Institutional manager
Steward Partners Investment Advisory, LLC
Holds positions in 510 of the S&P 500, worth $9.04bn as reported for the quarter ended 31-mar-2026.
Positions held510of 488 index companies covered
Reported value$9.04bnS&P 500 positions only
Top ten weight44%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 510 held. The rest are smaller than every one of these.
NvidiaNVDA3.8m$663mInformation TechnologyApple Inc.AAPL2.5m$624mInformation TechnologyAlphabet Inc. (Class A)GOOGL2.2m$622mCommunication ServicesAmazonAMZN2.0m$418mConsumer DiscretionaryMicrosoftMSFT1.1m$395mInformation TechnologyMeta PlatformsMETA672,555$385mCommunication ServicesJPMorgan ChaseJPM996,961$293mFinancialsBroadcomAVGO729,521$226mInformation TechnologyVisa Inc.V533,180$161mFinancialsCostcoCOST161,140$161mConsumer StaplesJohnson & JohnsonJNJ629,201$154mHealth CareBerkshire HathawayBRK.B284,666$143mFinancialsWalmartWMT1.1m$138mConsumer StaplesChevron CorporationCVX517,057$107mEnergyStryker CorporationSYK316,245$104mHealth CareExxonMobilXOM575,463$98mEnergyAbbVieABBV436,916$95mHealth CareMcDonald'sMCD283,542$88mConsumer DiscretionaryLilly (Eli)LLY91,946$85mHealth CareHome Depot (The)HD256,040$84mConsumer DiscretionaryUberUBER1.2m$83mIndustrialsTesla, Inc.TSLA216,798$81mConsumer DiscretionaryVerizonVZ1.5m$74mCommunication ServicesPalo Alto NetworksPANW425,478$68mInformation TechnologyCaterpillar Inc.CAT96,200$68mIndustrialsGE VernovaGEV77,056$67mIndustrialsCrowdStrikeCRWD165,254$65mInformation TechnologyEaton CorporationETN165,592$59mIndustrialsNetflixNFLX527,862$51mCommunication ServicesCiscoCSCO628,369$49mInformation TechnologyMarathon PetroleumMPC198,565$48mEnergyAnalog DevicesADI146,395$47mInformation TechnologyNextEra EnergyNEE476,271$44mUtilitiesProcter & GamblePG298,971$43mConsumer StaplesChubb LimitedCB129,303$42mFinancialsApplied MaterialsAMAT123,139$42mInformation TechnologyGoldman SachsGS48,326$41mFinancialsTJX CompaniesTJX254,777$41mConsumer DiscretionaryWalt Disney Company (The)DIS418,085$40mCommunication ServicesRTX CorporationRTX208,779$40mIndustrialsAdvanced Micro DevicesAMD196,129$40mInformation TechnologyMotorola SolutionsMSI87,171$38mInformation TechnologyMastercardMA74,416$37mFinancialsTrane TechnologiesTT88,859$37mIndustrialsMerck & Co.MRK305,398$37mHealth CareTaiwan Semiconductor ManufacturingTSM106,356$36mSalesforceCRM191,446$36mInformation TechnologyOracle CorporationORCL241,434$36mInformation TechnologyLockheed MartinLMT56,955$34mIndustrialsCoca-Cola Company (The)KO436,821$33mConsumer StaplesAT&TT1.1m$33mCommunication ServicesAmerican ExpressAXP108,780$33mFinancialsIBMIBM132,242$32mInformation TechnologyUnion Pacific CorporationUNP122,470$30mIndustrialsVertivVRT116,922$29mIndustrialsFirst SolarFSLR148,362$29mInformation TechnologyGE AerospaceGE102,753$29mIndustrialsPalantir TechnologiesPLTR193,429$28mInformation TechnologyAllstateALL131,770$27mFinancialsAmgenAMGN76,905$27mHealth Care
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.