$11.4 Billion is the total value of Steward Partners Investment Advisory, LLC's 6836 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBUY | AMPLIFY ETF TRonlin retl etf | $2,484,000 | +124100.0% | 20 | 0.0% | 0.00% | – | |
| ONEW | ONEWATER MARINE INC | $39,960,000 | +137693.1% | 1,000 | 0.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INCORPORATED | 28 | Q3 2023 | 5.4% |
| AMAZON COM INCORPORATED | 28 | Q3 2023 | 3.1% |
| MICROSOFT CORPORATION | 28 | Q3 2023 | 2.9% |
| SPDR S&P 500 ETF TRUST | 28 | Q3 2023 | 4.4% |
| ISHARES TR RUS 1000 GRW ETF | 28 | Q3 2023 | 7.3% |
| ALPHABET INCORPORATED CAP STK CLASS A | 28 | Q3 2023 | 2.0% |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 28 | Q3 2023 | 1.4% |
| ISHARES TR MSCI USA MIN VOL | 28 | Q3 2023 | 1.8% |
| JPMORGAN CHASE & COMPANY | 28 | Q3 2023 | 1.8% |
| JOHNSON & JOHNSON | 28 | Q3 2023 | 2.1% |
View Steward Partners Investment Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-12 |
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.
Compare quarters
The following issues were detected while analyzing the report:
- The reported total value is incorrect (11381257000.0 != 11381313690000.0)
- The reported number of holdings is incorrect (6836 != 6834)
- The reported has been amended
Export Steward Partners Investment Advisory, LLC's holdings