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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
View on sec.gov
Q1 2024
Compare
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id
Q1 2024
271
$594.17 M
MSFT, MSFT, VOO, AAPL
13F-HR
May 15, 2024
000001253224000009
Q4 2023
146
$239.77 M
VOO, ONEQ, XLE, AAPL
13F-HR
Feb 13, 2024
000001253224000005