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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Steward Partners Investment Advisory, LLC INSTITUTION : Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC Portfolio (reported on 2020-01-17)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
APPLE INCORPORATED    (COM) AAPL 120,299,000 409,668 3.55%
MICROSOFT CORPORATION    (COM) MSFT 63,423,000 402,179 1.87%
AMAZON COM INCORPORATED    (COM) AMZN 62,292,000 33,711 1.84%
PACER TRENDPILOT US LARGE CAP ETF    (TRENDP US LAR CP) 59,471,000 1,777,399 1.75%
ISHARES TR CORE S&P500 ETF    (CORE S&P500 ETF) IVV 59,330,000 183,549 1.75%
ISHARES TR RUS 1000 GRW ETF    (RUS 1000 GRW ETF) IWF 50,960,000 289,678 1.50%
ISHARES TR MSCI MIN VOL ETF    (MSCI MIN VOL ETF) USMV 49,472,000 754,150 1.46%
ISHARES TR CORE MSCI EAFE    (CORE MSCI EAFE) IEFA 43,917,000 673,171 1.29%
SPDR S&P 500 ETF    (TR UNIT) SPY 43,789,000 136,052 1.29%
GENERAL MLS INCORPORATED    (COM) GIS 37,938,000 708,345 1.12%
ISHARES TR RUS 1000 VAL ETF    (RUS 1000 VAL ETF) IWD 35,534,000 260,361 1.04%
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW    (S&P 500 ETF SHS) VOO 34,627,000 117,062 1.02%
UNITEDHEALTH GROUP INCORPORATED    (COM) UNH 34,322,000 116,752 1.01%
JPMORGAN CHASE & COMPANY    (COM) JPM 31,727,000 227,601 0.93%
ALPHABET INCORPORATED CAP STK CLASS A    (CAP STK CL A) GOOGL 31,561,000 23,564 0.93%
HOME DEPOT INCORPORATED    (COM) HD 31,232,000 143,020 0.92%
PROCTER & GAMBLE COMPANY    (COM) PG 29,631,000 237,244 0.87%
ISHARES TR CORE S&P SCP ETF    (CORE S&P SCP ETF) IJR 28,382,000 338,486 0.83%
SUN CMNTYS INCORPORATED REIT    (COM) SUI 27,660,000 184,278 0.81%
ISHARES TR CORE HIGH DV ETF    (CORE HIGH DV ETF) HDV 27,441,000 279,810 0.81%
VISA INCORPORATED COM CLASS A    (COM CL A) V 26,700,000 142,098 0.78%
EXXON MOBIL CORPORATION    (COM) XOM 26,451,000 379,063 0.78%
FACEBOOK INCORPORATED CLASS A    (CL A) FB 25,739,000 125,408 0.76%
INVESCO QQQ    (UNIT SER 1) 25,290,000 118,953 0.74%
ISHARES TR RUS MID CAP ETF    (RUS MID CAP ETF) IWR 25,052,000 420,205 0.74%
VERIZON COMMUNICATIONS INCORPORATED    (COM) VZ 24,410,000 397,572 0.72%
ISHARES TR CORE US AGGBD ET    (CORE US AGGBD ET) AGG 23,453,000 208,716 0.69%
AT&T INCORPORATED    (COM) T 23,284,000 595,822 0.68%
MERCK & COMPANY INCORPORATED    (COM) MRK 23,259,000 255,738 0.68%
ISHARES TR S&P MC 400GR ETF    (S&P MC 400GR ETF) IJK 22,966,000 96,452 0.67%
ISHARES TR CORE DIV GRWTH    (CORE DIV GRWTH) DGRO 22,155,000 526,644 0.65%
ALIBABA GROUP HLDG LIMITED SPONSORED ADS    (SPONSORED ADS) BABA 21,682,000 102,229 0.64%
SPDR S&P DIVIDEND ETF    (S&P DIVID ETF) SDY 21,124,000 196,376 0.62%
DARDEN RESTAURANTS INCORPORATED    (COM) DRI 20,952,000 192,206 0.61%
VANGUARD REAL ESTATE ETF    (REAL ESTATE ETF) VNQ 20,523,000 221,183 0.60%
VANGUARD FTSE DEVELOPED MARKETS ETF    (FTSE DEV MKT ETF) VEA 20,459,000 464,346 0.60%
ISHARES TR USA QUALITY FCTR    (USA QUALITY FCTR) QUAL 20,271,000 200,709 0.59%
JOHNSON & JOHNSON    (COM) JNJ 20,007,000 137,156 0.59%
VANGUARD SHORT-TERM CORPORATE BOND ETF    (SHRT TRM CORP BD) VCSH 19,398,000 239,401 0.57%
ISHARES TR CORE S&P MCP ETF    (CORE S&P MCP ETF) IJH 19,130,000 92,950 0.56%
ISHARES TR MIN VOL EAFE ETF    (MIN VOL EAFE ETF) EFAV 18,518,000 248,431 0.54%
WISDOMTREE U.S. LARGECAP DIVIDEND FUND    (US LARGECAP DIVD) DLN 18,089,000 170,764 0.53%
VANGUARD TOTAL STOCK MARKET ETF    (TOTAL STK MKT) VTI 17,727,000 108,345 0.52%
VANGUARD TAX-EXEMPT BOND ETF    (TAX EXEMPT BD) 17,445,000 325,846 0.51%
CISCO SYSTEMS INCORPORATED    (COM) CSCO 17,418,000 363,182 0.51%
ISHARES TR MSCI EMG MKT ETF    (MSCI EMG MKT ETF) EEM 17,307,000 385,729 0.51%
MASTERCARD INCORPORATED CLASS A    (CL A) MA 16,478,000 55,188 0.48%
CHEVRON CORPORATION NEW    (COM) CVX 16,400,000 136,094 0.48%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND    (SHS) FVD 16,214,000 450,023 0.47%
BANK AMER CORPORATION    (COM) BAC 15,887,000 451,102 0.46%
ISHARES TR MSCI EAFE ETF    (MSCI EAFE ETF) EFA 15,040,000 216,602 0.44%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF    (INT-TERM CORP) VCIT 14,876,000 162,883 0.43%
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW    (CL B NEW) BRK/B 14,634,000 64,610 0.43%
PFIZER INCORPORATED    (COM) PFE 14,557,000 371,549 0.43%
MCDONALDS CORPORATION    (COM) MCD 14,270,000 72,216 0.42%
ISHARES INCORPORATED CORE MSCI EMKT    (CORE MSCI EMKT) IEMG 14,126,000 262,778 0.41%
WALMART INCORPORATED    (COM) WMT 13,999,000 117,799 0.41%
ALPHABET INCORPORATED CAP STK CLASS C    (CAP STK CL C) GOOG 13,717,000 10,260 0.40%
UNITED TECHNOLOGIES CORPORATION    (COM) UTX 13,510,000 90,214 0.39%
ISHARES TR S&P MC 400VL ETF    (S&P MC 400VL ETF) IJJ 13,336,000 78,115 0.39%
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF    (EQUITY ETF) 13,267,000 205,163 0.39%
VANGUARD HIGH DIVIDEND YIELD ETF    (HIGH DIV YLD) VYM 13,048,000 139,245 0.38%
DISNEY WALT COMPANY COM DISNEY    (COM DISNEY) DIS 12,880,000 89,056 0.38%
VANGUARD GROWTH ETF    (GROWTH ETF) VUG 12,431,000 68,239 0.36%
UNION PACIFIC CORPORATION    (COM) UNP 12,198,000 67,473 0.36%
VANGUARD FTSE EMERGING MARKETS ETF    (FTSE EMR MKT ETF) VWO 11,688,000 262,829 0.34%
VANGUARD DIVIDEND APPRECIATION ETF    (DIV APP ETF) VIG 11,550,000 92,654 0.34%
SALESFORCE COM INCORPORATED    (COM) CRM 11,402,000 70,107 0.33%
ISHARES TR SHORT TREAS BD    (SHORT TREAS BD) SHV 11,170,000 101,130 0.33%
ISHARES TR SELECT DIVID ETF    (SELECT DIVID ETF) DVY 10,948,000 103,616 0.32%
BECTON DICKINSON & COMPANY    (COM) BDX 10,794,000 39,690 0.31%
ISHARES TR NATIONAL MUN ETF    (NATIONAL MUN ETF) MUB 10,672,000 93,689 0.31%
FIRST TRUST LOW DURATION OPPORTUNITIES ETF    (FST LOW OPPT EFT) LMBS 10,646,000 205,532 0.31%
VANGUARD TOTAL BOND MARKET ETF    (TOTAL BND MRKT) BND 10,613,000 126,559 0.31%
CVS HEALTH CORPORATION    (COM) CVS 10,594,000 142,612 0.31%
VANGUARD VALUE ETF    (VALUE ETF) VTV 10,588,000 88,347 0.31%
ISHARES TR US TREAS BD ETF    (US TREAS BD ETF) GOVT 10,441,000 402,526 0.30%
ISHARES TR RUSSELL 2000 ETF    (RUSSELL 2000 ETF) IWM 10,056,000 60,704 0.29%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST    (UT SER 1) DIA 9,985,000 35,023 0.29%
COCA COLA COMPANY    (COM) KO 9,875,000 178,426 0.29%
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF    (TCW OPPORTUNIS) 9,767,000 188,486 0.28%
ISHARES TR USA MOMENTUM FCT    (USA MOMENTUM FCT) 9,736,000 77,543 0.28%
PEPSICO INCORPORATED    (COM) PEP 9,659,000 70,677 0.28%
SPDR TECHNOLOGY SELECT SECTOR FUND    (TECHNOLOGY) XLK 9,570,000 104,396 0.28%
AMGEN INCORPORATED    (COM) AMGN 9,524,000 39,507 0.28%
ISHARES TR S&P 100 ETF    (S&P 100 ETF) OEF 9,324,000 64,715 0.27%
ISHARES TR RUS MDCP VAL ETF    (RUS MDCP VAL ETF) IWS 9,308,000 98,222 0.27%
COMCAST CORPORATION NEW CLASS A    (CL A) CMCSA 9,255,000 205,806 0.27%
AMERICAN EXPRESS COMPANY    (COM) AXP 9,222,000 74,078 0.27%
BRISTOL MYERS SQUIBB COMPANY    (COM) BMY 9,218,000 143,617 0.27%
SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF    (BLOMBERG BRC INV) FLRN 9,147,000 297,684 0.27%
ISHARES TR CORE S&P TTL STK    (CORE S&P TTL STK) ISI 9,136,000 125,693 0.26%
EATON CORPORATION PLC SHS    (SHS) ETN 9,042,000 95,464 0.26%
ISHARES TR PFD AND INCM SEC    (PFD AND INCM SEC) PFF 9,034,000 240,343 0.26%
ISHARES INCORPORATED MIN VOL EMRG MKT    (MIN VOL EMRG MKT) EEMV 9,025,000 153,868 0.26%
ISHARES TR RUS MD CP GR ETF    (RUS MD CP GR ETF) IWP 8,887,000 58,247 0.26%
AIR PRODUCTS & CHEMICALS INCORPORATED    (COM) APD 8,720,000 37,109 0.25%
PAYPAL HLDGS INCORPORATED    (COM) PYPL 8,577,000 79,298 0.25%
NEXTERA ENERGY INCORPORATED    (COM) NEE 8,562,000 35,360 0.25%
LOCKHEED MARTIN CORPORATION    (COM) LMT 8,378,000 21,517 0.24%
COSTCO WHOLESALE CORPORATION NEW    (COM) COST 8,302,000 28,248 0.24%
ISHARES TR CORE 1 5 YR USD    (CORE 1 5 YR USD) ISTB 8,065,000 160,035 0.23%
ISHARES TR S&P 500 GRWT ETF    (S&P 500 GRWT ETF) IVW 8,036,000 41,503 0.23%
INTEL CORPORATION    (COM) INTC 7,990,000 133,508 0.23%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND    (ACTIVE BD ETF) BOND 7,936,000 73,614 0.23%
ISHARES TR JPMORGAN USD EMG    (JPMORGAN USD EMG) EMB 7,709,000 67,292 0.22%
ABBVIE INCORPORATED    (COM) ABBV 7,694,000 86,909 0.22%
THERMO FISHER SCIENTIFIC INCORPORATED    (COM) TMO 7,490,000 23,055 0.22%
BOEING COMPANY    (COM) BA 7,455,000 22,885 0.22%
AFLAC INCORPORATED    (COM) AFL 7,287,000 137,753 0.21%
VANGUARD SMALL-CAP VALUE ETF    (SM CP VAL ETF) VBR 7,182,000 52,401 0.21%
FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT    (FIRST TR ENH NEW) FTSM 7,176,000 119,421 0.21%
AUTOMATIC DATA PROCESSING INCORPORATED    (COM) ADP 7,104,000 41,671 0.20%
VANGUARD SMALL-CAP GROWTH ETF    (SML CP GRW ETF) VBK 6,984,000 35,151 0.20%
PHILLIPS 66    (COM) PSX 6,961,000 62,487 0.20%
TARGET CORPORATION    (COM) TGT 6,867,000 53,562 0.20%
CME GROUP INCORPORATED    (COM) CME 6,863,000 34,194 0.20%
MARATHON PETE CORPORATION    (COM) MPC 6,792,000 112,742 0.20%
FIRST TRUST CAPITAL STRENGTH ETF    (CAP STRENGTH ETF) FDV 6,666,000 110,446 0.19%
VANGUARD INFORMATION TECHNOLOGY ETF    (INF TECH ETF) VGT 6,580,000 26,874 0.19%
MEDTRONIC PLC SHS    (SHS) MDT 6,573,000 57,938 0.19%
SPDR GOLD SHARES    (GOLD SHS) GLD 6,431,000 45,009 0.19%
L3HARRIS TECHNOLOGIES INCORPORATED    (COM) 6,398,000 32,334 0.18%
INVESCO S&P 500 EQUAL WEIGHT ETF    (S&P500 EQL WGT) 6,350,000 54,877 0.18%
INTERNATIONAL BUSINESS MACHINES    (COM) IBM 6,245,000 46,592 0.18%
MOTOROLA SOLUTIONS INCORPORATED COM NEW    (COM NEW) MSI 6,092,000 37,807 0.17%
HONEYWELL INTERNATIONAL INCORPORATED    (COM) HON 6,091,000 34,414 0.17%
MICROCHIP TECHNOLOGY INCORPORATED    (COM) MCHP 6,033,000 57,614 0.17%
PHILIP MORRIS INTERNATIONAL INCORPORATED    (COM) PM 6,030,000 70,866 0.17%
ISHARES TR IBOXX INV CP ETF    (IBOXX INV CP ETF) LQD 5,882,000 45,968 0.17%
SPDR HEALTH CARE SELECT SECTOR FUND    (SBI HEALTHCARE) XLV 5,838,000 57,321 0.17%
CATERPILLAR INCORPORATED DEL    (COM) CAT 5,829,000 39,474 0.17%
POLARIS INCORPORATED    (COM) PII 5,821,000 57,244 0.17%
NXP SEMICONDUCTORS N V    (COM) NXPI 5,726,000 44,997 0.16%
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND    (SBI CONS DISCR) XLY 5,679,000 45,285 0.16%
SPDR S&P MIDCAP 400 ETF TRUST    (UTSER1 S&PDCRP) MDY 5,588,000 14,886 0.16%
LAUDER ESTEE COMPANIES INCORPORATED CLASS A    (CL A) EL 5,586,000 27,047 0.16%
ISHARES TR S&P SML 600 GWT    (S&P SML 600 GWT) IJT 5,535,000 28,635 0.16%
CHUBB LIMITED    (COM) CB 5,519,000 35,457 0.16%
ALPS SECTOR DIVIDEND DOGS ETF    (SECTR DIV DOGS) SDOG 5,448,000 116,338 0.16%
ISHARES TR RUS 2000 GRW ETF    (RUS 2000 GRW ETF) IWO 5,357,000 25,008 0.15%
NVIDIA CORPORATION    (COM) NVDA 5,344,000 22,715 0.15%
BROADCOM INCORPORATED    (COM) 5,330,000 16,866 0.15%
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX FUND    (INV GRD CRP BD) CORP 5,317,000 48,357 0.15%
AMERICAN TOWER CORPORATION NEW REIT    (COM) AMT 5,312,000 23,115 0.15%
ISHARES TR NASDAQ BIOTECH    (NASDAQ BIOTECH) IBB 5,289,000 43,891 0.15%
3M COMPANY    (COM) MMM 5,220,000 29,592 0.15%
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH    (ITL HDG QTLY DIV) IHDG 5,180,000 142,587 0.15%
GILEAD SCIENCES INCORPORATED    (COM) GILD 5,168,000 79,542 0.15%
ISHARES TR 20 YR TR BD ETF    (20 YR TR BD ETF) TLT 5,144,000 37,973 0.15%
VANGUARD SMALL-CAP ETF    (SMALL CP ETF) VB 5,114,000 30,879 0.15%
ADOBE INCORPORATED    (COM) ADBE 5,106,000 15,482 0.15%
ISHARES TR SP SMCP600VL ETF    (SP SMCP600VL ETF) IJS 5,043,000 31,362 0.14%
ISHARES TR INTL SEL DIV ETF    (INTL SEL DIV ETF) IDV 5,027,000 149,759 0.14%
HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF    (HARTFORD MLT ETF) 5,008,000 170,539 0.14%
LULULEMON ATHLETICA INCORPORATED    (COM) LULU 4,953,000 21,380 0.14%
SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF    (BLOOMBERG SRT TR) SJNK 4,911,000 182,297 0.14%
ISHARES TR INTRM TR CRP ETF    (INTRM TR CRP ETF) CIU 4,823,000 83,200 0.14%
STARBUCKS CORPORATION    (COM) SBUX 4,778,000 54,349 0.14%
VANECK VECTORS GOLD MINERS ETF    (GOLD MINERS ETF) GDX 4,769,000 162,896 0.14%
ABBOTT LABS    (COM) ABT 4,723,000 54,378 0.13%
ACCENTURE PLC IRELAND SHS CLASS A    (SHS CLASS A) ACN 4,712,000 22,381 0.13%
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND    (EMG MKTS SMCAP) DGS 4,611,000 96,443 0.13%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND    (ENHAN SHRT MA AC) MINT 4,603,000 45,311 0.13%
CITIGROUP INCORPORATED COM NEW    (COM NEW) C 4,580,000 57,337 0.13%
VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF    (INTER TERM TREAS) VGIT 4,576,000 69,444 0.13%
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF    (BLMBRG BRC CNVRT) CWB 4,571,000 82,364 0.13%
VANGUARD MID-CAP ETF    (MID CAP ETF) VO 4,566,000 25,628 0.13%
NIKE INCORPORATED CLASS B    (CL B) NKE 4,524,000 44,664 0.13%
DOMINION ENERGY INCORPORATED    (COM) D 4,513,000 54,501 0.13%
ZOETIS INCORPORATED CLASS A    (CL A) ZTS 4,456,000 33,674 0.13%
QUALCOMM INCORPORATED    (COM) QCOM 4,407,000 49,954 0.13%
BLACKROCK INCORPORATED    (COM) BLK 4,395,000 8,744 0.12%
ALLSTATE CORPORATION    (COM) ALL 4,377,000 38,928 0.12%
ALTRIA GROUP INCORPORATED    (COM) MO 4,353,000 87,236 0.12%
ISHARES TR BARCLAYS 7 10 YR    (BARCLAYS 7 10 YR) IEF 4,316,000 39,165 0.12%
ISHARES TR US AER DEF ETF    (US AER DEF ETF) ITA 4,200,000 18,916 0.12%
BOOKING HLDGS INCORPORATED    (COM) 4,142,000 2,017 0.12%
BLACKSTONE GROUP INCORPORATED COM CLASS A    (COM CL A) 4,132,000 73,869 0.12%
ENTERPRISE PRODUCTS PARTNERS L P    (COM) EPD 4,121,000 146,376 0.12%
ISHARES TR EDGE MSCI USA VL    (EDGE MSCI USA VL) VLUE 4,110,000 45,805 0.12%
ISHARES TR 10-20 YR TRS ETF    (10-20 YR TRS ETF) TLH 4,103,000 28,575 0.12%
SCHWAB U.S. TIPS ETF    (US TIPS ETF) SCHP 4,086,000 72,169 0.12%
SKYWORKS SOLUTIONS INCORPORATED    (COM) SWKS 4,082,000 33,777 0.12%
EMERSON ELEC COMPANY    (COM) EMR 4,076,000 53,454 0.12%
KIMBERLY CLARK CORPORATION    (COM) KMB 4,048,000 29,433 0.11%
ORACLE CORPORATION    (COM) ORCL 4,013,000 75,746 0.11%
ENTERGY CORPORATION NEW    (COM) ETR 3,994,000 33,345 0.11%
RAYTHEON COMPANY COM NEW    (COM NEW) RTN 3,988,000 18,148 0.11%
SYNNEX CORPORATION    (COM) SNX 3,981,000 30,912 0.11%
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF    (MORNINGSTAR WIDE) 3,959,000 72,271 0.11%
SPDR FINANCIAL SELECT SECTOR FUND    (SBI INT-FINL) XLF 3,919,000 127,349 0.11%
ISHARES TR USD INV GRDE ETF    (USD INV GRDE ETF) CFT 3,914,000 67,141 0.11%
SPDR EURO STOXX 50 ETF    (EURO STOXX 50) FEZ 3,835,000 94,025 0.11%
PALO ALTO NETWORKS INCORPORATED    (COM) PANW 3,792,000 16,400 0.11%
GOLDMAN SACHS GROUP INCORPORATED    (COM) GS 3,685,000 16,028 0.10%
ISHARES TR U.S. REAL ES ETF    (U.S. REAL ES ETF) IYR 3,665,000 39,378 0.10%
GENERAL DYNAMICS CORPORATION    (COM) GD 3,643,000 20,659 0.10%
TEXAS INSTRS INCORPORATED    (COM) TXN 3,630,000 28,298 0.10%
V F CORPORATION    (COM) VFC 3,626,000 36,385 0.10%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 Next >Full Portfolio View
Total Value As 2019-12-31: 3,384,630,000 SEC FILING
* Portfolios do not reflect changes after reporting
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