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 17 of 201
AMERICAN TOWER CORP /MA/
AMT|03027X100
Shares:
31582(+0.1%)
Value:
$6.9B(+18.7%)
TAPESTRY, INC.
TPR|876030107
Shares:
97265(-5.5%)
Value:
$6.8B(+1.8%)
BECTON DICKINSON & CO
BDX|075887109
Shares:
29485(+4.8%)
Value:
$6.8B(+5.8%)
46436E833
46436E833
Shares:
301898(+2.5%)
Value:
$6.7B(+4.2%)
NIKE, Inc.
NKE|654106103
Shares:
105765(+11.6%)
Value:
$6.7B(-6.4%)
464287390
464287390
Shares:
285077(+1065.9%)
Value:
$6.7B(+1213.1%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
60701(+22.2%)
Value:
$6.6B(+44.8%)
922020805
922020805
Shares:
132581(+0.3%)
Value:
$6.6B(+3.4%)
46429B671
MCHI|46429B671
Shares:
119993(+1341.0%)
Value:
$6.5B(+1572.9%)
DIGITAL REALTY TRUST, INC.
DLR|253868103
Shares:
45352(-23.2%)
Value:
$6.5B(-38.0%)
BLUE OWL CAPITAL INC.
OWL|09581B103
Shares:
320413(+18.0%)
Value:
$6.4B(+1.7%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
8(+14.3%)
Value:
$6.4B(+34.0%)
46429B655
46429B655
Shares:
124266(-3.9%)
Value:
$6.3B(-3.6%)
464288307
464288307
Shares:
88804(+1.1%)
Value:
$6.3B(-4.4%)
PAYCHEX INC
PAYX|704326107
Shares:
41079(+2.2%)
Value:
$6.3B(+12.5%)
CADENCE DESIGN SYSTEMS INC
CDNS|127387108
Shares:
24874(+0.8%)
Value:
$6.3B(-14.6%)
37954Y673
37954Y673
Shares:
166444(-26.8%)
Value:
$6.3B(-31.7%)
46138E339
46138E339
Shares:
67661(+151.7%)
Value:
$6.3B(+145.2%)
97717W570
97717W570
Shares:
104832(+2.8%)
Value:
$6.2B(-2.0%)
921946810
VIGI|921946810
Shares:
75263(+15.0%)
Value:
$6.2B(+19.2%)