$5.88 Billion is the total value of Steward Partners Investment Advisory, LLC's 3352 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PNOV | New | INNOVATOR ETFS TRus eqty pwr buf | $5,811,424 | – | 192,495 | +100.0% | 0.10% | – |
| CLTL | New | INVESCO EXCH TRADED FD TR IItreas colaterl | $4,314,621 | – | 40,959 | +100.0% | 0.07% | – |
| New | BROOKFIELD CORPcl a ltd vt sh | $2,881,159 | – | 91,582 | +100.0% | 0.05% | – | |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $2,793,984 | – | 68,480 | +100.0% | 0.05% | – | |
| VIOG | New | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $2,689,839 | – | 14,431 | +100.0% | 0.05% | – |
| PDEC | New | INNOVATOR ETFS TRus eqty pwr buf | $2,378,676 | – | 79,581 | +100.0% | 0.04% | – |
| IQDG | New | WISDOMTREE TRintl qulty div | $2,022,678 | – | 66,079 | +100.0% | 0.03% | – |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $2,000,857 | – | 21,227 | +100.0% | 0.03% | – |
| New | STELLAR BANCORP INC | $1,919,997 | – | 65,173 | +100.0% | 0.03% | – | |
| New | SITIO ROYALTIES CORP | $1,827,723 | – | 63,353 | +100.0% | 0.03% | – | |
| SMMT | New | SUMMIT THERAPEUTICS INC | $1,296,250 | – | 305,000 | +100.0% | 0.02% | – |
| MGMT | New | UNIFIED SER TRballast smlmd cp | $1,281,642 | – | 40,356 | +100.0% | 0.02% | – |
| New | BROOKFIELD ASSET MANAGMT LTD | $1,275,743 | – | 44,498 | +100.0% | 0.02% | – | |
| BSMP | New | INVESCO EXCH TRD SLF IDX FD | $1,310,897 | – | 53,902 | +100.0% | 0.02% | – |
| IBTE | New | ISHARES TRibonds 24 trm ts | $1,160,346 | – | 48,652 | +100.0% | 0.02% | – |
| New | BLACKROCK INCOME TR INC | $1,129,250 | – | 91,511 | +100.0% | 0.02% | – | |
| MMIT | New | INDEXIQ ACTIVE ETF TRiq mackay intrme | $1,135,920 | – | 47,075 | +100.0% | 0.02% | – |
| AGGY | New | WISDOMTREE TRyield enhancd us | $1,106,788 | – | 25,950 | +100.0% | 0.02% | – |
| BSMR | New | INVESCO EXCH TRD SLF IDX FD | $653,727 | – | 27,795 | +100.0% | 0.01% | – |
| New | CAPITAL GROUP FIXED INCOME Ecore plus incm | $573,309 | – | 25,732 | +100.0% | 0.01% | – | |
| JMUB | New | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $594,342 | – | 11,961 | +100.0% | 0.01% | – |
| FNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $582,954 | – | 16,412 | +100.0% | 0.01% | – |
| FDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $565,137 | – | 17,794 | +100.0% | 0.01% | – |
| VNO | New | VORNADO RLTY TRsh ben int | $567,322 | – | 27,262 | +100.0% | 0.01% | – |
| QDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe vest 100 | $455,121 | – | 24,870 | +100.0% | 0.01% | – |
| New | CAPITAL GROUP CORE EQUITY ET | $389,816 | – | 17,356 | +100.0% | 0.01% | – | |
| New | CAPITAL GROUP INTL FOCUS EQT | $383,484 | – | 18,410 | +100.0% | 0.01% | – | |
| MTH | New | MERITAGE HOMES CORP | $414,900 | – | 4,500 | +100.0% | 0.01% | – |
| FVC | New | FIRST TR EXCHANGE-TRADED FDdorsey wright | $385,340 | – | 11,005 | +100.0% | 0.01% | – |
| FOCT | New | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $347,760 | – | 10,535 | +100.0% | 0.01% | – |
| New | FIRST TR EXCHANGE-TRADED FDlimited duration | $370,077 | – | 19,822 | +100.0% | 0.01% | – | |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $326,496 | – | 5,045 | +100.0% | 0.01% | – |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $274,871 | – | 5,580 | +100.0% | 0.01% | – |
| POCT | New | INNOVATOR ETFS TRus eqty pwr buf | $214,580 | – | 7,136 | +100.0% | 0.00% | – |
| New | J P MORGAN EXCHANGE TRADED Factive value etf | $250,156 | – | 4,883 | +100.0% | 0.00% | – | |
| DDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $149,958 | – | 4,899 | +100.0% | 0.00% | – |
| PFLD | New | ETF SER SOLUTIONSaam lw dur pfd | $169,945 | – | 8,198 | +100.0% | 0.00% | – |
| New | ATLASSIAN CORPORATIONcl a | $178,994 | – | 1,391 | +100.0% | 0.00% | – | |
| ROUS | New | LATTICE STRATEGIES TRhartford us eqty | $195,334 | – | 5,005 | +100.0% | 0.00% | – |
| WSBC | New | WESBANCO INC | $133,535 | – | 3,611 | +100.0% | 0.00% | – |
| CBFV | New | CB FINL SVCS INC | $130,294 | – | 6,080 | +100.0% | 0.00% | – |
| New | FS CREDIT OPPORTUNITIES CORP | $94,092 | – | 19,977 | +100.0% | 0.00% | – | |
| LSCC | New | LATTICE SEMICONDUCTOR CORP | $136,702 | – | 2,107 | +100.0% | 0.00% | – |
| DBL | New | DOUBLELINE OPPORTUNISTIC CR | $118,874 | – | 8,005 | +100.0% | 0.00% | – |
| HYB | New | NEW AMER HIGH INCOME FD INC | $114,154 | – | 17,296 | +100.0% | 0.00% | – |
| New | MOBILEYE GLOBAL INC | $117,030 | – | 3,338 | +100.0% | 0.00% | – | |
| New | BROOKFIELD REINS LTDcl a exch lt vtg | $76,104 | – | 2,432 | +100.0% | 0.00% | – | |
| AYI | New | ACUITY BRANDS INC | $33,122 | – | 200 | +100.0% | 0.00% | – |
| New | COREBRIDGE FINL INC | $40,622 | – | 2,025 | +100.0% | 0.00% | – | |
| RCKT | New | ROCKET PHARMACEUTICALS INC | $39,140 | – | 2,000 | +100.0% | 0.00% | – |
| AROW | New | ARROW FINL CORP | $40,002 | – | 1,180 | +100.0% | 0.00% | – |
| RTOKY | New | RENTOKIL INITIAL PLCsponsored adr | $31,995 | – | 1,038 | +100.0% | 0.00% | – |
| IBTD | New | ISHARES TRibonds 23 trm ts | $29,961 | – | 1,213 | +100.0% | 0.00% | – |
| MEI | New | METHODE ELECTRS INC | $53,466 | – | 1,205 | +100.0% | 0.00% | – |
| NATI | New | NATIONAL INSTRS CORP | $68,081 | – | 1,845 | +100.0% | 0.00% | – |
| JEMA | New | J P MORGAN EXCHANGE TRADED Factivebldrs emer | $59,177 | – | 1,740 | +100.0% | 0.00% | – |
| NWSA | New | NEWS CORP NEWcl a | $49,802 | – | 2,736 | +100.0% | 0.00% | – |
| New | RXO INC | $39,182 | – | 2,278 | +100.0% | 0.00% | – | |
| BOCT | New | INNOVATOR ETFS TRus eqty buf oct | $51,356 | – | 1,617 | +100.0% | 0.00% | – |
| NOCT | New | INNOVATOR ETFS TRgrwt100 pwr buf | $49,351 | – | 1,408 | +100.0% | 0.00% | – |
| BNOV | New | INNOVATOR ETFS TRus eqty buf nov | $79,918 | – | 2,684 | +100.0% | 0.00% | – |
| BDEC | New | INNOVATOR ETFS TRus eqty buf dec | $48,378 | – | 1,516 | +100.0% | 0.00% | – |
| TOLZ | New | PROSHARES TRdj brkfld glb | $40,889 | – | 919 | +100.0% | 0.00% | – |
| New | GLOBAL X FDSsuperdividend | $36,357 | – | 1,513 | +100.0% | 0.00% | – | |
| ASPY | New | ASYMMETRIC ETFS TRUST | $56,387 | – | 2,140 | +100.0% | 0.00% | – |
| New | GLOBAL X FDSdow 30 covered c | $42,881 | – | 1,988 | +100.0% | 0.00% | – | |
| BSCU | New | INVESCO EXCH TRD SLF IDX FDinvsco 30 corp | $73,445 | – | 4,600 | +100.0% | 0.00% | – |
| IQDF | New | FLEXSHARES TRintl qltdv idx | $59,827 | – | 2,900 | +100.0% | 0.00% | – |
| New | AMPLIFY ETF TRthematic all str | $78,797 | – | 5,326 | +100.0% | 0.00% | – | |
| BCI | New | ABRDN ETFS | $11,582 | – | 525 | +100.0% | 0.00% | – |
| ACHC | New | ACADIA HEALTHCARE COMPANY IN | $11,772 | – | 143 | +100.0% | 0.00% | – |
| QVAL | New | EA SERIES TRUSTus quan value | $3,217 | – | 100 | +100.0% | 0.00% | – |
| New | EA SERIES TRUSTstrive us semico | $761 | – | 31 | +100.0% | 0.00% | – | |
| New | EA SERIES TRUSTbridgeway blue | $113 | – | 14 | +100.0% | 0.00% | – | |
| New | AMERICAN CENTY ETF TRus large cap vlu | $803 | – | 16 | +100.0% | 0.00% | – | |
| FLV | New | AMERICAN CENTY ETF TRfocused lrg cap | $28,224 | – | 480 | +100.0% | 0.00% | – |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $2,768 | – | 50 | +100.0% | 0.00% | – |
| ANAB | New | ANAPTYSBIO INC | $4,649 | – | 150 | +100.0% | 0.00% | – |
| BIVI | New | BIOVIE INCcl a new | $7,770 | – | 1,000 | +100.0% | 0.00% | – |
| HYMU | New | BLACKROCK ETF TRUST IIhigh yld muni in | $17,855 | – | 846 | +100.0% | 0.00% | – |
| BKAG | New | BNY MELLON ETF TRUSTcore bond etf | $7,696 | – | 185 | +100.0% | 0.00% | – |
| New | BONDBLOXX ETF TRUSTusd hi yld healt | $14,639 | – | 450 | +100.0% | 0.00% | – | |
| CCCC | New | C4 THERAPEUTICS INC | $590 | – | 100 | +100.0% | 0.00% | – |
| CNO | New | CNO FINL GROUP INC | $12,568 | – | 550 | +100.0% | 0.00% | – |
| CTLT | New | CATALENT INC | $2,656 | – | 59 | +100.0% | 0.00% | – |
| CLS | New | CELESTICA INC | $924 | – | 82 | +100.0% | 0.00% | – |
| CLSD | New | CLEARSIDE BIOMEDICAL INC | $12,320 | – | 11,000 | +100.0% | 0.00% | – |
| CLNN | New | CLENE INC | $300 | – | 300 | +100.0% | 0.00% | – |
| KOF | New | COCA-COLA FEMSA SAB DE CVsponsord adr rep | $2,104 | – | 31 | +100.0% | 0.00% | – |
| New | CONFORMIS INC | $13 | – | 4 | +100.0% | 0.00% | – | |
| New | DIRECT DIGITAL HOLDINGS INC | $4,123 | – | 1,700 | +100.0% | 0.00% | – | |
| PFFR | New | ETFIS SER TR Iinfracp reit pfd | $16,740 | – | 1,000 | +100.0% | 0.00% | – |
| ENIC | New | ENEL CHILE S.A.sponsored adr | $1,636 | – | 727 | +100.0% | 0.00% | – |
| New | ERASCA INC | $431 | – | 100 | +100.0% | 0.00% | – | |
| EXEL | New | EXELIXIS INC | $642 | – | 40 | +100.0% | 0.00% | – |
| New | F&G ANNUITIES & LIFE INC | $22,111 | – | 1,105 | +100.0% | 0.00% | – | |
| FSTA | New | FIDELITY COVINGTON TRUSTconsmr staples | $672 | – | 15 | +100.0% | 0.00% | – |
| FCPI | New | FIDELITY COVINGTON TRUSTstock for infl | $805 | – | 26 | +100.0% | 0.00% | – |
| FVAL | New | FIDELITY COVINGTON TRUSTvlu factor etf | $2,149 | – | 49 | +100.0% | 0.00% | – |
| FDRR | New | FIDELITY COVINGTON TRUSTdivid etf risi | $1,395 | – | 35 | +100.0% | 0.00% | – |
| FDVV | New | FIDELITY COVINGTON TRUSThigh divid etf | $187 | – | 5 | +100.0% | 0.00% | – |
| FCOM | New | FIDELITY COVINGTON TRUST | $217 | – | 7 | +100.0% | 0.00% | – |
| FPEI | New | FIRST TR EXCH TRADED FD IIIinstl pfd secs | $4,833 | – | 271 | +100.0% | 0.00% | – |
| ESGG | New | FLEXSHARES TRstox gbl esg slt | $1,213 | – | 10 | +100.0% | 0.00% | – |
| FRPT | New | FRESHPET INC | $317 | – | 6 | +100.0% | 0.00% | – |
| GGZ | New | GABELLI GLOBAL SMALL & MID C | $6,107 | – | 544 | +100.0% | 0.00% | – |
| GABC | New | GERMAN AMERN BANCORP INC | $4,663 | – | 125 | +100.0% | 0.00% | – |
| AUSF | New | GLOBAL X FDSadaptive us | $218 | – | 7 | +100.0% | 0.00% | – |
| GHYB | New | GOLDMAN SACHS ETF TRaccess hig yld | $24,099 | – | 575 | +100.0% | 0.00% | – |
| New | GOLDMAN SACHS ETF TRactivebeta wrld | $959 | – | 25 | +100.0% | 0.00% | – | |
| New | GROM SOCIAL ENTRPRISES INC | $46 | – | 30 | +100.0% | 0.00% | – | |
| THG | New | HANOVER INS GROUP INC | $18,378 | – | 136 | +100.0% | 0.00% | – |
| HLIT | New | HARMONIC INC | $1,310 | – | 100 | +100.0% | 0.00% | – |
| HSII | New | HEIDRICK & STRUGGLES INTL IN | $2,797 | – | 100 | +100.0% | 0.00% | – |
| New | IBIO INC | $28 | – | 64 | +100.0% | 0.00% | – | |
| IDYA | New | IDEAYA BIOSCIENCES INC | $4,543 | – | 250 | +100.0% | 0.00% | – |
| IMMR | New | IMMERSION CORP | $2,109 | – | 300 | +100.0% | 0.00% | – |
| IMCR | New | IMMUNOCORE HLDGS PLCads | $5,707 | – | 100 | +100.0% | 0.00% | – |
| PJAN | New | INNOVATOR ETFS TRus eqty pwr buf | $15,156 | – | 481 | +100.0% | 0.00% | – |
| New | INPIXON | $80 | – | 47 | +100.0% | 0.00% | – | |
| ADRE | New | INVESCO BLDRS INDEX FDS TRemgring mkts50 | $11,893 | – | 318 | +100.0% | 0.00% | – |
| RHS | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $4,092 | – | 24 | +100.0% | 0.00% | – |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $661 | – | 8 | +100.0% | 0.00% | – |
| DJD | New | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $2,620 | – | 60 | +100.0% | 0.00% | – |
| PXJ | New | INVESCO EXCHANGE TRADED FD Tdynmc oil gas | $12,800 | – | 2,500 | +100.0% | 0.00% | – |
| SPHB | New | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $21,980 | – | 353 | +100.0% | 0.00% | – |
| SPVU | New | INVESCO EXCH TRADED FD TR IIs&p 500 enhncd | $1,800 | – | 44 | +100.0% | 0.00% | – |
| PXF | New | INVESCO EXCH TRADED FD TR IIftse rafi dev | $3,448 | – | 83 | +100.0% | 0.00% | – |
| DBS | New | INVESCO DB MULTI-SECTOR COMMsilver fd | $9,762 | – | 300 | +100.0% | 0.00% | – |
| DBO | New | INVESCO DB MULTI-SECTOR COMMoil fd | $23,956 | – | 1,575 | +100.0% | 0.00% | – |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INC | $639 | – | 100 | +100.0% | 0.00% | – |
| IRBT | New | IROBOT CORP | $626 | – | 13 | +100.0% | 0.00% | – |
| IXP | New | ISHARES TR | $5,446 | – | 100 | +100.0% | 0.00% | – |
| EIDO | New | ISHARES TRmsci indonia etf | $291 | – | 13 | +100.0% | 0.00% | – |
| KSA | New | ISHARES TRmsci saudi arbia | $264 | – | 7 | +100.0% | 0.00% | – |
| IAGG | New | ISHARES TRcore intl aggr | $17,451 | – | 367 | +100.0% | 0.00% | – |
| DIVB | New | ISHARES TRcore divid etf | $263 | – | 7 | +100.0% | 0.00% | – |
| KAI | New | KADANT INC | $18,651 | – | 105 | +100.0% | 0.00% | – |
| New | KALA PHARMACEUTICALS INC | $4,578 | – | 120 | +100.0% | 0.00% | – | |
| KRBN | New | KRANESHARES TRglobal carb stra | $3,647 | – | 100 | +100.0% | 0.00% | – |
| LNTH | New | LANTHEUS HLDGS INC | $102 | – | 2 | +100.0% | 0.00% | – |
| MRKR | New | MARKER THERAPEUTICS INC | $249 | – | 935 | +100.0% | 0.00% | – |
| New | MASTERBRAND INC | $10,668 | – | 1,413 | +100.0% | 0.00% | – | |
| MD | New | PEDIATRIX MEDICAL GROUP INC | $862 | – | 58 | +100.0% | 0.00% | – |
| MRSN | New | MERSANA THERAPEUTICS INC | $1,319 | – | 225 | +100.0% | 0.00% | – |
| MXF | New | MEXICO FD INC | $5,896 | – | 400 | +100.0% | 0.00% | – |
| GRIL | New | MUSCLE MAKER INC | $29,377 | – | 32,282 | +100.0% | 0.00% | – |
| NWLI | New | NATIONAL WESTN LIFE GROUP INcl a | $1,967 | – | 7 | +100.0% | 0.00% | – |
| NTGR | New | NETGEAR INC | $1,485 | – | 82 | +100.0% | 0.00% | – |
| NYMT | New | NEW YORK MTG TR INC | $5,837 | – | 2,280 | +100.0% | 0.00% | – |
| New | 9 METERS BIOPHARMA INC | $1,407 | – | 1,117 | +100.0% | 0.00% | – | |
| New | OLAPLEX HLDGS INC | $10,420 | – | 2,000 | +100.0% | 0.00% | – | |
| New | OMNIAB INC | $1,764 | – | 490 | +100.0% | 0.00% | – | |
| OXM | New | OXFORD INDS INC | $24,693 | – | 265 | +100.0% | 0.00% | – |
| PEBO | New | PEOPLES BANCORP INC | $1,413 | – | 50 | +100.0% | 0.00% | – |
| PAHC | New | PHIBRO ANIMAL HEALTH CORP | $898 | – | 67 | +100.0% | 0.00% | – |
| RETA | New | REATA PHARMACEUTICALS INCcl a | $4,141 | – | 109 | +100.0% | 0.00% | – |
| New | ROOT INCcl a new | $808 | – | 180 | +100.0% | 0.00% | – | |
| RUBY | New | RUBIUS THERAPEUTICS INC | $35 | – | 200 | +100.0% | 0.00% | – |
| RYAAY | New | RYANAIR HOLDINGS PLCsponsored ads | $299 | – | 4 | +100.0% | 0.00% | – |
| SM | New | SM ENERGY CO | $5,225 | – | 150 | +100.0% | 0.00% | – |
| QEFA | New | SPDR INDEX SHS FDSmsci eafe strtgc | $5,641 | – | 88 | +100.0% | 0.00% | – |
| SPLB | New | SPDR SER TRportfolio ln cor | $7,463 | – | 332 | +100.0% | 0.00% | – |
| ONEV | New | SPDR SER TRrussell low vol | $1,133 | – | 11 | +100.0% | 0.00% | – |
| ONEY | New | SPDR SER TRrussell yield | $281 | – | 3 | +100.0% | 0.00% | – |
| SCHL | New | SCHOLASTIC CORP | $2,012 | – | 51 | +100.0% | 0.00% | – |
| SCHI | New | SCHWAB STRATEGIC TR5 10yr corp bd | $12,973 | – | 301 | +100.0% | 0.00% | – |
| SCHJ | New | SCHWAB STRATEGIC TR1 5yr corp bd | $4,877 | – | 104 | +100.0% | 0.00% | – |
| SKX | New | SKECHERS U S A INCcl a | $797 | – | 19 | +100.0% | 0.00% | – |
| STCN | New | STEEL CONNECT INC | $286 | – | 200 | +100.0% | 0.00% | – |
| SPLP | New | STEEL PARTNERS HLDGS L Pltd prtrship u | $4,280 | – | 100 | +100.0% | 0.00% | – |
| TGTX | New | TG THERAPEUTICS INC | $2,958 | – | 250 | +100.0% | 0.00% | – |
| New | TIMBER PHARMACEUTICALS INC | $2 | – | 1 | +100.0% | 0.00% | – | |
| New | TREVENA INC | $57 | – | 40 | +100.0% | 0.00% | – | |
| New | TRIPLE FLAG PRECIOUS METAL | $275 | – | 20 | +100.0% | 0.00% | – | |
| New | TWO HBRS INVT CORP | $2,602 | – | 165 | +100.0% | 0.00% | – | |
| USO | New | UNITED STS OIL FD LPunits | $2,454 | – | 35 | +100.0% | 0.00% | – |
| VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $22,550 | – | 161 | +100.0% | 0.00% | – |
| VFQY | New | VANGUARD WELLINGTON FDus quality | $1,258 | – | 12 | +100.0% | 0.00% | – |
| VFVA | New | VANGUARD WELLINGTON FDus value factr | $99 | – | 1 | +100.0% | 0.00% | – |
| VTWV | New | VANGUARD SCOTTSDALE FDSvng rus2000val | $1,583 | – | 13 | +100.0% | 0.00% | – |
| CDL | New | VICTORY PORTFOLIOS II | $23,262 | – | 395 | +100.0% | 0.00% | – |
| New | WEAVE COMMUNICATIONS INC | $458 | – | 100 | +100.0% | 0.00% | – | |
| QSY | New | WISDOMTREE TRwisdomtree us va | $1,026 | – | 18 | +100.0% | 0.00% | – |
| INT | New | WORLD FUEL SVCS CORP | $629 | – | 23 | +100.0% | 0.00% | – |
| New | ZYMEWORKS DEL INC | $1,242 | – | 158 | +100.0% | 0.00% | – | |
| New | BIOHAVEN LTD | $153 | – | 11 | +100.0% | 0.00% | – | |
| CPRI | New | CAPRI HOLDINGS LIMITED | $10,891 | – | 190 | +100.0% | 0.00% | – |
| GENI | New | GENIUS SPORTS LIMITEDshares cl a | $17,850 | – | 5,000 | +100.0% | 0.00% | – |
| LIVN | New | LIVANOVA PLC | $1,222 | – | 22 | +100.0% | 0.00% | – |
| New | PAYSAFE LIMITED | $12,057 | – | 868 | +100.0% | 0.00% | – | |
| New | MEDIWOUND LTD | $2,891 | – | 214 | +100.0% | 0.00% | – | |
| New | MAINZ BIOMED B Vordinary shares | $10,650 | – | 1,500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-15
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 | 2024-05-15 |
| 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 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-08 |
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.