Steward Partners Investment Solutions, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q1 2024
  • Location
    portland, OR
  • CIK
    0000012532
  • All SEC filings
Q1 2024
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

271

$594.17 M
MSFT, MSFT, VOO, AAPL
13F-HR
May 15, 2024
000001253224000009

146

$239.77 M
VOO, ONEQ, XLE, AAPL
13F-HR
Feb 13, 2024
000001253224000005