Steward Partners Investment Advisory, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$11.3B
Holdings
4,017
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (4,017 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 2,147,443 | $477.0B | 4216.40% | |
| 2 | MSFTMICROSOFT CORP | 788,991 | $296.2B | 2617.99% | |
| 3 | NVDANVIDIA CORPORATION | 2,427,259 | $263.1B | 2325.30% | |
| 4 | AMZNAMAZON COM INC | 1,201,498 | $228.6B | 2020.62% | |
| 5 | IVVISHARES TR | 399,916 | $224.7B | 1986.28% | |
| 6 | VOOVANGUARD INDEX FDS | 423,381 | $217.6B | 1923.23% | |
| 7 | JPMJPMORGAN CHASE & CO. | 666,789 | $163.6B | 1445.77% | |
| 8 | GOOGLALPHABET INC | 979,232 | $151.4B | 1338.51% | |
| 9 | METAMETA PLATFORMS INC | 237,595 | $136.9B | 1210.45% | |
| 10 | SPYSPDR S&P 500 ETF TR | 241,089 | $134.9B | 1192.08% | |
| 11 | NDQINVESCO QQQ TR | 278,927 | $130.8B | 1156.12% | |
| 12 | AGGISHARES TR | 1,144,249 | $113.2B | 1000.50% | |
| 13 | AVGOBROADCOM INC | 617,613 | $103.4B | 914.04% | |
| 14 | IJHISHARES TR | 1,647,131 | $96.1B | 849.54% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 180,008 | $95.9B | 847.40% | |
| 16 | VVISA INC | 270,266 | $94.7B | 837.23% | |
| 17 | HDHOME DEPOT INC | 247,415 | $90.7B | 801.50% | |
| 18 | DGRWWISDOMTREE TR | 1,096,998 | $87.6B | 774.37% | |
| 19 | IWFISHARES TR | 232,464 | $83.9B | 741.97% | |
| 20 | WMTWALMART INC | 952,965 | $83.7B | 739.49% | |
| 21 | VUGVANGUARD INDEX FDS | 219,896 | $81.5B | 720.77% | |
| 22 | XOMEXXON MOBIL CORP | 669,052 | $79.6B | 703.34% | |
| 23 | VIGVANGUARD SPECIALIZED FUNDS | 405,443 | $78.7B | 695.22% | |
| 24 | VYMVANGUARD WHITEHALL FDS | 572,875 | $73.9B | 653.02% | |
| 25 | IJRISHARES TR | 646,754 | $67.6B | 597.81% | |
| 26 | VTVVANGUARD INDEX FDS | 379,269 | $65.5B | 579.10% | |
| 27 | GOOGALPHABET INC | 401,263 | $62.7B | 554.12% | |
| 28 | LLYELI LILLY & CO | 74,811 | $61.8B | 546.15% | |
| 29 | UNHUNITEDHEALTH GROUP INC | 117,616 | $61.6B | 544.51% | |
| 30 | COSTCOSTCO WHSL CORP NEW | 65,110 | $61.6B | 544.32% | |
| 31 | USMVISHARES TR | 649,460 | $60.8B | 537.68% | |
| 32 | IWDISHARES TR | 319,708 | $60.2B | 531.73% | |
| 33 | JNJJOHNSON & JOHNSON | 361,775 | $60.0B | 530.33% | |
| 34 | SCHDSCHWAB STRATEGIC TR | 2,075,375 | $58.0B | 512.92% | |
| 35 | AQLTISHARES TR | 755,503 | $57.2B | 505.19% | |
| 36 | ABBVABBVIE INC | 272,085 | $57.0B | 503.90% | |
| 37 | FLQLFRANKLIN TEMPLETON ETF TR | 956,684 | $54.0B | 477.28% | |
| 38 | QUALISHARES TR | 296,762 | $50.7B | 448.27% | |
| 39 | COWZPACER FDS TR | 925,168 | $50.7B | 447.81% | |
| 40 | PGPROCTER AND GAMBLE CO | 294,962 | $50.3B | 444.32% | |
| 41 | JEPIJ P MORGAN EXCHANGE TRADED F | 868,379 | $49.6B | 438.59% | |
| 42 | IVWISHARES TR | 529,449 | $49.1B | 434.44% | |
| 43 | VTIVANGUARD INDEX FDS | 178,073 | $48.9B | 432.61% | |
| 44 | DRIDARDEN RESTAURANTS INC | 217,707 | $45.2B | 399.81% | |
| 45 | GQ9SPDR GOLD TR | 153,521 | $44.2B | 391.01% | |
| 46 | MRKMERCK & CO INC | 491,517 | $44.1B | 389.97% | |
| 47 | RSPINVESCO EXCHANGE TRADED FD T | 247,042 | $42.8B | 378.27% | |
| 48 | CVXCHEVRON CORP NEW | 247,319 | $41.4B | 365.71% | |
| 49 | CBCHUBB LIMITED | 136,729 | $41.3B | 364.98% | |
| 50 | IWRISHARES TR | 480,495 | $40.9B | 361.31% | |
| 51 | VOVANGUARD INDEX FDS | 158,049 | $40.9B | 361.30% | |
| 52 | VEAVANGUARD TAX-MANAGED FDS | 803,354 | $40.8B | 360.94% | |
| 53 | DGROISHARES TR | 660,103 | $40.8B | 360.47% | |
| 54 | ETNEATON CORP PLC | 147,508 | $40.1B | 354.43% | |
| 55 | MAMASTERCARD INCORPORATED | 72,468 | $39.7B | 351.10% | |
| 56 | GSLCGOLDMAN SACHS ETF TR | 356,687 | $39.3B | 347.06% | |
| 57 | BACVERIZON COMMUNICATIONS INC | 840,498 | $38.1B | 337.00% | |
| 58 | VCITVANGUARD SCOTTSDALE FDS | 466,050 | $38.1B | 336.81% | |
| 59 | MSIMOTOROLA SOLUTIONS INC | 86,914 | $38.1B | 336.35% | |
| 60 | MCDMCDONALDS CORP | 120,787 | $37.7B | 333.51% | |
| 61 | IBMINTERNATIONAL BUSINESS MACHS | 145,171 | $36.1B | 319.08% | |
| 62 | XLKSELECT SECTOR SPDR TR | 171,261 | $35.4B | 312.57% | |
| 63 | CRMSALESFORCE INC | 130,522 | $35.0B | 309.61% | |
| 64 | PLTRPALANTIR TECHNOLOGIES INC | 410,694 | $34.7B | 306.39% | |
| 65 | GISGENERAL MLS INC | 576,211 | $34.5B | 304.53% | |
| 66 | CATCATERPILLAR INC | 103,143 | $34.0B | 300.68% | |
| 67 | HDVISHARES TR | 279,716 | $33.9B | 299.47% | |
| 68 | TAT&T INC | 1,175,896 | $33.3B | 293.94% | |
| 69 | USFRWISDOMTREE TR | 653,611 | $32.9B | 290.78% | |
| 70 | NFLXNETFLIX INC | 35,100 | $32.7B | 289.32% | |
| 71 | DIVOAMPLIFY ETF TR | 794,785 | $32.4B | 286.42% | |
| 72 | ORCLORACLE CORP | 227,463 | $31.8B | 281.10% | |
| 73 | RDVYFIRST TR EXCHANGE TRADED FD | 526,911 | $30.8B | 272.65% | |
| 74 | JEPQJ P MORGAN EXCHANGE TRADED F | 587,634 | $30.4B | 268.96% | |
| 75 | UNPUNION PAC CORP | 127,695 | $30.2B | 266.65% | |
| 76 | OEFISHARES TR | 110,905 | $30.0B | 265.50% | |
| 77 | CSCOCISCO SYS INC | 486,284 | $30.0B | 265.25% | |
| 78 | BACBANK AMERICA CORP | 717,802 | $30.0B | 264.77% | |
| 79 | SGOVISHARES TR | 297,115 | $29.9B | 264.39% | |
| 80 | KOCOCA COLA CO | 416,002 | $29.8B | 263.36% | |
| 81 | VGTVANGUARD WORLD FD | 51,618 | $28.0B | 247.46% | |
| 82 | SHVISHARES TR | 251,422 | $27.8B | 245.48% | |
| 83 | APDAIR PRODS & CHEMS INC | 91,878 | $27.1B | 239.51% | |
| 84 | HEMIHARTFORD FDS EXCHANGE TRADED | 702,724 | $27.0B | 238.83% | |
| 85 | IAU*ISHARES GOLD TR | 456,953 | $26.9B | 238.15% | |
| 86 | IJKISHARES TR | 321,868 | $26.8B | 236.94% | |
| 87 | FISVFISERV INC | 121,190 | $26.8B | 236.56% | |
| 88 | PANWPALO ALTO NETWORKS INC | 155,508 | $26.5B | 234.56% | |
| 89 | NEENEXTERA ENERGY INC | 371,223 | $26.3B | 232.61% | |
| 90 | MOATVANECK ETF TRUST | 298,284 | $26.2B | 232.02% | |
| 91 | MPCMARATHON PETE CORP | 179,175 | $26.1B | 230.74% | |
| 92 | TSLATESLA INC | 100,287 | $26.0B | 229.73% | |
| 93 | TLHISHARES TR | 249,321 | $25.9B | 228.64% | |
| 94 | RTXRTX CORPORATION | 189,894 | $25.2B | 222.34% | |
| 95 | BILSPDR SER TR | 272,653 | $25.0B | 221.07% | |
| 96 | VWOVANGUARD INTL EQUITY INDEX F | 543,780 | $24.6B | 217.55% | |
| 97 | QQQMINVESCO EXCH TRADED FD TR II | 122,993 | $23.7B | 209.84% | |
| 98 | ALSALLSTATE CORP | 113,221 | $23.4B | 207.23% | |
| 99 | CMCSACOMCAST CORP NEW | 632,498 | $23.3B | 206.30% | |
| 100 | AMGNAMGEN INC | 73,963 | $23.0B | 203.68% |
Page 1 of 41Next