 0.48% |
| 18 | ABBV | $82.2M | 0.47% |
| 19 | MCD | $70.2M | 0.40% |
| 20 | ORCL | $67.3M | 0.39% |
| 21 | NFLX | $61.3M | 0.35% |
| 22 | XOM | $61.1M | 0.35% |
| 23 | PLTR | $57.2M | 0.33% |
| 24 | CAT | $48.2M | 0.28% |
| 25 | MA | $44.8M | 0.26% |
| 26 | ETN | $44.5M | 0.26% |
| 27 | GEV | $38.8M | 0.22% |
| 28 | UNH | $38.5M | 0.22% |
| 29 | T | $34.8M | 0.20% |
| 30 | CRM | $34.5M | 0.20% |
| 31 | CB | $32.8M | 0.19% |
Other Assets (69)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| ISHARES TR | $414.7M |
| ISHARES TR | $367.8M |
| VANGUARD INDEX FDS | $287.0M |
| ISHARES TR | $247.9M |
| SPDR GOLD TR | $221.7M |
| SPDR S&P 500 ETF TR | $208.9M |
| ISHARES TR | $189.6M |
| ISHARES TR | $188.7M |
| INVESCO QQQ TR | $184.7M |
| ISHARES TR | $182.1M |
| ISHARES TR | $161.7M |
| ISHARES TR | $147.3M |
| ISHARES INC | $127.9M |
| COSTCO WHSL CORP NEW | $122.8M |
| BERKSHIRE HATHAWAY INC DEL | $120.8M |
| VANGUARD INDEX FDS | $108.6M |
| ISHARES TR | $106.1M |
| VANGUARD SPECIALIZED FUNDS | $97.7M |
| WISDOMTREE TR | $97.6M |
| VANGUARD INDEX FDS | $76.0M |
| CHEVRON CORP NEW | $73.5M |
| FRANKLIN TEMPLETON ETF TR | $73.0M |
| ISHARES TR | $70.9M |
| ISHARES TR | $67.0M |
| VANGUARD WHITEHALL FDS | $67.0M |
| ALIBABA GROUP HLDG LTD | $66.5M |
| VANGUARD INDEX FDS | $63.5M |
| INNOVATOR ETFS TRUST | $62.9M |
| ISHARES TR | $62.5M |
| ISHARES TR | $62.0M |
| SELECT SECTOR SPDR TR | $61.7M |
| CROWDSTRIKE HLDGS INC | $59.9M |
| VERIZON COMMUNICATIONS INC | $58.9M |
| ELI LILLY & CO | $57.6M |
| J P MORGAN EXCHANGE TRADED F | $56.2M |
| SCHWAB STRATEGIC TR | $55.6M |
| GRAYSCALE BITCOIN MINI TR ET | $54.5M |
| VANGUARD INDEX FDS | $53.2M |
| ISHARES GOLD TR | $51.4M |
| ISHARES TR | $50.4M |
| VANGUARD TAX-MANAGED FDS | $49.4M |
| VANGUARD INDEX FDS | $49.3M |
| ISHARES TR | $48.9M |
| SELECT SECTOR SPDR TR | $48.7M |
| VANGUARD WORLD FD | $48.6M |
| ISHARES TR | $47.4M |
| ISHARES TR | $46.9M |
| GOLDMAN SACHS ETF TR | $46.1M |
| VANGUARD WORLD FD | $44.9M |
| ISHARES TR | $44.8M |
| INVESCO EXCHANGE TRADED FD T | $44.6M |
| INTERNATIONAL BUSINESS MACHS | $43.8M |
| ISHARES TR | $42.3M |
| PROCTER AND GAMBLE CO | $41.1M |
| PACER FDS TR | $40.6M |
| ISHARES TR | $40.1M |
| BANK AMERICA CORP | $39.9M |
| WISDOMTREE TR | $39.7M |
| CISCO SYS INC | $38.8M |
| ISHARES TR | $38.0M |
| FIRST TR EXCHANGE TRADED FD | $37.4M |
| DISNEY WALT CO | $36.6M |
| SPDR SERIES TRUST | $36.0M |
| ISHARES TR | $35.8M |
| ISHARES TR | $35.1M |
| J P MORGAN EXCHANGE TRADED F | $33.9M |
| INVESCO EXCH TRADED FD TR II | $33.6M |
| ISHARES TR | $33.2M |
| ISHARES TR | $33.1M |