Holdings of Steward Partners Investment Advisory, LLC

Name: Holdings of Steward Partners Investment Advisory, LLC
Creator: Titelia

3265 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 24 % of the equity sleeve

Sector breakdown

Technology 14.9 %
Funds 11.6 %
Communication 6.9 %
Financials 5.9 %
Consumer discretionary 5.2 %
Health care 4.3 %
Industrials 3.9 %
Consumer staples 2.7 %
Energy 1.9 %
Utilities 1.2 %
Materials 0.5 %
Real estate 0.3 %
Unattributed 40.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.5 %
TW 0.2 %
NL 0.1 %
GB 0.1 %
FR 0.0 %
BR 0.0 %
DK 0.0 %
DE 0.0 %
JP 0.0 %
AU 0.0 %
BE 0.0 %
IN 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	3,153	18.2B $	99.47 %
2	TW	3	36M $	0.20 %
3	NL	6	26M $	0.14 %
4	GB	22	19.1M $	0.10 %
5	FR	3	4.1M $	0.02 %
6	BR	10	2.9M $	0.02 %
7	DK	3	2.9M $	0.02 %
8	DE	3	1.3M $	0.01 %
9	JP	6	891.3K $	0.00 %
10	AU	5	889.3K $	0.00 %
11	BE	1	661.3K $	0.00 %
12	IN	3	542.1K $	0.00 %

Positions

Rank	Company	Shares	Value
1	NVIDIA Corp	3,803,431	663.3M $
2	Apple Inc	2,457,406	623.7M $
3	iShares Core S&P 500 ETF	702,876	459.1M $
4	Alphabet Inc	1,565,836	450.3M $
5	Amazon.com Inc	2,005,807	417.7M $
6	Microsoft Corp	1,067,474	395.1M $
7	Meta Platforms Inc	672,555	384.8M $
8	iShares Core U.S. Aggregate Bond ETF	3,751,130	372.4M $
9	iShares Core MSCI Emerging Markets ETF	4,509,997	314.6M $
10	JPMorgan Chase & Co	996,961	293.3M $
11	SPDR Gold Shares	625,273	269M $
12	Vanguard S&P 500 ETF	447,787	267.6M $
13	iShares Core MSCI EAFE ETF	2,895,269	262.1M $
14	Broadcom Inc	729,521	225.8M $
15	State Street SPDR S&P 500 ETF Trust	330,317	214.8M $
16	iShares Core S&P Mid-Cap ETF	3,052,163	206.1M $
17	iShares Core S&P Small-Cap ETF	1,603,265	199.3M $
18	Invesco QQQ Trust Series 1	341,391	197M $
19	Alphabet Inc	598,021	171.5M $
20	Visa Inc	533,180	161.1M $
21	Costco Wholesale Corp	161,140	160.6M $
22	iShares Trust	1,362,101	154.1M $
23	Johnson & Johnson	629,201	153.8M $
24	iShares Russell 1000 Growth ETF	324,255	138.3M $
25	Walmart Inc	1,108,365	137.7M $
26	Berkshire Hathaway Inc	284,657	136.4M $
27	Chevron Corp	517,057	107M $
28	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	492,749	106M $
29	Innovator U.S. Equity Power Bu	2,268,319	104.6M $
30	Stryker Corp	316,245	103.9M $
31	Vanguard Growth ETF	234,307	102.3M $
32	WisdomTree Trust	1,149,149	100.9M $
33	Exxon Mobil Corp	575,463	97.6M $
34	iShares Expanded Tech Sector ETF	811,567	96.2M $
35	AbbVie Inc	436,916	95M $
36	Select Sector Spdr Trust	1,522,713	93.3M $
37	iShares Trust	1,073,029	88.6M $
38	McDonald's Corp.	283,542	88.1M $
39	Eli Lilly & Co	91,946	84.6M $
40	Home Depot Inc/The	256,040	84.2M $
41	Vanguard Value ETF	428,813	84.1M $
42	Franklin Templeton ETF Trust	1,228,488	83.1M $
43	Uber Technologies Inc	1,151,543	82.8M $
44	Invesco S&P 500 Equal Weight ETF	428,972	82.3M $
45	iShares Trust	380,721	81.3M $
46	Tesla Inc	216,798	80.6M $
47	Vanguard High Dividend Yield E	516,733	76.5M $
48	Verizon Communications Inc	1,469,917	73.8M $
49	iShares Trust	729,229	73.4M $
50	iShares J.P. Morgan USD Emerging Markets Bond ETF	774,583	72.8M $
51	Vanguard Total Stock Market ETF	213,792	68.6M $
52	Palo Alto Networks Inc	425,478	68.2M $
53	Caterpillar Inc	96,200	68.2M $
54	GE Vernova Inc	77,056	67.3M $
55	Crowdstrike Holdings Inc	165,254	64.5M $
56	Vanguard FTSE Developed Markets ETF	938,479	60.1M $
57	J P Morgan Exchange Traded Fund Trust	1,038,077	58.8M $
58	iShares MSCI USA Min Vol Factor ETF	634,361	58.8M $
59	Vanguard Real Estate ETF	637,628	56.6M $
60	iShares Trust	1,109,611	56.5M $
61	Vanguard World Fund	207,505	56.5M $
62	Ishares Gold Trust	639,925	56.4M $
63	iShares Trust	289,121	55.5M $
64	Vanguard Mid-Cap ETF	191,884	55.1M $
65	iShares Trust	554,250	53.9M $
66	iShares Preferred and Income S	1,675,635	50.8M $
67	Netflix Inc	527,862	50.8M $
68	iShares Trust	424,713	49.3M $
69	Schwab US Dividend Equity ETF	1,601,572	49.1M $
70	iShares Core Dividend Growth ETF	695,460	48.8M $
71	Cisco Systems, Inc.	628,369	48.8M $
72	Marathon Petroleum Corp	198,565	48.5M $
73	WisdomTree Trust	961,440	48.4M $
74	Allspring Core Plus ETF	1,937,933	47.8M $
75	Analog Devices Inc	146,395	46.6M $
76	SELECT SECTOR SPDR TRUST (THE)	347,291	46.2M $
77	Alibaba Group Holding Ltd	366,283	46M $
78	BlackRock ETF Trust	785,796	45.7M $
79	NextEra Energy Inc	476,271	44.2M $
80	Procter & Gamble Co/The	298,971	43.2M $
81	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	344,254	43.1M $
82	iShares Core High Dividend ETF	310,300	42.1M $
83	Applied Materials Inc	123,139	42.1M $
84	iShares Trust	768,556	41.5M $
85	Goldman Sachs Group Inc/The	48,326	40.9M $
86	Grayscale Bitcoin Mini Trust E	1,361,254	40.8M $
87	TJX Cos Inc/The	254,777	40.7M $
88	Walt Disney Co/The	418,085	40.3M $
89	RTX Corp	208,779	40.3M $
90	Advanced Micro Devices Inc	196,129	39.9M $
91	SPDR Series Trust	429,662	39.4M $
92	First Trust Rising Dividend Achievers ETF	569,198	38.9M $
93	Pacer Funds Trust	614,789	38.5M $
94	iShares U.S. Financials ETF	324,033	38.1M $
95	Vanguard Information Technology ETF	54,392	38M $
96	Motorola Solutions Inc	87,171	37.8M $
97	iShares Core MSCI Total International Stock ETF	432,583	37.5M $
98	Mastercard Inc	74,416	37.2M $
99	Merck & Co Inc	305,398	36.7M $
100	J P Morgan Exchange Traded Fund Trust	649,835	36.1M $