Steward Partners Investment Advisory LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$62.82M10.4149,382+25.3%+$12.68M0.72
General Mills, Inc.
GIS
$40.26M0.1575,449+0.51%+$202,143.480.46
Marathon Petroleum Corporation
MPC
$39.79M0.06197,470+32.16%+$9.68M0.46
Eaton Corporation plc
ETN
$42.61M0.03136,287+33.18%+$10.62M0.49
Advanced Micro Devices, Inc.
AMD
$62.59M0.02346,764+192.26%+$41.17M0.72
The Home Depot, Inc.
HD
$81.41M0.02212,219+15.01%+$10.63M0.94
JPMorgan Chase & Co.
JPM
$114.08M0.02569,563+20.35%+$19.29M1.31
Merck & Co., Inc.
MRK
$61.4M0.02465,323+26.61%+$12.91M0.71
Costco Wholesale Corporation
COST
$58.96M0.0280,473+5.9%+$3.29M0.68
Chevron Corporation
CVX
$50.37M0.02319,321+19.51%+$8.22M0.58
UnitedHealth Group Incorporated
UNH
$58.54M0.01118,325-15.48%-$10.73M0.67
Johnson & Johnson
JNJ
$48.64M0.01307,471+18.13%+$7.46M0.56
Apple Inc.
AAPL
$341.31M0.011.99M+1.67%+$5.6M3.93
AbbVie Inc.
ABBV
$39.61M0.01217,544+4.81%+$1.82M0.46
Visa Inc.
V
$64.78M0.01232,112+23.46%+$12.31M0.75
Exxon Mobil Corporation
XOM
$63.3M0.01544,599+11.09%+$6.32M0.73
Walmart Inc.
WMT
$55.14M0.01916,422+290.29%+$41.01M0.63
The Procter & Gamble Company
PG
$41.84M0.01257,865+2.59%+$1.06M0.48
Broadcom Inc.
AVGO
$63.92M0.0148,229+25.15%+$12.84M0.74
Amazon.com, Inc.
AMZN
$187.37M0.011.04M+7.28%+$12.72M2.16
NVIDIA Corporation
NVDA
$200.65M0.01222,062+5.29%+$10.08M2.31
Microsoft Corporation
MSFT
$286.33M0.01680,580+12.34%+$31.46M3.29
Alphabet Inc.
GOOGL
$141.33M0.01936,415+9.14%+$11.83M1.63
Eli Lilly and Company
LLY
$48.24M0.0162,002+5.28%+$2.42M0.56
Meta Platforms, Inc.
META
$66.11M0.01136,148+35.6%+$17.36M0.76
Alphabet Inc.
GOOG
$47.03M<0.01308,863+10.87%+$4.61M0.54
SPDR S&P 500 ETF Trust
SPY
$104.57M<0.01199,912+0.83%+$856,266.971.2
Vanguard High Dividend Yield Index Fund
VYM
$46.7M<0.01385,966+5.79%+$2.56M0.54
Schwab U.S. Dividend Equity ETF
SCHD
$48.16M<0.01597,341+47.61%+$15.53M0.55
Vanguard Growth Index Fund
VUG
$68.05M<0.01197,702+9.19%+$5.72M0.78
iShares MSCI USA Quality Factor ETF
QUAL
$46.97M<0.01285,776-1.25%-$596,754.680.54
iShares Russell Mid-Cap ETF
IWR
$38.48M<0.01457,550+0.7%+$267,154.210.44
Franklin U.S. Large Cap Multifactor Index ETF
FLQL
$47.76M<0.01896,991New+$47.76M0.55
Vanguard Value Index Fund
VTV
$51.26M<0.01314,771+0.06%+$29,477.630.59
Invesco QQQ Trust
QQQ
$116.4M<0.01262,165+5.71%+$6.28M1.34
iShares Core U.S. Aggregate Bond ETF
AGG
$83.79M<0.01855,510+75.43%+$36.03M0.96
iShares Russell 1000 Growth ETF
IWF
$70.48M<0.01209,104-5.91%-$4.42M0.81
Vanguard Total Stock Market Index Fund
VTI
$38.32M<0.01147,449+33.28%+$9.57M0.44
iShares Russell 1000 Value ETF
IWD
$43.04M<0.01240,289-0.76%-$328,308.490.5
Vanguard 500 Index Fund
VOO
$159.09M<0.01330,946+22.25%+$28.96M1.83
WisdomTree U.S. Quality Dividend Growth Fund
DGRW
$70.2M<0.01921,428+1,539.87%+$65.92M0.81
iShares Core S&P 500 ETF
IVV
$175.43M<0.01333,680-7.46%-$14.15M2.02
Vanguard Dividend Appreciation Index Fund
VIG
$52.72M<0.01288,716+28.33%+$11.64M0.61
iShares Core Dividend Growth ETF
DGRO
$46.32M<0.01797,738-5.43%-$2.66M0.53
iShares Core S&P Small-Cap ETF
IJR
$61.22M<0.01553,912+6.36%+$3.66M0.7
Vanguard Developed Markets Index Fund
VEA
$39.29M<0.01783,123+15.34%+$5.23M0.45
iShares Core S&P Mid-Cap ETF
IJH
$86.64M<0.011.43M+400.93%+$69.35M1
Pacer US Cash Cows 100 ETF
COWZ
$47.19M<0.01812,055+22.29%+$8.6M0.54
iShares MSCI USA Min Vol Factor ETF
USMV
$45.19M<0.01540,721-2.86%-$1.33M0.52
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
GSLC
$38.43M<0.01370,239-1.08%-$421,490.850.44