— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Steward Partners Investment Advisory, LLC

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

Q4 2025 · Filed 2026-02-12
Market Value
$18.1B
+4.2%
Holdings
4,236
+67
New Purchases
218
Added To
1,536
Closed
198
Reduced
1,321
Top 10 Concentration
23.8%
Turnover
9.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEMG 1.22% 0.74% +0.48% $221M
GOOGL 2.46% 2.04% +0.42% $445M
PJAN 0.42% 0.03% +0.39% $76M
GOOG 0.93% 0.74% +0.19% $168M
PNOV 0.16% 0.00% +0.16% $30M
SPHY 0.14% 0.00% +0.14% $25M
LLY 0.47% 0.33% +0.14% $85M
XLV 0.22% 0.08% +0.13% $39M
SPY 1.33% 1.20% +0.12% $240M
AAPL 3.34% 3.22% +0.12% $606M
AMZN 2.27% 2.17% +0.10% $411M
QTUM 0.10% 0.01% +0.09% $17M
AGG 2.19% 2.12% +0.08% $398M
DYNF 0.24% 0.17% +0.07% $44M
AVAV 0.08% 0.01% +0.07% $15M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
POCT 0.00% 0.36% -0.36% $338K
NVDA 3.05% 3.34% -0.29% $553M
META 2.37% 2.63% -0.25% $430M
HD 0.42% 0.62% -0.19% $77M
SHY 0.67% 0.85% -0.17% $122M
IVW 0.91% 1.09% -0.17% $165M
WIX 0.00% 0.15% -0.15% $27K
ORCL 0.27% 0.39% -0.12% $49M
IWF 0.82% 0.93% -0.11% $149M
PANW 0.42% 0.52% -0.11% $75M
UBER 0.49% 0.60% -0.11% $89M
BABA 0.28% 0.38% -0.10% $50M
SPHQ 0.02% 0.12% -0.10% $3M
GXC 0.04% 0.13% -0.09% $7M
SCHD 0.24% 0.32% -0.08% $43M

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 $7.5B 41.2%
Large Cap 1,030 $7.9B 43.6%
Mid Cap 1,157 $1.4B 7.8%
Small Cap 1,261 $1.1B 6.2%
Micro Cap 706 $207M 1.1%

Portfolio Analytics

Avg Market Cap
$26.9B
Median Market Cap
$2.5B
Avg P/E
32.3
Median P/E
20.3
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
2,383
# ETFs / Funds
1,854

Top Holdings (4,236 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 3.34% 2,228,272 $606M $271.86 $46M +28,887 +1.3%
2 NVDA 3.05% 2,963,950 $553M $186.50 -$28M -149,185 -4.8%
3 GOOGL 2.46% 1,421,757 $445M $313.00 $90M -37,310 -2.6%
4 MSFT 2.41% 902,824 $437M $483.62 $11M +81,783 +10.0%
5 META 2.37% 651,123 $430M $660.09 -$27M +29,673 +4.8%
6 IVV 2.35% 622,585 $426M $684.94 $12M +2,984 +0.5%
7 AMZN 2.27% 1,779,832 $411M $230.82 $34M +61,627 +3.6%
8 AGG 2.19% 3,981,548 $398M $99.88 $30M +312,694 +8.5%
9 VOO 1.69% 489,170 $307M $627.13 $20M +20,584 +4.4%
10 JPM 1.65% 930,086 $300M $322.22 $6M -253 -0.0%
11 IEFA 1.40% 2,835,231 $254M $89.46 $6M -4,403 -0.2%
12 SPY 1.33% 352,182 $240M $681.92 $31M +38,546 +12.3%
13 GLD 1.29% 590,889 $234M $396.31 $13M -32,705 -5.2%
14 IEMG 1.22% 3,285,434 $221M $67.22 $93M +1,345,599 +69.4%
15 IJH 1.12% 3,079,521 $203M $66.00 $14M +174,722 +6.0%
16 QQQ 1.08% 319,166 $196M $614.31 $11M +11,565 +3.8%
17 AVGO 1.07% 558,637 $193M $346.10 $15M +18,761 +3.5%
18 IJR 1.05% 1,587,359 $191M $120.18 $9M +55,333 +3.6%
19 GOOG 0.93% 535,855 $168M $313.80 $40M +10,306 +2.0%
20 IVW 0.91% 1,340,737 $165M $123.26 -$23M -222,025 -14.2%
21 V 0.89% 457,492 $160M $350.71 $8M +10,040 +2.2%
22 IWF 0.82% 314,465 $149M $473.30 -$13M -30,810 -8.9%
23 BRK-B 0.75% 271,852 $137M $502.65 $16M +31,587 +13.2%
24 SHY 0.67% 1,472,724 $122M $82.82 -$25M -302,463 -17.0%
25 COST 0.66% 139,252 $120M $862.34 -$3M +6,623 +5.0%
26 JNJ 0.62% 543,598 $112M $206.95 $12M +4,121 +0.8%
27 VUG 0.61% 227,342 $111M $487.86 $2M +829 +0.4%
28 WMT 0.58% 950,921 $106M $111.41 $10M +19,697 +2.1%
29 VIG 0.57% 471,538 $104M $219.78 $6M +18,745 +4.1%
30 IGM 0.56% 784,414 $101M $129.16 -$5M -58,338 -6.9%
31 DGRW 0.54% 1,084,638 $97M $89.43 -$566K -12,097 -1.1%
32 ABBV 0.51% 405,076 $93M $228.49 $10M +49,878 +14.0%
33 UBER 0.49% 1,088,488 $89M $81.71 -$15M +30,716 +2.9%
34 TSLA 0.48% 192,381 $87M $449.72 $3M +4,811 +2.6%
35 SYK 0.47% 243,233 $85M $351.47 $701K +13,870 +6.0%
36 LLY 0.47% 78,879 $85M $1,074.69 $27M +3,417 +4.5%
37 FLQL 0.45% 1,166,393 $81M $69.33 $8M +99,657 +9.3%
38 VTV 0.44% 416,342 $80M $190.99 $4M +9,069 +2.2%
39 EMB 0.43% 802,225 $77M $96.28 $6M +57,109 +7.7%
40 HD 0.42% 222,869 $77M $344.10 -$30M -41,078 -15.6%
41 PJAN 0.42% 1,623,085 $76M $47.02 $71M +1,501,558 +1235.6%
42 PANW 0.42% 409,391 $75M $184.20 -$15M -36,645 -8.2%
43 CVX 0.42% 494,482 $75M $152.41 $2M +21,295 +4.5%
44 MCD 0.41% 242,317 $74M $305.63 $4M +11,432 +5.0%
45 VYM 0.38% 480,281 $69M $143.52 $2M +5,156 +1.1%
46 IWD 0.36% 309,939 $65M $210.34 $3M +2,706 +0.9%
47 VTI 0.36% 194,223 $65M $335.27 $2M +784 +0.4%
48 XOM 0.36% 539,575 $65M $120.34 $4M -2,169 -0.4%
49 USMV 0.35% 666,308 $63M $94.16 -$4M -38,272 -5.4%
50 IAU 0.33% 732,603 $59M $81.17 $8M +26,429 +3.7%
51 CAT 0.33% 103,773 $59M $572.87 $11M +2,775 +2.8%
52 VZ 0.32% 1,435,992 $58M $40.73 -$397K +96,175 +7.2%
53 VHT 0.32% 201,882 $58M $287.85 $10M +14,802 +7.9%
54 JEPI 0.32% 1,009,369 $58M $57.24 $2M +25,300 +2.6%
55 QUAL 0.32% 288,830 $57M $198.62 -$5M -30,184 -9.5%
56 CRWD 0.31% 120,029 $56M $468.76 -$4M -2,076 -1.7%
57 FLOT 0.31% 1,105,485 $56M $50.86 $7M +149,189 +15.6%
58 VNQ 0.30% 620,337 $55M $88.49 $6M +80,594 +14.9%
59 PLTR 0.30% 308,604 $55M $177.75 -$2M -4,769 -1.5%
60 NFLX 0.30% 577,314 $54M $93.76 -$7M +526,215 +1029.8%
61 IYF 0.30% 418,874 $54M $128.93 $14M +101,848 +32.1%
62 VEA 0.29% 854,504 $53M $62.47 $4M +29,803 +3.6%
63 XLK 0.29% 361,790 $52M $143.97 -$10M +142,894 +65.3%
64 OEF 0.28% 150,279 $52M $342.97 $1M -1,007 -0.7%
65 PFF 0.28% 1,645,716 $51M $30.96 $4M +146,338 +9.8%
66 IWR 0.28% 528,873 $51M $96.27 $4M +42,896 +8.8%
67 VO 0.28% 175,079 $51M $290.22 -$2M -6,080 -3.4%
68 XLE 0.28% 1,132,716 $51M $44.71 $2M +587,529 +107.8%
69 BABA 0.28% 343,098 $50M $146.58 -$16M -28,885 -7.8%
70 BTC 0.28% 1,297,393 $50M $38.73 -$4M +220,174 +20.4%
71 ORCL 0.27% 252,911 $49M $194.91 -$18M +13,440 +5.6%
72 BIL 0.26% 518,021 $47M $91.38 $11M +126,136 +32.2%
73 RSP 0.26% 245,890 $47M $191.56 $2M +10,752 +4.6%
74 DGRO 0.26% 667,857 $46M $69.42 $2M +9,943 +1.5%
75 GSLC 0.25% 347,021 $46M $132.37 -$175K -6,909 -1.9%
76 MA 0.25% 80,407 $46M $570.88 $1M +1,571 +2.0%
77 IBM 0.25% 150,779 $45M $296.21 $857K -4,469 -2.9%
78 DIS 0.25% 390,875 $44M $113.77 $8M +70,856 +22.1%
79 DYNF 0.24% 729,993 $44M $60.81 $14M +221,477 +43.5%
80 CSCO 0.24% 576,089 $44M $77.03 $6M +8,999 +1.6%
81 IDU 0.24% 404,651 $44M $108.36 $2M +23,361 +6.1%
82 GEV 0.24% 66,687 $44M $653.57 $5M +3,667 +5.8%
83 SCHD 0.24% 1,561,148 $43M $27.43 -$13M -474,533 -23.3%
84 VGT 0.23% 55,993 $42M $753.78 -$3M -4,165 -6.9%
85 BAC 0.23% 765,057 $42M $55.00 $2M -8,445 -1.1%
86 SGOV 0.23% 417,402 $42M $100.38 $4M +40,394 +10.7%
87 USFR 0.23% 830,825 $42M $50.32 $2M +40,880 +5.2%
88 CRM 0.22% 153,790 $41M $264.91 $6M +8,009 +5.5%
89 PG 0.22% 281,131 $40M $143.31 -$772K +13,897 +5.2%
90 GS 0.22% 45,651 $40M $878.99 $8M +4,870 +11.9%
91 XLV 0.22% 253,314 $39M $154.80 $25M +151,561 +148.9%
92 FSLR 0.21% 148,256 $39M $261.23 $7M +4,425 +3.1%
93 ETN 0.21% 117,302 $37M $318.51 -$7M -1,618 -1.4%
94 RDVY 0.21% 535,903 $37M $69.47 -$212K -20,763 -3.7%
95 COWZ 0.20% 605,659 $36M $60.17 -$4M -100,040 -14.2%
96 DIVB 0.20% 683,830 $36M $53.15 $1M +11,997 +1.8%
97 IYK 0.20% 538,120 $36M $66.92 $3M +52,463 +10.8%
98 HDV 0.20% 296,114 $36M $121.61 $226K +3,876 +1.3%
99 TJX 0.20% 234,288 $36M $153.61 $5M +18,408 +8.5%
100 JEPQ 0.20% 612,639 $36M $58.12 $2M +23,932 +4.1%

New Positions

SymbolValue% Port
AKRE $10M 0.06%
QWLD $7M 0.04%
ALLW $6M 0.03%
MYE $3M 0.02%
OMDA $2M 0.01%
TOTB.DE $1M 0.01%
SETM $1M 0.01%
PRCT $1M 0.01%
FLUD $999K 0.01%
Q $846K —%
SOFR $832K —%
CSPF $825K —%
FIBR $716K —%
SOLS $610K —%
BITW $570K —%

Sold Out Positions

SymbolValue% Port
RSI —%
CDE —%
CODI —%
ALG —%
USPH —%
KW —%
BC —%
RMAX —%
SSTK —%
MMI —%
LPG —%
AGM —%
INVX —%
FVRR —%
AESI —%
View SEC EDGAR Filings for Steward Partners Investment Advisory, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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