• 13F History

Steward Partners Investment Advisory, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$11.3B
Signature - Title
Rob Guldner - CHIEF COMPLIANCE OFFICER
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Steward Partners Investment Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Steward Partners Investment Advisory, LLC reported 3966 stock holdings with total value $11.3B as of Q4 2024. Top holdings included AAPL, MSFT, NVDA, AMZN, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 3,966 $11.3B +$828M -$361M +$467M AAPL, MSFT, NVDA, AMZN, VOO 13F-HR 2/6/2025, 10:07 AM
Q3 2024 3,742 $10.8B +$1.27B -$377M +$892M AAPL, MSFT, NVDA, VOO, AMZN 13F-HR 11/14/2024, 11:24 AM
Q2 2024 3,607 $9.49B +$748M -$275M +$472M AAPL, MSFT, NVDA, AMZN, IVV 13F-HR 8/8/2024, 09:20 AM
Q1 2024 3,531 $9.07B +$1.53B -$320M +$1.21B AAPL, MSFT, NVDA, AMZN, IVV 13F-HR 5/15/2024, 01:36 PM
Q4 2023 3,481 $7.39B +$660M -$398M +$263M AAPL, MSFT, IVV, AMZN, GOOGL 13F-HR 2/12/2024, 12:34 PM
Q3 2023 3,501 $6.5B +$414M -$332M +$82.6M AAPL, MSFT, IVV, AMZN, GOOGL 13F-HR 11/13/2023, 02:48 PM
Q2 2023 3,453 $6.67B +$401M -$305M +$95.4M AAPL, MSFT, IVV, AMZN, GOOGL 13F-HR 8/14/2023, 11:48 AM
Q1 2023 3,303 $6.25B +$505M -$370M +$135M AAPL, MSFT, IVV, AMZN, VOO 13F-HR 5/15/2023, 11:45 AM
Q4 2022 3,351 $5.88B +$501M -$325M +$177M AAPL, MSFT, IVV, VOO, AMZN 13F-HR 2/15/2023, 12:52 PM
Q3 2022 3,114 $5.34B +$546M -$248M +$299M AAPL, MSFT, AMZN, IVV, GOOGL 13F-HR 11/10/2022, 09:27 AM
Q2 2022 3,105 $5.44B +$439M -$374M +$65.1M AAPL, MSFT, AMZN, GOOGL, IVV 13F-HR 8/4/2022, 02:14 PM
Q1 2022 3,172 $6.45B +$603M -$351M +$252M AAPL, MSFT, AMZN, GOOGL, IVV 13F-HR 5/2/2022, 11:09 AM
Q4 2021 3,100 $6.57B +$543M -$199M +$344M AAPL, MSFT, AMZN, GOOGL, IVV 13F-HR 2/8/2022, 11:48 AM
Q3 2021 3,118 $5.82B +$445M -$455M -$10.4M AAPL, MSFT, AMZN, GOOGL, IVV 13F-HR 11/12/2021, 09:16 AM
Q2 2021 7,034 $5.91B +$601M -$759M -$157M AAPL, MSFT, AMZN, IVV, GOOGL 13F-HR 8/13/2021, 04:09 PM
Q1 2021 3,407 $5.69B $0 $0 AAPL, AMZN, MSFT, IVV, IJR New Holdings 5/17/2021, 02:32 PM
Q1 2021 3,407 $5.69B +$1.05B -$197M +$850M AAPL, AMZN, MSFT, IVV, IJR 13F-HR 5/14/2021, 04:17 PM
Q4 2020 2,780 $4.62B +$434M -$135M +$299M AAPL, AMZN, MSFT, IVV, IJR 13F-HR 2/10/2021, 04:59 PM
Q3 2020 2,640 $3.96B +$496M -$150M +$345M AAPL, AMZN, MSFT, IVV, USMV 13F-HR 10/30/2020, 09:10 AM
Q2 2020 2,563 $3.51B +$431M -$127M +$304M AAPL, AMZN, MSFT, IVV, IWF 13F-HR 8/6/2020, 04:42 PM
Q1 2020 2,331 $2.73B +$252M -$243M +$8.25M AAPL, AMZN, MSFT, IVV, USMV 13F-HR 4/29/2020, 04:52 PM
Q4 2019 2,458 $3.38B +$303M -$81.1M +$222M AAPL, MSFT, AMZN, PTLC, IVV 13F-HR 1/17/2020, 12:08 PM
Q3 2019 2,468 $2.97B +$310M -$75.6M +$234M AAPL, AMZN, PTLC, MSFT, IVV 13F-HR 10/30/2019, 05:22 PM
Q2 2019 2,461 $2.72B +$400M -$96.2M +$304M AAPL, AMZN, MSFT, PTLC, IVV 13F-HR 7/25/2019, 04:38 PM
Q1 2019 794 $2.36B +$242M -$124M +$118M AAPL, AMZN, MSFT, IWF, GIS 13F-HR 4/30/2019, 12:28 PM
Q4 2018 772 $2.05B +$493M -$145M +$349M AAPL, AMZN, MSFT, IWF, IVV 13F-HR 1/15/2019, 03:32 PM
Q3 2018 2,495 $2.1B +$421M -$88.5M +$332M AAPL, SPY, AMZN, MSFT, IWF 13F-HR 10/23/2018, 10:28 AM
Q2 2018 2,346 $1.67B +$296M -$64.8M +$232M AAPL, SPY, AMZN, MSFT, IWF 13F-HR 7/20/2018, 04:12 PM
Q1 2018 2,069 $1.46B +$241M -$67.9M +$173M SPY, AAPL, AMZN, IWF, EEM 13F-HR 4/20/2018, 10:18 AM
Q4 2017 1,738 $1.31B +$298M -$19M +$279M SPY, AAPL, META, AMZN, IWF 13F-HR 1/19/2018, 12:32 PM
Q3 2017 1,542 $982M +$102M -$38.1M +$63.4M SPY, AAPL, META, AMZN, IWF 13F-HR 11/22/2017, 08:34 AM
Q2 2017 1,471 $890M +$257M -$43.6M +$214M SPY, AAPL, AMZN, META, IWF 13F-HR 11/22/2017, 01:54 PM
Q1 2017 1,368 $661M +$442M -$7.21M +$435M SPY, AAPL, AMZN, IWF, META 13F-HR 11/22/2017, 02:32 PM
Q4 2016 771 $218M IWF, AAPL, XOM, VBK, VBR 13F-HR 11/22/2017, 03:02 PM