Steward-Partners-Investment-Advisory

Filing Details

13F-HR2025-03-31
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
Manager Name
Steward-Partners-Investment-Advisory
Data Enrichment
64% identified
2,580 identified1,437 unidentified

Holdings

4,017 positions
Manager:
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Page 135 of 201
Ollie's Bargain Outlet Holdings, Inc.
Shares:224
Value:$26.1K
Disc Medicine, Inc.
Shares:525
Value:$26.1K
90290T882
Shares:500
Value:$26.0K
ALLSPRING INCOME OPPORTUNITIES FUND
Shares:3.8K
Value:$26.0K
SRM Entertainment, Inc.
Shares:63.0K
Value:$25.9K
381430602
Shares:408
Value:$25.9K
37954Y814
Shares:937
Value:$25.8K
464289883
Shares:682
Value:$25.7K
92647N873
Shares:445
Value:$25.5K
FOX FACTORY HOLDING CORP
Shares:1.1K
Value:$25.5K
OLD NATIONAL BANCORP /IN/
Shares:1.2K
Value:$25.5K
DoubleLine Opportunistic Credit Fund
Shares:1.6K
Value:$25.4K
46137V548
Shares:1.3K
Value:$25.3K
Bank OZK
Shares:581
Value:$25.2K
Vertex, Inc.
Shares:721
Value:$25.2K
BlackRock Utilities, Infrastructure & Power Opportunities Trust
Shares:1.1K
Value:$25.2K
45782C425
Shares:774
Value:$25.1K
74255Y888
Shares:1.3K
Value:$25.1K
BioNTech SE
Shares:275
Value:$25.0K
81752T619
Shares:1.0K
Value:$25.0K