Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | 05-15-2024 | 03-31-2024 | 3564 | 9,068,253,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $341,311,683 | 1,990,388 | 0.00 | 0.01 | 32,644 | 1.67 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $286,333,408 | 680,580 | 0.00 | 0.00 | 74,780 | 12.34 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 3 | $200,646,443 | 222,062 | 0.00 | 0.00 | 11,157 | 5.29 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $187,371,168 | 1,038,758 | 0.00 | 0.00 | 70,505 | 7.28 | 03-31-2024 |
