Steward Partners Investment Advisory, LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$10.8B
Holdings
3,749
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (3,749 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 2,143,269 | $499.4B | 4614.67% | |
| 2 | MSFTMICROSOFT CORP | 769,594 | $331.2B | 3060.14% | |
| 3 | NVDANVIDIA CORPORATION | 2,359,082 | $286.5B | 2647.36% | |
| 4 | VOOVANGUARD INDEX FDS | 416,352 | $219.7B | 2030.16% | |
| 5 | AMZNAMAZON COM INC | 1,172,796 | $218.5B | 2019.36% | |
| 6 | IVVISHARES TR | 342,473 | $197.5B | 1825.47% | |
| 7 | GOOGLALPHABET INC | 999,005 | $165.7B | 1531.06% | |
| 8 | NDQINVESCO QQQ TR | 277,585 | $135.5B | 1251.94% | |
| 9 | JPMJPMORGAN CHASE & CO. | 616,824 | $130.1B | 1201.88% | |
| 10 | SPYSPDR S&P 500 ETF TR | 219,751 | $126.1B | 1165.12% | |
| 11 | AGGISHARES TR | 1,001,908 | $101.5B | 937.60% | |
| 12 | AVGOBROADCOM INC | 574,435 | $99.1B | 915.67% | |
| 13 | IJHISHARES TR | 1,534,992 | $95.7B | 883.97% | |
| 14 | METAMETA PLATFORMS INC | 155,941 | $89.3B | 824.90% | |
| 15 | DGRWWISDOMTREE TR | 1,047,159 | $87.1B | 805.19% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 184,389 | $84.9B | 784.23% | |
| 17 | HDHOME DEPOT INC | 201,456 | $81.6B | 754.33% | |
| 18 | VUGVANGUARD INDEX FDS | 210,553 | $80.8B | 747.00% | |
| 19 | WMTWALMART INC | 995,892 | $80.4B | 743.13% | |
| 20 | XOMEXXON MOBIL CORP | 679,451 | $79.6B | 735.98% | |
| 21 | IWFISHARES TR | 210,521 | $79.0B | 730.25% | |
| 22 | VVISA INC | 280,867 | $77.2B | 713.61% | |
| 23 | VIGVANGUARD SPECIALIZED FUNDS | 374,777 | $74.2B | 685.93% | |
| 24 | COSTCOSTCO WHSL CORP NEW | 83,557 | $74.1B | 684.51% | |
| 25 | VYMVANGUARD WHITEHALL FDS | 564,547 | $72.4B | 668.79% | |
| 26 | UNHUNITEDHEALTH GROUP INC | 119,832 | $70.1B | 647.44% | |
| 27 | IJRISHARES TR | 586,185 | $68.6B | 633.55% | |
| 28 | GOOGALPHABET INC | 404,540 | $67.6B | 625.00% | |
| 29 | VTVVANGUARD INDEX FDS | 358,703 | $62.6B | 578.64% | |
| 30 | JNJJOHNSON & JOHNSON | 357,901 | $58.0B | 535.97% | |
| 31 | MRKMERCK & CO INC | 505,396 | $57.4B | 530.35% | |
| 32 | COWZPACER FDS TR | 978,158 | $56.6B | 522.71% | |
| 33 | LLYELI LILLY & CO | 63,631 | $56.4B | 520.93% | |
| 34 | SCHDSCHWAB STRATEGIC TR | 666,186 | $56.3B | 520.37% | |
| 35 | USMVISHARES TR | 614,976 | $56.2B | 518.90% | |
| 36 | QUALISHARES TR | 301,912 | $54.1B | 500.22% | |
| 37 | AQLTISHARES TR | 688,137 | $53.7B | 496.31% | |
| 38 | IVWISHARES TR | 555,121 | $53.2B | 491.17% | |
| 39 | FLQLFRANKLIN TEMPLETON ETF TR | 879,029 | $51.1B | 472.34% | |
| 40 | MLB1MERCADOLIBRE INC | 24,503 | $50.3B | 464.62% | |
| 41 | ABBVABBVIE INC | 248,928 | $49.2B | 454.26% | |
| 42 | PGPROCTER AND GAMBLE CO | 281,775 | $48.8B | 450.98% | |
| 43 | IWDISHARES TR | 248,399 | $47.1B | 435.67% | |
| 44 | VTIVANGUARD INDEX FDS | 163,895 | $46.4B | 428.85% | |
| 45 | JEPIJ P MORGAN EXCHANGE TRADED F | 756,869 | $45.0B | 416.21% | |
| 46 | VEAVANGUARD TAX-MANAGED FDS | 844,540 | $44.6B | 412.14% | |
| 47 | ETNEATON CORP PLC | 133,373 | $44.2B | 408.49% | |
| 48 | GISGENERAL MLS INC | 579,056 | $42.8B | 395.16% | |
| 49 | GSLCGOLDMAN SACHS ETF TR | 368,686 | $41.6B | 384.78% | |
| 50 | CVXCHEVRON CORP NEW | 272,116 | $40.1B | 370.32% | |
| 51 | CATCATERPILLAR INC | 101,786 | $39.8B | 367.88% | |
| 52 | IWRISHARES TR | 450,815 | $39.7B | 367.17% | |
| 53 | DGROISHARES TR | 624,597 | $39.2B | 361.83% | |
| 54 | ORCLORACLE CORP | 224,085 | $38.2B | 352.85% | |
| 55 | VOVANGUARD INDEX FDS | 144,520 | $38.1B | 352.33% | |
| 56 | AMDADVANCED MICRO DEVICES INC | 224,481 | $36.8B | 340.36% | |
| 57 | USFRWISDOMTREE TR | 727,254 | $36.5B | 337.49% | |
| 58 | GQ9SPDR GOLD TR | 150,130 | $36.5B | 337.20% | |
| 59 | CBCHUBB LIMITED | 123,214 | $35.5B | 328.35% | |
| 60 | AXPAMERICAN EXPRESS CO | 129,211 | $35.0B | 323.81% | |
| 61 | VCITVANGUARD SCOTTSDALE FDS | 417,384 | $35.0B | 323.01% | |
| 62 | MCDMCDONALDS CORP | 114,663 | $34.9B | 322.64% | |
| 63 | MAMASTERCARD INCORPORATED | 70,668 | $34.9B | 322.46% | |
| 64 | DRIDARDEN RESTAURANTS INC | 207,044 | $34.0B | 314.02% | |
| 65 | CRMSALESFORCE INC | 121,547 | $33.3B | 307.42% | |
| 66 | XLKSELECT SECTOR SPDR TR | 147,023 | $33.2B | 306.72% | |
| 67 | MSIMOTOROLA SOLUTIONS INC | 73,657 | $33.1B | 306.04% | |
| 68 | SDVYFIRST TR EXCHANGE-TRADED FD | 905,678 | $32.9B | 304.47% | |
| 69 | BACVERIZON COMMUNICATIONS INC | 733,154 | $32.9B | 304.25% | |
| 70 | MPCMARATHON PETE CORP | 200,224 | $32.6B | 301.42% | |
| 71 | HDVISHARES TR | 272,193 | $32.0B | 295.84% | |
| 72 | XSMOINVESCO EXCHANGE TRADED FD T | 481,263 | $31.9B | 294.36% | |
| 73 | RSPINVESCO EXCHANGE TRADED FD T | 175,575 | $31.5B | 290.67% | |
| 74 | UNPUNION PAC CORP | 126,846 | $31.3B | 288.91% | |
| 75 | VGTVANGUARD WORLD FD | 53,074 | $31.1B | 287.65% | |
| 76 | RDVYFIRST TR EXCHANGE-TRADED FD | 516,097 | $30.6B | 282.38% | |
| 77 | IWMISHARES TR | 135,453 | $29.9B | 276.48% | |
| 78 | LMTLOCKHEED MARTIN CORP | 51,108 | $29.9B | 276.07% | |
| 79 | NEENEXTERA ENERGY INC | 353,364 | $29.9B | 276.01% | |
| 80 | MOATVANECK ETF TRUST | 307,209 | $29.8B | 275.22% | |
| 81 | KOCOCA COLA CO | 412,688 | $29.7B | 274.04% | |
| 82 | XLUSELECT SECTOR SPDR TR | 354,447 | $28.6B | 264.58% | |
| 83 | PHMPULTE GROUP INC | 197,380 | $28.3B | 261.78% | |
| 84 | SHVISHARES TR | 255,453 | $28.3B | 261.14% | |
| 85 | OEFISHARES TR | 100,459 | $27.8B | 256.92% | |
| 86 | AMGNAMGEN INC | 85,122 | $27.4B | 253.45% | |
| 87 | FIXDFIRST TR EXCHNG TRADED FD VI | 601,468 | $27.2B | 251.44% | |
| 88 | DIVOAMPLIFY ETF TR | 652,106 | $26.9B | 248.21% | |
| 89 | CMCSACOMCAST CORP NEW | 623,212 | $26.0B | 240.55% | |
| 90 | PANWPALO ALTO NETWORKS INC | 74,600 | $25.5B | 235.62% | |
| 91 | TSLATESLA INC | 96,016 | $25.1B | 232.13% | |
| 92 | JEPQJ P MORGAN EXCHANGE TRADED F | 454,497 | $25.0B | 230.70% | |
| 93 | IJKISHARES TR | 269,333 | $24.8B | 228.79% | |
| 94 | PEPPEPSICO INC | 145,010 | $24.7B | 227.87% | |
| 95 | BILSPDR SER TR | 267,283 | $24.5B | 226.76% | |
| 96 | XLVSELECT SECTOR SPDR TR | 157,888 | $24.3B | 224.71% | |
| 97 | APDAIR PRODS & CHEMS INC | 81,493 | $24.3B | 224.21% | |
| 98 | QQQMINVESCO EXCH TRADED FD TR II | 120,441 | $24.2B | 223.53% | |
| 99 | CSCOCISCO SYS INC | 450,869 | $24.0B | 221.73% | |
| 100 | MRVLMARVELL TECHNOLOGY INC | 329,877 | $23.8B | 219.84% |
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