Steward Partners Investment Advisory, LLC

FundStamford · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$19.6B

Reported value of US stock holdings on Jun 30, the filing's own figure

4,656 positions · filed Aug 13, 44 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 13 · against the report before it

New positions

520, biggest 4

SPCX SPACE EXPLORATION TECHN CORP 185K shares0.2% of this fund's holdings

SEDG SOLAREDGE TECHNOLOGIES INC 213K sharesunder 0.1% of this fund's holdings

HON HONEYWELL INTL INC 40,083 sharesunder 0.1% of this fund's holdings

HONA HONEYWELL AEROSPACE INC 38,910 sharesunder 0.1% of this fund's holdings

Sold out

280, biggest 4

CTRA COTERRA ENERGY INC All 50,240 shares

ABFL ABACUS FCF ETF TR All 8,515 shares

XBMNX BLACKROCK 2037 MUNICIPAL TAR All 20,486 shares

SN SHARKNINJA INC All 4,927 shares

Added to

1,610, biggest 4

VOO VANGUARD INDEX FDS +27,148 shares+6%

AVGO BROADCOM INC +82,096 shares+11%

LLY ELI LILLY & CO +24,622 shares+27%

AMD ADVANCED MICRO DEVICES INC +30,677 shares+16%

Trimmed

1,198, biggest 4

AAPL APPLE INC −184K shares−7%

NVDA NVIDIA CORPORATION −756K shares−20%

IVV ISHARES TR −154K shares−22%

GOOGL ALPHABET INC −418K shares−27%

Top holdings

Reference, not news

Top holdings · 4,656 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 AAPL APPLE INC 2.3M 3.4% −7%

2 NVDA NVIDIA CORPORATION 3.0M 3.1% −20%

3 IVV ISHARES TR 549K 2.1% −22%

4 GOOGL ALPHABET INC 1.1M 2.1% −27%

5 AMZN AMAZON COM INC 1.6M 1.9% −22%

6 MSFT MICROSOFT CORP 1.0M 1.9% −6%

7 VOO VANGUARD INDEX FDS 475K 1.7% +6%

8 AVGO BROADCOM INC 812K 1.6% +11%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.