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 174 of 201
UPWORK, INC
Shares:295
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$11.3B)
29786AAJ5
Shares:
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$11.3B)
TWO HARBORS INVESTMENT CORP.
Shares:287
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$11.3B)
464286582
Shares:50
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$11.3B)
Voya Asia Pacific High Dividend Equity Income Fund
Shares:612
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$11.3B)
LITHIUM AMERICAS CORP.
Shares:1.4K
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$11.3B)
55303JAB2
Shares:
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$11.3B)
SEACOR Marine Holdings Inc.
Shares:742
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$11.3B)
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
Shares:240
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$11.3B)
Longeveron Inc.
Shares:2.4K
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$11.3B)
Trinseo PLC
Shares:1.0K
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$11.3B)
04271TAB6
Shares:
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$11.3B)
74965L200
Shares:150
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$11.3B)
HERITAGE FINANCIAL CORP /WA/
Shares:150
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$11.3B)
ServisFirst Bancshares, Inc.
Shares:44
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$11.3B)
14022A102
Shares:152
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$11.3B)
ZILLOW GROUP, INC.
Shares:54
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$11.3B)
Braze, Inc.
Shares:100
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$11.3B)
EVgo Inc.
Shares:1.4K
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$11.3B)
CIVITAS RESOURCES, INC.
Shares:103
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$11.3B)