Steward Partners Investment Advisory, LLC Top Holdings and 13F Report (2025) About Steward Partners Investment Advisory, LLCInvestment ActivitySteward Partners Investment Advisory, LLC has $11.27 billion in total holdings as of December 31, 2024.Steward Partners Investment Advisory, LLC owns shares of 3,968 different stocks, but just 277 companies or ETFs make up 80% of its holdings.Approximately 7.34% of the portfolio was purchased this quarter.About 3.20% of the portfolio was sold this quarter.This quarter, Steward Partners Investment Advisory, LLC has purchased 3,749 new stocks and bought additional shares in 1,616 stocks.Steward Partners Investment Advisory, LLC sold shares of 1,050 stocks and completely divested from 227 stocks this quarter.Largest Holdings Apple $543,984,929Microsoft $330,525,220NVIDIA $321,483,512Amazon.com $258,641,503Vanguard S&P 500 ETF $247,718,183 Largest New Holdings this Quarter BLACKROCK INC $18,461,052 HoldingARISTA NETWORKS INC $5,520,311 HoldingLAM RESEARCH CORP $4,556,124 HoldingCredo Technology Group $4,331,886 HoldingWisdomTree U.S. Value Fund $3,829,636 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 1,464,924 shares (about $40.02M)Vanguard S&P 500 ETF 43,399 shares (about $23.38M)BLACKROCK INC 18,009 shares (about $18.46M)MercadoLibre 9,329 shares (about $15.86M)Palo Alto Networks 80,306 shares (about $14.61M) Largest Sales this Quarter PulteGroup 175,364 shares (about $19.10M)American Express 57,844 shares (about $17.17M)Costco Wholesale 17,428 shares (about $15.97M)iShares Short Treasury Bond ETF 85,613 shares (about $9.43M)Consumer Staples Select Sector SPDR Fund 117,826 shares (about $9.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSteward Partners Investment Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$543,984,929$7,267,440 ▲1.4%2,172,2904.8%Computer and TechnologyMSFTMicrosoft$330,525,220$6,141,257 ▲1.9%784,1642.9%Computer and TechnologyNVDANVIDIA$321,483,512$4,682,291 ▲1.5%2,393,9492.9%Computer and TechnologyAMZNAmazon.com$258,641,503$1,341,789 ▲0.5%1,178,9122.3%Retail/WholesaleVOOVanguard S&P 500 ETF$247,718,183$23,383,791 ▲10.4%459,7512.2%ETFIVViShares Core S&P 500 ETF$214,934,394$13,327,695 ▲6.6%365,1131.9%ETFGOOGLAlphabet$192,901,853$3,790,351 ▲2.0%1,019,0281.7%Computer and TechnologyJPMJPMorgan Chase & Co.$152,674,102$4,815,292 ▲3.3%636,9121.4%FinanceQQQInvesco QQQ$142,803,854$894,141 ▲0.6%279,3341.3%FinanceAVGOBroadcom$140,967,531$7,790,520 ▲5.8%608,0381.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$137,902,503$9,111,176 ▲7.1%235,2971.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$104,009,233$6,924,375 ▲7.1%1,073,3670.9%FinanceIJHiShares Core S&P Mid-Cap ETF$99,446,327$3,800,972 ▲4.0%1,595,9930.9%ETFMETAMeta Platforms$96,628,053$5,323,434 ▲5.8%165,0330.9%Computer and TechnologyWMTWalmart$92,366,966$2,388,043 ▲2.7%1,022,3230.8%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$87,612,375$3,071,286 ▲3.6%218,1690.8%ETFVUGVanguard Growth ETF$86,934,952$515,513 ▲0.6%211,8090.8%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$86,189,214$1,442,658 ▲1.7%1,064,9850.8%ManufacturingVVisa$85,732,674$3,032,399 ▼-3.4%271,2720.8%Business ServicesBRK.BBerkshire Hathaway$83,918,899$339,053 ▲0.4%185,1370.7%FinanceHDHome Depot$78,080,169$284,352 ▼-0.4%200,7250.7%Retail/WholesaleGOOGAlphabet$77,884,722$844,031 ▲1.1%408,9720.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$77,237,483$3,844,925 ▲5.2%394,4110.7%ETFXOMExxon Mobil$71,796,963$1,291,484 ▼-1.8%667,4450.6%Oils/EnergyIJRiShares Core S&P Small-Cap ETF$70,319,945$2,779,684 ▲4.1%610,3100.6%ETFVYMVanguard High Dividend Yield ETF$69,281,000$2,749,565 ▼-3.8%542,9970.6%ETFVTVVanguard Value ETF$62,717,628$1,989,273 ▲3.3%370,4530.6%ETFUNHUnitedHealth Group$61,582,639$964,173 ▲1.6%121,7380.5%MedicalCOSTCostco Wholesale$60,591,950$15,968,735 ▼-20.9%66,1290.5%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$58,221,934$40,021,730 ▲219.9%2,131,1100.5%ETFMELIMercadoLibre$57,529,286$15,863,405 ▲38.1%33,8320.5%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$56,662,178$1,415,840 ▲2.6%1,003,2260.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$56,135,960$1,532,249 ▲2.8%632,2330.5%ETFLLYEli Lilly and Company$55,755,802$6,632,302 ▲13.5%72,2220.5%MedicalQUALiShares MSCI USA Quality Factor ETF$55,121,460$1,356,970 ▲2.5%309,5320.5%ETFFLQLFranklin U.S. Large Cap Multifactor Index ETF$51,983,257$436,985 ▲0.8%886,4810.5%ETFIVWiShares S&P 500 Growth ETF$50,691,689$5,669,739 ▼-10.1%499,2780.4%ETFIEFAiShares Core MSCI EAFE ETF$50,485,708$2,123,440 ▲4.4%718,3510.4%ETFVTIVanguard Total Stock Market ETF$49,902,405$2,403,975 ▲5.1%172,1900.4%ETFPGProcter & Gamble$48,820,372$1,580,773 ▲3.3%291,2040.4%Consumer StaplesMRKMerck & Co., Inc.$48,151,885$2,124,892 ▼-4.2%484,0360.4%MedicalABBVAbbVie$48,010,534$3,776,117 ▲8.5%270,1780.4%MedicalJNJJohnson & Johnson$47,803,099$3,956,512 ▼-7.6%330,5430.4%MedicalETNEaton$47,308,866$3,046,243 ▲6.9%142,5520.4%Industrial ProductsIWDiShares Russell 1000 Value ETF$46,632,300$646,288 ▲1.4%251,8900.4%ETFJEPIJPMorgan Equity Premium Income ETF$44,866,453$1,323,766 ▲3.0%779,8790.4%ETFRSPInvesco S&P 500 Equal Weight ETF$44,463,889$13,697,897 ▲44.5%253,7460.4%ETFTSLATesla$42,748,887$3,973,786 ▲10.2%105,8560.4%Auto/Tires/TrucksGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$42,429,161$36,051 ▼-0.1%368,3730.4%ETFCRMSalesforce$41,981,977$1,345,015 ▲3.3%125,5700.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$40,506,503$654,426 ▲1.6%458,2180.4%ETFVEAVanguard FTSE Developed Markets ETF$40,442,197$56,284 ▲0.1%845,7170.4%ETFDGROiShares Core Dividend Growth ETF$39,843,566$1,530,800 ▲4.0%649,5530.4%ETFVOVanguard Mid-Cap ETF$39,748,816$1,576,852 ▲4.1%150,4900.4%ETFDRIDarden Restaurants$39,603,362$950,254 ▲2.5%212,1340.4%Retail/WholesaleMRVLMarvell Technology$39,433,402$2,998,496 ▲8.2%357,0250.3%Computer and TechnologySDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$38,750,099$6,281,532 ▲19.3%1,080,8950.3%ETFIWMiShares Russell 2000 ETF$38,215,113$8,285,355 ▲27.7%172,9500.3%FinanceXLKTechnology Select Sector SPDR Fund$38,111,590$3,925,652 ▲11.5%163,9060.3%ETFMAMastercard$37,840,524$628,727 ▲1.7%71,8620.3%Business ServicesGLDSPDR Gold Shares$37,041,289$690,313 ▲1.9%152,9810.3%FinanceGISGeneral Mills$36,887,017$39,410 ▼-0.1%578,4380.3%Consumer StaplesMSIMotorola Solutions$36,843,819$2,796,983 ▲8.2%79,7080.3%Computer and TechnologyORCLOracle$36,728,436$613,068 ▼-1.6%220,4060.3%Computer and TechnologyCATCaterpillar$36,501,005$422,979 ▼-1.1%100,6200.3%Industrial ProductsCBChubb$35,722,738$1,678,795 ▲4.9%129,2900.3%FinanceCVXChevron$35,652,482$3,760,768 ▼-9.5%246,1510.3%Oils/EnergyVCITVanguard Intermediate-Term Corporate Bond ETF$35,602,217$2,098,819 ▲6.3%443,5310.3%ETFMCDMcDonald's$34,526,420$1,286,820 ▲3.9%119,1020.3%Retail/WholesaleVGTVanguard Information Technology ETF$32,218,464$782,844 ▼-2.4%51,8150.3%ETFXSMOInvesco S&P SmallCap Momentum ETF$32,215,389$399,106 ▲1.3%487,3000.3%ETFVZVerizon Communications$30,924,579$1,605,758 ▲5.5%773,3080.3%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$30,574,858$6,020,591 ▼-16.5%607,6080.3%FinanceHDViShares Core High Dividend ETF$30,466,092$90,257 ▼-0.3%271,3890.3%ETFUNPUnion Pacific$30,231,569$1,305,532 ▲4.5%132,5710.3%TransportationDIASPDR Dow Jones Industrial Average ETF Trust$30,176,504$10,095,428 ▲50.3%70,9200.3%FinanceNFLXNetflix$30,144,442$276,309 ▲0.9%33,8200.3%Consumer DiscretionaryQQQMInvesco NASDAQ 100 ETF$29,838,188$4,491,417 ▲17.7%141,7830.3%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$29,584,544$937,428 ▼-3.1%500,2460.3%ManufacturingOEFiShares S&P 100 ETF$28,814,839$202,773 ▼-0.7%99,7570.3%ETFMOATVanEck Morningstar Wide Moat ETF$28,361,873$124,066 ▼-0.4%305,8710.3%ETFPANWPalo Alto Networks$28,186,696$14,612,480 ▲107.6%154,9060.3%Computer and TechnologyIBMInternational Business Machines$27,859,870$5,596,199 ▲25.1%126,7340.2%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$27,777,532$2,152,984 ▲8.4%492,6840.2%ETFCSCOCisco Systems$27,701,570$1,010,129 ▲3.8%467,9320.2%Computer and TechnologyNOWServiceNow$27,008,678$654,094 ▲2.5%25,4770.2%Computer and TechnologyKOCoca-Cola$26,869,228$1,175,282 ▲4.6%431,5650.2%Consumer StaplesDIVOAmplify YieldShares CWP Dividend & Option Income ETF$26,826,945$429,695 ▲1.6%662,7210.2%ETFTAT&T$26,489,195$4,403,857 ▲19.9%1,163,3370.2%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$26,304,187$1,866,456 ▲7.6%287,6970.2%ETFAMDAdvanced Micro Devices$25,470,082$1,644,914 ▼-6.1%210,8630.2%Computer and TechnologyAPDAir Products and Chemicals$24,793,570$1,157,263 ▲4.9%85,4830.2%Basic MaterialsMPCMarathon Petroleum$24,793,540$3,137,782 ▼-11.2%177,7310.2%Oils/EnergyFIFiserv$24,772,625$296,421 ▲1.2%120,5950.2%Business ServicesNEENextEra Energy$24,644,268$688,440 ▼-2.7%343,7610.2%UtilitiesIJKiShares S&P Mid-Cap 400 Growth ETF$24,554,123$63,651 ▲0.3%270,0330.2%ETFLMTLockheed Martin$23,717,245$1,118,147 ▼-4.5%48,8070.2%AerospaceCMCSAComcast$23,456,545$67,404 ▲0.3%625,0080.2%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$23,047,245$3,266,669 ▲16.5%523,3250.2%ETFBACBank of America$22,222,926$1,308,568 ▼-5.6%505,6410.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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