STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

13F Portfolio Filings

Latest 13F report
Q1 2024 - May 15, 2024
Value $
$594M
Signature - Title
Rob Guldner - Chief Compliance Officer
Location
15495 Sw Sequoia Parkway, Suite 150, Portland, OR
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 257 $594M +$355M -$18M +$336M MSFT, AAPL, VOO, ONEQ, NVDA 13F-HR 5/15/2024, 01:38 PM
Q4 2023 145 $240M VOO, ONEQ, XLE, AAPL, MSFT 13F-HR 2/13/2024, 10:29 AM