Stuart Investment Advisors, Inc.
Net seller this quarter
$249M
16
-$1.21M
22.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IAU | $38.8M | 15.60% | 0.06% | -2.9% | Q4 2021 |
 BRK.B | $3.03M | 1.22% | Not reported | Not reported | Q4 2021 |
 RJF | $2.91M | 1.17% | 0.01% | Not reported | Q1 2024 |
| IAUM | $2.66M | 1.07% | 0.04% | +102.2% | Q2 2025 |
 VOT | $2.22M | 0.89% | Not reported | -1.8% | Q4 2021 |
 XOM | $1.89M | 0.76% | 0.00% | +6.8% | Q4 2021 |
 AMZN | $1.61M | 0.65% | 0.00% | -0.3% | Q4 2021 |
 ET | $912K | 0.37% | 0.00% | -13.1% | Q1 2022 |
 MSFT | $596K | 0.24% | 0.00% | -39.3% | Q4 2021 |
 GLD | $537K | 0.22% | 0.00% | -1.3% | Q1 2022 |
 JNJ | $484K | 0.19% | 0.00% | +26.6% | Q4 2021 |
 ADP | $329K | 0.13% | 0.00% | Not reported | Q4 2021 |
 WMB | $320K | 0.13% | 0.00% | New | Q2 2026 |
 RTX | $290K | 0.12% | 0.00% | Not reported | Q1 2022 |
 AAPL | $285K | 0.11% | 0.00% | -2.5% | Q4 2021 |
 OKE | $248K | 0.10% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| IAU | $46.6M | 20.37% | 0.06% | -5.7% | Q4 2021 |
| BRK.B | $2.9M | 1.27% | Not reported | Not reported | Q4 2021 |
| RJF | $2.77M | 1.21% | 0.01% | Not reported | Q1 2024 |
| XOM | $2.2M | 0.96% | 0.00% | +0.5% | Q4 2021 |
| VOT | $1.9M | 0.83% | Not reported | -1.1% | Q4 2021 |
| IAUM | $1.54M | 0.67% | 0.02% | +37.0% | Q2 2025 |
| AMZN | $1.41M | 0.62% | 0.00% | Not reported | Q4 2021 |
| ET | $1.06M | 0.46% | 0.00% | Not reported | Q1 2022 |
| MSFT | $974K | 0.43% | 0.00% | +64.8% | Q4 2021 |
| GLD | $636K | 0.28% | 0.00% | +18.4% | Q1 2022 |
 FNDF | $580K | 0.25% | Not reported | New | Q1 2026 |
| JNJ | $368K | 0.16% | 0.00% | Not reported | Q4 2021 |
| ADP | $298K | 0.13% | 0.00% | Not reported | Q4 2021 |
| RTX | $295K | 0.13% | 0.00% | Not reported | Q1 2022 |
 GILD | $279K | 0.12% | 0.00% | New | Q1 2026 |
| AAPL | $256K | 0.11% | 0.00% | +0.1% | Q4 2021 |
 CVX | $212K | 0.09% | 0.00% | Not reported | Q4 2021 |
 AMD | $201K | 0.09% | 0.00% | Not reported | Q1 2022 |
| Q4 2025 | |||||
| IAU | $45.5M | 41.07% | 0.07% | -4.0% | Q4 2021 |
| RJF | $3.07M | 2.77% | 0.01% | -32.9% | Q1 2024 |
| VOT | $2.08M | 1.88% | Not reported | -1.1% | Q4 2021 |
| XOM | $1.55M | 1.40% | 0.00% | +7.5% | Q4 2021 |
| IAUM | $1.03M | 0.93% | 0.02% | +66.4% | Q2 2025 |
| MSFT | $772K | 0.70% | 0.00% | Not reported | Q4 2021 |
| GLD | $495K | 0.45% | 0.00% | Not reported | Q1 2022 |
| ADP | $378K | 0.34% | 0.00% | Not reported | Q4 2021 |
| JNJ | $312K | 0.28% | 0.00% | Not reported | Q4 2021 |
| RTX | $280K | 0.25% | 0.00% | Not reported | Q1 2022 |
| AAPL | $274K | 0.25% | 0.00% | Not reported | Q4 2021 |
 TSLA | $243K | 0.22% | 0.00% | Not reported | Q3 2025 |
 OBK | $238K | 0.21% | 0.02% | Not reported | Q1 2023 |
| AMD | $212K | 0.19% | 0.00% | Not reported | Q1 2022 |
| Q3 2025 | |||||
| IAU | $42.5M | 39.92% | 0.08% | -1.2% | Q4 2021 |
| RJF | $4.91M | 4.62% | 0.01% | Not reported | Q1 2024 |
| VOT | $2.22M | 2.08% | Not reported | -13.2% | Q4 2021 |
| XOM | $1.35M | 1.27% | 0.00% | -1.6% | Q4 2021 |
| MSFT | $827K | 0.78% | 0.00% | Not reported | Q4 2021 |
| IAUM | $556K | 0.52% | 0.01% | +79.5% | Q2 2025 |
| GLD | $444K | 0.42% | 0.00% | Not reported | Q1 2022 |
| ADP | $431K | 0.40% | 0.00% | Not reported | Q4 2021 |
| JNJ | $279K | 0.26% | 0.00% | Not reported | Q4 2021 |
| AAPL | $257K | 0.24% | 0.00% | -5.8% | Q4 2021 |
| RTX | $256K | 0.24% | 0.00% | Not reported | Q1 2022 |
| TSLA | $241K | 0.23% | 0.00% | New | Q3 2025 |
| OBK | $218K | 0.21% | 0.02% | Not reported | Q1 2023 |
 META | $201K | 0.19% | Not reported | +0.4% | Q2 2025 |