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 174 of 201
29786AAJ5
Shares:
0
Value:
$3.8M(-0.6%)
464286582
Shares:
50(+0.0%)
Value:
$3.8M(+4.9%)
55303JAB2
Shares:
0
Value:
$3.8M(+2.0%)
Shares:
240(+0.0%)
Value:
$3.7M(+2.3%)
04271TAB6
Shares:
0
Value:
$3.7M(+0.8%)
74965L200
Shares:
150(-18.9%)
Value:
$3.7M(-19.4%)
14022A102
Shares:
152
Value:
$3.6M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Upwork, Inc(UPWKcusip91688F104) | 295 | QoQ 0.00% (-0)YoY NEW(+295) | All Managers (Combined) | $3.9K | YoY NEW(+$3.9K) |
(cusip29786AAJ5)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $3.8K | QoQ -0.62% (-$24)YoY NEW(+$3.8K) |
287 | QoQ +2.86% (+8)YoY +49.47% (+95) | All Managers (Combined) | $3.8K | ||
(cusip464286582)✕ | 50 | All Managers (Combined) | $3.8K | ||
612 | All Managers (Combined) | $3.8K | QoQ +1.80% (+$67)YoY -2.52% (-$98) | ||
1.4K | QoQ -0.35% (-5) | All Managers (Combined) | $3.8K | ||
(cusip55303JAB2)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $3.8K | QoQ +1.97% (+$73)YoY NEW(+$3.8K) |
742 | QoQ NEW(+742) YoY NEW(+742) | All Managers (Combined) | $3.8K | QoQ NEW(+$3.8K) YoY NEW(+$3.8K) | |
240 | All Managers (Combined) | $3.7K | |||
Longeveron Inc.(LGVNcusip54303L203) | 2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $3.7K | QoQ NEW(+$3.7K) YoY NEW(+$3.7K) |
Trinseo Plc(TSEcusipG9059U107) | 1.0K | All Managers (Combined) | $3.7K | ||
(cusip04271TAB6)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $3.7K | QoQ +0.79% (+$29)YoY NEW(+$3.7K) |
(cusip74965L200)✕ | 150 | All Managers (Combined) | $3.7K | ||
150 | QoQ 0.00% (-0) | All Managers (Combined) | $3.6K | ||
44 | QoQ +15.78% (+6)YoY -63.93% (-78) | All Managers (Combined) | $3.6K | ||
(cusip14022A102)✕ | 152 | QoQ NEW(+152) YoY NEW(+152) | All Managers (Combined) | $3.6K | QoQ NEW(+$3.6K) YoY NEW(+$3.6K) |
54 | QoQ 0.00% (-0) | All Managers (Combined) | $3.6K | ||
Braze, Inc.(BRZEcusip10576N102) | 100 | QoQ NEW(+100) YoY NEW(+100) | All Managers (Combined) | $3.6K | QoQ NEW(+$3.6K) YoY NEW(+$3.6K) |
1.4K | All Managers (Combined) | $3.6K | |||
103 | QoQ 0.00% (-0) | All Managers (Combined) | $3.6K |