Steward Partners Investment Advisory, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$12.8T
Holdings
4,117
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (4,117 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 2,090,296 | $428.9B | 3.35% | |
| 2 | MSFTMICROSOFT CORP | 788,582 | $392.2B | 3.06% | |
| 3 | NVDANVIDIA CORPORATION | 2,482,645 | $392.2B | 3.06% | |
| 4 | IVVISHARES TR | 426,028 | $264.5B | 2.07% | |
| 5 | AMZNAMAZON COM INC | 1,193,639 | $261.9B | 2.05% | |
| 6 | VOOVANGUARD INDEX FDS | 435,708 | $247.5B | 1.93% | |
| 7 | JPMJPMORGAN CHASE & CO. | 685,921 | $198.9B | 1.55% | |
| 8 | METAMETA PLATFORMS INC | 250,166 | $184.6B | 1.44% | |
| 9 | SPYSPDR S&P 500 ETF TR | 292,193 | $180.5B | 1.41% | |
| 10 | GOOGLALPHABET INC | 984,065 | $173.4B | 1.35% | |
| 11 | AVGOBROADCOM INC | 620,867 | $171.1B | 1.34% | |
| 12 | NDQINVESCO QQQ TR | 284,430 | $156.9B | 1.23% | |
| 13 | AGGISHARES TR | 1,237,908 | $122.8B | 0.96% | |
| 14 | IWFISHARES TR | 235,596 | $100.0B | 0.78% | |
| 15 | VVISA INC | 279,219 | $99.1B | 0.77% | |
| 16 | VUGVANGUARD INDEX FDS | 222,838 | $97.7B | 0.76% | |
| 17 | HDHOME DEPOT INC | 262,264 | $96.2B | 0.75% | |
| 18 | WMTWALMART INC | 977,594 | $95.6B | 0.75% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 181,069 | $88.0B | 0.69% | |
| 20 | DGRWWISDOMTREE TR | 1,045,384 | $87.5B | 0.68% | |
| 21 | VIGVANGUARD SPECIALIZED FUNDS | 426,536 | $87.3B | 0.68% | |
| 22 | IVWISHARES TR | 763,497 | $84.1B | 0.66% | |
| 23 | IJRISHARES TR | 704,794 | $77.0B | 0.60% | |
| 24 | IJHISHARES TR | 1,207,705 | $74.9B | 0.59% | |
| 25 | GOOGALPHABET INC | 417,092 | $74.0B | 0.58% | |
| 26 | XOMEXXON MOBIL CORP | 680,002 | $73.3B | 0.57% | |
| 27 | AQLTISHARES TR | 825,972 | $69.0B | 0.54% | |
| 28 | COSTCOSTCO WHSL CORP NEW | 67,934 | $67.2B | 0.53% | |
| 29 | USMVISHARES TR | 700,707 | $65.8B | 0.51% | |
| 30 | FLQLFRANKLIN TEMPLETON ETF TR | 1,020,887 | $64.5B | 0.50% | |
| 31 | NFLXNETFLIX INC | 47,615 | $63.8B | 0.50% | |
| 32 | ABBVABBVIE INC | 342,136 | $63.5B | 0.50% | |
| 33 | VYMVANGUARD WHITEHALL FDS | 473,178 | $63.1B | 0.49% | |
| 34 | LLYELI LILLY & CO | 77,896 | $60.7B | 0.47% | |
| 35 | VTVVANGUARD INDEX FDS | 340,451 | $60.2B | 0.47% | |
| 36 | QUALISHARES TR | 325,622 | $59.5B | 0.47% | |
| 37 | VTIVANGUARD INDEX FDS | 194,046 | $59.0B | 0.46% | |
| 38 | PLTRPALANTIR TECHNOLOGIES INC | 430,190 | $58.6B | 0.46% | |
| 39 | ORCLORACLE CORP | 258,191 | $56.4B | 0.44% | |
| 40 | IWDISHARES TR | 288,893 | $56.1B | 0.44% | |
| 41 | JNJJOHNSON & JOHNSON | 364,515 | $55.7B | 0.44% | |
| 42 | ETNEATON CORP PLC | 153,294 | $54.7B | 0.43% | |
| 43 | GQ9SPDR GOLD TR | 179,509 | $54.7B | 0.43% | |
| 44 | SCHDSCHWAB STRATEGIC TR | 2,047,805 | $54.3B | 0.42% | |
| 45 | JEPIJ P MORGAN EXCHANGE TRADED F | 938,488 | $53.4B | 0.42% | |
| 46 | DRIDARDEN RESTAURANTS INC | 221,001 | $48.2B | 0.38% | |
| 47 | VOVANGUARD INDEX FDS | 170,804 | $47.8B | 0.37% | |
| 48 | PGPROCTER AND GAMBLE CO | 294,402 | $46.9B | 0.37% | |
| 49 | USFRWISDOMTREE TR | 931,709 | $46.9B | 0.37% | |
| 50 | VEAVANGUARD TAX-MANAGED FDS | 803,458 | $45.8B | 0.36% | |
| 51 | IWRISHARES TR | 482,136 | $44.3B | 0.35% | |
| 52 | IBMINTERNATIONAL BUSINESS MACHS | 147,225 | $43.4B | 0.34% | |
| 53 | GSLCGOLDMAN SACHS ETF TR | 355,944 | $43.2B | 0.34% | |
| 54 | RSPINVESCO EXCHANGE TRADED FD T | 236,432 | $43.0B | 0.34% | |
| 55 | DGROISHARES TR | 665,437 | $42.5B | 0.33% | |
| 56 | CBCHUBB LIMITED | 146,712 | $42.5B | 0.33% | |
| 57 | MAMASTERCARD INCORPORATED | 73,718 | $41.4B | 0.32% | |
| 58 | XLKSELECT SECTOR SPDR TR | 158,214 | $40.1B | 0.31% | |
| 59 | CATCATERPILLAR INC | 101,065 | $39.2B | 0.31% | |
| 60 | MSIMOTOROLA SOLUTIONS INC | 92,750 | $39.0B | 0.30% | |
| 61 | COWZPACER FDS TR | 697,597 | $38.4B | 0.30% | |
| 62 | DIVOAMPLIFY ETF TR | 890,916 | $37.9B | 0.30% | |
| 63 | OEFISHARES TR | 122,174 | $37.2B | 0.29% | |
| 64 | BACVERIZON COMMUNICATIONS INC | 847,867 | $36.7B | 0.29% | |
| 65 | TSLATESLA INC | 114,623 | $36.4B | 0.28% | |
| 66 | CRMSALESFORCE INC | 132,350 | $36.1B | 0.28% | |
| 67 | MCDMCDONALDS CORP | 123,258 | $36.0B | 0.28% | |
| 68 | CVXCHEVRON CORP NEW | 248,624 | $35.6B | 0.28% | |
| 69 | VGTVANGUARD WORLD FD | 53,006 | $35.2B | 0.27% | |
| 70 | CSCOCISCO SYS INC | 502,515 | $34.9B | 0.27% | |
| 71 | UBERUBER TECHNOLOGIES INC | 368,939 | $34.4B | 0.27% | |
| 72 | TAT&T INC | 1,176,138 | $34.0B | 0.27% | |
| 73 | PANWPALO ALTO NETWORKS INC | 166,323 | $34.0B | 0.27% | |
| 74 | RDVYFIRST TR EXCHANGE TRADED FD | 541,777 | $34.0B | 0.27% | |
| 75 | UNHUNITEDHEALTH GROUP INC | 108,342 | $33.8B | 0.26% | |
| 76 | HDVISHARES TR | 287,213 | $33.7B | 0.26% | |
| 77 | BACBANK AMERICA CORP | 708,487 | $33.5B | 0.26% | |
| 78 | SGOVISHARES TR | 330,983 | $33.3B | 0.26% | |
| 79 | IAU*ISHARES GOLD TR | 520,439 | $32.5B | 0.25% | |
| 80 | BILSPDR SERIES TRUST | 348,467 | $32.0B | 0.25% | |
| 81 | DIVBISHARES TR | 630,300 | $31.7B | 0.25% | |
| 82 | TTTRANE TECHNOLOGIES PLC | 70,704 | $30.9B | 0.24% | |
| 83 | MPCMARATHON PETE CORP | 185,763 | $30.9B | 0.24% | |
| 84 | ADBEADOBE INC | 79,329 | $30.7B | 0.24% | |
| 85 | QQQMINVESCO EXCH TRADED FD TR II | 134,196 | $30.5B | 0.24% | |
| 86 | IJKISHARES TR | 331,044 | $30.1B | 0.24% | |
| 87 | GISGENERAL MLS INC | 575,687 | $29.8B | 0.23% | |
| 88 | KOCOCA COLA CO | 414,078 | $29.3B | 0.23% | |
| 89 | UNPUNION PAC CORP | 127,013 | $29.2B | 0.23% | |
| 90 | JEPQJ P MORGAN EXCHANGE TRADED F | 537,143 | $29.2B | 0.23% | |
| 91 | IEURISHARES TR | 436,285 | $28.9B | 0.23% | |
| 92 | TLHISHARES TR | 280,494 | $28.5B | 0.22% | |
| 93 | VWOVANGUARD INTL EQUITY INDEX F | 572,342 | $28.3B | 0.22% | |
| 94 | HEMIHARTFORD FDS EXCHANGE TRADED | 721,130 | $27.6B | 0.22% | |
| 95 | SDYSPDR SERIES TRUST | 200,793 | $27.3B | 0.21% | |
| 96 | IEMGISHARES INC | 453,545 | $27.2B | 0.21% | |
| 97 | APDAIR PRODS & CHEMS INC | 96,246 | $27.1B | 0.21% | |
| 98 | NOWSERVICENOW INC | 25,991 | $26.7B | 0.21% | |
| 99 | TJXTJX COS INC NEW | 215,893 | $26.7B | 0.21% | |
| 100 | GSGOLDMAN SACHS GROUP INC | 37,254 | $26.4B | 0.21% |
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