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 174 of 201
UPWORK, INC
UPWK|91688F104
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295(+0.0%)
Value:
$3.9M(-20.2%)
29786AAJ5
29786AAJ5
Shares:
0
Value:
$3.8M(-0.6%)
TWO HARBORS INVESTMENT CORP.
TWO|90187B804
Shares:
287(+2.9%)
Value:
$3.8M(+16.1%)
464286582
464286582
Shares:
50(+0.0%)
Value:
$3.8M(+4.9%)
Voya Asia Pacific High Dividend Equity Income Fund
IAE|92912J102
Shares:
612(+0.0%)
Value:
$3.8M(+1.8%)
LITHIUM AMERICAS CORP.
LAC.TO|53681J103
Shares:
1391(-0.3%)
Value:
$3.8M(-9.1%)
55303JAB2
55303JAB2
Shares:
0
Value:
$3.8M(+2.0%)
SEACOR Marine Holdings Inc.
SMHI|78413P101
Shares:
742
Value:
$3.8M
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB|401664107
Shares:
240(+0.0%)
Value:
$3.7M(+2.3%)
Longeveron Inc.
LGVN|54303L203
Shares:
2380
Value:
$3.7M
Trinseo PLC
TSE|G9059U107
Shares:
1000(+0.0%)
Value:
$3.7M(-27.8%)
04271TAB6
04271TAB6
Shares:
0
Value:
$3.7M(+0.8%)
74965L200
74965L200
Shares:
150(-18.9%)
Value:
$3.7M(-19.4%)
HERITAGE FINANCIAL CORP /WA/
HFWA|42722X106
Shares:
150(+0.0%)
Value:
$3.6M(-0.7%)
ServisFirst Bancshares, Inc.
SFBS|81768T108
Shares:
44(+15.8%)
Value:
$3.6M(+12.8%)
14022A102
14022A102
Shares:
152
Value:
$3.6M
ZILLOW GROUP, INC.
ZG|98954M101
Shares:
54(+0.0%)
Value:
$3.6M(-5.6%)
Braze, Inc.
BRZE|10576N102
Shares:
100
Value:
$3.6M
EVgo Inc.
EVGO|30052F100
Shares:
1356(+23.3%)
Value:
$3.6M(-19.0%)
CIVITAS RESOURCES, INC.
CIVI|17888H103
Shares:
103(+0.0%)
Value:
$3.6M(-23.9%)