Steward Partners Investment Advisory, LLC Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$5.9B

Holdings

7,189

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (7,189 positions)

StockValue
PEPPEPSICO INCORPORATED
$13.1M
VBRVANGUARD SMALL-CAP VALUE ETF
$12.9M
UPSUNITED PARCEL SERVICE INCORPORATED CLASS B
$12.7M
TAT&T INCORPORATED
$12.7M
MMM3M COMPANY
$12.6M
TMOTHERMO FISHER SCIENTIFIC INCORPORATED
$12.5M
IVWISHARES TR S&P 500 GRWT ETF
$12.5M
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
$12.3M
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$12.3M
FTSMFIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT
$12.3M
ALSALLSTATE CORPORATION
$12.2M
HONHONEYWELL INTERNATIONAL INCORPORATED
$12.0M
XLYSPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND
$11.8M
XLESPDR ENERGY SELECT SECTOR FUND
$11.8M
LOWLOWES COMPANIES INCORPORATED
$11.7M
LRCXEURLAM RESEARCH CORPORATION
$11.6M
COSTCOSTCO WHOLESALE CORPORATION NEW
$11.3M
CMCSACOMCAST CORPORATION NEW CLASS A
$11.2M
BMYBRISTOL-MYERS SQUIBB COMPANY
$11.1M
VTEBVANGUARD TAX-EXEMPT BOND ETF
$11.1M
LULULULULEMON ATHLETICA INCORPORATED
$11.1M
AWMSKYWORKS SOLUTIONS INCORPORATED
$11.0M
AQLTISHARES TR US TREAS BD ETF
$10.9M
ABTABBOTT LABS
$10.6M
IGSBISHARES TR ISHS 1-5YR INVS
$10.6M
BXBLACKSTONE GROUP INCORPORATED
$10.6M
IJJISHARES TR S&P MC 400VL ETF
$10.4M
IXUSISHARES TR CORE MSCI TOTAL
$10.4M
GBILGOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
$10.2M
LQDISHARES TR IBOXX INV CP ETF
$10.2M
MCHPMICROCHIP TECHNOLOGY INCORPORATED.
$10.1M
AQLTISHARES TR SELECT DIVID ETF
$10.0M
GSGOLDMAN SACHS GROUP INCORPORATED
$9.9M
RTXRAYTHEON TECHNOLOGIES CORPORATION
$9.9M
CMECME GROUP INCORPORATED
$9.8M
ADPAUTOMATIC DATA PROCESSING INCORPORATED
$9.7M
ELLAUDER ESTEE COMPANIES INCORPORATED CLASS A
$9.7M
SHVISHARES TR SHORT TREAS BD
$9.6M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$9.6M
CWBSPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF
$9.4M
BLKCHFBLACKROCK INCORPORATED
$9.4M
ACNACCENTURE PLC IRELAND SHS CLASS A
$9.2M
EEMISHARES TR MSCI EMG MKT ETF
$9.1M
SBUXSTARBUCKS CORPORATION
$9.0M
VLUEISHARES TR MSCI USA VALUE
$8.9M
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
$8.9M
PRFINVESCO FTSE RAFI US 1000 ETF
$8.8M
FLRNSPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING
$8.8M
LLYLILLY ELI & COMPANY
$8.7M
CATCATERPILLAR INCORPORATED
$8.7M
VBKVANGUARD SMALL-CAP GROWTH ETF
$8.6M
XLFSPDR FINANCIAL SELECT SECTOR FUND
$8.6M
EWEDWARDS LIFESCIENCES CORPORATION
$8.5M
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH
$8.5M
IWOISHARES TR RUS 2000 GRW ETF
$8.5M
IBMINTERNATIONAL BUSINESS MACHINES
$8.4M
TTTRANE TECHNOLOGIES PLC SHS
$8.3M
BABAALIBABA GROUP HLDG LIMITED SPONSORED ADS
$8.3M
NKENIKE INCORPORATED CLASS B
$8.3M
IUSBISHARES TR CORE TOTAL USD
$8.2M
TXNTEXAS INSTRS INCORPORATED
$8.2M
MOATVANECK VECTORS MORNINGSTAR WIDE MOAT ETF
$8.2M
DVYEISHARES INCORPORATED EM MKTS DIV ETF
$8.2M
G2CEVERI HLDGS INCORPORATED
$8.1M
IBBISHARES TR ISHARES BIOTECH
$8.1M
IYHISHARES TR US HLTHCARE ETF
$8.0M
BABOEING COMPANY
$7.9M
INTCINTEL CORPORATION
$7.8M
ORCLORACLE CORPORATION
$7.8M
XYZSQUARE INCORPORATED CLASS A
$7.8M
EFVISHARES TR EAFE VALUE ETF
$7.7M
IJSISHARES TR SP SMCP600VL ETF
$7.5M
MRNAMODERNA INCORPORATED
$7.5M
SYKSTRYKER CORPORATION
$7.5M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$7.3M
ZTSZOETIS INCORPORATED CLASS A
$7.3M
IAU*ISHARES GOLD TR ISHARES NEW
$7.2M
EMREMERSON ELEC COMPANY
$7.2M
NEARISHARES U S ETF TR BLACKROCK ST MAT
$7.2M
FMBFIRST TRUST MANAGED MUNICIPAL ETF
$7.2M
VNLAJANUS HENDERSON SHORT DURATION INCOME ETF
$7.2M
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
$7.1M
NOWSERVICENOW INCORPORATED
$7.1M
EFGISHARES TR EAFE GRWTH ETF
$7.1M
PIIPOLARIS INCORPORATED
$7.1M
EMBISHARES TR JPMORGAN USD EMG
$6.9M
CICIGNA CORPORATION NEW
$6.9M
GSYINVESCO ULTRA SHORT DURATION ETF
$6.9M
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$6.8M
AMTAMERICAN TOWER CORPORATION NEW REIT
$6.8M
ICEINTERCONTINENTAL EXCHANGE INCORPORATED
$6.8M
ITOTISHARES TR CORE S&P TTL STK
$6.8M
IJTISHARES TR S&P SML 600 GWT
$6.7M
XLVSPDR HEALTH CARE SELECT SECTOR FUND
$6.6M
GDGENERAL DYNAMICS CORPORATION
$6.6M
ESGEISHARES INCORPORATED ESG AWR MSCI EM
$6.5M
PMBSPIMCO INVESTMENT GRADE CORPORATE BOND INDEX FUND
$6.5M
ARKKARK INNOVATION ETF
$6.5M
MDYSPDR S&P MIDCAP 400 ETF TRUST
$6.4M
MSIMOTOROLA SOLUTIONS INCORPORATED COM NEW
$6.4M
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