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 181 of 201
032108649
032108649
Shares:
201(+0.0%)
Value:
$2.4M(+22.1%)
ChargePoint Holdings, Inc.
CHPT|15961R105
Shares:
4020(-48.6%)
Value:
$2.4M(-71.0%)
TELA Bio, Inc.
TELA|872381108
Shares:
1991
Value:
$2.4M
M4130Y106
M4130Y106
Shares:
2500(+0.0%)
Value:
$2.4M(-17.1%)
46436E163
46436E163
Shares:
96(-90.9%)
Value:
$2.4M(-90.9%)
Inspire Medical Systems, Inc.
INSP|457730109
Shares:
15(-93.5%)
Value:
$2.4M(-94.4%)
Day One Biopharmaceuticals, Inc.
DAWN|23954D109
Shares:
300
Value:
$2.4M
LEGGETT & PLATT INC
LEG|524660107
Shares:
300(+0.0%)
Value:
$2.4M(-17.5%)
500767405
500767405
Shares:
100(+0.0%)
Value:
$2.4M(+0.7%)
NEUROCRINE BIOSCIENCES INC
NBIX|64125C109
Shares:
21(+0.0%)
Value:
$2.3M(-19.0%)
FIRST INDUSTRIAL REALTY TRUST INC
FR|32054K103
Shares:
43(+0.0%)
Value:
$2.3M(+7.6%)
02043QAB3
02043QAB3
Shares:
0
Value:
$2.3M(+8.3%)
UMH PROPERTIES, INC.
UMH|903002103
Shares:
123(+0.0%)
Value:
$2.3M(-0.9%)
ELLSWORTH GROWTH & INCOME FUND LTD
ECF|289074106
Shares:
253(+0.0%)
Value:
$2.3M(-6.3%)
78468R549
78468R549
Shares:
32(+0.0%)
Value:
$2.3M(-9.5%)
Concentra Group Holdings Parent, Inc.
CON|20603L102
Shares:
105(+59.1%)
Value:
$2.3M(+74.6%)
Fulcrum Therapeutics, Inc.
FULC|359616109
Shares:
790(+0.0%)
Value:
$2.3M(-38.7%)
46138E800
46138E800
Shares:
51(+0.0%)
Value:
$2.3M(+12.5%)
CRA INTERNATIONAL, INC.
CRAI|12618T105
Shares:
13(+0.0%)
Value:
$2.3M(-7.5%)
VIAVI SOLUTIONS INC.
VIAV|925550105
Shares:
200(+0.0%)
Value:
$2.2M(+10.8%)