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Steward Partners Investment Solutions

Latest statistics and disclosures from Steward Partners Investment Solutions's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0000012532

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Portfolio Holdings for Steward Partners Investment Solutions

Steward Partners Investment Solutions holds 257 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Microsoft Corp Comstock (MSFT)	9.2	$55M	130k	420.72	View chart
Apple Comstock (AAPL)	8.1	$48M	281k	171.48	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)	4.3	$26M	54k	480.70	View chart
Fidelity Comwlth Tr Nasdaq Composite Index Etf Exchange Traded Fund (ONEQ)	3.2	$19M	294k	64.40	View chart
Nvidia Corp Common Stock (NVDA)	2.5	$15M	17k	903.56	View chart
Amazon Common Stock (AMZN)	2.4	$14M	80k	180.38	View chart
Wisdomtree Tr Japan Hedged Equity Exchange Traded Fund (DXJ)	2.4	$14M	132k	108.50	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	2.2	$13M	87k	152.26	View chart
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)	2.0	$12M	23k	523.07	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)	1.8	$11M	25k	444.01	View chart
Jpmorgan Chase & Co Comstock (JPM)	1.7	$10M	51k	200.30	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	1.7	$10M	24k	420.52	View chart
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)	1.6	$9.7M	53k	182.61	View chart
Uber Technologies Common Stock (UBER)	1.6	$9.3M	121k	76.99	View chart
Select Sector Spdr Tr Financial Exchange Traded Fund (XLF)	1.5	$8.7M	208k	42.12	View chart
Visa Inc Com Cl A Comstock (V)	1.4	$8.4M	30k	279.08	View chart
Select Sector Spdr Tr Communication Svcs Select Sector Spdr Exchange Traded Fund (XLC)	1.4	$8.3M	102k	81.66	View chart
Unitedhealth Group Common Stock (UNH)	1.3	$7.9M	16k	494.69	View chart
Ishares Tr Msci Usa Minimum Volatility Factor Etf Exchange Traded Fund (USMV)	1.2	$7.0M	83k	83.58	View chart
Select Sector Spdr Tr Energy Exchange Traded Fund (XLE)	1.1	$6.7M	71k	94.41	View chart
Johnson & Johnson Comstock (JNJ)	1.1	$6.4M	40k	158.19	View chart
Advanced Micro Devices Common Stock (AMD)	1.1	$6.4M	35k	180.49	View chart
Select Sector Spdr Tr Indl Exchange Traded Fund (XLI)	1.0	$5.9M	47k	125.96	View chart
T-mobile Us Common Stock (TMUS)	1.0	$5.7M	35k	163.22	View chart
Broadcom Comstock (AVGO)	0.9	$5.3M	4.0k	1325.41	View chart
Intuit Common Stock (INTU)	0.9	$5.3M	8.2k	650.00	View chart
Ares Mgmt Corp Com Cl A Common Stock (ARES)	0.8	$4.7M	35k	132.98	View chart
American Express Common Stock (AXP)	0.8	$4.7M	21k	227.69	View chart
Procter & Gamble Comstock (PG)	0.8	$4.7M	29k	162.25	View chart
Molina Healthcare Common Stock (MOH)	0.7	$4.2M	10k	410.83	View chart
Verisign Common Stock (VRSN)	0.7	$4.1M	22k	189.51	View chart
Vanguard Whitehall Fds High Dividend Yield Etf Exchange Traded Fund (VYM)	0.7	$4.1M	34k	120.99	View chart
Mondelez Intl Inc Cl Comstock (MDLZ)	0.7	$4.0M	57k	70.00	View chart
Home Depot Comstock (HD)	0.6	$3.7M	9.8k	383.61	View chart
Vanguard Index Fds Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.6	$3.7M	15k	249.86	View chart
Southern Common Stock (SO)	0.6	$3.7M	51k	71.74	View chart
Alphabet Inc Cl A Common Stock (GOOGL)	0.6	$3.7M	24k	150.93	View chart
Vanguard World Fds Vanguard Information Technology Etf Exchange Traded Fund (VGT)	0.6	$3.6M	6.9k	524.34	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.6	$3.6M	18k	205.72	View chart
Abbvie Common Stock (ABBV)	0.6	$3.6M	20k	182.10	View chart
Booking Hldgs Common Stock (BKNG)	0.6	$3.5M	962.00	3627.88	View chart
Ishares Tr Ishares 0-3 Mnth Treas Bd Etf Exchange Traded Fund (SGOV)	0.6	$3.4M	33k	100.71	View chart
Chevron Corp Comstock (CVX)	0.5	$3.2M	21k	157.75	View chart
Coca Cola Comstock (KO)	0.5	$3.2M	53k	61.18	View chart
Vanguard Scottsdale Fds Vanguard Intermediate-term Corporate Bond Index Etf Exchange Traded Fund (VCIT)	0.5	$3.0M	38k	80.51	View chart
D R Horton Common Stock (DHI)	0.5	$3.0M	18k	164.55	View chart
Costco Wholesale Corp Common Stock (COST)	0.5	$3.0M	4.1k	732.59	View chart
Cisco Sys Common Stock (CSCO)	0.5	$2.9M	59k	49.91	View chart
Select Sector Spdr Tr Health Care Exchange Traded Fund (XLV)	0.5	$2.9M	20k	147.73	View chart
Mcdonalds Corp Common Stock (MCD)	0.5	$2.9M	10k	281.96	View chart
Merck & Co Common Stock (MRK)	0.5	$2.8M	21k	131.95	View chart
Lilly Eli & Co Common Stock (LLY)	0.5	$2.8M	3.6k	777.89	View chart
Walmart Common Stock (WMT)	0.5	$2.8M	46k	60.17	View chart
Ishares Tr Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.5	$2.7M	45k	60.74	View chart
O Reilly Automotive Common Stock (ORLY)	0.5	$2.7M	2.4k	1128.88	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Exchange Traded Fund (VTI)	0.4	$2.6M	9.9k	259.90	View chart
Lowes Cos Comstock (LOW)	0.4	$2.4M	9.5k	254.73	View chart
Ishares Tr Natl Mun Bd Etf Exchange Traded Fund (MUB)	0.4	$2.4M	22k	107.60	View chart
Keysight Technologies Common Stock (KEYS)	0.4	$2.4M	15k	156.38	View chart
Honeywell Intl Common Stock (HON)	0.4	$2.3M	11k	205.25	View chart
Lockheed Martin Corp Common Stock (LMT)	0.4	$2.2M	4.9k	454.85	View chart
Bigcommerce Hldgs Inc Com Ser 1 Common Stock (BIGC)	0.4	$2.2M	317k	6.89	View chart
Valero Energy Corp Common Stock (VLO)	0.4	$2.2M	13k	170.69	View chart
First Tr Exchange-traded Fd Vi Rising Divid Achievers Etf Exchange Traded Fund (RDVY)	0.4	$2.2M	38k	56.17	View chart
Mastercard Inc Cl A Common Stock (MA)	0.4	$2.1M	4.4k	481.57	View chart
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Exchange Traded Fund (VTEB)	0.3	$2.0M	41k	50.60	View chart
Vanguard Index Fds Vanguard Value Etf Exchange Traded Fund (VTV)	0.3	$1.9M	12k	162.86	View chart
Goldman Sachs Group Common Stock (GS)	0.3	$1.9M	4.5k	417.69	View chart
Amgen Comstock (AMGN)	0.3	$1.9M	6.6k	284.32	View chart
Pitney Bowes Common Stock (PBI)	0.3	$1.8M	425k	4.33	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.3	$1.8M	3.7k	485.58	View chart
Exxon Mobil Corp Common Stock (XOM)	0.3	$1.8M	16k	116.24	View chart
Emerson Elec Common Stock (EMR)	0.3	$1.8M	16k	113.42	View chart
Nucor Corp Common Stock (NUE)	0.3	$1.8M	8.9k	197.90	View chart
Abbott Labs Common Stock (ABT)	0.3	$1.8M	16k	113.66	View chart
Pfizer Comstock (PFE)	0.3	$1.7M	61k	27.75	View chart
Tesla Common Stock (TSLA)	0.3	$1.7M	9.5k	175.79	View chart
Ishares Tr 7-10 Yr Treas Bd Etf Exchange Traded Fund (IEF)	0.3	$1.7M	18k	94.66	View chart
Phillips 66 Common Stock (PSX)	0.3	$1.7M	10k	163.34	View chart
Invesco Exchange-traded Fd Tr S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.3	$1.6M	9.7k	169.37	View chart
Vanguard Index Fds Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.3	$1.6M	6.9k	228.59	View chart
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)	0.3	$1.5M	21k	74.22	View chart
Vanguard Scottsdale Fds Vanguard Inter-term Treas Index Exchange Traded Fund (VGIT)	0.2	$1.5M	25k	58.55	View chart
Union Pac Corp Common Stock (UNP)	0.2	$1.4M	5.8k	245.93	View chart
Bp Plc Spons Common Stock Adr (BP)	0.2	$1.4M	38k	37.68	View chart
Chubb Ltd Com Isin#ch0044328745 Common Stock (CB)	0.2	$1.4M	5.3k	259.13	View chart
Oracle Corp Common Stock (ORCL)	0.2	$1.3M	11k	125.60	View chart
Select Sector Spdr Tr Consumer Discretionary Exchange Traded Fund (XLY)	0.2	$1.3M	7.2k	183.89	View chart
Ishares Silver Tr Ishares Exchange Traded Fund (SLV)	0.2	$1.3M	58k	22.75	View chart
Linde Plc New Shs Isin#ie000s9ys762 Common Stock (LIN)	0.2	$1.2M	2.7k	464.32	View chart
Duke Energy Corp Comstock (DUK)	0.2	$1.2M	13k	96.71	View chart
First Tr Exchange-traded Fd Vi Dorsey Wright Focus 5 Etf Exchange Traded Fund (FV)	0.2	$1.2M	21k	57.23	View chart
Accenture Plc Ireland Shs Cl A Isin#ie00b4bnmy34 Common Stock (ACN)	0.2	$1.2M	3.5k	346.61	View chart
Ares Cap Corp Common Stock (ARCC)	0.2	$1.2M	56k	20.82	View chart
Microchip Technology Common Stock (MCHP)	0.2	$1.2M	13k	89.71	View chart
Select Sector Spdr Tr Technology Exchange Traded Fund (XLK)	0.2	$1.1M	5.5k	208.27	View chart
Blackrock Comstock (BLK)	0.2	$1.1M	1.3k	833.70	View chart
Cheniere Energy Common Stock (LNG)	0.2	$1.1M	6.9k	161.28	View chart
Salesforce Common Stock (CRM)	0.2	$1.1M	3.7k	301.18	View chart
Spdr Ser Tr S&p Divid Etf Exchange Traded Fund (SDY)	0.2	$1.1M	8.3k	131.23	View chart
Dicks Sporting Goods Inc Oc-com Common Stock (DKS)	0.2	$1.1M	4.8k	224.84	View chart
Texas Instrs Common Stock (TXN)	0.2	$1.0M	5.9k	174.21	View chart
Nike Inc Cl B Comstock (NKE)	0.2	$1.0M	11k	93.98	View chart
Darling Ingredients Common Stock (DAR)	0.2	$1.0M	22k	46.51	View chart
Ishares Tr Core S&p Small-cap Etf Exchange Traded Fund (IJR)	0.2	$976k	8.8k	110.52	View chart
Prologis Common Stock (PLD)	0.2	$971k	7.5k	130.22	View chart
Disney Walt Comstock (DIS)	0.2	$905k	7.4k	122.36	View chart
Iron Mtn Reit (IRM)	0.1	$885k	11k	80.21	View chart
Vaneck Etf Tr Semiconductor Etf Exchange Traded Fund (SMH)	0.1	$860k	3.8k	224.99	View chart
Vanguard Star Fds Vanguard Total Intl Stock Index Fd Etf Exchange Traded Fund (VXUS)	0.1	$844k	14k	60.30	View chart
Pepsico Common Stock (PEP)	0.1	$835k	4.8k	175.02	View chart
Comcast Corp New Cl Comstock (CMCSA)	0.1	$830k	19k	43.35	View chart
Vanguard World Fds Vanguard Indls Etf Exchange Traded Fund (VIS)	0.1	$800k	3.3k	244.15	View chart
Schwab Strategic Tr Us Large-cap Etf Exchange Traded Fund (SCHX)	0.1	$789k	13k	62.06	View chart
Intel Corp Common Stock (INTC)	0.1	$784k	18k	44.17	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$764k	1.3k	581.21	View chart
Ishares Tr Russell 1000 Etf Exchange Traded Fund (IWB)	0.1	$762k	2.6k	288.03	View chart
Ishares Tr Russell 3000 Etf Exchange Traded Fund (IWV)	0.1	$759k	2.5k	300.08	View chart
Tjx Cos Common Stock (TJX)	0.1	$719k	7.1k	101.42	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.1	$718k	4.4k	161.60	View chart
Kkr & Co Common Stock (KKR)	0.1	$699k	6.9k	100.58	View chart
Vanguard World Fds Vanguard Consumer Staples Etf Exchange Traded Fund (VDC)	0.1	$688k	3.4k	204.14	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Common Stock Adr (TSM)	0.1	$686k	5.0k	136.05	View chart
Stryker Corp Common Common Stock (SYK)	0.1	$683k	1.9k	357.87	View chart
J P Morgan Exchange-traded Fd Tr Equity Premium Income Etf Exchange Traded Fund (JEPI)	0.1	$681k	12k	57.86	View chart
Lennar Corp Cl A Common Stock (LEN)	0.1	$680k	4.0k	171.98	View chart
Spdr Dow Jones Indl Average Etf Tr Unit Ser 1 Exchange Traded Fund (DIA)	0.1	$676k	1.7k	397.76	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$673k	2.4k	284.13	View chart
Blackstone Common Stock (BX)	0.1	$670k	5.1k	131.37	View chart
Schwab Charles Corp Common Stock (SCHW)	0.1	$666k	9.2k	72.34	View chart
Nextera Energy Common Stock (NEE)	0.1	$647k	10k	63.91	View chart
Morgan Stanley Common Stock (MS)	0.1	$633k	6.7k	94.16	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.1	$625k	3.0k	205.98	View chart
Wisdomtree Tr India Earnings Exchange Traded Fund (EPI)	0.1	$600k	14k	43.56	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$598k	6.5k	91.39	View chart
Schlumberger Ltd Com Isin# An8068571086 Common Stock (SLB)	0.1	$592k	11k	54.81	View chart
M & T Bk Corp Common Stock (MTB)	0.1	$590k	4.1k	145.44	View chart
Caterpillar Ins Common Stock (CAT)	0.1	$590k	1.6k	366.44	View chart
Analog Devices Common Stock (ADI)	0.1	$573k	2.9k	197.79	View chart
At&t Comstock (T)	0.1	$564k	32k	17.60	View chart
Republic Svcs Common Stock (RSG)	0.1	$556k	2.9k	191.42	View chart
Trane Technologies Plc Shs Isin#ie00bk9zq967 Common Stock (TT)	0.1	$551k	1.8k	300.20	View chart
Bristol Myers Squibb Common Stock (BMY)	0.1	$548k	10k	54.23	View chart
First Tr Exchange-traded Fd Viii Tcw Opportunistic Fxd Exchange Traded Fund (FIXD)	0.1	$543k	12k	43.60	View chart
Progressive Corp Oh Common Stock (PGR)	0.1	$541k	2.6k	206.82	View chart
Ishares Gold Tr Ishares Exchange Traded Fund (IAU)	0.1	$539k	13k	42.01	View chart
First Tr Exchange-traded Fd Dow Jones Internet Index Exchange Traded Fund (FDN)	0.1	$539k	2.6k	205.09	View chart
Bank Amer Corp Common Stock (BAC)	0.1	$538k	14k	37.92	View chart
Netflix Common Stock (NFLX)	0.1	$531k	874.00	607.33	View chart
Qualcomm Common Stock (QCOM)	0.1	$526k	3.1k	169.29	View chart
Eaton Corporation Plc Shs Isin#ie00b8kqn827 Common Stock (ETN)	0.1	$523k	1.7k	312.68	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Exchange Traded Fund (VEA)	0.1	$523k	10k	50.17	View chart
United Parcel Svc Inc Cl B Common Stock (UPS)	0.1	$518k	3.5k	148.63	View chart
Motorola Solutions Common Stock (MSI)	0.1	$507k	1.4k	354.98	View chart
S&p Global Common Stock (SPGI)	0.1	$503k	1.2k	425.45	View chart
Norfolk Southn Corp Common Stock (NSC)	0.1	$502k	2.0k	254.87	View chart
Medtronic Plc Shs Isin#ie00btn1y115 Common Stock (MDT)	0.1	$495k	5.7k	87.15	View chart
Spdr Index Shs Fds S&p North American Natural Resources Etf Exchange Traded Fund (NANR)	0.1	$493k	9.0k	54.58	View chart
Adobe Sys Common Stock (ADBE)	0.1	$491k	973.00	504.60	View chart
Paychex Common Stock (PAYX)	0.1	$491k	4.0k	122.80	View chart
Spdr Ser Tr Bloomberg U S Conv Liquid Bd Index Exchange Traded Fund (CWB)	0.1	$483k	6.6k	73.04	View chart
Philip Morris Intl Common Stock (PM)	0.1	$481k	5.3k	91.62	View chart
Sitio Royalties Corp New Com Cl A Common Stock (STR)	0.1	$476k	19k	24.72	View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Exchange Traded Fund (VWO)	0.1	$464k	11k	41.77	View chart
Pembina Pipeline Corp Com Isin#ca7063271034 Common Stock (PBA)	0.1	$461k	13k	35.34	View chart
Verizon Communications Common Stock (VZ)	0.1	$455k	11k	41.96	View chart
Vaneck Etf Tr Amt Free Inter Mun Index Etf Exchange Traded Fund (ITM)	0.1	$448k	9.6k	46.51	View chart
Ishares Tr Intl Select Divid Etf Index Exchange Traded Fund (IDV)	0.1	$446k	16k	28.04	View chart
Diageo Plc Sponsored Adr New Isin#us25243q2057 Common Stock Adr (DEO)	0.1	$438k	2.9k	148.74	View chart
Kla Corp Common Stock (KLAC)	0.1	$434k	621.00	698.57	View chart
Elevance Health Common Stock (ELV)	0.1	$423k	815.00	518.54	View chart
Enterprise Prods Partners L P Com Unit Common Stock (EPD)	0.1	$422k	15k	29.18	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.1	$420k	23k	18.34	View chart
First Tr Exchange Traded Fd Iv Low Duration Opportunities Etf Exchange Traded Fund (LMBS)	0.1	$417k	8.7k	48.25	View chart
Fastenal Common Stock (FAST)	0.1	$412k	5.3k	77.14	View chart
Rtx Corp Common Stock (RTX)	0.1	$409k	4.2k	97.53	View chart
Ppl Corp Common Stock (PPL)	0.1	$406k	15k	27.53	View chart
Danaher Corp Common Stock (DHR)	0.1	$405k	1.6k	249.72	View chart
Invesco Exchange-traded Fd Tr Ii Natl Amt-free Mun Bd Etf Exchange Traded Fund (PZA)	0.1	$398k	17k	23.83	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$395k	1.6k	249.74	View chart
Ishares Inc Core Msci Emerging Mkts Etf Exchange Traded Fund (IEMG)	0.1	$392k	7.6k	51.60	View chart
Workday Inc Cl A Common Stock (WDAY)	0.1	$384k	1.4k	272.75	View chart
Shell Plc Sponsored Adr Repstg Ord Sh Isin#us7802593050 Common Stock Adr (SHEL)	0.1	$381k	5.7k	67.04	View chart
American Tower Corp Reit (AMT)	0.1	$380k	1.9k	197.59	View chart
Invesco Exchange-traded Fd Tr Ii Invesco Phlx Semiconductor Etf Exchange Traded Fund (SOXQ)	0.1	$380k	9.9k	38.59	View chart
Global X Fds Superdividend U S Etf Exchange Traded Fund (DIV)	0.1	$376k	22k	17.39	View chart
Sixth Str Specialty Lending Common Stock (TSLX)	0.1	$372k	17k	21.43	View chart
Dow Common Stock (DOW)	0.1	$364k	6.3k	57.93	View chart
General Elec Common Stock (GE)	0.1	$364k	2.1k	175.53	View chart
Target Corp Common Stock (TGT)	0.1	$363k	2.0k	177.21	View chart
Ishares Tr Select Divid Etf Exchange Traded Fund (DVY)	0.1	$360k	2.9k	123.18	View chart
International Business Machs Corp Common Stock (IBM)	0.1	$358k	1.9k	190.96	View chart
Anheuser Busch Inbev Sa Nv Sponsored Adr Isin#us03524a1088 Common Stock Adr (BUD)	0.1	$357k	5.9k	60.78	View chart
Goldman Sachs Etf Tr Tr Activebeta U S Large Cap Equity Etf Exchange Traded Fund (GSLC)	0.1	$354k	3.4k	103.79	View chart
Hartford Finl Svcs Group Common Stock (HIG)	0.1	$349k	3.4k	103.05	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$349k	795.00	438.44	View chart
General Dynamics Corp Common Stock (GD)	0.1	$333k	1.2k	282.49	View chart
United Rentals Common Stock (URI)	0.1	$331k	459.00	721.11	View chart
Air Prods & Chems Common Stock (APD)	0.1	$331k	1.4k	242.27	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$330k	827.00	399.09	View chart
First Tr Exchange-traded Fd Cap Strength Etf Exchange Traded Fund (FTCS)	0.1	$330k	3.9k	85.65	View chart
Altria Group Common Stock (MO)	0.1	$325k	7.4k	43.62	View chart
Novo Nordisk A.s. Adr Formerly Novo Industrie A.s. Adr Same Cusip Common Stock Adr (NVO)	0.1	$318k	2.5k	128.40	View chart
Asml Hldg N V N Y Registry Shs New 2012 Common Stock Adr (ASML)	0.1	$317k	327.00	970.47	View chart
Invesco Exchange-traded Fd Tr Divid Achievers Etf Exchange Traded Fund (PFM)	0.1	$316k	7.4k	42.57	View chart
Ishares Tr Biotechnology Etf Exchange Traded Fund (IBB)	0.1	$310k	2.3k	137.22	View chart
Applied Matls Common Stock (AMAT)	0.1	$310k	1.5k	206.23	View chart
Federal Rlty Invt Tr Common Stock (FRT)	0.1	$308k	3.0k	102.12	View chart
Sherwin-williams Common Stock (SHW)	0.0	$286k	822.00	347.33	View chart
Crown Castle Common Stock (CCI)	0.0	$285k	2.7k	105.83	View chart
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)	0.0	$281k	3.4k	81.78	View chart
Fidelity Natl Information Svcs Common Stock (FIS)	0.0	$279k	3.8k	74.18	View chart
Goldman Sachs Etf Tr Tr Access Treasury 0-1 Yr Etf Exchange Traded Fund (GBIL)	0.0	$275k	2.7k	100.89	View chart
Ishares Tr 20 Yr Treas Bd Etf Exchange Traded Fund (TLT)	0.0	$273k	2.9k	94.62	View chart
Energy Transfer L P Com Unit Ltd Partnership Common Stock (ET)	0.0	$271k	17k	15.73	View chart
Liberty Media Corp Del Com Liberty Formula One Ser C Common Stock (FWONK)	0.0	$271k	4.1k	65.60	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$262k	90.00	2906.77	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.0	$255k	2.2k	115.35	View chart
Ishares Tr Global Infrastructure Etf Index Exchange Traded Fund (IGF)	0.0	$253k	5.3k	47.62	View chart
Ishares Tr Msci Eafe Etf Exchange Traded Fund (EFA)	0.0	$251k	3.1k	79.86	View chart
Cincinnati Finl Corp Common Stock (CINF)	0.0	$251k	2.0k	124.17	View chart
Eog Res Common Stock (EOG)	0.0	$248k	1.9k	127.84	View chart
Super Micro Computer Common Stock (SMCI)	0.0	$246k	244.00	1010.03	View chart
Wells Fargo & Co Common Stock (WFC)	0.0	$245k	4.2k	57.96	View chart
Digital Rlty Tr Common Stock (DLR)	0.0	$237k	1.6k	144.04	View chart
Northrop Grumman Corp Common Stock (NOC)	0.0	$233k	486.00	478.66	View chart
Blackstone Secd Lending Mutual Fund Closed End (BXSL)	0.0	$231k	7.4k	31.15	View chart
Discover Finl Svcs Common Stock (DFS)	0.0	$229k	1.7k	131.09	View chart
Vanguard World Fds Vanguard Finls Etf Exchange Traded Fund (VFH)	0.0	$226k	2.2k	102.39	View chart
Diamondback Energy Common Stock (FANG)	0.0	$226k	1.1k	198.17	View chart
Servicenow Common Stock (NOW)	0.0	$226k	296.00	762.40	View chart
Airbnb Inc Cl A Common Stock (ABNB)	0.0	$225k	1.4k	164.96	View chart
Zoetis Common Stock (ZTS)	0.0	$225k	1.3k	169.21	View chart
First Tr Exchange Traded Fd Ii Nasdaq Clean Edge Smart Grid Infrastructure Mutfdetf (GRID)	0.0	$225k	2.0k	114.61	View chart
Pioneer Nat Res Common Stock (PXD)	0.0	$224k	852.00	262.50	View chart
Vaneck Etf Tr High Yield Mun Index Etf Exchange Traded Fund (HYD)	0.0	$221k	4.2k	52.26	View chart
Ishares Tr Russell 2000 Etf Exchange Traded Fund (IWM)	0.0	$221k	1.0k	210.30	View chart
Astrazeneca Plc Sponsored Adr Isin#us0463531089 Common Stock Adr (AZN)	0.0	$220k	3.2k	67.75	View chart
Litman Gregory Fds Tr Imgp Dbi Managed Future Strategy Etf Exchange Traded Fund (DBMF)	0.0	$215k	7.5k	28.68	View chart
Hess Corp Common Stock (HES)	0.0	$214k	1.4k	152.64	View chart
Boeing Common Stock (BA)	0.0	$213k	1.1k	192.99	View chart
Schwab Strategic Tr Us Broad Mkt Etf Exchange Traded Fund (SCHB)	0.0	$212k	3.5k	61.05	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$211k	2.6k	79.76	View chart
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)	0.0	$210k	400.00	525.73	View chart
First Tr Exchange-traded Fd Iii First Tr Long/short Equity Exchange Traded Fund (FTLS)	0.0	$208k	3.4k	61.66	View chart
Kimbell Rty Partners Lp Com Unit Ltd Partnership Int Common Stock (KRP)	0.0	$206k	13k	15.52	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$205k	491.00	418.01	View chart
Blackrock Cap Allocation Term Tr Mutual Fund Closed End (BCAT)	0.0	$205k	12k	16.66	View chart
Vanguard World Fds Vanguard Matls Etf Exchange Traded Fund (VAW)	0.0	$202k	989.00	204.43	View chart
American Elec Pwr Common Stock (AEP)	0.0	$201k	2.3k	86.10	View chart
Blue Owl Cap Corp Common Stock (OBDC)	0.0	$188k	12k	15.38	View chart
Warner Bros Comstock (WBD)	0.0	$150k	17k	8.73	View chart
Siga Technologies Common Stock (SIGA)	0.0	$89k	10k	8.56	View chart
Ginkgo Bioworks Hldgs Inc Cl A Common Stock (DNA)	0.0	$58k	50k	1.16	View chart
Csi Compressco Lp C/a Eff 04/02/24 1 Old/.086 New Cu 50012a108 Kodiak Gas Svcs Common Stock (CCLP)	0.0	$25k	11k	2.33	View chart
Permianville Rty Tr Tr Unit Mutual Fund Closed End (PVL)	0.0	$17k	12k	1.36	View chart
Fisker Inc Com Cl A Common Stock (FSRN)	0.0	$1.2k	58k	0.02	View chart

Past Filings by Steward Partners Investment Solutions

SEC 13F filings are viewable for Steward Partners Investment Solutions going back to 2024

Steward Partners Investment Solutions 2024 Q1 filed May 15, 2024

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