STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Portland, OR
CIK
0000012532
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 271 594,171 MSFT, AAPL, VOO, ONEQ 13F-HR 5/15/2024 000001253224000009
Q4 2023 146 239,768 VOO, ONEQ, XLE, AAPL 13F-HR 2/13/2024 000001253224000005