📊STEWARD PARTNERS INVESTMENT ADVISORY, LLC Top Holdings
HTTP://WWW.STEWARDPARTNERS.COM/ADV-NEW/ • NEW YORK, NY
Steward Partners Investment Advisory is based out of New York.
Steward Partners Investment Advisory is a large advisory firm with More than 100 clients and discretionary assets under management (AUM) of $1,766,831,265 (Form ADV from 2017-09-05).
Their last reported 13F filing for Q3 2017 included $982,274,000 in managed 13F securities and a top 10 holdings concentration of 21.87%.
Steward Partners Investment Advisory’s largest holding is SPDR S&P 500 ETF Index Depositary Receipts with shares held of 161,243.
Whalewisdom has at least 4 13F filings
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https://whalewisdom.com/filer/steward-partners-investment-advisory-llc