Steward Partners Investment Advisory, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
4,017
Total Value
11313179220
Accession Number
0001723397-25-000004
Form Type
13F-HR
CIK
0001723397
Manager Name
Steward Partners Investment Advisory, LLC
Data Enrichment
64% identified
2,580 identified1,437 unidentified

Holdings

4,017 positions
Manager:
SEC
Search and click to pin securities to the top
Page 10 of 201
464287705
IJJ|464287705
Shares:
107992(-1.8%)
Value:
$12.9B(-5.9%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
160807(+5.0%)
Value:
$12.6B(+11.1%)
464287457
464287457
Shares:
151467(+270.2%)
Value:
$12.5B(+273.6%)
464287655
IWM|464287655
Shares:
62103(-64.1%)
Value:
$12.4B(-67.6%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
35087(+13.4%)
Value:
$12.4B(+16.8%)
464288620
464288620
Shares:
242084(+3.7%)
Value:
$12.4B(+5.3%)
09290C103
09290C103
Shares:
253146(+6.1%)
Value:
$12.3B(+1.0%)
922908553
VNQ|922908553
Shares:
134518(+8.6%)
Value:
$12.2B(+10.3%)
81369Y852
81369Y852
Shares:
125529(+10.5%)
Value:
$12.1B(+10.1%)
464288687
464288687
Shares:
390663(+14.2%)
Value:
$12.0B(+11.6%)
Blackstone Inc.
BX|09260D107
Shares:
85266(+5.2%)
Value:
$11.9B(-14.7%)
464287168
DVY|464287168
Shares:
88482(+2.9%)
Value:
$11.9B(+5.2%)
33740F755
33740F755
Shares:
398645(+136.4%)
Value:
$11.8B(+130.4%)
ADOBE INC.
ADBE|00724F101
Shares:
30824(-7.6%)
Value:
$11.8B(-20.3%)
CHIPOTLE MEXICAN GRILL INC
CMG|169656105
Shares:
233676(+2.2%)
Value:
$11.7B(-14.9%)
464287440
IEF|464287440
Shares:
121162(-11.0%)
Value:
$11.6B(-8.2%)
464287721
464287721
Shares:
82093(+8.2%)
Value:
$11.5B(-4.8%)
922908538
VOT|922908538
Shares:
47091(+1.3%)
Value:
$11.5B(-2.3%)
37954Y657
37954Y657
Shares:
603090(+8.0%)
Value:
$11.5B(+5.4%)
464288877
464288877
Shares:
194563(-19.0%)
Value:
$11.5B(-9.0%)