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 16 of 201
14020X104
14020X104
Shares:
265415(+18.7%)
Value:
$7.5B(+15.1%)
92206C706
VGIT|92206C706
Shares:
126019(+13.3%)
Value:
$7.5B(+16.1%)
Energy Transfer LP
ET|29273V100
Shares:
397626(+6.2%)
Value:
$7.4B(+0.8%)
92204A603
92204A603
Shares:
29393(+0.1%)
Value:
$7.3B(-2.6%)
47103U886
47103U886
Shares:
147440(+2.0%)
Value:
$7.2B(+2.5%)
464288448
464288448
Shares:
233483(+15.9%)
Value:
$7.2B(+31.4%)
STERIS plc
STE|G8473T100
Shares:
31865(+6.5%)
Value:
$7.2B(+17.4%)
78464A284
78464A284
Shares:
285890(-8.7%)
Value:
$7.2B(-10.0%)
85207H104
85207H104
Shares:
298629(-9.1%)
Value:
$7.2B(+8.6%)
ILLINOIS TOOL WORKS INC
ITW|452308109
Shares:
28906(+1.5%)
Value:
$7.2B(-0.8%)
GABELLI DIVIDEND & INCOME TRUST
GDV|36242H104
Shares:
296651(-0.0%)
Value:
$7.2B(-0.1%)
NRG ENERGY, INC.
NRG|629377508
Shares:
74732(-1.6%)
Value:
$7.1B(+4.1%)
52468L505
52468L505
Shares:
219871(+2318.8%)
Value:
$7.1B(+2465.4%)
464287879
464287879
Shares:
72440(-2.6%)
Value:
$7.1B(-12.6%)
46138J452
46138J452
Shares:
324102(-1.5%)
Value:
$7.0B(-1.6%)
78464A359
78464A359
Shares:
91023(-7.6%)
Value:
$7.0B(-9.1%)
97717X594
97717X594
Shares:
159568(-50.0%)
Value:
$6.9B(-50.0%)
33740F888
33740F888
Shares:
279301(-29.0%)
Value:
$6.9B(-28.7%)
78468R200
78468R200
Shares:
223971(-2.5%)
Value:
$6.9B(-2.2%)
KIMBERLY CLARK CORP
KMB|494368103
Shares:
48387(+36.9%)
Value:
$6.9B(+48.6%)