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
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Page 11 of 201
Uber Technologies, Inc
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Fidelity National Information Services, Inc.
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ENTERPRISE PRODUCTS PARTNERS L.P.
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332019(+7.0%)
Value:
$11.3B(+16.5%)
33739Q408
33739Q408
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189293(-7.6%)
Value:
$11.3B(-7.5%)
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TXN|882508104
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62730(+2.0%)
Value:
$11.3B(-2.2%)
Diamondback Energy, Inc.
FANG|25278X109
Shares:
70414(-10.7%)
Value:
$11.3B(-12.9%)
WELLS FARGO & COMPANY/MN
WFC|949746101
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155915(+10.5%)
Value:
$11.2B(+12.9%)
81369Y308
81369Y308
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135916(+62.1%)
Value:
$11.1B(+68.4%)
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MS|617446448
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94846(+32.9%)
Value:
$11.1B(+23.3%)
IQVIA HOLDINGS INC.
IQV|46266C105
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62525(-7.3%)
Value:
$11.0B(-16.9%)
CAVA GROUP, INC.
CAVA|148929102
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127373(+7003.9%)
Value:
$11.0B(+5341.9%)
33739Q705
33739Q705
Shares:
217445(-5.6%)
Value:
$11.0B(-5.0%)
852234103
852234103
Shares:
201762(+954.1%)
Value:
$11.0B(+573.9%)
46435G516
ESGD|46435G516
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132106(-2.7%)
Value:
$10.8B(+4.4%)
Mondelez International, Inc.
MDLZ|609207105
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158085(-0.8%)
Value:
$10.7B(+12.7%)
14020G101
14020G101
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308381(+11.1%)
Value:
$10.6B(+2.4%)
72201R882
72201R882
Shares:
145654(+3639.5%)
Value:
$10.4B(+3803.5%)
33740U737
33740U737
Shares:
283604(+1548.9%)
Value:
$10.4B(+1523.3%)
922908595
VBK|922908595
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41370(-5.2%)
Value:
$10.4B(-14.8%)
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GD|369550108
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37628(-8.5%)
Value:
$10.3B(-5.3%)