Steward Partners Investment Advisory LLC

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Assets, Funds, Holdings

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Steward Partners Investment Advisory LLC
CRD #283004
SEC #801-107426
CIK #1723397
AUM $7.3 BB (84% Disc, 98% US, 2020-03-31)
Employees224 (62% Investors, 85% Brokers)
Phone212-364-0364
Address140 E, 45th St
New York, NY 10017
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
10.08.06.04.02.00.02010201320172021
Sector Issuer Cap ($MM) Value ($MM)
AAPL 1,372,810.0 60.4
AMZN 1,207,970.0 46.6
MSFT 1,376,930.0 36.9
IWF 34.2
IVV 33.6
UNH 279,670.0 28.5
GIS 36,320.0 28.4
IWD 27.9
HD 260,450.0 25.4
IEFA 24.2
View All
Holdings by Sector ($)
2.01.61.20.80.40.02016201720182020
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Bridgeway Capital Management Inc
TX 7.5
Samson Capital Advisors LLC
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Johnson Wealth Inc
WI 7.3
Merganser Capital Management Inc
MA 7.3
Scott & Stringfellow Inc
VA 7.3
First Horizon Advisors Inc
TN 7.2
Pacific Income Advisers Inc
CA 7.1
Sceptre Investment Counsel Limited
7.0
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