| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INCORPORATED | 31 | Q2 2024 | 5.4% |
| MICROSOFT CORPORATION | 31 | Q2 2024 | 3.3% |
| AMAZON COM INCORPORATED | 31 | Q2 2024 | 3.1% |
| SPDR S&P 500 ETF TRUST | 31 | Q2 2024 | 4.4% |
| ISHARES TR RUS 1000 GRW ETF | 31 | Q2 2024 | 7.3% |
| ALPHABET INCORPORATED CAP STK CLASS A | 31 | Q2 2024 | 2.0% |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 31 | Q2 2024 | 1.9% |
| JPMORGAN CHASE & COMPANY | 31 | Q2 2024 | 1.8% |
| ISHARES TR MSCI USA MIN VOL | 31 | Q2 2024 | 1.8% |
| META PLATFORMS INC | 31 | Q2 2024 | 2.3% |
View Steward Partners Investment Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-04 |
View Steward Partners Investment Advisory, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.