Long-term investor
Steward Partners Investment Advisory, LLC @stewardpartnersinvestmen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001723397).
Record
- Tracked since 2025-06-30 (450 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.8% · 1 year n/a · all +2.5%
- Max drawdown n/a · win rate 53% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.4% · long · since 2025-06-30
- NVDA · 3.1% · long · since 2025-06-30
- 464287200 · 2.1% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- 922908363 · 1.7% · long · since 2025-06-30
- AVGO · 1.6% · long · since 2025-06-30
- JPM · 1.4% · long · since 2025-06-30
- 46090E103 · 1.3% · long · since 2025-06-30
- 464287226 · 1.3% · long · since 2025-06-30
- 78462F103 · 1.2% · long · since 2025-06-30