Steward Partners Investment Advisory, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001723397
- Manager Name
- Steward Partners Investment Advisory, LLC
Data Enrichment
64% identified2,580 identified1,437 unidentified
Holdings
4,017 positions
Manager:
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Page 167 of 201
464288117
Shares:
151(+0.0%)
Value:
$6.0M(+2.6%)
46641Q753
Shares:
143(+0.0%)
Value:
$5.9M(-4.1%)
46137V571
Shares:
200(+0.0%)
Value:
$5.9M(+13.2%)
78464A110
Shares:
37(+0.0%)
Value:
$5.9M(-8.0%)
26210CAC8
Shares:
0
Value:
$5.9M(-0.6%)
78463X475
Shares:
94
Value:
$5.9M
45826HAB5
Shares:
0
Value:
$5.8M(-8.8%)
97717Y659
Shares:
213(+0.9%)
Value:
$5.8M(-3.2%)
46436E502
Shares:
118(+0.0%)
Value:
$5.8M(-8.1%)
91879QAN9
Shares:
0
Value:
$5.8M(+1.4%)
316092360
Shares:
130(+0.0%)
Value:
$5.7M(-5.2%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Taskus, Inc.(TASKcusip87652V109) | 437 | QoQ NEW(+437) YoY NEW(+437) | All Managers (Combined) | $6.0K | QoQ NEW(+$6.0K) YoY NEW(+$6.0K) |
(cusip464288117)✕ | 151 | QoQ 0.00% (+0)YoY +2.72% (+4) | All Managers (Combined) | $6.0K | |
(cusip46641Q753)✕ | 143 | All Managers (Combined) | $5.9K | ||
(cusip46137V571)✕ | 200 | All Managers (Combined) | $5.9K | ||
(cusip78464A110)✕ | 37 | QoQ 0.00% (-0)YoY -21.27% (-10) | All Managers (Combined) | $5.9K | |
| 822 | YoY NEW(+822) | All Managers (Combined) | $5.9K | YoY NEW(+$5.9K) | |
(cusip26210CAC8)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $5.9K | QoQ -0.60% (-$36)YoY NEW(+$5.9K) |
| 1.0K | QoQ 0.00% (-0) | All Managers (Combined) | $5.9K | ||
(cusip78463X475)✕ | 94 | QoQ NEW(+94) YoY NEW(+94) | All Managers (Combined) | $5.9K | QoQ NEW(+$5.9K) YoY NEW(+$5.9K) |
| 300 | All Managers (Combined) | $5.9K | |||
| 1.0K | All Managers (Combined) | $5.8K | |||
Autonation, Inc.(ANcusip05329W102) | 36 | YoY NEW(+36) | All Managers (Combined) | $5.8K | YoY NEW(+$5.8K) |
(cusip45826HAB5)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $5.8K | YoY NEW(+$5.8K) |
| 2.5K | YoY NEW(+2.5K) | All Managers (Combined) | $5.8K | YoY NEW(+$5.8K) | |
| 61 | QoQ NEW(+61) YoY NEW(+61) | All Managers (Combined) | $5.8K | QoQ NEW(+$5.8K) YoY NEW(+$5.8K) | |
(cusip97717Y659)✕ | 213 | QoQ +0.94% (-2)YoY +0.94% (+2) | All Managers (Combined) | $5.8K | |
(cusip46436E502)✕ | 118 | QoQ 0.00% (-0)YoY NEW(+118) | All Managers (Combined) | $5.8K | YoY NEW(+$5.8K) |
(cusip91879QAN9)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $5.8K | QoQ +1.45% (+$83)YoY NEW(+$5.8K) |
Confluent, Inc.(CFLTcusip20717M103) | 242 | All Managers (Combined) | $5.7K | ||
(cusip316092360)✕ | 130 | All Managers (Combined) | $5.7K |