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 101–150 of 4,309
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPQ | J P MORGAN EXCHANGE TRADED F | 613K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 140K | $1M+ | SH |
| RTX | RTX CORPORATION | 191K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 104K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 92K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 126K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 131K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 156K | $1M+ | SH |
| CB | CHUBB LIMITED | 105K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 595K | $1M+ | SH |
| MRK | MERCK & CO INC | 300K | $1M+ | SH |
| TLH | ISHARES TR | 308K | $1M+ | SH |
| IVE | ISHARES TR | 146K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 220K | $1M+ | SH |
| KO | COCA COLA CO | 435K | $1M+ | SH |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 770K | $1M+ | SH |
| GE | GE AEROSPACE | 97K | $1M+ | SH |
| PNOV | INNOVATOR ETFS TRUST | 711K | $1M+ | SH |
| IJK | ISHARES TR | 300K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 483K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 358K | $1M+ | SH |
| NBIS | NEBIUS GROUP N.V. | 341K | $1M+ | SH |
| DDWM | WISDOMTREE TR | 642K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 58K | $1M+ | SH |
| T | AT&T INC | 1.1M | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 88K | $1M+ | SH |
| AMGN | AMGEN INC | 82K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 68K | $1M+ | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 349K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 55K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 586K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 86K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 99K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 66K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 1.1M | $1M+ | SH |
| MUB | ISHARES TR | 232K | $1M+ | SH |
| PAAA | PGIM ETF TR | 478K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 150K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 253K | $1M+ | SH |
| IWP | ISHARES TR | 175K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 257K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 4K | $1M+ | SH |
| ABT | ABBOTT LABS | 186K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 277K | $1M+ | SH |
| UNP | UNION PAC CORP | 98K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 194K | $1M+ | SH |
| PEP | PEPSICO INC | 157K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 137K | $1M+ | SH |
| BLK | BLACKROCK INC | 21K | $1M+ | SH |
| ALL | ALLSTATE CORP | 105K | $1M+ | SH |