Steward Partners Investment Advisory, LLC - Portfolio overview

Steward Partners Investment Advisory, LLC has 4618 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 3.37%
2. AAPL - APPLE INC, 3.17%
3. IVV - ISHARES TR, 2.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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