CIK 1723397
Steward Partners Investment Advisory, LLC
Institutional 13F holdings & portfolio
Holdings
4,309
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 4,309
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 104K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 1.4M | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 202K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.0M | $1M+ | SH |
| QUAL | ISHARES TR | 289K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 120K | $1M+ | SH |
| FLOT | ISHARES TR | 1.1M | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 620K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 309K | $1M+ | SH |
| NFLX | NETFLIX INC | 577K | $1M+ | SH |
| IYF | ISHARES TR | 419K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 855K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 362K | $1M+ | SH |
| OEF | ISHARES TR | 150K | $1M+ | SH |
| PFF | ISHARES TR | 1.6M | $1M+ | SH |
| IWR | ISHARES TR | 529K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 175K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 1.1M | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 343K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 1.3M | $1M+ | SH |
| ORCL | ORACLE CORP | 253K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 518K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 246K | $1M+ | SH |
| DGRO | ISHARES TR | 668K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 347K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 80K | $1M+ | SH |
| APLU | ALLSPRING EXCHANGE TRADED FU | 1.8M | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 151K | $1M+ | SH |
| DIS | DISNEY WALT CO | 391K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 730K | $1M+ | SH |
| CSCO | CISCO SYS INC | 576K | $1M+ | SH |
| IDU | ISHARES TR | 405K | $1M+ | SH |
| GEV | GE VERNOVA INC | 67K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 1.6M | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 56K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 765K | $1M+ | SH |
| SGOV | ISHARES TR | 417K | $1M+ | SH |
| USFR | WISDOMTREE TR | 831K | $1M+ | SH |
| CRM | SALESFORCE INC | 154K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 281K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 46K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 253K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 148K | $1M+ | SH |
| ETN | EATON CORP PLC | 117K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 536K | $1M+ | SH |
| COWZ | PACER FDS TR | 606K | $1M+ | SH |
| DIVB | ISHARES TR | 684K | $1M+ | SH |
| IYK | ISHARES TR | 538K | $1M+ | SH |
| HDV | ISHARES TR | 296K | $1M+ | SH |
| TJX | TJX COS INC NEW | 234K | $1M+ | SH |