Institutional manager
Steward Partners Investment Advisory, LLC
Holds positions in 487 of the S&P 500, worth $9.88bn as reported for the quarter ended 31-mar-2026.
Positions held487of 488 index companies covered
Reported value$9.88bnS&P 500 positions only
Top ten weight46%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 487 held. The rest are smaller than every one of these.
State Street CorporationSTT8.0m$713mFinancialsNvidiaNVDA3.8m$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 TechnologyInvescoIVZ342,133$197mFinancialsVisa 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$98mEnergyGoldman SachsGS613,213$97mFinancialsAbbVieABBV436,916$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 EnergyNEE478,733$44mUtilitiesProcter & GamblePG298,971$43mConsumer StaplesChubb LimitedCB129,303$42mFinancialsApplied MaterialsAMAT123,139$42mInformation TechnologyTJX 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 CareSalesforceCRM191,446$36mInformation TechnologyOracle CorporationORCL241,442$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$30mIndustrialsFirst SolarFSLR148,362$29mInformation TechnologyGE AerospaceGE102,753$29mIndustrialsPalantir TechnologiesPLTR193,429$28mInformation TechnologyAllstateALL131,770$27mFinancialsAmgenAMGN76,905$27mHealth Care
What this page is not
Positions in S&P 500 constituents only, 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.