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Asset Manager ← All Institutions

Steward Partners Investment Advisory, LLC

400 ATLANTIC STREET 10TH FLOOR, STAMFORD, CT 06901-3512 • 866-694-7769

Q3 2025 · Filed 2025-11-12
Market Value
$17.4B
+36.5%
Holdings
4,169
+120
New Purchases
277
Added To
1,746
Closed
151
Reduced
1,084
Top 10 Concentration
23.7%
Turnover
10.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
META 2.63% 1.45% +1.18% $456M
AGG 2.12% 0.96% +1.15% $368M
IEFA 1.43% 0.54% +0.88% $248M
GLD 1.28% 0.43% +0.85% $222M
SHY 0.85% 0.10% +0.75% $147M
GOOGL 2.04% 1.36% +0.68% $355M
IGM 0.61% 0.05% +0.56% $106M
IEMG 0.74% 0.21% +0.52% $128M
IJH 1.09% 0.59% +0.50% $190M
IJR 1.05% 0.60% +0.44% $182M
IVW 1.09% 0.66% +0.43% $189M
SYK 0.49% 0.10% +0.39% $85M
POCT 0.36% 0.00% +0.36% $63M
EMB 0.41% 0.05% +0.36% $71M
BABA 0.38% 0.04% +0.34% $66M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.45% 3.08% -0.63% $425M
AVGO 1.02% 1.34% -0.32% $178M
DRI 0.07% 0.38% -0.31% $12M
VOO 1.65% 1.94% -0.29% $287M
XOM 0.35% 0.58% -0.22% $61M
GIS 0.01% 0.23% -0.22% $2M
SPY 1.20% 1.42% -0.22% $209M
WMT 0.55% 0.75% -0.20% $96M
ADBE 0.06% 0.24% -0.18% $11M
ETN 0.26% 0.43% -0.17% $45M
QQQ 1.06% 1.23% -0.17% $185M
DIVO 0.14% 0.30% -0.15% $25M
NFLX 0.35% 0.50% -0.15% $61M
AAPL 3.22% 3.37% -0.15% $560M
LLY 0.33% 0.48% -0.15% $58M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 56.4%
Technology 15.2%
Communication Services 6.6%
Consumer Cyclical 5.1%
Healthcare 4.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $7.1B 40.7%
Large Cap 1,031 $7.7B 44.2%
Mid Cap 1,158 $1.4B 7.9%
Small Cap 1,230 $1.1B 6.2%
Micro Cap 668 $175M 1.0%

Portfolio Analytics

Avg Market Cap
$27.3B
Median Market Cap
$2.6B
Avg P/E
32.1
Median P/E
20.2
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
2,398
# ETFs / Funds
1,772

Top Holdings (4,169 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.34% 3,113,135 $581M $186.58 $189M +630,490 +25.4%
2 AAPL 3.22% 2,199,385 $560M $254.63 $131M +109,089 +5.2%
3 META 2.63% 621,450 $456M $734.38 $272M +371,284 +148.4%
4 MSFT 2.45% 821,041 $425M $517.95 $33M +32,459 +4.1%
5 IVV 2.39% 619,601 $415M $669.30 $150M +193,573 +45.4%
6 AMZN 2.17% 1,718,205 $377M $219.57 $115M +524,566 +44.0%
7 AGG 2.12% 3,668,854 $368M $100.25 $245M +2,430,946 +196.4%
8 GOOGL 2.04% 1,459,067 $355M $243.10 $181M +475,002 +48.3%
9 JPM 1.69% 930,339 $293M $315.43 $95M +244,418 +35.6%
10 VOO 1.65% 468,586 $287M $612.38 $39M +32,878 +7.5%
11 IEFA 1.43% 2,839,634 $248M $87.31 $179M +2,013,662 +243.8%
12 GLD 1.28% 623,594 $222M $355.47 $167M +444,085 +247.4%
13 SPY 1.20% 313,636 $209M $666.18 $28M +21,443 +7.3%
14 IJH 1.09% 2,904,799 $190M $65.26 $115M +1,697,094 +140.5%
15 IVW 1.09% 1,562,762 $189M $120.72 $105M +799,265 +104.7%
16 QQQ 1.06% 307,601 $185M $600.37 $28M +23,171 +8.2%
17 IJR 1.05% 1,532,026 $182M $118.83 $105M +827,232 +117.4%
18 AVGO 1.02% 539,876 $178M $329.91 $7M -80,991 -13.0%
19 IWF 0.93% 345,275 $162M $468.41 $62M +109,679 +46.5%
20 V 0.88% 447,452 $153M $341.38 $54M +168,233 +60.2%
21 SHY 0.85% 1,775,187 $147M $82.96 $135M +1,628,901 +1113.5%
22 GOOG 0.74% 525,549 $128M $243.55 $54M +108,457 +26.0%
23 IEMG 0.74% 1,939,835 $128M $65.92 $101M +1,486,290 +327.7%
24 COST 0.71% 132,629 $123M $925.62 $56M +64,695 +95.2%
25 BRK-B 0.69% 240,265 $121M $502.74 $33M +59,196 +32.7%
26 VUG 0.62% 226,513 $109M $479.61 $11M +3,675 +1.6%
27 HD 0.62% 263,947 $107M $405.19 $11M +1,683 +0.6%
28 IGM 0.61% 842,752 $106M $125.95 $100M +786,982 +1411.1%
29 UBER 0.60% 1,057,772 $104M $97.97 $69M +688,833 +186.7%
30 JNJ 0.58% 539,477 $100M $185.42 $44M +174,962 +48.0%
31 VIG 0.56% 452,793 $98M $215.79 $10M +26,257 +6.2%
32 DGRW 0.56% 1,096,735 $98M $88.96 $10M +51,351 +4.9%
33 WMT 0.55% 931,224 $96M $103.06 $383K -46,370 -4.7%
34 PANW 0.52% 446,036 $91M $203.62 $57M +279,713 +168.2%
35 SYK 0.49% 229,363 $85M $369.67 $72M +196,500 +597.9%
36 TSLA 0.48% 187,570 $83M $444.72 $47M +72,947 +63.6%
37 ABBV 0.47% 355,198 $82M $231.54 $19M +13,062 +3.8%
38 VTV 0.44% 407,273 $76M $186.49 $16M +66,822 +19.6%
39 CVX 0.42% 473,187 $73M $155.29 $38M +224,563 +90.3%
40 FLQL 0.42% 1,066,736 $73M $68.43 $9M +45,849 +4.5%
41 EMB 0.41% 745,116 $71M $95.19 $64M +675,573 +971.5%
42 MCD 0.40% 230,885 $70M $303.89 $34M +107,627 +87.3%
43 ORCL 0.39% 239,471 $67M $281.24 $11M -18,720 -7.2%
44 USMV 0.39% 704,580 $67M $95.14 $1M +3,873 +0.6%
45 VYM 0.39% 475,125 $67M $140.95 $4M +1,947 +0.4%
46 BABA 0.38% 371,983 $66M $178.73 $61M +323,416 +665.9%
47 VTI 0.37% 193,439 $63M $328.17 $5M -607 -0.3%
48 POCT 0.36% 1,459,109 $63M $43.10 $63M +1,451,406 +18842.1%
49 IWD 0.36% 307,233 $63M $203.59 $6M +18,340 +6.3%
50 QUAL 0.36% 319,014 $62M $194.50 $3M -6,608 -2.0%
51 XLK 0.35% 218,896 $62M $281.86 $22M +60,682 +38.4%
52 NFLX 0.35% 51,099 $61M $1,198.91 -$2M +3,484 +7.3%
53 XOM 0.35% 541,744 $61M $112.75 -$12M -138,258 -20.3%
54 CRWD 0.34% 122,105 $60M $490.38 $39M +81,135 +198.0%
55 VZ 0.34% 1,339,817 $59M $43.95 $22M +491,950 +58.0%
56 LLY 0.33% 75,462 $58M $763.00 -$3M -2,434 -3.1%
57 PLTR 0.33% 313,373 $57M $182.42 -$1M -116,817 -27.1%
58 JEPI 0.32% 984,069 $56M $57.10 $3M +45,581 +4.9%
59 SCHD 0.32% 2,035,681 $56M $27.30 $1M -12,124 -0.6%
60 BTC 0.31% 1,077,219 $55M $50.63 $53M +1,044,830 +3225.9%
61 VO 0.31% 181,159 $53M $293.74 $5M +10,355 +6.1%
62 IAU 0.30% 706,174 $51M $72.77 $19M +185,735 +35.7%
63 OEF 0.29% 151,286 $50M $332.84 $13M +29,112 +23.8%
64 VEA 0.28% 824,701 $49M $59.92 $4M +21,243 +2.6%
65 VNQ 0.28% 539,743 $49M $91.42 $37M +399,315 +284.4%
66 FLOT 0.28% 956,296 $49M $51.09 $41M +801,469 +517.6%
67 XLE 0.28% 545,187 $49M $89.34 $31M +340,875 +166.8%
68 VHT 0.28% 187,080 $49M $259.60 $43M +164,469 +727.4%
69 CAT 0.28% 100,998 $48M $477.15 $9M -67 -0.1%
70 PFF 0.27% 1,499,378 $47M $31.62 $34M +1,060,446 +241.6%
71 IWR 0.27% 485,977 $47M $96.55 $3M +3,841 +0.8%
72 GSLC 0.27% 353,930 $46M $130.28 $3M -2,014 -0.6%
73 VGT 0.26% 60,158 $45M $746.63 $10M +7,152 +13.5%
74 MA 0.26% 78,836 $45M $568.81 $3M +5,118 +6.9%
75 DGRO 0.26% 657,914 $45M $68.08 $2M -7,523 -1.1%
76 RSP 0.26% 235,138 $45M $189.70 $2M -1,294 -0.6%
77 ETN 0.26% 118,920 $45M $374.25 -$10M -34,374 -22.4%
78 IBM 0.25% 155,248 $44M $282.16 $406K +8,023 +5.5%
79 IDU 0.24% 381,290 $42M $110.90 $39M +352,715 +1234.3%
80 PG 0.24% 267,234 $41M $153.65 -$6M -27,168 -9.2%
81 COWZ 0.23% 705,699 $41M $57.47 $2M +8,102 +1.2%
82 IYF 0.23% 317,026 $40M $126.64 $37M +290,720 +1105.2%
83 BAC 0.23% 773,502 $40M $51.59 $6M +65,015 +9.2%
84 USFR 0.23% 789,945 $40M $50.27 -$7M -141,764 -15.2%
85 CSCO 0.22% 567,090 $39M $68.42 $4M +64,575 +12.8%
86 GEV 0.22% 63,020 $39M $614.90 $19M +25,210 +66.7%
87 UNH 0.22% 111,462 $38M $345.30 $5M +3,120 +2.9%
88 SGOV 0.22% 377,008 $38M $100.70 $5M +46,025 +13.9%
89 RDVY 0.22% 556,666 $37M $67.26 $3M +14,889 +2.8%
90 DIS 0.21% 320,019 $37M $114.50 $23M +209,757 +190.2%
91 BIL 0.21% 391,885 $36M $91.75 $4M +43,418 +12.5%
92 HDV 0.21% 292,238 $36M $122.45 $2M +5,025 +1.8%
93 DIVB 0.20% 671,833 $35M $52.25 $3M +41,533 +6.6%
94 T 0.20% 1,231,242 $35M $28.24 $733K +55,104 +4.7%
95 CRM 0.20% 145,781 $35M $237.00 -$2M +13,431 +10.2%
96 JEPQ 0.19% 588,707 $34M $57.52 $5M +51,564 +9.6%
97 QQQM 0.19% 136,005 $34M $247.12 $3M +1,809 +1.4%
98 IYK 0.19% 485,657 $33M $68.39 $29M +421,922 +662.0%
99 TLH 0.19% 321,827 $33M $102.99 $5M +41,333 +14.7%
100 CB 0.19% 116,057 $33M $282.25 -$10M -30,655 -20.9%

New Positions

SymbolValue% Port
PDYN $10M 0.06%
AAOI $10M 0.05%
CGUI $3M 0.02%
VGUS $2M 0.01%
BMNR $2M 0.01%
VNOM $1M 0.01%
TZUP $750K —%
PRME $700K —%
DBE $699K —%
XSW $633K —%
GPZ $607K —%
JXI $563K —%
SCIO $528K —%
IPOS $523K —%
TDI $508K —%

Sold Out Positions

SymbolValue% Port
NXDT —%
TRAK —%
DKL —%
SHG —%
ESI —%
AVNT —%
BDC —%
YELP —%
AMPY —%
HYI —%
STEL —%
SRV —%
VAL —%
NOMD —%
KMPR —%
View SEC EDGAR Filings for Steward Partners Investment Advisory, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms