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Portfolio (Quarterly) Guide ↗

Steward Partners Investment Advisory, LLC

· CIK 0001723397
13F Portfolio $19.6B AUM 4,416 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 326 New 1778 Added 1092 Reduced 217 Exited
Page 2 of 55  ·  1,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SDY SPDR SERIES TRUST 216,208.0 $31.6M 0.16% -4K -1.8% $145.94 +0.1%
22 OEF ISHARES TR 96,188.0 $30.6M 0.16% -54K -36.0% $318.07 +16.1%
23 TLH ISHARES TR 285,588.0 $28.8M 0.15% -22K -7.3% $100.72 -2.9%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 193,429.0 $28.3M 0.14% -115K -37.3% $146.28 -8.6%
25 AMGN AMGEN INC Healthcare 76,905.0 $27.1M 0.14% -5K -5.8% $351.85 -7.3%
26 BAC BANK AMERICA CORP Financial Services 547,716.0 $26.7M 0.14% -217K -28.4% $48.75 +2.1%
27 UNH UNITEDHEALTH GROUP INC Healthcare 95,962.0 $26.0M 0.13% -8K -7.9% $270.59 +47.5%
28 VB VANGUARD INDEX FDS 94,388.0 $24.7M 0.13% -4K -4.4% $261.92 +7.6%
29 SPHY SPDR SERIES TRUST 1,000,577.0 $23.3M 0.12% -70K -6.5% $23.32 -0.1%
30 AAOI APPLIED OPTOELECTRONICS INC Technology 271,989.0 $23.0M 0.12% -94K -25.8% $84.59 +125.0%
31 MU MICRON TECHNOLOGY INC Technology 64,498.0 $21.8M 0.11% -3K -4.1% $337.84 +129.7%
32 IVE ISHARES TR 101,291.0 $21.4M 0.11% -45K -30.8% $211.15 +5.8%
33 MDT MEDTRONIC PLC Healthcare 244,319.0 $21.2M 0.11% -9K -3.5% $86.65 -11.2%
34 CMF ISHARES TR 358,790.0 $20.4M 0.10% -3K -0.7% $56.86 -0.1%
35 ASML ASML HLDG NV Technology 14,261.0 $18.8M 0.10% -312.0 -2.1% $1320.80 +13.7%
36 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,375.0 $18.4M 0.09% -64.0 -1.4% $4210.36 -96.3%
37 XLV SELECT SECTOR SPDR TR 125,494.0 $18.4M 0.09% -128K -50.5% $146.61 -1.0%
38 LOW LOWES COS INC Consumer Cyclical 76,053.0 $18.0M 0.09% -1K -1.5% $236.28 -5.4%
39 IWS ISHARES TR 120,612.0 $17.6M 0.09% -737.0 -0.6% $145.74 +6.6%
40 TMUS T-MOBILE US INC Communication Services 79,711.0 $16.7M 0.09% -7K -8.3% $210.03 -10.4%
Page 2 of 55  ·  1,092 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.9%
Financial Services 20.2%
Communication Services 12.0%
Consumer Cyclical 9.4%
Healthcare 7.8%
Industrials 7.5%
Energy 5.2%
Consumer Defensive 4.9%
Utilities 2.7%
Basic Materials 1.2%