Steward Partners Investment Advisory, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

4,017 positions • $11,313,179.22K total value

4,017 positions

Manager:

SEC FilingSEC DataHachi Filing

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POPULAR, INC.

BPOP|733174700

24(+0.0%)

Value:

$2.2M(-1.8%)

HERON THERAPEUTICS, INC. /DE/

HRTX|427746102

1000(+0.0%)

Value:

$2.2M(+43.8%)

UNITED STATES ANTIMONY CORP

UAMY|911549103

1000(+0.0%)

Value:

$2.2M(+24.3%)

65250K105

Value:

$2.2M

COHEN & STEERS, INC.

CNS|19247A100

27(+0.0%)

Value:

$2.2M(-13.1%)

89377MAB5

Value:

$2.1M(+3.9%)

Liberty Broadband Corp

LBRDA|530307107

25(+0.0%)

Value:

$2.1M(+14.3%)

Adient plc

ADNT|G0084W101

165(-80.8%)

Value:

$2.1M(-85.7%)

Phreesia, Inc.

PHR|71944F106

Value:

$2.1M

19761L854

46(+0.0%)

Value:

$2.1M(+3.2%)

37954Y228

350(-36.4%)

Value:

$2.1M(-43.8%)

iRhythm Technologies, Inc.

IRTC|450056106

20(+0.0%)

Value:

$2.1M(+16.1%)

Ardmore Shipping Corp

ASC|Y0207T100

213(-49.9%)

Value:

$2.1M(-59.6%)

Nomad Foods Ltd

NOMD|G6564A105

106(+0.0%)

Value:

$2.1M(+17.1%)

KORU Medical Systems, Inc.

KRMD|759910102

820(+0.0%)

Value:

$2.1M(-34.0%)

33733F101

16(+0.0%)

Value:

$2.1M(-6.4%)

RAYONIER ADVANCED MATERIALS INC.

RYAM|75508B104

360(+0.0%)

Value:

$2.1M(-30.3%)

CENTRAL GARDEN & PET CO

CENTA|153527205

62(+0.0%)

Value:

$2.0M(-1.0%)

LAKELAND FINANCIAL CORP

LKFN|511656100

34(+0.0%)

Value:

$2.0M(-13.6%)

UFP TECHNOLOGIES INC

UFPT|902673102

10(+0.0%)

Value:

$2.0M(-17.5%)

Instrument	Shares		Other Manager	Value
Popular, Inc.(BPOPcusip733174700)	24	QoQ 0.00% (-0) YoY NEW(+24)	All Managers (Combined)	$2.2K	QoQ -1.77% (-$40) YoY NEW(+$2.2K)
Heron Therapeutics, Inc. /De/(HRTXcusip427746102)	1.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$2.2K	QoQ +43.79% (+$670) YoY -20.57% (-$570)
United States Antimony Corp(UAMYcusip911549103)	1.0K	QoQ 0.00% (+0) YoY NEW(+1.0K)	All Managers (Combined)	$2.2K	QoQ +24.29% (+$430) YoY NEW(+$2.2K)
(cusip65250K105)✕	26	QoQ NEW(+26) YoY NEW(+26)	All Managers (Combined)	$2.2K	QoQ NEW(+$2.2K) YoY NEW(+$2.2K)
Cohen & Steers, Inc.(CNScusip19247A100)	27	QoQ 0.00% (-0) YoY NEW(+27)	All Managers (Combined)	$2.2K	QoQ -13.07% (-$326) YoY NEW(+$2.2K)
(cusip89377MAB5)✕	—	QoQ - YoY NEW	All Managers (Combined)	$2.1K	QoQ +3.92% (+$81) YoY NEW(+$2.1K)
Liberty Broadband Corp(LBRDAcusip530307107)	25	QoQ 0.00% (+0) YoY +150.00% (+15)	All Managers (Combined)	$2.1K	QoQ +14.30% (+$266) YoY +272.15% (+$1.6K)
Adient Plc(ADNTcusipG0084W101)	165	QoQ -80.83% (-696) YoY +28.90% (-37)	All Managers (Combined)	$2.1K	QoQ -85.69% (-$12.7K) YoY -49.64% (-$2.1K)
Phreesia, Inc.(PHRcusip71944F106)	83	QoQ NEW(+83) YoY NEW(+83)	All Managers (Combined)	$2.1K	QoQ NEW(+$2.1K) YoY NEW(+$2.1K)
(cusip19761L854)✕	46	QoQ 0.00% (+0) YoY NEW(+46)	All Managers (Combined)	$2.1K	QoQ +3.18% (+$65) YoY NEW(+$2.1K)
(cusip37954Y228)✕	350	QoQ -36.36% (-200) YoY -36.36% (-200)	All Managers (Combined)	$2.1K	QoQ -43.81% (-$1.6K) YoY -60.38% (-$3.2K)
Irhythm Technologies, Inc.(IRTCcusip450056106)	20	QoQ 0.00% (+0) YoY -91.56% (-217)	All Managers (Combined)	$2.1K	QoQ +16.13% (+$291) YoY -92.38% (-$25.4K)
Ardmore Shipping Corp(ASCcusipY0207T100)	213	QoQ -49.88% (-212) YoY -49.88% (-212)	All Managers (Combined)	$2.1K	QoQ -59.62% (-$3.1K) YoY -70.12% (-$4.9K)
Nomad Foods Ltd(NOMDcusipG6564A105)	106	QoQ 0.00% (+0) YoY NEW(+106)	All Managers (Combined)	$2.1K	QoQ +17.08% (+$304) YoY NEW(+$2.1K)
Koru Medical Systems, Inc.(KRMDcusip759910102)	820	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.1K	QoQ -34.01% (-$1.1K) YoY +7.64% (+$148)
(cusip33733F101)✕	16	QoQ 0.00% (-0) YoY -15.78% (-3)	All Managers (Combined)	$2.1K	QoQ -6.37% (-$141) YoY -12.54% (-$297)
Rayonier Advanced Materials Inc.(RYAMcusip75508B104)	360	QoQ 0.00% (-0) YoY NEW(+360)	All Managers (Combined)	$2.1K	QoQ -30.30% (-$900) YoY NEW(+$2.1K)
Central Garden & Pet Co(CENTAcusip153527205)	62	QoQ 0.00% (-0) YoY NEW(+62)	All Managers (Combined)	$2.0K	QoQ -0.97% (-$20) YoY NEW(+$2.0K)
Lakeland Financial Corp(LKFNcusip511656100)	34	QoQ 0.00% (-0) YoY -12.82% (-5)	All Managers (Combined)	$2.0K	QoQ -13.55% (-$317) YoY -21.84% (-$565)
Ufp Technologies Inc(UFPTcusip902673102)	10	QoQ 0.00% (-0) YoY NEW(+10)	All Managers (Combined)	$2.0K	QoQ -17.50% (-$428) YoY NEW(+$2.0K)