Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STEWARD PARTNERS INVESTMENT ADVISORY LLC 02-12-2024 12-31-2023 3491 7,395,586,585
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $376,924,470 1,957,744 0.01 0.01 32,099 1.67 12-31-2023
MICROSOFT CORP COM 2 $227,805,217 605,800 0.00 0.00 22,183 3.80 12-31-2023
ISHARES TR CORE S&P500 ETF 3 $172,228,635 360,590 0.00 0.00 14,626 4.23 12-31-2023
AMAZON COM INC COM 4 $147,116,361 968,253 0.00 0.00 19,966 2.11 12-31-2023
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