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