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 • $11.3B total value
Manager:
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Page 17 of 201
AMERICAN TOWER CORP /MA/
Shares:31.6K
Value:$6.9M
% of Portfolio:0.1% ($6.9M/$11.3B)
TAPESTRY, INC.
Shares:97.3K
Value:$6.8M
% of Portfolio:0.1% ($6.8M/$11.3B)
BECTON DICKINSON & CO
Shares:29.5K
Value:$6.8M
% of Portfolio:0.1% ($6.8M/$11.3B)
46436E833
Shares:301.9K
Value:$6.7M
% of Portfolio:0.1% ($6.7M/$11.3B)
NIKE, Inc.
Shares:105.8K
Value:$6.7M
% of Portfolio:0.1% ($6.7M/$11.3B)
464287390
Shares:285.1K
Value:$6.7M
% of Portfolio:0.1% ($6.7M/$11.3B)
AMERICAN ELECTRIC POWER CO INC
Shares:60.7K
Value:$6.6M
% of Portfolio:0.1% ($6.6M/$11.3B)
922020805
Shares:132.6K
Value:$6.6M
% of Portfolio:0.1% ($6.6M/$11.3B)
46429B671
Shares:120.0K
Value:$6.5M
% of Portfolio:0.1% ($6.5M/$11.3B)
DIGITAL REALTY TRUST, INC.
Shares:45.4K
Value:$6.5M
% of Portfolio:0.1% ($6.5M/$11.3B)
BLUE OWL CAPITAL INC.
Shares:320.4K
Value:$6.4M
% of Portfolio:0.1% ($6.4M/$11.3B)
BERKSHIRE HATHAWAY INC
Shares:8
Value:$6.4M
% of Portfolio:0.1% ($6.4M/$11.3B)
46429B655
Shares:124.3K
Value:$6.3M
% of Portfolio:0.1% ($6.3M/$11.3B)
464288307
Shares:88.8K
Value:$6.3M
% of Portfolio:0.1% ($6.3M/$11.3B)
PAYCHEX INC
Shares:41.1K
Value:$6.3M
% of Portfolio:0.1% ($6.3M/$11.3B)
CADENCE DESIGN SYSTEMS INC
Shares:24.9K
Value:$6.3M
% of Portfolio:0.1% ($6.3M/$11.3B)
37954Y673
Shares:166.4K
Value:$6.3M
% of Portfolio:0.1% ($6.3M/$11.3B)
46138E339
Shares:67.7K
Value:$6.3M
% of Portfolio:0.1% ($6.3M/$11.3B)
97717W570
Shares:104.8K
Value:$6.2M
% of Portfolio:0.1% ($6.2M/$11.3B)
921946810
Shares:75.3K
Value:$6.2M
% of Portfolio:0.1% ($6.2M/$11.3B)